Too little too late, IMO.
Nintendo are always a generation or two behind, and the Wii U which doesn't even have DVD or Blu-ray playback (it's 2012, get with the times nintendo!) is no exception.
this wouldn't be such a huge deal if they were dvd as most people probably already own one anyways. but not making it a bd player (assuming this is what it is) is just stupid. this isn't the world of 2005 when both blu ray and hd dvd were plausible. BD is pretty much the accepted form of HD now and will be for some time given how little HD streaming has improved in the last few years.
Blu Ray had a small gain last year overall (something like 20%), but sales are still below DVDs. This may improve with the new consoles, but that could be another year and a half out, if not two.
OTOH, digital sales have been climbing quickly. Up something like 50% over last year, and gaining. The various formats are in every console, many players and even many TVs. My hunch is the industry seems to think this is where we're heading fast.