Ninjastic
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Board Securities
Re: ASICMINER Speculation Thread
by
BitThink
on 29/11/2013, 01:53:20 UTC
Quote from: binaryFate on November 29, 2013, 01:46:08 AM
Quote from: BitThink on November 28, 2013, 10:57:32 AM
Quote from: Pinwheel on November 25, 2013, 03:12:28 PM
finally it may come to cost of devices and with made in China miners will be hard to compete.

I think the success of BitMain chips is a serious threat to AM. Once they come to the mass production stage, I don't think AM can sell their cube any more without the new generation chips.

Sorry I'm not checking this thread as often as I should, what is "BitMain" Huh

Another Chinese chips and mining hardware provider, which just finished 2 rounds of successful auctions. They provide 180G miner built with their own 55nm chips and the on wall power is around 2w/Ghs, much less than 7.5w/Ghs of AM gen-1 chips. Considering the Gen-3 chips of AM will not be ready before March 2014, I am afraid the market share of AM could shrink a lot during this period. Really wish friedcat and the board could share some their thoughts on this.

Moreover, I think as AM investor or potential investor, it's very important to monitor the progress of the competitors and potential competitors, because that's the main factor that affects the performance of AM.