s3+ upgrade path, to s5 with BM1384 chip
800gh at 0.5w/gh
Should be interesting, whatever it is. The 15th has come and gone with no announcements.
Another thread quoted mid december for first batch. Apple slowed down the tape out. So spon and a few others, will all ship in quantities feb through mar. Apr second gen around 0.2w/gh with as we all know, most bugs ironed out.
Mid December for ordering falls in well, the S3 family will be at the end of their, "Return over Power" stage, by the time delivery gets under way.
Watch for the next large PH spike which is due any week now. That will be your key as to someone "burning in" a first batch. By burning in I mean selling to one of the major players.
I think this is starting to happen right now, but it is too early to say if it is Sp-20 from Spond or "something new" from Bitmain.
We are currently at 310 PH vs 260PH yesterday. 50Ph is ~30000 Sp-20. I don't think that they have capability for such volumes, so my guess it is either KnC/Bitfury deployment or S5 from Bitmain getting burned in.
Accidentally (or not!), last coupon for Bitmain expires on Nov 30 and next day, Dec 1, is Cyber Monday.
Would be a perfect time to introduce something major...