In my best guess HF will only do what BFL did at best and offer customers a discount on a new pre-order for a new product range. Like BFL did with the Monarch for their 65nm pre-order customers. Which they first promised for delivery last October and are now say late March delivery at the earliest IIRC

If I remember correctly, BFL first jacked the prices of their miners by 100% and then gave pre-order customers a 25% discount voucher for future purchases to compensate for the delays. Also, the voucher would expire ~30 days after issuance...