Looks like the "shovel & pickaxe trade" during any gold rush. There is some money to be made by the early adopters, little or no by the late comers and then a steady and good source for those offering services to the miners.

P.S. One problem these ASIC manufacturers have is not being able to shift a lot of BTC, the kind of which they would be hypothetically making by just mining themselves. Leave that matter to the miners to work out.