Yes, they should. And they are already very worried about it. Only know that with certainty about Shure but I'd be surprised if the other companies weren't thinking in the same direction.

My assumption is that we'll see the same development in the audio recording space as we saw it in the camera space. It's not 1:1 exactly the same - microphones have always been a lot more in the (semi-) professional area than cameras have been, and stage mics etc. aren't going anywhere. But for home recording, be that audio-only or the audio for your video, dedicated microphones (and audio interfaces) will see their market shrink significantly.