This from someone who is afraid to say how many units overall they ship.
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People who ordered Avalon chips delivered in China reported getting their shipments a couple of weeks ago.
Batch 3 has arrived in the states and hit China quite some time ago.
ASICminer has been deploying more hashrate and selling hardware.
There isn't more than 10TH/s coming out of BFL this month given the rest of the deployments. Less if Bitfury is actually beta testing.