Much of the difference besides battery size is the vehicle features. Tesla has little functional features in the car, they recently removed parking sensors and previously removed radar, etc.. You can't answer the phone from the steering wheel or lock/unlock the doors outside from the door handle, etc... There's a whole list of features not available.I don’t think Nissan can really do a price decrease as I am pretty sure there R&D was pretty high on the Ariya and they are horizontally integrated meaning they depend on other suppliers and contractors which drives up costs. Tesla as we all know is vertically integrated meaning their supply chain is primarily controlled by them and majority of R&D is conducted in house. This way they can pull various levers on price, charging and production depending on external factors. Nissan does not have this capability and I am sure they spent a ton on the batteries so they’re gonna have to keep prices high to recover those costs. Just compare battery sizes and range on Tesla to Nissan. Tesla has a smaller battery and longer range and a heat pump. Anyone know if Nissan has a heat pump on the Ariya.
Also this is my opinion but there is no way the Chinese EVs are gonna be more expensive then GM. They are gonna be new company in the US and will need to gain market share so they will have a lower price to compete initially the raise them like Kia. Just look at vinfast they are coming in with a high price and so so features and range. Don’t think there gonna do very well.