What will shock me is if the two after are more then 5% back to back.
Its possible it will, but i dont feel like it will. Lots of SP20s shipping out right now
1) >250 from the GB and probably that many more Sp20 + Sp3X bought directly from SP-T. I assume they are selling 4-9 PH / difficulty period
2) Bitmain has begun shipping S5 units. once a few reviews come back in, they will probably sell 3-7 PH / difficulty period
3) Asicminer wont have much other than the AMHash farm for another month or two, so 1.5 PH/difficulty period
4) Private farms like KNC and Bitfury are the wild card. Both are probably a month or two away from the next chip or phase of expansion. If either one began deployment of a working next-gen chip they would certainly ramp up quickly to deploy 2-6 PH/difficulty period.
I think we will see around 9-18 Petahash added to the network per difficulty period for the next 2-3 jumps, increasing in relation to product price drops or BTC value increase. thats about 3-5% per jump (and about 3-5 Million Dollars worth of hardware)
I agree with this. It is really a wild card for the big companies. Unfortunately for small miner the new miners are shipping out very soon.