To be fair the response is split up awkwardly. It's hard to know if he's saying that it isn't a big gaming market opportunity for Sony specifically, or the entire market. However, his second claim is clear as day: that he's specifically blaming mobile devices. Which is funny, because if anything Nintendo is the handheld manufacturer that hurt the most from this. Just think about how many simple games sold millions of handhelds, particularly during the Gameboy original and DS days. Now compare that to the PSV, which sold almost entirely on the premise of home console games on the go.
This is why the Switch will survive. It's not playing games that just happen to be on the go. It's a specific alternative to mobile, with games that are actually console quality, something that can't be said for numerous Vita games.
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