I do think this is a valid indicator in "not fully developped yet" countries, but I don't think its very representative for others.
As for the slow down some ISP in france started to regroup several clients under the same IPV4 addr, essentially assigning them the said ipv4 and a range of ports, some sort of PAT at the ISP level, I don't know if it is an isolated solution but it might explain part of the slow down. Doesn't explain why they do it tho.