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"
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.