How Series S could be last place in the US, Europe, and Japan, but first-place globally

[AllfatherStarr]

src said:

Bad analysis.

Demographics are a thing. You can't expect India's population to be buying $400 game consoles when they don't even buy $400 phones. You have completely missed the economic demographics of each population. The gaming population right now in India is miniscule, and depends on the economic growth of the population in that country, which will take more than 5 years. Same with the other developing nations mentioned.

Furthermore, a digital only console is DEAD in these countries where internet infrastructure is not reliable, costly and in some cases not even built out.

As someone from a smaller town in India, I disagree with some of your points.

A $400 dollar phone or a console is a luxury for sure, but not outside the realm of a once a year splurge spending. Of course this does not apply to rural India, and not 1.4 billion Indians, but the Indian middle class for whom its a possibility is fairly large, probably in the tens of millions if not a hundred. 

Fiber Internet has exploded in the past year or so. I subscribe to a 100 Mbps connection that roughly costs $10 dollars a month. If I went for 30 Mbps, it would be $5.  This is from a provider who has pretty much nationwide presence, and has forced there competitors to match those prices. Its been a year and I have had one outage, which is significantly better , and cheaper, than the experience I had with US providers while was living there.