It will be easier for Toyota and Honda to get up to speed on electric drive train production than for Tesla to get up to speed on mass production of automobiles.
Tesla has an electric drive train, they have a car production line and they are producing electric cars.
Assuming it takes Tesla three years to reach their output goals on that production line, it will need to take Honda and Toyota less than two years to get up to speed producing fully electric drive trains, installing charging infrastructure around the world, and rebuilding their downstream in order to even have a chance of competing with Tesla in the EV market.
Nissan is the only viable competitor, and they have been competing on price against Model S. The Leaf is not a competitor to Model 3 even in the same price bracket. There simply is not the infrastructure to support the Leaf, or the salesforce willing to sell it.
This race is not just about a manufacturer building electric cars. This race is about who will be first to kill off or convert their traditional downstream to get EVs on the road at reasonable prices.
Tesla has an electric drive train, they have a car production line and they are producing electric cars.
Assuming it takes Tesla three years to reach their output goals on that production line, it will need to take Honda and Toyota less than two years to get up to speed producing fully electric drive trains, installing charging infrastructure around the world, and rebuilding their downstream in order to even have a chance of competing with Tesla in the EV market.
Nissan is the only viable competitor, and they have been competing on price against Model S. The Leaf is not a competitor to Model 3 even in the same price bracket. There simply is not the infrastructure to support the Leaf, or the salesforce willing to sell it.
This race is not just about a manufacturer building electric cars. This race is about who will be first to kill off or convert their traditional downstream to get EVs on the road at reasonable prices.