I fully expect there will be a whole new set of players in the EV landscape. The big motor companies are heavily capitalized and cannot pivot on a dime. They are optimized to design and build vehicles around gasoline-powered drivelines. While they have some EV offerings, newcomers can come in with fresh ideas and not tied to the historical ways of designing and building vehicles. I am old enough to remember when the Detroit big three tried putting diesel engines in gas-powered cars in the 1980's. An unmitigated disaster.
Companies like Tesla can design an EV from scratch and capitalize around building it. There are and will continue to be others like Tesla who have fresh ideas and the courage to execute them. Of the existing ones, only the nimble ones will survive, unless the gov't deems them "too big to fail" and bails them out as they have in the past.
I also predict that there will be a convergence of technology, especially concerning battery design. The economics of each company designing its own battery and figuring out how to dispose of or recycle it are too difficult. Companies will get together and agree on various technologies, and then concerted development will occur. We have seen this with cell phones (e.g., 4g, 5g) and a host of other technologies.