I remember looking at pc sales data, and they have been shrinking in the last decade, with the curve flattening until the pandemic, when sales grew substantially, almost to the 2000s level. Now it’s shrinking back slowly. I’m not sure if people are abandoning desktops in favor of phones as much as we think. desktops are durable and we tend to have only one, while mobile devices are gaining different forms, and people are getting more of them. Perhaps the desktop market has not much more room to grow while mobile devices are still booming.
But that’s just one possible explanation, I might be wrong. I was going to post the data, but statista requires logim to see it.
I don’t know if we know it’s shrinking back for sure. With the exception of Q1’23, there seems to be a balance around 19M sales per quarter. There’s a way to read it as shrinking, but there’s also a way to read it as stabilizing. There’s just not enough samples to be certain.
What we have to remember is that we’re finally reaching a turning point in GPU pricing. Laptops that were in the $2000+ range a year or two ago are closer to the $1000 commodity price. There had been a “value stall” that just broke, where a new computer used to not be a significant upgrade on an old one, and so people might hold onto their current computers a year or two longer.
I mean, I sure I pulled a few discounts out of my ass, but I just landed an i9 laptop with a 4090 for just over $2k as a replacement to a computer that died. Two years ago almost to the day I bought a middle-of-the-road gaming machine with a 3070 in it for about the same price.
I remember looking at pc sales data, and they have been shrinking in the last decade, with the curve flattening until the pandemic, when sales grew substantially, almost to the 2000s level. Now it’s shrinking back slowly. I’m not sure if people are abandoning desktops in favor of phones as much as we think. desktops are durable and we tend to have only one, while mobile devices are gaining different forms, and people are getting more of them. Perhaps the desktop market has not much more room to grow while mobile devices are still booming.
But that’s just one possible explanation, I might be wrong. I was going to post the data, but statista requires logim to see it.
I don’t know if we know it’s shrinking back for sure. With the exception of Q1’23, there seems to be a balance around 19M sales per quarter. There’s a way to read it as shrinking, but there’s also a way to read it as stabilizing. There’s just not enough samples to be certain.
What we have to remember is that we’re finally reaching a turning point in GPU pricing. Laptops that were in the $2000+ range a year or two ago are closer to the $1000 commodity price. There had been a “value stall” that just broke, where a new computer used to not be a significant upgrade on an old one, and so people might hold onto their current computers a year or two longer.
I mean, I sure I pulled a few discounts out of my ass, but I just landed an i9 laptop with a 4090 for just over $2k as a replacement to a computer that died. Two years ago almost to the day I bought a middle-of-the-road gaming machine with a 3070 in it for about the same price.