The boom in all things “mobile” is continuing and expected to continue for the foreseeable future.

It’s appropriate to revisit the outlook for the growth in all things “mobile” coming on the heels of the Mobile World Congress.  Cisco updated their forecast of mobile data traffic last month (“wireless” is the operative concept).  I have included a chart and tables that hit some key points such as mobile data traffic grew 70% in 2012 and was 12X the size of the entire internet in 2000.  Cisco says mobile data traffic will grow 13-fold between 2012 and 2017.  Mobile video traffic now accounts for more than 50% of traffic – this has implications for not only video content but also for video ads and video communications (think Skype / Facetime).  The takeaways from the growth estimates include but are not limited to: a continuing scramble to provide sufficient bandwidth (much of which will be via WiFi offload), accelerating amounts of mobile commerce (and an attendant increase in malware and viruses), a boom in mobile marketing and advertising, a final emergence of mobile payment platforms, an explosion in M2M (“machine to machine”) and growth in multi-screen video consumption and software platforms to enable and measure who is watching.  Aberdeen is concentrated on investing in all of the above areas.  Jeb B. Terry, Sr. March 9, 2013

Mobile data traffic & Wifi Offload 2012-1017

Cisco tables re traffic and devices 2012-2017 Feb 2013

Aberdeen Investment Management – a guide service for micro-cap technology investment


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