My guess: major third-party game franchises, for iPad and/or AppleTV. The next-generation GPU in the series Apple uses (PowerVR G6200) is equivalent in power t

My guess: major third-party game franchises, for iPad and/or AppleTV. The next-generation GPU in the series Apple uses (PowerVR G6200) is equivalent in power to the Xbox360 GPU (Xenos). So, you could port Black Ops/MW3/BF3. The next expected process-shrink enables this with the same battery life. But Apple's not due for a new iPad, and not everything may be possible yet (e.g. display's power consumption). AppleTV doesn't have the power constraint, so, with GPU upgrade, it could be first announced there. The reason to rush is to get established as a competitive alternative game platform before being overshadowed by the next generation of game consoles. Game consoles may pay the ultimate price for holding off so long...