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let me start by saying this isn't what i want but what i expect .. but i think apple is winning

1. large development budgets in combination of the greater internet access/distribution and the hacker/piracy influence will make the games nintendo/sony/ms develop non-profitable and therefore non-existant.

2. proprietary consoles will fall out of favor due to being less integrated with the larger picture.

3. the mass market still doesn't give a fuck about gaming and they will never will.  it will always carry the stigma of being childish.

from this i expect apple to very well with their free/throw-away app strategy.  sony has shown via xperia they are at least willing to adapt but frankly they move too slow and are likely to be left in the dust.  i'm not sure about MS, i think they'll at least stick around.  nintendo is likely the worst off as they have shown exteeme resistence towards emerging trends.  they will likely try to distrupt those trends which is great when you win but devistating when you lose.  as the 3DS has shown ... it is a difficult proposition to bottle lightning.