Those are the only logical options. Cointerra seems it will be the winner if they keep their promise of long term mining equipment it means they will offer some serious hashing power for much cheaper which will make other manufacterers cut pricing.
And which will effectively kill avalon and bfls shit businesses.
Seems like Bitfury is most likely to deliver product the earliest though, considering we've seen some hashing done on those chips, and they already have the chips, and they're just waiting on PCB manufacturing. Also, even though BitFury isn't on 28nm, I read in a couple places that BitFury may be even more efficient than KNC... Is that true?