I totally understand why somebody with an old low-end computer would have upgraded last summer when suddenly they have to be on it all the time.
It doesn't follow why the kind of person who uses a PC for 10 years would want to upgrade again 6-9 months later.
It also doesn't follow that there's a "backlog" for WFH and education, because since when do coorporations and schools buy high-end cutting-edge components? and why would they be buying them now and in 2021, instead of when this all started?
I think its a lot more likely that the current jump in demand is a mix of bordem and FOMO, which is artificially being amplified by scalper bots flipping as many of the new niche desktop components as possible, which gives the appearance of limited supply.
The real demand is going to dip enough after Christmas that most scalpers are going to have to drop off. So things will level out early January when the mania dies down and we all begin to enjoy a reboot of the 2008 economy.