As the author notes, converting mRNA + lipids into a well-defined mix of solid nanoparticles is very likely the rate-limiting step.

Very few firms likely have the in-house capacity to accomplish this.
But note the underlying problem: The author is only able to guess at how this challenge is overcome.

Why? Because none of these details are known outside the firms using them.
As they pointed out in August, as many deals with vaccine manufacturers were being signed, overcoming secrecy of manufacturing know-how is crucial scaling up vaccine production
Did any governments even attempt to do so? To make sharing manufacturing know-how a condition of the massive amounts of public money spent on procuring vaccines?

I suspect not.
And so while it is true that manufacturing capacity is severely limited, unless the underlying knowledge is shared we will never know whether other parties could scale up production or not.
But lots of other documents, like this June 2020 contract between Novavax + a US consortium, to scale up production, redact the details of Matrix-M.

https://www.sec.gov/Archives/edgar/data/1000694/000155837020013462/nvax-20200930xex10d1.htm
I'm happy to be corrected about this particular example; if all the relevant details of Matrix-M are publicly known, lmk.

But secrecy is a pervasive practice when it comes to several aspects of vaccine production + manufacturing.

See, for e.g. https://pubmed.ncbi.nlm.nih.gov/25826194/ 
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