I'm not sure that Ilford supplies 60% of the B&W market to the west. Kodak outproduces Ilford with no question and this may include B&W materials. I'm not sure, but I know that Kentmere production is pretty high in paper.

As for a spinoff and having an R&D department... IDK about spinoff, but analog R&D just brought us the new Porta film line. Yes, they do have analog R&D, just not as much as formerly.

I have discussed some of this in the thread "Some thoughts....." See those elsewhere.