There's absolutely no sign of major labs facing a shortage of C41 and RA4 chemistry. Firms like Fuji Hunt are pumping out this chemistry by the metric ton - literally. I'm saying this because your argument seems to rely on the logic that firms like Adox might be a bottleneck in the growth of the analog photography industry.
One notable problem with this argument is that to a large extent, this analog revival revolves around color film, and the majority share of this color film is processed by labs. These labs vary in size from tiny one-man operations that may run only a couple of dozen rolls/week to reasonably sizeable ones that run thousands of rolls/ week. Basically every lab that uses minilabs or even larger processing machines (RT/continuous, dip & dunk) use chemistry from manufacturers like Fuji and Champion, and certainly not from Adox. Adox is very good at catering to the requirements of home users, which is typically a high-mix/low-volume business. The low-mix/high-volume business that still processes the bulk of the film shot today is a different realm. There's no bottleneck there. Quite the opposite: that part of the spectrum is characterized by still massive overcapacity.
