The other issue that I ran into with printers last year is that the OEMs have to be careful not the sell the future.
Everybody wanted small all-in-one devices last year, and nobody wanted big office printers. Companies like HP, Epson, etc won’t invest too much capital in production because that demand will implode later. Those companies probably sold 3-5 years of demand in a year for some SKUs.
It similar to the issue in the ports where everyone acts I’m their perceived best interest, which often screws over everyone.
My guess is that we’ll see a price collapse in the next 12-18 months for some commodities as the hoarding orders start getting fulfilled and companies are stuck with warehouses and balance sheets full of inventory.
Everybody wanted small all-in-one devices last year, and nobody wanted big office printers. Companies like HP, Epson, etc won’t invest too much capital in production because that demand will implode later. Those companies probably sold 3-5 years of demand in a year for some SKUs.
It similar to the issue in the ports where everyone acts I’m their perceived best interest, which often screws over everyone.
My guess is that we’ll see a price collapse in the next 12-18 months for some commodities as the hoarding orders start getting fulfilled and companies are stuck with warehouses and balance sheets full of inventory.