First people said "competition is coming" for about a decade. Now the competition has finally half arrived, but it's still so far behind. Perhaps the closest is BYD, but most BYD drivers would prefer to be driving a Tesla.
The 2026 Leaf takes many of the Ariya’s good qualities and one ups them at one of the lowest price points in the industry.
And both can be parked in spots that no model of Tesla will fit. The 3, Y, etc aren’t even a consideration for me since they won’t fit my garage. Tesla badly needs a proper small hatch option.
Still costs $30k+ USD for base trim. Chinese cars are going for sub-$20k. Few governments want a repeat of the Japanese disruption of US/European car manufacturing, so they were banned before getting the opportunity.
Heck, the Volvo EX30 is for all intents and purposes a Zeekr X, yet sells for US$40k a year in Australia despite Australia having an automotive FTA with China (ie. no tariffs against Chinese exported cars).
On the other hand, a similarly specced Zeekr X sells for US$24k a year in Mainland China.
Tl;dr - you will never see a $20k EV in the US or Canada because even if a Chinese firm was allowed to export into the market, they would be leaving too much money on the table.