That's like saying Mercedes, BMW, and many other premium (i.e. $$$$$) automobiles have the Ford Fiesta, Nissan Sentra, and Toyota Yaris working against them and premium autos are losing sales to people who decided to purchase a $15K auto instead. That's just not how it works.
In the ebike world the same assumption is being made: that someone who opts to spend $500 - $800 on a CF Chinese ebike, was willing and able to spend >$2500 for a brand name ebike that already exists, but decided instead to go the CF route and wait it out, which CF campaigns do involve, to get a 'perk' of some unknown final specification and perhaps iffy quality, along with the risk of getting nothing at all or at least not for a very long time.
Nope, that does not compute. I maintain that a significant % of CF ebike contributors, like what we see with Sonders, were people who would never spend over $1,500 for an ebike. As such, any manufacturer who is using quality known parts, offers a set of nice features, has a history, quality, and network for sales & support, is going to price their ebikes over the threshold that a Walmart-type bike buyer would pull the trigger.
Is Walmart shaking in their boots? I highly doubt it!