According to Cisco, there will be more smartphones (connected) than humans by 2016. Moreover, with mobile data traffic in 2011 being eight times the size of the global Internet (data) in 2000… this leads one to believe that Cisco (and various other networking providers will continue to generate lucrative profits if they manage their technology / positioning and businesses properly…)
(Source) BBC: http://goo.gl/EqpBW