Let's not underestimate the importance of the PSA shut down. If anyone has market share data, I'd love to see it. But there are many indicators out there of the size of the problem.
PSA said they have a 10 million card backlog.
PSA said they recently had in a 3 day period the volume of submissions that they'd had in 3 months last year.
PSA is the biggest by far, and the others can't possibly absorb their business. They probably all had a more-or-less proportional increase in submissions themselves--even before PSA shut down--because the whole market is exploding.
I don't know market shares. But if you search "psa card" on Ebay, there are 700k items for sale (I know this includes lots of non-PSA items but it's just an estimate). "bgs card" is 200k. "sgc card" is 90k. "hga card" is 1k. "csg card" is 1.4k. "cgc card" is 2.8k. So PSA is about 2/3 of the overall market. So each other company would have to triple their business to absorb the PSA business, if it went out proportionally to these Ebay numbers. Triple. And I assume that it's well, well over triple at the smaller ones.
So probably the non-PSA companies have at least 10 times the business they had a year ago, due to 3x for industry expansion overall and 3x to absorb PSA shut down.
Crazy times in this industry.