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This is predicated on other players not having sunk money into their product--an unjustified assumption.
Lower BTC/USD price makes mining less profitable--electricity and hosting costs, which must be paid in fiat, remain constant, while the return--price of the mined BTC--is lower.
It's reasonable to assume that the price one can charge for hashpower will also be lower.
That is true, which is why a company like AM who has lots of already paid for, inexpensive [citation needed], in-hand [citation needed] hardware will do better than those who are hoping to sell pre-orders to fund their next round of NRE, chips, etc. The squeeze is on for all asic producers and miners and the ones in the best reputation and position to ride it out will be the ones left standing.
I'm not disputing that the best ASIC manufacturers will be the ones left standing, merely that *ALL* ASIC manufacturers will suffer from lower BTC exchange rate. This should be obvious.