from the manufacturer's viewpoint the main problem with EVs is that there is much less scope for differentiation in the power train. Most manufacturers are going to be using similar battery technology. I think that motor technology will also become commoditized in due course. The only areas where manufacturers can genuinely differentiate themselves will be styling and software.
And aero performance? And materials? And reliability? And availability of support (and charging, although that will go away), and resale market depth/liquidity? And branding? And interior layouts (the Lincoln grotesque most recent model car as an example)? With features (the giant tesla glass sunroof)? With new innovation (further soundproofing)? With more efficiency (greater energy recapture on breaking)?
I don't know, once there's 20 credible manufacturers in this space I bet they will compete in any way possible. Just like any other industry.
Combustion engines haven't changed that much in the last 50 years, and most brands use similar designs. Rolls-Royce and Bentley have been using the same engine design for ages (https://en.wikipedia.org/wiki/Rolls-Royce–Bentley_L-series_V...). Differentiation is not on one part.
