eMarketer came out with a report earlier this year articulating Mobile Applications: Moving Beyond Apple. One of the big data points they refer to is from Piper Jaffray, who estimate that spending on consumer and business applications will grow 5-fold by 2012. From a $2.8B market this year, into a $13B+ market.
I can see how the consumer side of things will definitely grow, but I don't really get the spending growth on the business side. I do think the growth of the usage of business applications will grow tremendously, but will business pay for it? Or will it just come for free as part of their product consumption? Business will just expect that your app or service or software will run on their mobile devices.