If carrier-grade network address translation is applied to them all, it could permit hundreds of millions of devices to hook up to the internet using IPv4 rather than IPv6
Carrier-grade NAT is in place all over Asia, which is why they know all about it. China and India coudl each easily use the entire IPv4 address space. Seeing as the growth of devices is driven by mobile devices, which generally spend most of them their time on carrier networks, which already have to support IPv6, carriers probably aren't that interested in downgrading to NAT. These addresses will make more sense for legacy systems where 6-to-4 gateways aren't practicable. But I reckon "cloud" providers will be the biggest users.