There's also a Bolt in the room. It's pretty likely to ship this year, with a 200 mile range and competitive price point.
The Model S is 2x the price (and 10x the car). I don't think they are competition.
Or do you mean the Model 3? As of right now it's nothing but a prototype, so I'm not sure that's competition either. Theoretically it will be $30k with 200mile range, but I'm skeptical.
Without faster charging, you can't do long-distance travel (nobody wants to stop for 4-8 hours in the middle of a road trip to recharge), so the only value they offer is for longer charging sessions while the driver is already in the area for work/shopping/etc. However, even then, you can't really rely on their availability, since it's always possible someone will already be there tying up the station for an 8-hour stretch...so they really aren't terribly useful or convenient for the vast majority of EV owners.
I would argue that the only charging network out there that really makes sense is Tesla's Supercharger network: it actually charges fast enough to make road trips practical, is generally quite reliable, and typically includes at least 6-8 stalls per station to avoid congestion during peak travel times. This gives Tesla a huge competitive advantage over other EV manufacturers, and I think it'll be a long time before anyone catches up to them in this regard.
> A first principles physics analysis of automotive production suggests that somewhere between a 5 to 10 fold improvement is achievable by version 3 on a roughly 2 year iteration cycle. The first Model 3 factory machine should be thought of as version 0.5, with version 1.0 probably in 2018.
Range anxiety will probably decrease as charging infrastructure improves, so maybe this is less of an issue than it was. In principle there are already more places you could charge an EV than fill up a liquid fuel vehicle. It might just not be very practical or require a long cable getting in the way.
1: http://articles.latimes.com/2013/nov/17/business/la-fi-assoc...
Given that all forecasts had prices trending downward and eventually hitting the fabled $100/Kwh rate, this bodes well for continued progress as all these large-scale production facilities extract efficiencies...
http://www.greencarreports.com/news/1104610_next-nissan-leaf...
And yes, there is no way that the Model 3's battery pack will cost anything close to $20,000. That's more like what the Model S's pack cost originally, years ago. The Model 3's entire existence is based on the Gigafactory cutting costs by a decent multiple from that level.
Nonetheless $20k is high for a 200 mile pack even today. It should be around half the cost.