He is sort-of-right
Engineering a car and Ive's styling of an iPhone are very different
But making a regular consumer gadget by outsourcing a circuit board here, a screen there and case over yonder is also very different from Apple working to develop the fscking awesome machining process that goes into an Apple watch.
The same thinking could well be applied to car - the only real change we have had in the last 100years is to go from chassis and bolt on body to Monocoque. Not sure that machining a unibody Tesla out of Al is there yet - but there is a lot of rethink about how to build a car around a battery.