I think Tesla will have a lot of success in China. Chinese carmakers will probably also produce some great electric cars due to how much capital is available there.
The Chinese government generally requires that foreign companies have a local partner that has the controlling interest in the venture and that key technologies be transferred for local manufacture. Would Tesla agree to this and would it be considered a success if it did?
The government is looking to relax those rules. This article suggests Tesla is waiting for the changes to come into effect.