The anticipation of new hardware has likely led to some people pausing on purchasing a PS4/XBO. That and the fact that it's summer, which is a predictable seasonal slow period and has been for 30 years.
I suppose it can be a factor. There seemed to be months like this before Scorpio/Neo were a thing though. There's hardly a guarantee Scorpio/Neo will reinvigorate the market.
I'm not sure what you're looking at here? PlayStation and Xbox numbers are up, mobile platforms are down. Hardly surprising compared to 2007 when Android and iOS weren't a thing. And again, it's summer. Sometimes you get cracking games that will drive summer sales like the Witcher 3 and Batman Arkham Knight in late May last year. This year? Not so much.
Just for consoles you're looking at a significant decline.
07
Wii 382k
PS2 271k
360 198k
PS3 98k
Gamecube not mentioned, though likely to be small
Total=949k
Vs
16
PS4 234k
XBO 212k
Wii U 35k
360 16k
PS3 8k
Total=505k
If you separate out just PS/XBox it's 567k in 07, 470k in 16. Which to be fair, though still substantial, is something that could indeed probably be explained away by normal factors such as lack of hit games this month. Also to be fair it's one year shifted, maybe a fairer comp would have been 2008 vs 2016, although you can get into all kinds of caveats there, for example PS3 not launching until 2006 where PS4/XBO both launched the same year.
But you still in a sense have to jump through hoops and ignore 2/3 of 07's hardware sales to get there.
How do you reconcile "industry continues to struggle" and 'the consoles are fast sellers' ?
Only PS4, and somewhat XBO when compared to 360 (even that has probably come back to within 15% by now). And PS4 isn't lighting the world on fire anymore.
Your comment did enlighten me a bit, in that PS4 and XBO continue to look OK to good if you constrain the comparison to 360 and PS3. In part because 360 and PS3 didn't ever light the world on fire, both ending around 80-85 million. Since this is NPD numbers we're discussing, PS3 is further handicapped by being particularly anemic in the USA, in the world of course it did better. Also, 360 was a late bloomer. PS4/XBO shouldn't have any problems beating PS3/360 holidays substantially either, things seem to have shifted to being more holiday focused.
You've still lost a ton of handheld sales, a ton of Wii sales, and the PS2 which was a lifelong monster. But you're right if we restrict to Playstation/Xbox things are probably not so dire indeed.