1. Define a proper game. I think there are a lot of proper games on iOS. But I think I get your point. Do you mean hardcore? Halo, elder scrolls, call of duty etc.
I sort-of mean hardcore, though I think thats a wonky label too.. There are quite a lot of "hardcore" RPGs on iOS already. I mean games with decent budgets and a sizeable team working on them. The vast majority of the >$100 billion games industry works that way.. Metal Gears, Silent Hills, God of Wars, Halos, Resistances, Fables, Killzones, Gears Of Wars, Half-lifes, Portals, L4Ds, Elder Scrolls, Witchers, Crysises, Zeldas, Shadow Of The Colluseses, Resident Evils.. The hardware is more than capable of having incredible titles, but the devs just wont give it a proper go. What are our true iOS classics? Any dedicated console at this point in its lifespan would have a load of them.
It was neat when we got the Dead Space spin-off but the big boys have really only dipped their toes into iOS without truly committing yet.
I do agree though there are a lot of proper games on iOS, just not high profile ones that would attract many outsiders. I love small and indie games and the experimentation they offer.. Its not a failure to not have the big support IMO it's just playing a different ball game.
2. What do you mean make a legitimate threat? I would bet money there are more iDevices in peoples homes and hands than Nintendo or Sony devices (of similar purposes) I watched a friends kid for a week in January while she was on a business trip. The kid loved his DS to death. For Christmas he got an iPad. He didn't even know where his DS was anymore, it was old news. Plus when apple has enough money to buy either company out, I think that makes them a legitimate threat.
Not to traditional gamers really. Apple aren't going to buy either company, and both companies are still offering a whole tier of game quality above what iOS currently offers. Only once the developers start seeing iOS as a real standalone gaming platform and not a curious aside for drumming up publicity for their true AAA titles will it appeal to most gamers.
http://www.mcvuk.com/news/40635/Global-games-market-worth-over-100bn - tbh devs seem much more keen on funnelling development resources into supporting Facebook/social gaming than iOS, which is pretty sad. Look how small the mobile section is compared to others.
I'd love to see Apple's future plans regarding the games industry.