The Mary Meeker Internet Trends report from Morgan Stanley and at http://www.morganstanley.com/institutional/techresearch/cm_summit_june2010.html is an excellent summary of the state of play in the mobile market (although at times a little US focussed). One of the many fascinating items is the predicted decline in the number of feature phones to be sold in the US and replaced by Smartphones. I am sure this is the reason for increasing the standing of Symbian for the mid tier phone market. This is very nicely shown in the above graph.
Another interesting discovery was the $50B gap between market share and advertising spend on the internet on slide 25. Obviously advertising on mobile needs to improve significantly before this gap can be filled but I am sure this is going to happen some time soon.
Lots more interesting discoveries such as the rise of mobile ecommerce in Japan which is an indicator that it will happen elsewhere too.