Tbh, I think that in 3-5 years all the underlying tech will be shared/copied/back-engineered etc and most differentiation will be along the same lines as with ICE. The Chinese are, on one hand, similar to Japan of the 60s/70s where they are offering a lot for not much and slowly growing a good value reputation, but on the other hand they have such a huge home market to feed plus politically they’re perhaps not as accepted by Western markets?
Interestingly, I’ve just read an AutoExpress article that came up in my feed that was talking about Nissan and whether they gained an early adopter advantage from the Leaf? One of the points raised was that in terms of new models etc you might think not but that the real advantage is in the decade of data they already have, pertaining to EV manufacture, supply, servicing etc.