Re: Maybe right, but probably not yet
Video calls never took off for two reasons: they are prohibitively expensive; it's inconvenient and uncomfortable to stay still and stare at a camera. This was never going to drive data use. 3G also had to compete with the usual problems of needing handsets powerful enough to use it and prices that could compete with the increasingly ubiquitous WiFi. To do that they had to swallow their pride and write down the
value of the spectrum licences they'd paid stupid money more.
Now, all new networks deployments can take advantage of a much more homogenous (IP-based) environment, making it much easier to offer data at marketable prices. So, even in developing countries, there is a huge market for mobile data but it won't be at 2003 European or 2013 American prices. Value-added OTT services are probably the key enablers.