Check the latest report from Morgan Stanley, the main point is:
Mobile Internet Usage Is and Will Be Bigger than Most Think.
It also specifies 8 key themes for mobile internet:
1) Mobile Internet Usage Is and Will Be Bigger than Most Think.
2) Apple Mobile Share Should Surprise on Upside Near-Term.
3) Next Generation Platforms (Social Networking + Mobile) Driving Unprecedented Change in Communications + Commerce.
4) Mobile in Japan + Desktop Internet Provide Roadmaps for Mobile Growth + Monetization.
5) 3G Adoption / Trends Vary By Geography.
6) Carriers in USA / W. Europe Face Surging Network Demand But Uncertain Economics.
7) Regulators Can Help Advance / Slow Mobile Internet Evolution.
Mobile-Related Share Shifts Will Create / Destroy Material Shareholder Wealth.
“Japanese prediction”
It is interesting how the mobile internet growth trends are predicted using the last years’ data from Japan:
