Some people here have said "mobile has peaked". I go around with my Android mobile phone, and I have trouble finding out what time stores close. I have trouble finding nearby supermarkets. I certainly can't find out if supermarkets have an item in stock, or if the item on sale. I can't find a nearby bathroom to use.
We are nowhere near mobile peaking. Yes, there may be a little bubble now that fizzles out before it comes back again. Kind of like how there was a website bubble, which fizzled in 2000, and then four years later Facebook was started. The day I can punch into my phone asking where I can buy a chair, and get back most of the local stores, and what they have in stock, and for what price - that is when the "smartphone bubble" is soon to "burst".