It might be flagged up heavily as a mix of rumour and speculation, but Stuart Dredge's column over on Pocket Gamer makes a certain amount of sense. In it he puts forward the idea that Nokia will launch a 'Comes With Games' service, similar to 'Comes With Music' that we know is coming. The rumor was repeated by many at the recent Leipzig Game Developers Conference, with one major label allegedly signed up.
Assuming that somewhere in Finland this actually is being discussed seriously, this has the potential to impart a shift on the mobile games market that would be comparable to the music store market. But it's going to be a much harder market to crack.