Still a ways out until the Big Boys combine long range, good looking design, and some fast charging options.
The Bolt is a great car in super boring skin and no (supercharger level) fast charging. So it is still missing two major components that the Model 3 has.
The redesigned Leaf looks much better than previously, but still nothing close to Model 3, is not comparable on range, and has no (supercharger level) fast charging. This is a company that has been building the highest volume EV's outside of Tesla for nearly as many years as Tesla, but still can't compete, much less pull ahead of Tesla.
Mission E from Porsche is a great looking car with long range and fast charging. Not expected until 2019 and while likely to beat the current Model S on handling, does not compete on interior cargo or people space. Interior looks extremely cramped compared to Model S. Plus, by 2019 Tesla may upgrade the P version of Model S to where it still outperforms the Mission E. That said, I expect Porsche will sell as many Mission E's as they care to build, but it will hardly dent the Model S sales, and will have zero effect on the Model 3 sales and hopefully by then Model Y sales, although Model Y admittedly may not come until 2020 the way things are looking.
BMW does not seem to be serious at this point.
Audi is waking up but we'll see what they actually come out with and at what price points.
Mercedes is getting serious, but not serious enough on volume. They are going to have a hard time competing with Tesla on price unless they are willing to lose money to gain market share.
Tesla's lead in battery production is so extensive at this point, it's almost impossible for the "Big Boys" to catch up unless they start to go all in, which is unlikely.
Oh, and their dealers anti-sell EVs, so they have to overcome that issue as well.
They have a tough road. They are gonna have to get serious, and as of yet, Porsche is the only one looking serious but their market is small. GM, Mercedes, and Audi might be contenders if they get serious, but how serious they are going to get is an unknown at this point. Plus, they will begin stealing much more market share from ICE than from Tesla once they start pumping out compelling EVs. The pie is going to grow rapidly for all these EV competitors to have a piece without eating each other.
