i also think it has to find some niche to survive but i don't see which one yet?
Yes, the niches are getting smaller now. Unity even covers Android-based mobile phones now. And the maker of Irrlicht just released an engine for the upcoming WebGL (natively running in browsers). So right from my head there is only Symbian left as another OS for mobile phones, that needs a nice game engine, could be even 2d in the beginning.
