Between 2010 and 2015, the Leaf had a 24kWh battery. They added a 30kWh option in 2016, then launched an all-new model in 2017 with a 40kWh battery. At this year's CES, Nissan announced a 64kWh model. There's a clear inflection point that coincides with the announcement of the Model 3, which is matched by several other manufacturers. The huge amount of media attention and customer interest convinced the motor industry that there is a substantial latent demand for affordable EVs with >200mi range.
It's perfectly reasonable to argue that established manufacturers are making better EVs because the technology improved, but Tesla drove a lot of that improvement. They were the first manufacturer to grasp the significance of battery thermal management, something that Nissan is still struggling with. They were the first to demonstrate the improvements in interior capacity and comfort that come from a purpose-built EV platform rather than retrofitting electric propulsion to an ICE platform. The threat posed by the Gigafactory persuaded/forced LG, Samsung and Panasonic to seriously ramp up production of 21700 cells.
Tesla aren't a great car company in my opinion, I think they're hugely over-valued, I think there's a real chance that they'll be bankrupt within the next five years, but they did something very important by taking a moonshot on a truly modern EV.
Nissan is way more effective than Tesla at mass-production, yes. But there's not one single market where Leaf is their most successful model (certainly true for 2017, I suspect for 2018 htat's also true).
[edit] Maybe that's true; I'm not saying that Tesla will win the market long term.
To make an analogy: you can say Tesla is Blackberry, not Apple. Maybe they don't "own" the smartphone market, and maybe in the end they day - BUT, they left their mark. Thay have had decisive influence in the industry.
The Nissan Leaf? From where I stand, it looks like a Nokia Communicator - or worse. A product that does sell, true - but mostly because of the parent company; eventually it doesn't leave a lasting mark.
I suspect the LEAF has done a lot more to drive Chargepoint network adoption, as just one example of a market development where the LEAF is more influential than Tesla.
https://www.nissan-global.com/EN/DOCUMENT/PDF/AR/2018/AR18_E...
Citation needed.
Nissan has sold 400,000 of them to date.
I believe that once the initial backorder is addressed and Model 3's get some miles under their belts we will see the various subpar engineering & manufacturing issues highlighted in the teardowns come back to bite.
https://www.motortrend.com/news/tesla-model-3-teardown-decon...
The model 3 excels where the SV talent was brought to bear but it's long term durability is clearly suspect; too many parts, too many fasteners on too heavy a frame. And that will have serious consequences for the brand over time.