The difference is that in the phone market, you have one premium brand that makes all of the profit from hardware sales (Apple), one that makes money by manufacturing hardware for the non premium brands (Samsung) and one that gets a cut from all of the manufacturers for licensing (Qualcomm) even when they use non Qualcomm chips.

Tesla’s brand is toxic and seeing declining sales, China is doing the manufacturing, and no one is going to license Tesla’s inferior unproven technology compared to Waymo.