Think about it. This shipment has been the most disruptive major volume of hashrate unleashed upon the network in a short period of time. You're seeing the effect of that. KnC aren't shipping for another month. Who else is going to have such a marked effect in that time? When they do ship on the following occasion it's unlikely to be equal to what's shipping now, and even if it was it wouldn't have the effect the current outlay will, because the current shipment will already be part of the total network hashrate at that point. They will not be shipping anything like what they are shipping now PLUS what already existed. Therefore the increase will not be as proportional and be more incremental. What you are seeing now will be the largest single increase - proportionately - for a given finite period.
Thats completely uncertain. As donch tried to tell you, we have no idea how many preorders HF has (or bitmine, or cointerra for that matter). What we do know is that at least hashfast will have the manufacturing capacity to crank out miners far faster than KnC. Not that 350 miners per day is shabby, but Ciara (odm hashfast contracted) could potentially do an order of magnitude more without breaking a sweat.
Moreover, you seem to think that because of the hashrate increase, sales will dry up. I disagree.
At the current price, sure, sales will dry up, but all these miners are still operationally profitable and will remain so for a long time. Prices will just drop and keep dropping, but all of those manufacturers will keep producing miners for many months at the very least, and they will sell them at whatever price the market offers until that price is below their cost. KnC might not be best placed in that regard with their monster size chip, but most of the others are still very far from marginal profitability. More over presales may keep them busy much longer than you think. BFL is still shipping perorders almost a year old. Gives you an idea...
Unless Hashfast, Activeminer, Bitmine, Cointerra, BFL, Bitfury and to a lesser degree asicminer, btcgarden, black arrow, avalon and whoever else Im forgetting, unless almost all of them drop the ball, what we've seen in the past few weeks is going to pale in comparison to what we will see over the next few months.
PS: past few weeks werent exactly record breaking:
http://bitcoin.sipa.be/speed-ever.pngSure, in absolute terms, as in TH added, every record was broken, but every difficulty change from now to February is likely to break that record. In relative terms, this is pretty mild compared to 2010-211