I think the situation in the home sector is both saturation at certain prices and economic depression.
In fact, 360 did perfectly fine, with almost 300k in its...7th year. And still costing 200 $. But it's what PS3 and Wii did that scares me, and make me think there's something going on not only linked to the fact prices are still "high" for a complete last mass penetration of the platforms...
However, no one saw this. Neither Nirolak
http://www.neogaf.com/forum/showpost.php?p=35012400&postcount=517
Wasn't 3DS at 4.1 end of 2011? Nintendo data and jvm's article suggests so. Even if it is around the 200k mark that's disastrous for 3DS. Normally systems are kinda slow after their first christmas, but the 3DS has been out for just under a year and just got a significant price cut and 2 big games. What more can Nintendo do save for a redesign later this year?
If it is sub 200k this month then summer is going to look abysmal.