My guess: major third-party game franchises, for iPad and/or AppleTV.<p>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.<p>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...