The console market is also cyclical. Like, when a new console is released, that's a huge impact that doesn't really have an analog in the PC video gaming world (or the mobile world, for that matter).
It looks like both the Xbox Series X and S and the PS5 came out in North America right around the beginning of that surge:
https://en.wikipedia.org/wiki/PlayStation_5
November 12, 2020
https://en.wikipedia.org/wiki/Xbox_Series_X_and_Series_S
November 10, 2020