Posted 05 December 2012 - 15:56
Nope, it's the Ouya they're going to have to react to.
Tablet and smartphone gaming has been a major disruptor in what people are willing to spend (and economies of scale mean that devs can sell games for a lot less and still make money), and free to play gaming on the PC has changed things too. The Ouya is going to bring in both.
There's the odd high budget game that you'd want to get on a console (Forza 4 for instance), but a lot of other ones could easily be done with a smaller budget and scaled down graphics (Catherine or Persona 5).
The Wii U is doing a lot of stuff wrong - their marketing is terrible as nobody knows what it actually is. You've got people thinking it's an add on for the Wii like THQ's uDraw. They also still don't understand how to deliver a good online experience, and while using 2 screens seemed like a good idea based on the DS, you have to look up and down between the two screens with the Wii U rather than at both of them on the DS.
There's the odd game that'll take advantage of the Wii U - Okami HD could be a good hit, as could another Fatal Frame, but that's about it.
Then you have to think about what Sony has. Vita + PS3 gives you a much better experience than the Wii U, given you can actually take it with you, and then use it for the odd game that really benefits from the additional feature.
Microsoft can also expand on Smartglass and offer a tablet + Xbox experience for the odd game that would really benefit as well.
Nintendo had a decent idea that they're running with, but Microsoft and Sony can safely ignore them while wondering WTF they're going to do if Apple decides to get into console gaming, and keeping an eye on the effect the Ouya has.