I do think the PS3 is going to end up between 12-13m so if 13m is a little bullish its not enough to lower their forecast. I had been expecting PS3 to hold up a little better than it has.
The PSP is the one thats going to get a major revision though. Here is the problem - figures millions of units shipped worldwide.
PSP Apr-Jun July-Sept Oct-Dec Jan-Mar Year
3/2009 3.7m 3.2m 5.1m 2.1m 14.1m
3/2010 1.3m ~1.9m ~3-3.5m ~1.3-1.6m 7.5m-8.3m
~8m PSPs after a 14m year isn't a good outcome, particularly when 15m was predicted. If I'm correct its a a 40-50% drop and a larger volume drop that Nintendo's adjusted Wii figure.
With 1.9m in July-Sept (which is a bullish figure on my part frankly) PSP will be at 3.2m in Apr-Sep down 3.7m units from last Apr-Sept. To get to 15m Sony would have to beat its PSP figures from the previous year by 3.7m+0.9m...or by 4.6m. If the PSP Go had been a big hit that could have happened. Instead, PSP HW will probably continue tracking below last year. Even if Oct-March is up somehow because of PSP Go, Sony probably still has to lower its forecast to at least under 12m because of how far down PSP is to date.