Mobile Internet Market Will Be Twice The Size of Desktop Internet
According to a Morgan Stanley Report, blogged about on the ReadWriteWeb Blog, the mobile Internet market will be twice the size of desktop internet. Apparently Morgan Stanley bases the on analysis comparing Internet users with mobile subscribers.
Additionally, ReadWriteWeb states that the Morgan Stanley report:
...starts out by saying that Apple's iPhone/iTouch/iTunes ecosystem "may prove to be the fastest ramping and most disruptive technology product / service launch the world has ever seen."
Growth in the Mobile Internet is being driven by 3G adoption and the increasing popularity of smartphones, of which the iPhone is the leader in terms of Web traffic. Morgan Stanley predicts that smartphones "will out-ship the global notebook + netbook market in 2010E and out-ship the global PC market (notebook + netbook + desktop) by 2012E."
These are interesting predictions by Morgan Stanley. Judging by my own internet consumption, I use my iPhone to access the web for information far more than my work Desktop or my home Tablet PC. My wife almost exclusively uses her iPhone for web content. She touches the home laptop maybe once every two weeks. It is just faster and easier to get the information we need via our iPhone's. Regardless of how the growth of mobile computing goes, it is obvious that it will be a disrupting influence for the next several years.

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