This will have a big influence on the way software has to be made - it is clear since a while that "mobile first" is the way to go, at least in the consumer market. But this is as important for B2B and B2E software. There are whole continents who are skipping the PC completely and who will be equipt with mobile devices first.

Read a great summary of Ciscos report at CNet.

As said before, SAP and other enterprise software vendors need to accelerate their switch to the mobile world if they want to keep their spot in the market place.