ASIC prices can come down a LOT before hardware manufacturers are hurting.   <$2 per GH/s is pretty easy.  $1 per GH/s might be harder to do but I would expect raw chips (ASICs on the reel) to hit that sometime in 2014.  Of course vendor would rather sell a unit at $10 per GH than cutting prices to $5, or $3, or even $2 per GH/s isn't going to put anyone under.


That being said we likely will see one or more company go under.  These are small and often poorly run companies.  This is the gravy train portion with massive margins, lines of customers, or limited competition.  Pretty much impossible to not make money now.  When crunch time comes some won't make it.