This data from CISCO shows the main drivers for global mobile data traffic:

Notice that the number of mobile users is going up by less than 15% in total over the 5 years! So, the growth is not in the users (which I already mentioned in an earlier article) but in the way they will be using the mobile Internet.

And mobile traffic itself will keep growing fast at the average CAGR of over 50%:

This is how much data is being transferred:

Somebody needs to buy a lot of hard drives to store this data… Should be good news for Seagate and WDC  ;).