Whitey - 3:53 am on Sep 24, 2012 (gmt 0)
what niches are being affected by a shift to mobile
Everything that has a location component in it that can be mapped. That's a large chunk of the SERP's.
Most of that is susceptable to being applied to Google assetts [ or Google real estate ] at the expense of regular SERP's. Every profit upgrade, smacks of expansion at the expense of these markets.
If you can't pay for your presence, I don't think Google really cares about you and visitors won't notice your gone, unless your a brand, and then what do you need the SERP's for.