I actually think they might go for a OPV 2600 based class of AAW ships, the OPV hulls are very cheap which means there's way more money left for Sensors and Weapons, for example a OPV 2600 with essentially the Same loadout as a babur costs like half the pricetag (170-200mil range vs 375 mil a babur although part of that might be because of the TOT agreement)
So you could have a ship with 32 VLS cells for potentially less then $250mil.
As for JCF it ultimately depends on the PNs vision for the project which currently seems to the more Safe and cost friendly route.
Yep, that can be an option as it means a lower build cost (OPVs built on commercial specs). However, since NRDI has adopted the AS3400 design as its own IP, it has much more flexibility in how to leverage it.
Basically, NRDI/PDW can open bids for steel, propulsion, and other base inputs to the market, invite suppliers from anywhere, and secure the best possible pricing.
When working with shipbuilding OEMs only (e.g., Damen, ASFAT, etc), the challenge or potential drawback was taking on their choice of suppliers, which could stack costs.
NRDI can now cut them out and work directly with the suppliers (e.g., MTU, GE, Hanwha, Hyundai, etc). So, the cost of an NRDI-forked AS3600 might not be much higher than picking up the OPV 2600 from Damen. Of course, I am only talking about the hull, superstructure, propulsion, etc. The cost of the sensors and other electronics, munitions, etc, will stack and raise prices up regardless of whether you pick up OPV 2600 or AS3600. The key is how much lower you can bring the hull (OPV 2600 vs AS3600) so that you have more vertical budget room to play with.