Based on how long it took KnC, HashFast, and Cointerra to go from tape-out to having chips in their hands, I'd put my money on BlackArrow receiving their first chips at the end of March. KnC pulled off an amazing turn-around from getting chips to shipping within two weeks, but others have taken significantly longer. I predict that BlackArrow will start shipping batch 1 around April 15th. Based on my personal difficulty estimates, power requirements, and delivery dates - I think the 2Th unit will mine 7.8 BTC after electricity costs.