Ya, I guess I'm thinking there's not much in there that justifies the current price jump from non-AXS to AXS... I'm thinking with zero competition (wireless electronic shifting) that there is some serious margin on AXS right now. I think no matter how much Shimano might be beginning to eat their lunch with the new Deore... they are probably enjoying those profit margins right now. Depends what Shimano does with wireless Di2 though... if they decide to go the route of high margins then we won't see much of a price drop, even with a GX version. Its also the "premium halo product" of their lineup which might also keep prices quite high (along with margins) for a number of years to come. Interesting times for sure.
Nov. 6, 2020, 8:35 a.m. - IslandLife
Ya, I guess I'm thinking there's not much in there that justifies the current price jump from non-AXS to AXS... I'm thinking with zero competition (wireless electronic shifting) that there is some serious margin on AXS right now. I think no matter how much Shimano might be beginning to eat their lunch with the new Deore... they are probably enjoying those profit margins right now. Depends what Shimano does with wireless Di2 though... if they decide to go the route of high margins then we won't see much of a price drop, even with a GX version. Its also the "premium halo product" of their lineup which might also keep prices quite high (along with margins) for a number of years to come. Interesting times for sure.