He said ‘other competitors’ or something like that and I assumed he meant Tesla despite it being at the time of Apple launch - building gigafactories takes a lot more resources than anything Apple has done so far. Word is Apple won’t even manufacture the whole car anyway like Tesla does.
You inspired me to do some Googling and arithmetic. From the Apple website, an iPhone is about 0.5 lbs. There have been approximately 1.3 billion iPhones sold.
TL;DR: Cars are heavy. The total mass of the vehicles Tesla has delivered in the past six quarters exceeds the total mass of all the iPhones that Apple has ever sold.
I don't think you need 6 quarters. Using your numbers, 1.3 billion iPhones is 650 million pounds. At 4000lb each, it only takes 163000 model 3s to outweigh the iPhones - about 5 months of production, or two quarters.
The thing is, how much of that did apple produce VS TSMC + suppliers. I don’t think apple have any manufacturing capability at all. Tesla make a lot of things themselves - well the battery at least.