I'd put it around 75 to 105 million with anything below 60 million meaning a disaster far beyond what any current planning to the current situation can steer away from.
2029 is way too far out to predict supplier output for components. They're not going to hold their breath for that long. Either AI is a bubble or the new norm. If it's the new norm, then the suppliers will inflate their production levels to make their products more palatable to the consumer marketplace. If it's a bubble, then suppliers will wait until it pops and then components will drop in price without any changes in manufacturing rates on their end.
Also keep in mind, if you're reacting to overdramatic YouTubers and social media sorts, the vast majority of the gaming customer base doesn't isn't like that. The reason why the overdramatic, pessimistic, and cynical sorts catch the ear of people on social media is because neurotic viewers are an easily hooked and reliable audience. Fanbases are loaded with these sorts of neurotic people, and they congregate in these virtual spaces. And I don't mean that as an insult, but rather as an explanation, every single person has some degree of neuroses (except maybe Data from Star Trek), but people in some contexts let it steer them toward unrealistic conclusions.
I describe myself as a little dose of toxic masculinity.
