Tesla has gone step-wise into market. Y will be probably 2x the 3 volumes. They are not ready for corolla volumes with Y. Nor is the cost of technology ready for corolla volumes. That’s probably 2025. However... not clear Tesla is even gunning for that. There’s been little jabber from Tesla about a cheaper car. Much more about autonomous car sharing. I suspect they’d prefer to grow that market than go all out for low price volume.
It is too early to talk about someone else “winning” in EV price/volume. Unless the Chinese manufacturers get a more global footprint, as they are the only ones at same scale as Tesla. Maybe VW will get there quickly, but far too early to assess.
Chinese manufactures already have started getting a global footprint. Buick small SUVs are made in China. And other manufactures are looking to China to make their EV models.