I don’t think the low end Toyota brands would be in direct competition with most Tesla models. It seems to me the Lexus brand would take the hit. From what I’ve read, many of the Toyota models are a bit dated and in need of a refresh..
As a thirty plus year exec in automotive R&D, I can tell you that you cannot judge sales numbers at all in 2020-2022 due to the chip shortage.
That being said, EV has a few problems with it: they are super heavy and advanced and quality lightweight materials just are not up to snuff. Tesla does not use quality interior trim materials. It’s sad actually considering the price. Toyota makes the finest quality mass market cars. Lexus uses top notch materials. After years in R&D in both interior and exterior, it’s what I drive but to be honest, I wanted a hybrid RX but just not available due to the chip shortage.
My fiancée drives a Toyota Vivo in Thailand and it is a hybrid petrol and LPG car. That is a nice option also. Toyota is betting on hydrogen which is definitely renewable. I’m interested to see how that goes. It is being experimented with in Kommiefornia.