The speed bump in option 2 isn't that big of a worry, right? Its the classic sotuation of once you are big enough to habe the problem, you are big enough to afford to solve it.
I think this is naive thinking. That transition can be some of the most difficult time for companies. Even for countries. Think of it analogous to the middle income trap. This usually isn't an issue for the people that are first to producing a product, but if you're building a competing product then it is a danger. Potentially. Of course there will be companies that succeed and I may be too conservative. But it is, I think, at least worth considering. Something to keep an eye on if you choose that route.