I think its forming. I don't have a startup in my pocket to address it, but I think consumers are being exposed to more identity issues today than they've ever been before. I think consumers are connected to the pain of identity as the net evolves. They see this in news regarding id theft and they feel the pinch on the browser trying to remember multiple logins or how strange it is that everyone seems to want their email address from the milk vendor to the place they buy shoes.
The pinch is on, the pain is there, the solution? No idea, but its definately not going away.