I just don't see how a single batch of S2's (1 Th/s machines) in April is going to make any huge impact on the Difficulty no matter how much they "Ramp up" production.
Nobody said a single batch would do it. Bitmaintech is very good at continous production. They just keep pumping out Ants every day like there's no tomorrow.
That's nice, but that does not change the batch size or time of next batches delivery... It's a finite amount, no matter what the delivery rate is... So again, I ask how does that mean Bitmain is going to make a huge impact on the difficulty level before Neptune ships? Total Th/s of batch is the point. Adding up every U2.. and S2 available... They haven't sold enough to make such an impact, there weren't enough available to order to so such. the cloud is almost 35 Petahash ATM. So, in order for a delivery to exact a 10% change, they would need a delivery of 3.5 Petahashes in a single diff; and that's today. It can be done, but unless they are cranking out 3500 1 Th/s machines every 12 days already, then the chances of effecting the diff in a big way are pretty doggone slim by the figures I see, because it would take a delivery of every unit ordered in a single diff to do that, and next diff it will be over 10% harder to do the same thing, etc.... and once they deliver, "blow their wad"... complete a batch, it's wait till next batch, just like everyone else, because there"s no magic basket that's going to keep the production line going before the chips and components are there. They can talk about "ramping up" production until the cows come home, as it still has zero effect on batch size, or when the next batch will be available, unless they are behind, of course. So you see, there can not be "Continuous production", as theres no such thing unless you already have an endless supply of parts, in an non-batch scenario, which they are not. Deliveries will halt between batches; that's just the way it is.
So, on Bitmain effecting huge diffs and destroying profitability for Neptune... show me some real numbers. I just don't see it.... guess we will find out soon

on the "flip side".... Neptine batch 0 (CA Batch)... 1200 units times what? 4 Th/s or more? 5 Petahash per batch!
then we will see who is destroying who's profitability.