I'm going to go out on a limb here and make a prediction for 2012, not so much a theme, but a little different.
I think we're going to be seeing lots more dies, not so new, I know, but I think this trend might explode. Now that we've done the basic shapes, I think we're going to continue to see more specialized dies and dies with coordinating stamps. By specialized, I mean maybe more 3D (flowers, boxes etc.) Again, not new, but still I expect this avenue is just beginning to appeal.
I'm basing this on a lot of surfing. Seems that stamp companies are either A) starting die lines or B) really sharing the focus between just plain stamps and dies. I've looked at quite a few of the companies with regular releases; when they have a new "stamp" release, it includes lots of (usually coordinating, sometimes not) dies. Of course, in one or two cases, it's coordinating punches instead.
Anyway, that's my 2 cents' worth.