Ian Cutress does a good analysis of this:
https://www.youtube.com/watch?v=waevGf8MPiA
ARM thinks that one million transistors is tje upper limit of the technology,so it is going to be limited to simple devices. Also,apparently implementing resistors in plastic is not as easy as it appears,and is a limitation.However,it is incredibly cheap to make.
Good to see someone else also knows about YMO!!