I don't think that's going to happen. This is why (some oversimplifications ahead!):
You essentially have three types of buyers.
- Those who want a Strat but can't afford one. They're going to buy copies or import version (including the Fender versions).
- Those who want a Fender Strat, and only a Fender Strat. Because SRV played one, or Mayer did, or Hendrix did. Or because Fender is the name they grew up with. This is the problem PRSH has referred to several times, that one of the problems he has selling guitars is that he can't get Jimi Hendrix to play one. Or SRV.
- Those who want a Strat-type guitar that is more suited to their wants or needs than a regular Strat. Think Suhr, Anderson, etc.
Out of those, you're probably never going to win over the second type. And it doesn't sound like they're going to target the first type. So the market is likely going to be people who want a Strat-type guitar and a Strat-type sound. Which is not going to take away a great portion of Fender business.
I do think you're right about the pickups. If they're a regular Strat-style that allows for easy swapping and experimenting, that will eliminate a barrier for some people.