They can get the market that is South America, China, SEA, South Asia
these are where percentage of competitive Mobile and casual playerbase presence are at worst NEAR EQUAL or more vs PC
I also dont see any possible overlaps (like player switching platforms) there's an unseen playerbase dedicated separately to that.
While MOBA and Battle Royale are very much too crowded, Mobile Tactical Shooters barely dominated by any game. Even CODM is a 4-year suffering with one of the most struggling competitive scene at this point (so prone to loses light against games like VALM)
So in summary: Its the mirror of NA is home of Console, Asia is home of Mobile, but also Mobile Esports as well that should tell all of it