If anyone can deliver it's the guys from opencores.org and theres a very strong link between them and KnCminer. I would in fact say that their normal side of there business at ORSoc
was a little slow because of the EU problems so they simply turned there attention to Bitcoin. There starting position would have been nothing like BFL and Avalon, their starting experience
could only be bettered by someone like Cadence Design Systems who have been buying up industrial IP core for some years and bought lots electronics CAD companies for the past decade.
So the next step up in hardware design would be a contracted CDS by a larger company that wanted to really make an impact or damage Bitcoin.
Lots of the major E-CAD companies used opencores as a starting based for design work. I know i worked for CDS.