Here is what happened, and why it matters.

Not everyone agrees. Some point out that early results often look better than what comes later.

Smaller companies are watching closely, because the same shift could reach them within a year.

What to watch

• How fast others follow.
• What it does to prices.
• Who gains and who loses ground.

People who work in the field say the direction is clear, even if the timing is not.

For buyers, the practical question is simple: what does this cost, and what does it replace?

What matters most is not the headline number, but how steady it stays over time.