Miners' choice of equipment

[FP91G]

I recently heard an interesting conversation between miners about choosing new ASICs, and they were discussing specifically Hydro ASICs.
A new ASIC was recently announced Bitmain Antminer S23 XP Hyd (600Th/s)

https://www.asicminervalue.com/miners/bitmain/antminer-s23-xp-hyd-600th
https://shop.bitmain.com/product/detail?pid=000202608201636197889T3Y4SxC0660

There is another similar model
BitmainAntminer S23 Hyd (580Th/s)
https://www.asicminervalue.com/miners/bitmain/antminer-s23-hyd-580th

What do you think miners are buying now with electricity costing 6 cents?

For heating or for a quick payback, miners buy this for about $1,700.
Bitmain Antminer S21e Hyd (310Th/s)
https://www.asicminervalue.com/miners/bitmain/antminer-s21e-hyd-310th
Estimated payback is 1 year or sooner.

Large miners take
Bitmain Antminer S23e Hyd 2U (865Th/s)
https://www.asicminervalue.com/miners/bitmain/antminer-s23e-hyd-u2h-865th
Estimated payback period is 1.5-2 years.

When one of the major equipment suppliers said that he had hundreds of ASIC S21e Hyd (310Th/s) and S23e Hyd 2U (865Th/s) in order and there was not a single ASIC S23 Hyd and S23 Hyd XP, I started laughing, so I'm thinking correctly.

Nobody needs ASICs with a 3-year payback period under current parameters

[philipma1957]

I do not remember my source for this. but bitmain will be using the s23xp hydro in house.

so most people will not be buying them.

whether they are large medium or small.