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I think we'll see a stratification of the market. The "simple" analog modules will get less and less expensive. When it comes down to it, for the bread & butter stuff... people are all drawing from the same pool of electronic components. If you're rolling your own diodes and ICs and next-level stuff... okay.

But if you're building yet another MS-20 filter clone, not so much.

I'm fine with Behringer blowing out the easy stuff and low hanging fruit. It introduces more people into modular synthesis. How many buffered mults do we need?

The creative Eurorack builders will still be around. The innovators will be around.