That's my guess too but for how much longer is the question? Those who are predicting no changes for some time perhaps didn't consider this? We know a faster processor is needed, so perhaps Tesla will start there? The more I think about this, the more I think we will see new hardware soon -- not that I know anything -- just wondering out loud here.
At this point, I really think it depends on how long the existing mobieye contract runs.It sounds like they won't be getting an extension, and there are several reasons why Tesla gains by waiting for the next several months.
So I'm thinking Tesla will cut over when they run out of EyeQ3 chips - either to the full next generation if they have time to get it ready, or to some sort of interim with the new camera processor but nothing else if they aren't ready.
(Presumably they'll have to keep a small supply of EyeQ3s in reserve for warranty repairs, unless they can drop the new processor directly in to both current S and current X applications.)