RoadStress
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June 24, 2014, 03:47:32 PM |
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Perhaps discussions regarding Sept. SP30 ship dates belong somewhere else too ? I noticed this on the KNC thread today. Is it true that Sept. SP30 pre-orders won't ship until mid-late September ? I was told they will try to ship them out around the 2nd week of September. So it is at least the 2nd week. Could be the 3rd or 4th.
This is just sad now. Until now SP-Tech had a great record when it comes to delivery and it has delivered before the announced date a couple of time already. I don't know SP-Tech shipping plans for September.
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Guy Corem (OP)
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June 24, 2014, 03:51:55 PM |
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We'll ship continuously, non stop, in August and September.
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s1gs3gv
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ex uno plures
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June 24, 2014, 03:54:22 PM |
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We'll ship continuously, non stop, in August and September.
When would you ship a September SP30 pre-order placed today ? Is it true that you are considering lowering the price on the SP30 to the $4K range in a new group buy ? https://bitcointalk.org/index.php?topic=656170.0
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Guy Corem (OP)
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June 24, 2014, 03:57:26 PM |
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Inside Bitcoin 2014 Hong Kong: Met Roxie, Bitmaintech and other Chinese companies. I have much better understanding of the Chinese market now.
Guy
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Biodom
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June 24, 2014, 04:17:52 PM |
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It's totally fine by me to have the ROI discussion in another thread.
I ordered from Spondoolies and I will most likely do it again soon. However, the tone of discussion here (I don't mean Spondoolies staff-you guys were great) with respect to opposing views is sometimes jarring. After all, we are here to make sure (in a small way, perhaps) that bitcoin succeeds-at least I am.
That said-re chinese market. Guy, care to elaborate-you understand their marketing or price trends or whether they will develop 20nm or jump straight to 16nm?
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Collider
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June 24, 2014, 04:22:35 PM |
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Would like to get some more information on the Chinese market, too.
Please share some of it when you get the time.
Hope you have a friendly, informative and fun convention.
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Guy Corem (OP)
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June 24, 2014, 04:25:23 PM |
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That said-re chinese market. Guy, care to elaborate-you understand their marketing or price trends or whether they will develop 20nm or jump straight to 16nm?
Off topic, me to blame. I don't see a Chinese player doing more advance node anytime soon. They're concentrating on maximizing profit and reducing cost and prices, short term. AM Gen3 is selling at their own wafer cost. 40 PH/s of A1s Lot's of low cost farms are being deployed. Seen some pictures. 3 shifts, 24 hours a day producing miners.
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ZiG
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June 24, 2014, 04:41:24 PM |
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That said-re chinese market. Guy, care to elaborate-you understand their marketing or price trends or whether they will develop 20nm or jump straight to 16nm?
Off topic, me to blame. I don't see a Chinese player doing more advance node anytime soon. They're concentrating on maximizing profit and reducing cost and prices, short term. AM Gen3 is selling at their own wafer cost. 40 PH/s of A1s Lot's of low cost farms are being deployed. Seen some pictures. 3 shifts, 24 hours a day producing miners. GOOD JOB, China... ![Grin](https://bitcointalk.org/Smileys/default/grin.gif) What is SPTech strategy...how do you plan to compete with them... ![Huh](https://bitcointalk.org/Smileys/default/huh.gif)
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Guy Corem (OP)
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June 24, 2014, 04:42:19 PM |
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That said-re chinese market. Guy, care to elaborate-you understand their marketing or price trends or whether they will develop 20nm or jump straight to 16nm?
Off topic, me to blame. I don't see a Chinese player doing more advance node anytime soon. They're concentrating on maximizing profit and reducing cost and prices, short term. AM Gen3 is selling at their own wafer cost. 40 PH/s of A1s Lot's of low cost farms are being deployed. Seen some pictures. 3 shifts, 24 hours a day producing miners. GOOD JOB, China... ![Grin](https://bitcointalk.org/Smileys/default/grin.gif) What is SPTech strategy...how do you plan to compete with them... ![Huh](https://bitcointalk.org/Smileys/default/huh.gif) Looking for cooperation opportunities ... We have the tech, they have the muscle ... The SP30 box was quite a hit ...
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ZiG
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June 24, 2014, 04:44:37 PM |
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That said-re chinese market. Guy, care to elaborate-you understand their marketing or price trends or whether they will develop 20nm or jump straight to 16nm?
Off topic, me to blame. I don't see a Chinese player doing more advance node anytime soon. They're concentrating on maximizing profit and reducing cost and prices, short term. AM Gen3 is selling at their own wafer cost. 40 PH/s of A1s Lot's of low cost farms are being deployed. Seen some pictures. 3 shifts, 24 hours a day producing miners. GOOD JOB, China... ![Grin](https://bitcointalk.org/Smileys/default/grin.gif) What is SPTech strategy...how do you plan to compete with them... ![Huh](https://bitcointalk.org/Smileys/default/huh.gif) Looking for cooperation opportunities ... We have the tech, they have the muscle ... GOOD JOB, SPTech... ![Grin](https://bitcointalk.org/Smileys/default/grin.gif) Right on the money...Smart Guy(s)...
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opentoe
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Personal text my ass....
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June 24, 2014, 05:01:44 PM |
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Watch out boys, only approved comments are allowed in this so called 'self-moderated' SPT thread. I think we need a new thread just for Spondooles ROI discussions.
Although this thread is self-moderated, we don't delete comments. This thread should be kept for hardware related questions, per the subject. The mods are enforcing it, without our request, but with our consent. You're welcome to do ROI discussions elsewhere. Guy But are you participating in those other threads regarding ROI discussions and such?
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opentoe
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Personal text my ass....
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June 24, 2014, 05:04:30 PM |
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We'll ship continuously, non stop, in August and September.
When would you ship a September SP30 pre-order placed today ? Is it true that you are considering lowering the price on the SP30 to the $4K range in a new group buy ? https://bitcointalk.org/index.php?topic=656170.0This should be answered.
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Guy Corem (OP)
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June 24, 2014, 05:05:08 PM |
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Watch out boys, only approved comments are allowed in this so called 'self-moderated' SPT thread. I think we need a new thread just for Spondooles ROI discussions.
Although this thread is self-moderated, we don't delete comments. This thread should be kept for hardware related questions, per the subject. The mods are enforcing it, without our request, but with our consent. You're welcome to do ROI discussions elsewhere. Guy But are you participating in those other threads regarding ROI discussions and such? I'm sorry, but I don't have the time to do that in the next 2 weeks.
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raskul
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June 24, 2014, 05:06:55 PM |
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That said-re chinese market. Guy, care to elaborate-you understand their marketing or price trends or whether they will develop 20nm or jump straight to 16nm?
Off topic, me to blame. I don't see a Chinese player doing more advance node anytime soon. They're concentrating on maximizing profit and reducing cost and prices, short term. AM Gen3 is selling at their own wafer cost. 40 PH/s of A1s Lot's of low cost farms are being deployed. Seen some pictures. 3 shifts, 24 hours a day producing miners. GOOD JOB, China... ![Grin](https://bitcointalk.org/Smileys/default/grin.gif) What is SPTech strategy...how do you plan to compete with them... ![Huh](https://bitcointalk.org/Smileys/default/huh.gif) Looking for cooperation opportunities ... We have the tech, they have the muscle ... The SP30 box was quite a hit ... i can see that September batch getting less and less available by the minute... Best of luck with your cooperative efforts - I like the sound of that. In a day when all I see is bitching; snide and underhand comments on these boards, it's time to remember we are actually all in this together. Enjoy your time there and have a safe trip home Guy.
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tips 1APp826DqjJBdsAeqpEstx6Q8hD4urac8a
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Collider
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June 24, 2014, 05:16:03 PM Last edit: June 24, 2014, 05:26:40 PM by Collider |
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Looks like good progress.
If it is indeed true that China is more in it for quantity than quality (which doesn´t seem too unusual) their manufacturers will most likely not get beyond the 0.7W/GH efficiency mark (atleast not too soon).
This means that Spondoolies has a real chance to massively expand business by chip sales / cooperative development of immersion cooled units etc.
It should come as a very welcome business opportunity, as spondoolies is still quite a small player (by sold GH) compared to the Chinese top three.
However, spondoolies should have a very good lead in terms of efficiency in July / August (0.7 compared to 0.5W/GH is a ~30% advantage).
@Guy
Is there any chance you could find out how much big Chinese ASIC deployments pay for their power?
I heard it is very hard to get below 10ct/kWh in China, but with certain connections you might get it very low?
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jamesg
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June 24, 2014, 05:26:07 PM |
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If it is indeed true that China is more in it for quantity than quality (which doesn´t seem too unusual) their manufacturers will most likely not get beyond the 0.7W/GH efficiency mark (atleast not too soon).
FYI: https://bitcointalk.org/index.php?topic=656461.msg7374642#msg7374642Power Consumption: 0.59 J/GH (chip level, and it can be lower to 0.40J/GH by lowering the core voltage)
.40J/GH should translate to .53w/Gh at the wall.
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Collider
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June 24, 2014, 05:28:53 PM |
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Ah yeah, i thought i had missed something. Looks like we are all going down then ![Wink](https://bitcointalk.org/Smileys/default/wink.gif) Lets see how many chips they need at such low voltage, but low manufacturing costs should more than make up for it.
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jimmothy
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June 24, 2014, 06:02:50 PM |
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But if you really like speculation: AM Gen3 is selling at their own wafer cost.
I speculate that your will get some fat dividends soon. That is simply absurd. When has any company sold asics for zero profit? I highly doubt SP knows anything about AM wafer costs and profit margins.
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Guy Corem (OP)
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June 24, 2014, 06:06:10 PM |
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But if you really like speculation: AM Gen3 is selling at their own wafer cost.
I speculate that your will get some fat dividends soon. That is simply absurd. When has any company sold asics for zero profit? I highly doubt SP knows anything about AM wafer costs and profit margins. $0.2/GHs which is very close to AM Gen3 cost. The reason is that those ASICs reached EOL (like our Hammers). Absurd but true. Verified from two different sources.
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jimmothy
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June 24, 2014, 06:10:38 PM |
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But if you really like speculation: AM Gen3 is selling at their own wafer cost.
I speculate that your will get some fat dividends soon. That is simply absurd. When has any company sold asics for zero profit? I highly doubt SP knows anything about AM wafer costs and profit margins. $0.2/GHs which is very close to AM Gen3 cost. The reason is that those ASICs reached EOL (like our Hammers). Absurd but true. Verified from two different sources. Very close to wafer cost =/= wafer cost. Also I'd love to know where this info came from. Cheapest I've heard them selling for is $0.35/gh. I wouldn't be surprised if FC was flogging the chips for around $0.2/gh but I am positive he is not doing it as a charity act.
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