Some insider info:
* Knc will not ship before November
* Cointerra is a red haring, no significant capacity to come from them before Q2/2014
* The current big players are http://www.alydian.co and http://www.bitfury.org/, who bring large chip farms in house in a professional colo environment.

What matters most next few months is not the capacity shipped but the capacity deployed. Even if KNC ships 5K boxes to right now, expect for them to take weeks to get fully deployed and there will be constant outages (residential internet went down, power lost at the basement, etc)

On the other hand one receives 100TH worth of silicon and brings them online in one day - it's there to stay and you can see the vertical spikes on the difficulty charts