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looks dubious
That seems like an overly-strong statement.
There’s a point where the whole world has access to video games. And we’re getting closer to that time. There are certainly limits on growth approaching. But I don’t think that we’re to those limits yet.
For mobile phones in sub-Saharan Africa:
https://www.gsma.com/solutions-and-impact/connectivity-for-good/mobile-economy/sub-saharan-africa/
That’s not even smartphones. And even smartphones can only run certain types of video games. There’s a lot of the world that still is constrained by limited development.
That statement was my attempt to summarize a chunk of the article, and was not my own analysis. From my perspective, I will say that I understand that there are parts of the world that don’t have access to PS5 games or whatever. However, I don’t think that this market is going to massively shift at any time in the next decade, because that would mean a shift of the entire socio-economic balance of the world. As much as I would love to see the Global North take a backseat while other nations rise, I think it’s fair for an analyst to assume that this is not going to happen.