This trend away from desktop computers will impact the mega BI software vendors, especially those with just Windows products (and even those with web-based products).
Here is an interesting story about The Broad Institute converting their legacy IBM Cognos BI applications into the more contemporary product from Tableau Software. The major reasons for moving to Tableau listed in the article included new data visualization features and mobile access.
Zach Leber, the assistant director of informatics at The Broad Institute, told about the change for employees:
"As they're coming to work in the morning, for example, they can check on the status of their projects, from their smartphones even. So, it's really giving people a lot more visibility into what's going on with their projects than they had before."
See the entire article here