cm0002Gamers Are Reportedly Skipping GPU Upgrades Due to Soaring Prices — Paying Bills Takes Priority Over Chasing NVIDIA’s RTX 5090
Alphane MoonIt seems like gamers have finally realized that the newest GPUs by NVIDIA and AMD are getting out of reach, as a new survey shows that many of them are skipping upgrades this year.
Data on GPU shipments and/or POS sales showing a decline would be much more reliable than a survey.
Surveys can at times suffer from showing what the respondents want to reply as opposed to what they do.
JordanZPretty sure the scalper situation makes a lot of that data meaningless too. Also if they keep supply significantly lower than demand then it’s still going to sell out. The survey mentions one of the reasons people are skipping is supply issues.
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.
Absolute numbers/POS is just going to tell you if supply is matching demand(it isn’t). The survey is telling us that demand is dropping off too. They’re losing from both sides. With the number of AI cards they’re selling by the pallet to data centers I don’t think they really care that much though.
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.