Dude, we're already past that point. You don't just 'ship' a console the day before it is available to buy. Both MS and Sony have been churning out finished console for a while now. The only thing that either party can do is tweak the clocks, or disable cores if yields require it. So downgrade, not upgrade.
And you think the the Xbox One has some inactive CUs in there for hardware redundancy? That's... well, I don't know what that it, but it's not based in reality.
The Xbox One is what it is. It's not getting a major hardware bump. Any fundamental hardware changes would have to have been set in stone at the end of last year to make a holiday 2013 launch a possibility.
But they could overclock it with a firmware update. It works both ways. If the cooling system really is very efficient (jugding by console size and space + fan size it looks to be) I wouldn't be surprised to see that happen...considering how many people do it on PC without any issues.