I believe Waves had to take existing code (Native) and then port it over to TDM. This was extra work, with a smaller market purchasing them compared to a native blend, hence a justification of the price for TDM plugs.
Now they are going to code for a new plug that will have an even bigger audience, Native and DSP users.
IMO they have no justification for increasing their prices for AAX. They will sell more AAX plug-ins than RTAS and TDM combined now.