When I go shopping for a phone this year, I'll be comparing the iPhone5 with the latest dual-core 4+" 1280x760 Android monstrosity, then drop 600+ on either. When the newly minted middle class in those countries goes shopping for a phone this year, they'll look at a reasonable 3.5" 480x320 Android for $150-200, compare it with some aging Nokia dinosaur and make their pick. The iPhone is not going to be figuring into their thoughts very much.