[Excerpt from Screen Digest.  See the full story here]

… The market will scale in the short term through the 3DS. Longer term, IHS Screen Digest expects a significant uptake of 3D-capable TVs over the next five years, which will drive 3D consumption in the home. For example, we expect 54% of US households to have 3D capable TVs by the end of 2015, up from 7% at the end of 2011. If the games industry can provide unique interactive 3D experiences to consumers we believe it will become a profitable niche, but with the understanding that many consumers will still want to consume games in 2D.

If a publisher is building a title from the ground up to take advantage of 3D, return-on-investment is a challenge, because the adoption is not there yet to cover the incremental costs. If there is only a small incremental investment required in order to have a 3D ‘port’ of an existing 2D game, then there is likely to be a stronger case for ROI; estimates for increase in development budget have varied from between 10% to just 0.5%, depending on how accommodating the asset-creation pipeline is for 3D.  …