Samsung SDI Presents Batteries That Enable 370 Miles (600 km) Of Range At 2016 NAIAS
Samsung is expected to bring 500km range battery by 2017 and 600kc by 2020, I understand it's just projection based on what Samsung claimed but there's no certainty in Tesla's claim either. And from what I found, Panasonic's battery is not very sophisticated one that requires larger space to put it in and heavier, but cheaper, because it's the most widely used, which might put limitation on the shape of the vehicle as well as size.
So yes in the short run, Tesla can benefit from producing cars with cheaper battery but in the long run others using more sophisticated ones will benefit because they don't have to cut on the size of interior volume and such...and Panasonic's battery is not good to environment as much.