I was a little surprised to read Société Générale's comments about the waning of the download market.
SG's comments are summarised in this Independent market report:
I had thought that download sales were growing... However, if there is a slight downturn, I would expect the flood of new players (mentioned in the post above) to turn it around, and boost numbers again.
Still, perhaps those figures are not that significant, as at the end of the day, it is the hardware sales that interest us most.