I fully expect 100m but the PS4 is already past that. The question Im asking is how big is their audience full stop. Fundementally how many people are interested in what the Switch is and its line up of games? Looking at all big titles its the typical pokemon/mario/animal crossing/zelda etc. The Switch is doing amazingly well at tapping into Nintendo's audience but that could just mean its front loaded.
Well no, you asked if there are 100-120m people who want to play Nintendo games. I'm saying yes there are.
3DS was only moderately successful outside of Japan, this is not the case for Switch. Switch is doing significantly better than 3DS in America, Europe and especially Other regions.
For example, at their investor meeting last January Nintendo announced that Asia (not including Japan) made up 1.4% of 3DS sales while it makes up 7% of Switch sales.
That means that in almost 7 years 3DS sold 1.1 million in this region while Switch sold 2.25 million in under 2 years.
These regions have grown so much that Nintendo has decided to seperate Europe and Other into 2 separate regions in their quarterly reports (they used to be blocked together).
80 million may have been the saturation point for 3DS but it is not for Switch as it is a mainstream success in every region.
When the herd loses its way, the shepard must kill the bull that leads them astray.