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02.05.10 Mobile Computing Slated To Surpass Desktop Computing  By Brian Solis
Sounds like a sensationalistic headline, but if you read Morgan Stanley's latest series of reports on the Mobile Internet, you'll walk away with the same impression. Morgan Stanley's global technology and telecom analysts documented the rapidly changing mobile Internet market to provide a framework for emerging trends and direction. To set the stage, Morgan Stanley forecasts that the mobile Internet market will be at least 2x the size of desktop Internet when comparing Internet users to mobile subscribers. According to the report, Apple's iTunes + iPhone/Touch ecosystem has created what "may prove to be the fastest ramping and most disruptive technology product / service launch the world has ever seen." For marketers, Apple has reset the market by empowering brands and developers to mine an entirely new channel to reach existing and potential customers, advocates, and influencers. You can expect to see brands increasingly exploiting popular apps as well as creating branded experiences in the Apple, Android and eventually in the Microsoft, BlackBerry, and Palm platforms as well. VW's launch of its new GTI exclusively on the iPhone and iPod Touch as an app was as groundbreaking as it was telling. Morgan Stanley also predicts that smartphones will out-ship the global notebook + netbook market in 2010E. And, smartphones will also out-ship the global PC market (notebook + netbook + desktop) by 2012E. Driven primarily by 3G and a rich ecosystem of anytime, anywhere wireless capabilities, many consumers are finding their mobile online activity rise dramatically due 24×7 access to ‘cloud-based' content and applications. In reviewing the report, it appears that consumer usage of wireless data (including video + images + content + communications) continues to grow rapidly and this growth is expected to run its course for the foreseeable future. In addition, Morgan Stanley sees three platforms demonstrating especially strong momentum that combines consumer and developer adoption and interest. 1) Facebook (which is increasingly becoming a desktop + mobile communications hub); 2) Mobile (clearly led by Apple's iPhone / iTouch / iTunes ecosystem) 3) The web (as online usage of products / services continue to gain share vs. offline counterparts and growing wireless usage expands market opportunities). Social Networking Drives Growth  Continue reading this article.
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