Bitfury and KNC could be the clash of the titans. Right now their chip is outputting only 2GH/s though (I think they were predicting 5GH).
Bitfury already has the chip and Asicminer plan to go for PH soon and I don't think anyone can match them. They are making tons of money from the usb drive to buy more mining hardware!!
Then it is in everybody's best interest to never support anyone who mines with what they develop. Don't support any company that uses anything but testnet for themselves.
The Chinese can't afford their own products. China will destroy small miner income ability with small miner western money.