Doesn't help that everybody and their grandma is launching their own ASIC line in the near future, then. BFL and Avalon have proven to be fuckups, but every time a new company comes to market (KNC, BitFury, HashFast, Cointerra), you're betting that company will fail to take any market share. It's an unenviable position.
So the fuck what? There were 4 companies last year starting to develop asics. One failed completely, and two others still can't ship for shit a year later, regardless of taking in millions of dollars. By the time some other serious competitors actually do arise (if it happens), AM will be on 2nd or 3rd gen tech and have much more mature infrastructure (resellers, etc).
There is room for more players in the ASIC market. In the end, I expect the production costs to determine "the winner(s)" in the ASIC market, and I think AM can achieve the lower production costs than the competitors: low labor costs, no need for external financing, excellent logistics, proven supply+distribution-chain (and products), established reputation, perfect location, etc.
TLDR; AM has an excellent market position, competitors will need to work their asses off to dislodge FC.