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.
https://www.statista.com/statistics/276306/global-apple-ipho...
A Tesla Model 3 weighs about 4,000 lbs. In the last 6 quarters, about 600,000 vehicles were delivered.
https://www.statista.com/statistics/502208/tesla-quarterly-v...
2.4e9 > 6.5e8
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.