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.
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.