Comment by corimaith
25 days ago
By "consumers" you mean by people buying top tier gaming PCs (and either without one already or unwilling to wait). That's far less than billions if not even millions than more like thousands.
Besides, if you want to optimize for pure consumerism, you can just look at how roman slavery worked out for roman freemen in the late republic.
> By "consumers" you mean by people buying top tier gaming PCs (and either without one already or unwilling to wait).
Good try. We are talking about a window of X years were the average normal consumer, average people, will not be able to buy tech, and should not buy tech, due the prices will put, has already put, average low-end technology at prices of extra mega top tier technology, anything with a memory or disk or CPU ( too expensive, this is an abuse, it is better to wait given the current terms).
This pause were the tech supply is not destined to the average consumer (who is being abused due this) is the perfect window for China to take Taiwan if they plan the strategy well.
And it is not needed even to predict, Chinese government just need to follow/observe the prices and discomfort, and if the pattern follows, it is the moment. The average consumer, the people, even will aim them.
The average normal consumer is buying Macs or some 700 dollar laptop. Even with the high end, you're talking about more like a 20-30% increase in total cost which is marginal at already low relative prices PCs are.
None of this is "unaffordable" as you say as it is just a month's worth of savings.
storage from $40 to $100, memory 16GB DDR4 from $67 to $190, 32GB DDR4 from $72 to $263, in the last six months. I other currencies the amount it from higher to much higher.
Average low-end technology at prices of extra mega top tier technology.
You are saying people will buy, and smile without resistance saving months to pay those abusive prices for low-end tech, even knowing this is because four or five companies are hoarding the market. Take for sure people is really tired/sick of this, check the forums.
China, are you reading this? You should study this along the months. Then you can make your own conclusions.
Seems like China is entering every industry. This week they just launched their attempt to take over the ice cream market in the US. Its amazing to see how much overinflated every product in the US has become, everything from cars, to computers to now even freakin coffee or ice cream.
[0]: https://www.youtube.com/watch?v=Kcae6aiV1vs
Imagine if China has a foothold in every industry. Sure the US can tariff itself but the rest of the world is not really competing in most of those industries and so consumers will be able to see that they dont have to settle for overpriced junk anymore. What will American/European or even other sian companies do? In America most companies have financialized so much that the underlying product that made the company famous have rotten in quality.
I recently was blown away Laifen's P3 Pro electric razor. I always thought I would be a loyal Panasonic customer for life (since I had family work for the company) but here comes this Chinese company from nowhere and they produce such an amazing device at an amazing price. I never thought having a CNC milled pocket razor using some sort of tiny linear motor would be something I would want but now I can't see life without it.
They are doing it to every industry. I always accepted things like 3D printers were gone thanks to Bambu but I now have to consider every industry at risk.
High end PC parts are literally the cheapest in the world in USA. Its the opposite of overinflated. The 9800x3d is 479 USD, but 3800 Yuan in China.
Give them some time. CXMT put some downward pressure on RAM and the recent price spikes is their opportunity. In terms of GPUs, that is something I haven't been following but given every other layer of the stack has a Chinese company, I would be shocked if they aren't cooking something up.