1) The impact of the crisis will increase polarization of the mobile market but regulation issues will be at least as important if not more
- The net result will be a greater polarization of the market between early adopters / innovators and the mass-market.
- Operators are fearing regulation issues much more than they fear limited consumer spend.
2) Acceleration of existing disruption forces, in favor of new entrants.
- Big online players and e-commerce one willing to enter the mobile space.
- Expect lots of improvement in mobile merchandizing and expect a bunch of operators to launch widgets and equivalent of application stores.
- Online/web developers are only really starting to be interested in the mobile space and this will change the pace of innovation and the quality of execution.
- The device landscape will be extremely fragmented and that creating a compelling user-experience will remain a challenge.
3) Web/mobile convergence will really start emerging but despite growing revenues, mobile advertising will still remain in a transition/education phase.
-Web developers are joining the dance and this will lead to a constant flow of innovation around widgets, mobile social computing, IM, VoIP, RSS feeds and the whole 2.0 ecosystem.
-Another key trend will be the integration of location into services.
