Oh... there will always be a back-channel. The mfrs will sell as much as they can to whoever they can. There is no such thing as an exclusive contract in Asia. To be sure, there will be cheaper factory-seconds, refurbs, b-stocks and total crap. But, price will drop as more product slips out the back door and more factories get built.
Some buyers will always pay for the benefits of the premium lines (ie. military), but the budget-conscious buyers will continue to put price first.
This is a watershed point in stored-energy. When the same chemistry is useful for traction apps, as well as handheld devices, the demand will be unparalleled and so will the response to that demand.