NPD estimates total U.S. retail video game industry sales fell 29% Y/Y in June, slightly worse than May's 28% drop. Software sales fell 27%, as developers cope with aging consoles, a shortage of new titles, and mobile/social competition. The Xbox 360 was the best-selling console, but only 257K units were sold, down nearly 50% Y/Y. By contrast, one analyst thinks 20M iPads may have been sold globally in Q2. Those kinds of volumes are bound to impact the industry's balance of power.