So, given that experience is common enough to lower sales, and the sales numbers and owner polls say differently, the questions are.
1. Can Tesla improve the quality?
2. Can the ICE Makers catch up before that happens?
Regarding 1, I think once Austin come online, you will see that improve considerably. Shanghais quality is much better than Fremont, and Austin has learned things from both Shanghai and Berlin. As for the service experience, dont let anecdotal stories blind you to the other experiences that don't "make the news". Every maker has service issues. Anyone whos ever owned a car has had service issues. Asking a customer to take the car today and fix it later isnt just a Tesla thing. Our local Dodge dealer trucked a Jeep up here with the wrong options, betting we would take it anyway. Lat poll I saw said something over 95% of Tesla owners would do it again.
Ninety-nine percent of Tesla Model 3 owners surveyed by Bloomberg said they would recommend the vehicle to their family or friends.
www.businessinsider.com
As for 2, the Mach E is the only one so far to even come close, and I think it will take a year or so to see if they will produce it in quantity and it holds up, and if the charging infrastructure catches up.
In Teslas favor, they have two brand new plants beginning production this year, and the Model Y is selling like hotcakes. That vehicles margins should be very hard to beat, given the lower cost of production allowed by those front and rear castings and the new structural battery packs. That seems to be the big problem the OEMS will face. They are aiming for the product Tesla is selling today, but by the time they come to market, Tesla will have already iterated those products to make them a better value. Will they still get market share? Sure, but with only a 2%-3% penetration's by EVs, there's market for everybody.
I'm interested to see more about the Ultium cells. GMs been heavy on talk, low on details and I'm wondering if its a lot of adspeak, or they really did bring something new.