Tesla doesn't even have the production capacity to satisfy domestic markets. By 2025 Tesla plans to up their capacity to 2 Million cars a year, meanwhile Ford alone should be puming out around that amount of vehicles, and they are more affordable. And that doesn't even bring in GM or any other car company.

Unless they change their plans and grow production dramatically, Teslas doesn't have the capacity. They are only 10% of the global market and most of their competitors have just gotten started. And China is rapidly starting to export cars to the EU, to the point where they are considering raising tariffs even higher.

By 2030, China is projected to be a third of the global market. So if we are talking internationally I think Tesla needs to worry about companies like BYD, NIO, GAC, etc. I mean BYD is set to beat Tesla in production and sales very soon already.