Corsair expects GPUs ‘will return to MSRP in the near term, perhaps discounted below’

Corsair expects the supply of graphics cards to improve greatly and prices to potentially fall below MSRP. I know it sounds too good to be true after more than a year of shortages and soaring prices, but we are starting to see things improve. As a company that builds PCs and sells components, Corsair probably also has a decent idea of ​​what’s going on behind the scenes.

“During the first quarter, GPU cards, which are the most expensive item in a gaming PC, were still at a high premium, around 150% of the MSRP, and even with that premium, we saw some build activity. Gaming PCs slightly higher than pre-pandemic and pre-GPU shortage levels,” said company CEO Andy Paul in an earnings statement.

“We expect GPU cards to return to MSRP in the near term, perhaps discounted below MSRP. With GPU and CPU products becoming available and reasonably priced, we expect to see an increase in activity from self-built gaming PCs in the second. 22 and 2023. We see a similar positive trend with Peripherals.”

It’s not all doom and gloom for building PCs in 2022. But I think we’re starting to realize that. At the risk of sounding too optimistic when supply is anything but stable, we’ve noticed that graphics cards have started to return to what you might consider ‘normal’ levels recently. They’re not all there yet, but AMD’s RX 6900 XT is available below its MSRP at $949 at Neweggand most cards are at least a lot cheaper than they were a year ago, if not exactly at MSRP or below yet.

My fingers and toes are crossed for a rapid decline in price. If they fall apart, the PC building market is actually in a very good place – what a turnaround that would bring. It was really just the lack of GPUs that made building a PC a nightmare lately; we have a good selection of CPUs, SSDs and RAM to choose from in 2022.

Although I must say that not everyone believes we are completely out of the woods just yet. Intel CEO Pat Gelsinger still believes things will be tight for the chip market until 2024, which is a little later than he expected. As one of the largest global chipmakers, Intel has its finger on the pulse. Although it must be said that the effects of the wider constrained sourcing may not have as acute an effect on the GPU’s sourcing as it has hitherto. Other factors have contributed to the GPU shortage: demand for cryptocurrencies, gradual product increases for the latest chips, and insufficient protection from bots.

I’m choosing to remain cautiously optimistic, anyway.

As for Corsair, it looks pretty optimistic for next year. It reports its first few months of 2022 are down from last year by $380.7 million, but says it’s still above its pre-pandemic sales.

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