段倩倩
Tsing-tsing!
[全球最大的比特币矿机制造商为北京比特大陆科技有限公司，该公司每年能卖10万台矿机，拥有比特币矿机70％以上的市场份额，创始人兼CEO吴忌寒被喻为比特币首富]
[The world's largest producer of bitcoin machines is Beijing Continental Technology Ltd., which sells 100,000 machines a year, owns more than 70 per cent of the market share of bitcoins, and the founder and CEO Wu is described as being the richest by bitcoin]
[英伟达最适合挖掘以太坊的高端显卡为GTX1080Ti，这款显卡在华强北以前售价约5000元，现在要卖到7000元左右。]
[Inveda is best suited to excavate a high-end card in Taiku for TTX1080Ti, which was sold at about $5,000 before North Hua, and is now sold at around $7,000. ]
华强北现在最赚钱的生意是销售矿机，用来挖掘数字货币的矿机。
The most profitable business in North Hua is the sale of mine machines, which are used to dig up digital money.
在地标建筑赛格广场，一些以销售电脑配件、维修电脑为主的柜台已经贴上了矿机的销售广告。由于太多人过来找了，即使是再迟钝的柜台老板也能从中嗅出商机。
In the landmark building of Sage Square, a number of counters, dominated by the sale of computer accessories and maintenance computers, have been advertised for the sale of mining machines. As too many people have come to find them, even the duller owners of the counters can smell the business from them.
比特币价格一路飙升，用来挖矿的矿机价格随之水涨船高，矿机上游的台积电、英伟达等芯片厂商也从中受益。英伟达甚至发出了限购通知，并要求经销商优先把显卡卖给游戏玩家而非矿商。
Bitcoin prices have soared, and the prices of mining machines have soared, benefiting chip manufacturers such as power stations up there and British Weida. British Weida has even issued a restricted purchase notice and has asked distributors to sell their cards to game players, not miners, as a matter of priority.
不同于手机等消耗品，数字货币限量供应，矿机会随着数字货币价格的波动而波动，数字货币带来的芯片热能持续多久仍难以预料。
Unlike consumables such as mobile phones, the availability of digital currency limits and mine opportunities fluctuate with the price of digital currency, the duration of chip heat from digital currency remains unpredictable.
一机难求
is hard to hope for
华强北赛格广场是地球上最大的数字货币矿机集散地。
The North Sage Square is the largest concentration of digital money machines on the planet.
1月24日下午，一位俄罗斯籍商人来到赛格广场的一个矿机销售柜台，要买5台蚂蚁矿机S4。他盯着手上的手机，催促柜台店员快点和电话中的老板商妥最终价格，因为这5台矿机他马上要转手卖掉。当第一财经记者询问他如何知道这个地方可以买到矿机时，对方用稍嫌生涩的普通话说“所有人都知道这个地方”。
On the afternoon of 24 January, a Russian businessman came to a mine sales counter in Sage Square to buy five ant miners S4. He looked at his cell phone and urged the clerk to negotiate the final price with the owner of the phone, because the five miners were about to be sold. When the first financial reporter asked him how he knew the place could buy the mine machine, he said, "All of us know the place."
在这里矿机销售柜台比比皆是，物业开始提醒店家不要把矿机放在太显眼的位置，赛格广场因为矿机生意的火爆受到了太多圈外人的关注。在数字货币依旧敏感的今天，谁也不知道这种关注是好事还是坏事。
Here, the miner sales counters are everywhere, and the property industry is reminding shopkeepers not to put the mine in too visible a position, and Sage Square has received too much attention from outsiders because of the explosion in the mine business. Today, when digital money is still sensitive, no one knows whether that concern is good or bad.
矿机买家多数是外国人，以俄罗斯人居多。因为俄罗斯对数字货币接受度较高，而更重要的原因是俄罗斯与中国接壤，买卖双方可以更快速地完成发货交货。
Most of the buyers of mining machines are foreigners, and Russians live in large numbers. Because of Russia’s relatively high acceptance of digital money, and more importantly because of Russia’s border with China, buyers and sellers can deliver more quickly.
赛格广场一位矿机销售商告诉第一财经，矿机生意真正火爆是在2017年9月，大批外国人蜂拥而至寻找矿机。订单滚滚而来，几乎所有的柜台开始转行卖矿机。现在销售一台矿机能挣600元左右，该经销商称，最早销售矿机挣得更多，同行间竞争特别激烈，600元已经算少了。
A miner in Seger Square told the First Bank that the business was really hot in September 2017, with a crowd of foreigners rushing to search for the mine. Orders rolled, and almost all the counters began to resell the mine. The dealer now earns around $600 by selling a mine machine, which, according to the dealer, earns more, and competition among peers is particularly intense.
不同的数字货币由不同矿机挖掘。全球最大的比特币矿机制造商为北京比特大陆科技有限公司（下称“比特大陆”），该公司每年能卖10万台矿机，拥有比特币矿机70％以上的市场份额，创始人兼CEO吴忌寒被喻为比特币首富。
Different digital currencies are excavated by different mining machines. The world’s largest producer of bitcoin machines is Beijing Continental Science and Technology Ltd. (hereinafter “Bite Continental”), which sells 100,000 machines a year, owns more than 70% of the market share of bitcoins, and the founder and CEO Wu Yim is described as Bitcoin’s richest.
除了比特币矿机外，比特大陆还生产莱特币矿机、达世币矿机，这些矿机以蚂蚁矿机来命名。华强北一位矿机销售商告诉第一财经，和其他矿机相比，蚂蚁矿机运行最为稳定，售后服务也做得最好，是华强北最炙手可热的矿机。
In addition to the Bitcoin machines, Bitcoins are produced on the continent, and they are named after an ant miners. One of the sellers of an ant miners in the north of China told the first banker that the ant miner is the most stable and the best available after-sale service, and that it is the hottest miner in the north of China.
1月18日，比特大陆发布了蚂蚁矿机A3，后者可挖Blake2b算法的所有币种。A3出厂价为20800元，国内外各限量发行6000台，目前在华强北已经卖到了4万元左右，可即便这样依然一机难求。比特大陆官网显示这款矿机已经售罄，在华强北，不少客户买不到A3后会加店主微信，来确保能及时得知货源信息。
On January 18, Bitcontinent released the ant mine A3, which can dig all the currencies of the Blake2b algorithm. The A3 bid is $20,800, with a limit of 6,000 at home and abroad, and is now in the region of $40,000. Even so, the Bit Continent Network has shown that the mine has been sold out, and that many customers in the north of Hua Quantico will be able to increase the shop owner’s credit when they do not have access to the A3 system to ensure that the source information is available in a timely manner.
决定矿机价格的不仅是供求关系，还有波动剧烈的币价。“我们的机子有的是从官网订的，有的是从同行那里拿的，但其实也有风险，币价一跌矿机也会跌，很有可能砸在手里。”一位贴着A3广告的柜台销售人员称，在中国可能卖贵了，可这些矿机到了国外依旧有价格优势，他接触的国外买家中，90%并非为了挖矿，而是再度加价倒卖给当地的矿工。
The price of the mine is determined not only by supply and demand, but also by highly volatile currency prices. “Our machines are set from official networks, or from peers, but there is a risk that the price of the mine will fall, and it is likely that it will fall.” According to a salesman at the counter with an A3 advertisement, these machines may be sold in China, but they still have a price advantage abroad, and 90 per cent of the foreign purchases he has contacted are not for mining purposes, but for selling them back to local miners.
除了蚂蚁矿机外，用来挖掘以太坊等山寨币的“显卡矿机”同样受追捧。蚂蚁矿机的经销商低买高卖赚取利差，而显卡矿机经销商往往也要为客户找齐供应链组装矿机。
In addition to an ant miner, the “light-card miner” used to excavate tungsten coins like Ether is also popular. An ant mine dealer buys low profits and earns profits, while a card miner dealer often collects the supply chain and assembles the miner for his customers.
和电脑类似，矿机的性能和效率由显卡决定。赛格广场原是电脑及电脑配件的销售点，这也是它成为矿机批发市场的原因，客户会找到显卡销售商来定制矿机。一位经销商称2012年起就开始收到订单，彼时国内对数字货币的接受度很低，根本不知道矿机为何物，但按照客户的要求找齐配件为客户定制了矿机。
Similar to computers, the machine’s performance and efficiency are determined by a card. Sage Square was originally the place where computers and computer accessories were sold, and that is why it became a wholesale market for miners, whose customers would find a card vendor to customize the machine.
矿机厂商成为芯片厂大客户
miner became a big chip company
能从矿机热中掘到金的，除了矿工和华强北商户外还有显卡、芯片厂商。
Gold can be extracted from the heat of the mine, and there are visible card and chip manufacturers in addition to miners and Hua Xiangbei merchants.
搭载的显卡越好、越多，挖矿算力越高，一台矿机的主要成本也在显卡上。一位显卡矿机经销商称，现在一台矿机至少需要4个显卡，性能好的矿机能有19个显卡。
The better and the more visible a card is, the better the mine is, the more effective it is, and the main cost of a miner is on the card. According to a card dealer, a miner now needs at least four cards, and a functioning miner has 19 cards.
不同的显卡成本不一样，但几乎所有显卡的价格都随着矿机变热水涨船高。英伟达最适合挖掘以太坊的高端显卡为GTX1080Ti，这款显卡在华强北以前售价约5000元（官方定价699美元），现在要卖到7000元左右。这也意味着，一台搭载19个GTX1080Ti的显卡矿机价格在14万元左右。
The cost of these cards is different, but the price of almost all these cards rises as the mine heats up. In Weida is best placed to dig up a high-end card in Tai's court at TTX1080Ti, which was sold at about $5,000 (officially priced at $699) before the North of Hua, and is now sold at around $7,000.
“一些玩游戏的好友经常鄙视我，说是矿机把显卡价格炒高了。”赛格广场一位矿机销售商告诉记者。此前，高性能显卡主要的销售对象为游戏玩家等对电脑性能要求较高的人群，现在矿商取而代之。显卡出厂价没有变化，但在流通中供不应求价格变高。
"Some of my friends in the game often despise me, saying that the miner has overcharged the price of the card." A miner in Segre Square told reporters. Previously, high-performance cards were sold to people whose computer performance is more demanding, such as game players, and are now being replaced by miners.
英伟达在2018年年初发布了一则限售公告，单个用户限购两张显卡，并要求经销商优先把显卡卖给游戏玩家而非矿商。
In early 2018, Weida issued a sales-restricted bulletin, limiting the purchase of two cards to individual users and requiring dealers to sell them to game players rather than miners as a matter of priority.
比特大陆首代矿机蚂蚁S1就设计了数字货币挖掘的专用ASIC芯片。目前比特大陆各类ASIC芯片生产制程涵盖了28nm、16nm、12nm和10nm。具体来看，比特大陆每台蚂蚁矿机要用上百颗ASIC芯片。公司官网显示，目前在售（或售罄）的蚂蚁矿机中，A3搭载180片BM1720，S9搭载189片BM1387，L3+搭载288片BM1485，T9+搭载162片芯片。
The first-generation miner, ant S1, has designed a special ASIC chip for digital currency excavation. The AIC chip production process currently covers 28nm, 16nm, 12nm, and 10nm on the Bit continent. Specifically, each ant mine on the Bit continent uses hundreds of ASIC chips. The company network shows that A3 currently carries 180 BM1720, and S9 on 189 BM1387, L3+ on 288 BM1485, T9+ on 162 chips in an ant mine currently sold (or sold out).
根据第三方机构芯谋研究（ICWise）的预计，2017年比特大陆的销售额会达到143亿元，在2017年中国十大集成电路设计公司排行第二名，仅次于华为海思。2017年12月份，关于台积电10nm来自比特大陆的订单超过华为海思麒麟970的消息开始在互联网上流传。
According to the ICWise study, sales in 2017 will reach 14.3 billion yuan in mainland Bits, and in 2017 China’s 10 largest integrated circuit design companies will be ranked second after Heiss. In December 2017, news began to circulate on the Internet that 10 nm orders from Bits continent were more than 970 Hessex.
这也引发了一种担忧，比特大陆芯片是否会就此超过华为海思？
It's also a source of concern. Is it possible that the Bit continent chip will outpace the Wall of Heath?
集邦咨询旗下拓璞产业研究院经理林建宏对第一财经表示，海思的产品包括手机、基站和电视等，既面向消费者也面向通讯运营商，在功能与客群上较为发散；而比特大陆的芯片主要供给自家矿机，芯片实际用途是加速器。因此，仅从双方产品来看，比特大陆并未超过海思。
According to Lin Jianxuan, manager of the Tuan Industries Research Institute under the CLA, Heath products include mobile phones, base stations, television, etc., both for consumers and for communication operators, and are more functionally dispersed with customers; while bit continent chips are mainly supplied to their own miners, their actual use is an accelerator. So, in terms of products from both sides alone, Bit continent does not outpace Heath.
另外，对于芯片和显卡厂商来说，手机电脑属于消费品；而比特币等数字货币限量供应，币价的波动影响着矿机价格，谁也无法预测这一波数字货币热会持续到什么时候。
Moreover, for chip and card manufacturers, mobile computers are consumer goods; while digital currency limits such as bitcoin are available, currency price fluctuations influence mine prices, and no one can predict when this wave of digital currency heat will last.
“手机与电视有固定的换机时点，现在平均每年智能手机出货约15亿部，电视约2亿台。但挖矿比的是手头有多少矿机，现在矿机大幅扩产，但何时会停、什么是稳定的淘汰数量，现在仍难以断定。”林建宏称。
“Phones and televisions have fixed replacements, and now averaged about 1.5 billion smartphones and 200 million TVs per year. But mining is compared to the number of miners at hand, which are now significantly expanded, but it is still difficult to determine when they will stop and what is a steady phase-out.”
注册有任何问题请添加 微信：MVIP619 拉你进入群
打开微信扫一扫
添加客服
进入交流群
发表评论