Isn't that a bit of a chick v. egg argument? In many cases the one is highly dependent on the other. The fact that mobile technology is evolving in power & capabilities is due in a large part to applications & services that run in the cloud allowing mobile users to untether themselves from a desktop--or even laptop unit. For example, cloud storage services mean that mobile devices don't have to carry a lot of onboard storage--we just access it from the cloud. That cuts us free of a box with GBs of storage.
I don't think you can really separate one from the other with a great deal of exactitude
as they are mutually dependent--a mutually reinforcing development & use cycle.