If you look at car ownership from a demographic perspective, car makers are getting pretty panicked about the US market. Young Americans simply do not care about cars the way prior generations have. The aspects of "good car design" that won sales in the past are likely to be less important in the future.
Established companies/industries can be disrupted when customer needs change and the companies don't change accordingly. Lutz might be correct that Apple won't just show up after a few years' work with a better car as we know them today. But it's unlikely they're even trying to play quite the same game.