No, sales are going down because prices are going up. If you have a fixed inventory and sales go down, you lower prices to increase demand and move the product and keep your revenue stream. But in this case, they’re moving supply away from this market (consumer hardware) to a different market (AI data centers). So the supply is going down with (previously) fixed demand, driving prices up. The “motherboard sales are collapsing” headline comes from looking at the consumer hardware slice of the computing hardware market. If you look at total sales from each manufacturer, so include the AI data center sales in the analysis, they’re not having any trouble moving inventory nor keeping up their revenue stream overall.
It’s actually the other way around, prices should go down as mobo sales are low.
No, sales are going down because prices are going up. If you have a fixed inventory and sales go down, you lower prices to increase demand and move the product and keep your revenue stream. But in this case, they’re moving supply away from this market (consumer hardware) to a different market (AI data centers). So the supply is going down with (previously) fixed demand, driving prices up. The “motherboard sales are collapsing” headline comes from looking at the consumer hardware slice of the computing hardware market. If you look at total sales from each manufacturer, so include the AI data center sales in the analysis, they’re not having any trouble moving inventory nor keeping up their revenue stream overall.
There’s no components available to plug into a new motherboard. Demand has dropped.
“Should” 😆