I wonder where are they going to manufacture it, and what control and visibility will they have into their supply chains, both upstream and downstream?

Absent some very serious issue with the crypto implementation, that would be my greatest concern -- how easy would it be for a state-level actor to introduce some sort of backdoor or other vulnerability (even a subtle one, e.g. modification to EM radiation pattern) to either all or just a select subset of devices, either into components "upstream" in the supply chain, in manufacturing itself, or downstream in transit to the retailer/customer.