Based on comments in a recent keynote, Microsoft CEO Steve Ballmer doesn't seem to think PC use is going to drop too much, but he did say, "Mobile queries are just going to keep going up and up and up."
A study released last month found that the number of mobile phone subscribers is on track to increase from 4.6 billion to 5 billion globally by the end of 2010. Another study found that consumers are getting more comfortable with mobile shopping.
Mobile Search
Google has dominated the search market for a long time, and while this still continues to be the case, it's important to note that search in general changes with mobile. People are searching in different ways than just using their favorite search engines. They're using different apps. They're using their voices. They're scanning barcodes for instant access to product information. The number of ways people are finding information with their phones is only going to keep increasing. On mobile, it's not just about Google, Yahoo, and Bing.
That's not to say these three aren't still incredibly important to mobile. In fact, the search share among these top search engines may even become more greatly divided as time goes on. We're seeing different mobile carriers and manufacturers making deals with these companies, which affect the default search options for various devices. As we discussed before, mobile search engine use may be largely dictated by device popularity, which is (in my opinion) one of the biggest things Bing will have going in its favor in terms of market share - Microsoft's new Windows Phone 7 phones will come with Bing hardware keys, meaning the most convenient way to search on these devices will likely be to hit a single button taking the user to Bing. If these devices become popular, it could be huge for Microsoft in search.
As far as Google indexing and mobile sites goes, Google's Matt Cutts says, "If you can find a way where your existing site will work well in mobile browsers, we're not worrying about supporting two completely different sites."
