It wouldn't surprise me at all to see them go that route. If the iPhone keeps doing as well as it seems to be in that regard, they're going to have to, or they'll simply lose the handheld market completely. Me personally, I'll never buy an iPhone. I hate cellphones, I hate Apple, and I fucking hate people groping their devices and smearing people grease all over them, then shoving them in my face trying to show me how cool it all is. Back up and take a shower, filthpig. But most people with iPhones seem to be enjoying the games, and more and more buzz is heading in that direction, along with some developers. That's not to be ignored.
Nintendo might not have to worry as much as Sony, but Sony is going to be asking for it if they don't change their tactics soon.