Ok, let me delve some in the recent 'what developers want from next-gen' talk that's been popular lately, but from an entirely Western perspective.
1. Middleware providers want PC-like consoles in terms of features and power. Which is natural, as the product of those developers is 'new tech' which, let's not fool ourselves, is made possible not so much by sw breakthroughs as by hw advancements. In this regard, those parties don't really care about the consumer market - their income does not come (primarily) from that. They are a major force behind the 'AAA..A' push we're seeing today (the other proponents being mega-publishers who want their grounds clear from 'weeds'). Unsurprisingly quite a few independent game studios bit the 'HD experience' bate at the start of this cycle - who'd want to be left behind if everybody left and right was rushing to Klondyke? I find the case of Denis Dyack/SK particularly telling: at the start of the gen he was an evangelist of 'hollywood-style AAA+ productions made possible by huge teams using advanced middleware running on HD powerhouses' (paraphrasing his various statements from that period). Fast-forward a couple of years when he was already suing Epic for underdelivering on middleware promises and contractual obligations. And we know how Too Human went - SK are grasping for their breath ATM. For this group of middleware developers, nintedo's philosophy is detrimental - they'll always pay lip service to it, but that's not what they really want the market to be heading, and they never will.
2. Regular game companies who care about their consumer base, and for whom 'advancements' in the revenue stream from the end consumer are where the gist is. Those guys ideally want huge install bases and subscription-based revenue. For them the hardware prowess is secondary - they could be happy on an ipad if it was not for Apple dictating the rules. Such players would be perfectly fine with nintendo, with the implied remark nintendo does not screw up with the online. Which takes us to..
3. Blizzard and Valve. Those guys are the self-made success stories of the Western game industry - one of them with the 'next-gen' subscription-based revenue, the other - with the own DD service, both with huge install bases, both playing by their own rules, building their own kingdoms. Of course, not without their own cloudy weathers. Their interest in nintendo's offerings is entirely dictated by what the weather forecast in their own kingdom says. In this regard, IF they decided to do business with nintendo, they'd be more aligned with (2) than with (1) above - a viable online system is way more important to them, than the spit'n'shine the hw offers.