I'm not convinced it's a good comparison. Even in the dumbphone days we had the Blackberry and NGage and JavaME and other attempts to be the next big thing. It just took a few years and certainly wasn't because of Apple.
With automakers it seemed like in the 20-teens they all shrugged and said, "looks like hybrids are the best we can do". Then Tesla started selling sedans and SUVs and exactly one legacy auto design cycle later we got the electric Mustang, Golf, 3-series, etc. I think they would have milked ICE as long as they could had no one come along with a successful ev.