2. Samsung is mass production of cryptocurrencies mining chips Chinese companies responsible for distribution
3.AMD quarterly dazzling, GPU block chain hot and hot
4. Bitcoin mining machine is difficult to find a mining machine maker into a chip factory customers
1. Samsung: thanks to mining machine chips given, this year is expected to win the foundry 2 position
South Korea's Samsung Electronics (SAMSUNG) into production of cryptocurrency mining chips rumors rampant, Samsung finally confirmed the news.
Samsung said that thanks to the surge in market demand for cryptocurrency chips, Samsung is expected to win the second place in the wafer foundry market this year.
Samsung Electronics' Lee Seung-hoon, vice president of foundry marketing division, said in a quarterly earnings conference call: "The number of semi-conductor commissioned production orders related to digital currencies has been increasing recently and we expect Samsung to be in the foundry market this year Second place behind TSMC (2330). "
According to the data released by TRENDFORCE at the end of November last year, the global market share of Samsung foundry was estimated at 7.7% in 2017, ranking No. 4. TSMC ranks the first with a market share of 55.9%. South Korean media The Bell recently reported that Samsung Completed the development of a special application chip for bitcoin mining that the company started production of last month with the signing of a hardware venture involving bitcoin mining in China.
2. Samsung is mass production of cryptocurrencies mining chips Chinese companies responsible for distribution
According to foreign media reports, now Samsung has won Intel as the world's largest chip maker, and now the company decided to switch to cryptocurrency market.It is mass-produced specifically for the exploitation of bitcoin and other encryption Currency Integrated Circuit (ASIC) chip.
It is reported that the company claims that it is working with an anonymous Chinese mining equipment manufacturers to produce, the latter will be the distribution hardware.
A chief executive at Samsung Electronics told the media: 'We are providing foundry business to a virtual currency mining company in China and now it is still in its infancy, and the overall casting business is still very small.'
A Samsung spokesman confirmed the news to TechCrunch. "Samsung's current foundry business is manufacturing cryptocurrencies, but we can not disclose more details about our customers."
Samsung is already working on 10-nanometer 16Gb GDDR6 DRAM chips, which have better energy efficiency and are designed to improve GPU performance and are also used for mining purposes.
This is not the first time Samsung has expressed interest in cryptocurrencies, and last October it showed a bitcoin mining cluster of 40 Galaxy S5 handsets as part of its recycling program.
Bitmain, the Chinese company, is the industry leader in mining hardware and claims to have more than 70% market share, and Beijing Jiaonan Zhi Zhi uses TSMC chips.
TSMC quarterly revenue increased 350 million to 400 million US dollars.Samsung in today's earnings conference call, said it expects its foundry business will be traced to TSMC, becoming the industry second.
3.AMD quarterly dazzling, GPU block chain hot and hot
Lei Feng network February 1 reported that the United States semiconductor company quarterly earnings dazzling AMD, the industry's focus shifted from chip sales to blockchain technology provider identity above.
The application of the blockchain is not limited to the virtual currency and is expected to break out at any time.Most of the circulating virtual currency in the market need to be 'mined', that is, the virtual currency miner uses the extremely fast GPU to solve complex mathematics in the blockchain Puzzle, and then get new digital currency as a reward. The main consumption of computing resources and power resources. Engage in cryptocurrency craze 'miners' are looking for ways to improve their fortune.
As a supplier, GPU prices will surely make a huge profit for AMD and NVIDIA, and analysts expect GPU sales to grow further as more and more companies worldwide plan to tap the Bitcoin market or blockchain.
Investors were excited about the prospect, with AMD shares soaring about 6% on Wednesday, while shares of NVIDIA rose 3% to a record high.
Bitcoin prices soared by as much as 1,300% in 2017, attracting more and more people worldwide to monetize the digital currency, driving the demand for the GPU.
In the past, AMD and NVIDIA tried to downplay revenue growth expectations from the blockchain segment, but analysts believe the blockchain market is overwhelming.
4. Bitcoin mining machine is difficult to find a mining machine maker into a chip factory customers
Huaqiang North is now the most profitable business is the sale of mining machines, mining machine used to dig digital currency.
In the landmark SEG Plaza, some counter sales to computer accessories and computer repair have been posted on miner sales advertisements. As too many people came looking for it, even the retarded counter owner could sniff out business opportunities .
Bitcoin prices soaring, the price of mining machines used for mining has soared, chip miner upstream TSMC, NVIDIA and other chip makers also benefit from NVIDIA even issued a notice of purchase restriction and require dealers to give priority to the graphics card sold to gamers Not miners.
Unlike mobile phones and other consumables, limited supply of digital currency, opportunities for mining fluctuate with fluctuations in digital currency prices, and how long the chip heat generated by digital currencies lasts is still unpredictable.
Hard to find a machine
Huaqiang North SEG Plaza is the world's largest distribution center for digital currency mining machine.
On the afternoon of January 24, a Russian businessman came to a mining machine sales counter at SEG Plaza to buy the S4 ant machine M. He stared at the cell phone in his hand and urged the clerk at the counter to hurry up with the boss in the phone The final price, because the five miners he immediately to resale .When the first financial reporter asked how he knew this place can buy mine machines, the other with a little jerky Mandarin that 'everyone knows this place' .
Here mining machine sales counters abound, the property began to remind the store not to put the mining machine in a conspicuous position, SEG Plaza because of the mining business hot by too much outsiders attention.In the digital currency is still sensitive today , No one knows this concern is a good thing or a bad thing.
The majority of miner buyers are foreigners, predominantly Russians, because Russia is more receptive to digital currency and more importantly because Russia borders China, allowing both buyers and sellers to complete delivery faster.
A Sago plaza sellers told CBI that the miner business is really hot in September 2017 when a large number of foreigners flocked to look for mines. Orders rolled in and almost all the counters started to switch to miner Now sales of a mining machine can earn about 600 yuan, the dealer said earliest sales miner earn more intense competition among peers, 600 yuan has been considered less.
Different digital currencies are mined by different mines The world's largest maker of bitcoin mines is Beijing BitTorrent Technology Co., Ltd. ("BitContinental"), which sells 100,000 mines a year and owns bitcoin mines More than 70% of the market share of the machine, founder and CEO Wu Qi Han has been hailed as the richest bitcoin.
In addition to bitcoin mining machines, bitter mainland also produce Litecoin mine machines, the world's mine machine, these miners named after the ant mine machine.Huaqiang North, a mining machine dealer told First Financial, and other mining machine phase Than the most stable operation of ants mining machine, after-sales service has also done the best, Huaqiang North is the hottest mining machine.
On January 18, the Bentley mainland released Ant miner A3, which can dig all the currencies of the Blake2b algorithm. The A3 ex-factory price is 20,800 yuan, and the domestic and foreign limited editions are 6,000. At present, it has sold 40,000 yuan in Huaqiang North So that even if this is still a hard to find.Big continent official website shows that the miner has been sold out in Huaqiang North, many customers can not buy the A3 will be added after the owner WeChat, to ensure timely availability of information.
The decision is not only the price of mining equipment supply and demand, as well as volatile currency prices. 'Some of our loom set from the official website, some from the peer there to take, but in fact there are risks that a drop in mining machine will fall, Is likely to drop in his hand. 'A counter salesman with A3 ads said that in China may sell expensive, but these mines to foreign countries still have the price advantage, he contacted foreign buyers, 90% is not In order to mine, but again fare increase to the local miners.
In addition to ant miner, the mining machine used to tap Ethereum and other coins are also sought after. Ant miner dealers to buy low and sell high to earn interest margin, and graphics card miner dealers often have to customers Find the supply chain assembly miner.
Similar to a computer, the performance and efficiency of a mining machine are determined by the video card. SEG Plaza was originally a sales point for computers and computer accessories, which is why it became a wholesale market for mining machines. Customers will find a video card dealer to customize the mining machine. Dealers said they began to receive orders from 2012. At that time, their acceptance of digital currency in China was very low. They did not know anything about the miners, but they found the miners according to the customers' requirements.
Mining machine manufacturers to become chip customers
Mining from the heat in the machine to dig gold, in addition to miners and Huaqiang North, there are business cards, chip makers.
The better the graphics card you have, the more you dig in. The cost of a miner is also on the graphics card, and a graphics card miner dealer says that at least one miner needs at least four cards for good performance Mine machine can have 19 graphics cards.
Different graphics costs are not the same, but almost all of the graphics card prices are up as the miner heat up. NVIDIA most suitable for mining Ethereum high-end graphics card GTX 1080 Ti, this card in Huaqiang North before the price of about 5,000 yuan (official pricing 699 US dollars), now sold for about 7000. This also means that a carrying 19 GTX 1080 Ti graphics card mining machine price of 140,000 yuan.
'Some friends who play the game often despise me, saying that the mining machine to the video card prices up.' SEG Plaza, a mining machine dealer told reporters after the main sales target for high-performance graphics cards for gamers and other computer performance Higher demand of the crowd, now replaced by miners. Graphics ex works have not changed, but in short supply in circulation prices become higher.
NVIDIA released a limited sale announcement in early 2018, limiting the purchase of two graphics cards to a single user and requiring distributors to give priority to selling graphics cards to gamers rather than miners.
Bit Continental's first mine ants S1 designed a dedicated digging ASIC chips.Currently all kinds of bit ASIC chips in mainland China manufacturing process covers 28nm, 16nm, 12nm and 10nm. Specifically, the bit mainland each ant mine machine to The company's official website shows that there are 180 BM1720s in the A3, 189 BM1387s in the S9, 288 BM1485s in the L3 + and 162 chips in the T9 +, which are currently on sale (or sold out).
According to ICWise's third-party research project, sales in the mainland of China in 2017 will reach 14.3 billion yuan, ranking second only to Huawei in 2017 after the top ten IC design companies in China. In December, the news that TSMC's 10nm orders from Peking reached more than Huawei's HiSilicon Kirin 970 started to spread on the Internet.
This also raised a concern that bit mainland chips will exceed Huawei Hass?
Seth State consulting firm Topu Industrial Manager Lin Jianhong told First Financial said that Hisilicon products, including mobile phones, base stations and television, both for consumers and for telecom operators, more divergent in function and customer base; and bit Mainland chips are mainly supplied to their own mining machine, the actual use of the accelerator chip.Therefore, only from the two products, the bit continent does not exceed Hass.
In addition, for the chip and graphics card manufacturers, mobile computers belong to consumer goods; and Bitcoin and other digital money limited supply, fluctuations in currency prices affect the miner, no one can predict this wave of digital currency heat will last until when.
Mobile phones and television have a fixed replacement point, and now an average of about 1.5 billion smart phones shipped each year, about 200 million televisions .But the mining ratio is the number of mining machine at hand, and now a substantial expansion of mining machine, but When will stop, what is a stable number of eliminated, it is still difficult to conclude. "Lin Jianhong said.