There's no competition in the mid/low cost market - there are no mid/low cost EV's. The leaf rides like a bottom end ICE compact and costs as much as a very nice ICE sedan, and not really that much less than a low end tesla. Honda/Ford/Toyota don't have anything in the EV space. They might have something on their web sites, but no dealer will have them in stock.

Of course there are low end EVs. The Wuling Mini EV (which is the worldwide best seller iirc) can be had for 10,000$ with 200km of range. Also, at price of a Leaf or Zoe, you don't get a high end sedan, you get a Honda Civic, which is one of the cheapest sedans.

> in the low-end market they aren't an entity to speak of.

So... like Apple?

Far more people can afford iPhone, iPad, MacBook Air than can afford any Tesla car.

iPhones are in the low-end market because you can buy them used at reasonable prices. You can get an iPhone SE 2020 for less than 200$. You can't get a Tesla used for 5000$.