Not to get "political" but Nintendo benefited from shut downs and people fearing to go outside and interact with each other (I'm neither saying that's right or wrong as I don't want this to turn political). That was with no national shut down because of a split federal government, and many states (such as my own) had life more or less go on as normal except for our big city, so the videogame market in these more conservative areas probably didn't explode like the more shut down liberal areas.
Now we will have one party controlling Congress (granted with centrists having way more control now due to the closeness of the House and Senate, Joe Manchin may literally be the most powerful person in Congress, perhaps more powerful than Biden in the Executive branch) and that's the party that has been more on the shut down side. If Biden and all the Democrats in House/Senate agree a national shut down (which I can't imagine the moderates will want that) will happen, and if the SC doesn't rule it unlawful, then our isolation from 2020 will be nothing compared to 2021 and Switch could have an even more explosive year as now all the conservative states and areas will feel the impact of shut downs and feel more isolated.
I disagree that lockdowns are going to help video games sales this year. Locking people down (wrong or right) can only help video games sales up to a certain point. If this continues, people’s income will shrink to desperation levels and people will simply not have money to spend on video games. We are entering depression territory and, pretty much any form of entertainment dos not do particularly good during such times.