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Exclusive are going to become a rare commodity moving forward, so timed exclusives and exclusive DLC will more than likely be the name of the game. That being said:

Capcom will probably be Steel Battalion for the Kenetic
Square Enix will probably be Hitman or some other Eidos effort
THQ will probably be Metro maybe with timed exclusive attached to it, since THQ needs money "now" and Microsoft may supply it for some sort of exclusivity timed or content wise.
EA judging from the last two years will probably be sports titles with Kenetic support because it done so well to this point for EA. (There is some sarcasm in that comment)
Ubisoft has a few things in the work for Wii-U and it will probably be link to those games. (with Kenetic support)
Harmonix will probally be Dance Central 3