This is an interesting topic.
I spend a lot of time thinking about the ways to build an E-bike that is reliable and has parts/support availability and doesn't cost an arm and leg. It is one reason, Segway purchased Sur Ron. They see the opportunity here.
Innovation is not just about bringing ABS or GPS to a bike but also bringing the cost down without compromising on quality and performance. The biggest bottleneck from my perspective is the supply chain.
If we consolidate all the supply chain into one area then it makes a HUGE difference.
Companies located in Asia have this ability but then once you start exporting, you bring in middlemen, taxes, tariffs, export duties, customs etc.
Companies like CANYON in Germany have been able to consolidate their supply chain and go consumer direct and as a result, they had very disruptive pricing which was unheard of in the EU.