We might see truly new innovation from existing heavy hitters, however I think that it's more likely to come from new kid (s) on the block. I am also of the opinion that the 'next thing' will be in the arena of interface /interaction with robotic systems. I don't necessarily mean "irobot movie" type of a thing in near future, but more in line of sensor automation, step above 'Nabaztag', etc.
I posted related topic in the supporter's forum [webmasterworld.com] but it didn't take :)
It basically asks who will be next google?
Sparked by article from Nature journal:
10 areas from the article:
-PRODUCTS WITH MEMORIES
-OPEN CONTENT MANAGEMENT
-THE SEMANTIC WEB (yes yet again :) although this is one of the better explanations I heard about what semantic web is)
-BETTER BROWSERS ( - this one is from Googler :0 )