How does this square with some companies just stopping sales to consumers altogether?
This is exactly it: supply of high margin products is increasing at the cost of low margin products. Expect the low end margin to catch up to the high end as long as manufacturing capacity is constrained (at least 1 year).
alt Hacker News
This is exactly it: supply of high margin products is increasing at the cost of low margin products. Expect the low end margin to catch up to the high end as long as manufacturing capacity is constrained (at least 1 year).