Nikon is probably the most transparent of the camera companies in terms of information about camera sales, probably because most of their sales are in cameras (64% this year, compare that to Sony's 8%). Today they reported their full fiscal year numbers (fiscal year ended March 31st).
While Nikon was impacted directly by the Thailand flood, they actually reported an extraordinary gain (due to insurance proceeds), though this doesn't include the impact it had on DSLR sales.
Surprisingly, Nikon managed to beat their previous estimates (made only a couple of months ago) in the Imaging group. They finished the year with 587b yen in imaging sales, and a strong 54b yen profit. Nikon sold 4.74m DSLRs and mirrorless (compared to 4.29m last year; and remember, most of their DSLRs are made in Thailand), 7.13m lenses (compared to 6.36m last year), and a whopping 17.37m Coolpix (compared to 14.26m last year). Nikon claims 29% of the interchangeable lens camera market (DSLR and mirrorless), 17.5% of the compact camera market, and 19% of the overall camera market. Nikon described sales of the Nikon 1 model as "brisk."
Nikon also makes forward predictions. They expect camera sales to increase 24% and profits 48% in the coming year. Yeah, you read that right. Nikon thinks they're a growth company. Let's put that in numbers: DSLRs and mirrorless sales in the coming year: 7m units (up 48% over last year). Compact camera sales: 18m units (up 3.7% over last year). Coupled with the CIPA estimates for industry wide sales, that would put Nikon's market share for DSLR/mirrorless at 37% and their overall camera market share at 22%, both significant gains in what is a flat camera market. Heck, if that weren't enough, Nikon expects to sell 10m lenses in the coming year (another 40% increase).
Because yen value is an important part of forward estimates, here's Nikon's numbers there: 80 yen to the dollar and 105 yen to the Euro: basically no substantive change expected in the coming year, which implies no yen appreciation price increases in the coming year.