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deleted by creator
That’s why it’s best to focus on absolute unit shipment numbers/POS.
If total units increased compared to the previous generation launch, then people are still buying GPUs.
deleted by creator
Shipment/POS do not telling you anything about unfulfilled demand or “unrealized supply”.
It’s just how unit were shipped into the channel and sales at retail respectively.
These are the best data points that we have to understand demand dynamic.
Gamers are also a notoriously dramatic demography that often don’t go through on what they say.