Here's an excellent presentation from Morgan Stanley on economy and internet trends. One of the key trends predicted here is on mobile internet. Iphone has dramatically revolutionized mobile internet. You can see the steep increase in mobile internet adoption, usage and bandwidth consumption since the launch of Iphone. Going forward mobile is going to drive internet penetration into developing countries and the day is not far when mobile internet usage will be higher than desktop/laptop users..
Morgan Stanley Economy Internet Trends