I think he specifically means high-end, high-frequency power FETs, since all the rage today is about them.
I would add that there is no real need for super-high-end switches in EVs, and component size for them is not a huge premium. There is no shortage of smart inverter topologies which achieve very good size, and efficiency without using any kind of fancy GaN of SiC switches. They will not be as small as them on the lower end, but around 100kw there is virtually no difference.