There are no competitors, there were some FPGA alternatives but no-one could match BFL in performance/price. So I doubt anyone will match it with ASIC.
Well meet these guys :
https://bitcointalk.org/index.php?topic=99497.0They delivered more Proof than BFL and are on schedule. If they start selling then there will be competition.
They have never delivered a product and just talk so far, look at Enterpoint, their product info and pictures looked great, people bought the board only to realize it does not work as they hoped, now a wopping 6 months later there are finally some Bitstream that are actually capable of delivering the expected performance (did I mentioned they also had some hardware errors and mistakes when they designed it) but this is FPGA, ASIC is even more complicated.
Atleast BFL has a track record of delivering something that works out of the box.Also anyone buying shares from these mining companies are taking away the whole point of Bitcoin "Decentralized currency for the people by the people"
Thats the point, lining us all up for the long con. Especially when people send in their trade ins for ASICS, and they make a run for it with loads of usd/btc & fgpa hardware.