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I could see the game business dividing into three factions in the long run.

Apple - Staying more casual, but gradually starting to focus on gamers in order to maintain iOS adoption.

Microsoft - Self explainatory.

Nintendo + Sony + Google - I think these three will come together because they're under too much fire separately to last in a gun fight forever and Google needs partners to get into the living room space. Google supplies the OS (modified to Nintendo/Sony's needs) for free, Nintendo + Sony split software licensing fees from 3rd party software devs, Nintendo/Sony only offer limited access to the app store with apps they choose and they charge licensing premium on.