Two articles below worth noting which are focused on the iPhone application developer dynamic.
The industry won't thrive unless mobile application developers have the potential to become substantial, financially viable vendors. It's in the self interest of all market participants to support the development of a reasonably balanced ecosystem where economic rewards are shared.
http://gigaom.com/2009/05/01/is-the-iphone-platform-destined-to-disrupt-the-packaged-software-industry/
http://www.moconews.net/entry/419-venture-capitalists-not-so-convinced-100-million-mobile-app-companies-e/