It'll be interesting to see how all this pans out.
Using extended squitter in SSR transponders for ADS-B was a bit of a cludge in the first place. It was just a convenient way of using a frequency that was already allocated to aviation and could relatively easily be adapted to support ES, thus enabling existing aircraft infrastructure to be used. In the US there is already concern that ES will result in too much traffic on 1090MHz and they are proposing a separate, non-SSR frequency of 978MHz for GA aircraft.
If that were to be adopted here then it would open up the idea of an ADS-B only transceiver, which could be produced far more cheaply than a Mode-S + ES transponder. Such a unit would not need any user controls, therefore requiring no panel space and could be put anywhere in the aircraft within reason. It would still need an external antenna and probably have a transmit power in the 10s of watts PEP level, rather than a few hundred mW. It's the sort of thing a company like Trig would jump at.