Phillip Archer describes it in his article in The Genesis Block:
http://thegenesisblock.com/latest-shipment-of-avalon-asics-could-increase-network-hashrate-by-500/Each of the large shipping boxes contains 6 smaller boxes that hold 10 trays of ASIC chips. Given that each chip has a standard clock speed of 282 MH/s, with 260 chips per tray the 10 large boxes in the photographs contain over 105 TH/s. There is evidence that chips can clock to over 450 MH/s, so using an estimate of 400 MH/s to leave some margin would result in 150 TH/s for the 24 boxes. Given that the current network speed is 225 TH/s, these chips coming online would constitute a 40% increase over current hashing power, more than the entire network speed at the end of May.
1 large box in the photos = 6 smaller boxes x 10 trays x 260 chips or 15,600 chips
135 x 15,600 chips = 2.106 million chips
Well, the photos only shows 3 internal boxes (and only 16 large boxes total, but each box has n/24). If it's 3 internal boxes (which is what we can see) then 135 boxes = 1.05 million chips ~= 350TH/s, which is what Yifu claims to have sold, and about equal to 100% of the current network (and 50% when they're put into use)
On the other hand, if it is 2.1 million then the "mystery" million chips out there couldn't be in use yet unless
no one else were mining.
If you look at the address that the orders went too, it comes out to enough to pay for 100 orders. Again consistent with 1 million chips being made.
All the available evidence shows:
1) 1 million chips were made
2) 1 million chips were ordered
3) Most of those chips are not currently being used.
And the thing is - they don't even need to use the chips to make money. If they have a lot of mining capacity, simply
delaying the chips will make them money, since they can use their existing equipment to mine at 1/2 the what the difficulty would be if they'd shipped their chips.