Well, they are at the forefront of two techs - batteries (which is more traditional engineering) and autonomous driving (which despite the problems, they are still known for).
Vehicles have air conditioning but that doesn't make motor companies appliance companies or HVAC companies either.
It depends on what the company's core value proposition is. Toyota's is clearly a car company. Tesla is now more of a car company, but there was a time when they had no or few cars but still had the battery and driving tech. Their valuation and promise was of bringing a new technology to the world, rather than a physical product.