All true except #3 (partially).
> 1. OCaml generates additional information that it stores in .cmi/.cmx files.
On this point I'd say that it could probably embed the cmx file as "NOTE" sections in the ELF object files, but likely they didn't do it that way because it's easier to make it work cross-platform. Every "pre-compiled header" system I've seen generates some kind of extra file of compiled data which you have to manage, so I don't think this is a roadblock.
> 2. OCaml does not allow for mutual dependencies between modules, even in the linking stage. Object files must be provided in topologically sorted order to the linker.
I believe this is to do with the language rather than to do with modules? For safety reasons, OCaml doesn't allow uninitialized data to exist.
Although (and I say this as someone who likes OCaml) it does sometimes produce contortions where you have to split a natural module in order to satisfy the dependency requirement. I've long said that OCaml needs a better system for hierarchical modules and hiding submodules (better than functors, which are obscure for most programmers).
> 3. [...] at the expense of requiring additional boxing and tagged integers [...]
I think this is fixed by OCaml GADTs: https://blogs.janestreet.com/why-gadts-matter-for-performanc... However this is a new feature and maybe not everyone is using it so #3 is still a fair point.