Very few supplier industries run with a 54% margin such that the supplier can eat that and stay in business, so less orders is better than more orders that lose money on each order. For many products the margins even at the end are in the single to low double digits. This means costs go to consumers, which practically translates to inflation and decreased spending, which leads to stagnation etc. The analysis that this will stifle game makers is pretty likely true, and I see no future where the economics of that moves supply chains state side in our life time.