This was my exact thoughts last night when I stumbled across the lack of First Class availability.
Really hoping they switch to the 747ER with the updated Skybed II considering it is coming off the SYD-DFW route and that SYD-HKG is being consolidated (to what extent still unknown) on it's A380 services to accommodate the change.
The problem is that even if HKG gets a refurbished 747, it means that LAX, JNB or NRT will still get droopy seats on some flights (with a risk of substitution to HKG).
The new A380 schedule has 5 aircraft dedicated to LHR, 2 to DFW and 4 to LAX. This does leave one spare, however the A380 flying MEL-LAX needs some slack in the schedule in order to meet the JFK connection both ways (an A380 cannot turn around in MEL in 50 minutes). Given this I think the A380 will fly a pattern of QF9-->QF10-->QF93-->QF94, but this necessitates longer layovers in MEL for the 388 fleet.
If only QF did get those extra 2 A380s.....