I did that comparison and they make the vast majority of their money on hardware. Half of their revenue is iPhone, a quarter is services, and the remaining quarter is divided up among the other hardware products.
Regardless of revenue, Apple isn't a hardware company or a software company. It's a product company. The hardware doesn't exist merely to run the software, nor does the software exist merely to give functionality to the hardware. Both exist to create the product. Neither side is the "main" one, they're both parts of what ultimately ships.
I think he's saying software is essential, not that it's the only thing. He contrasts the iPod with products from Japanese companies, which tend to make great hardware with crap software, and that software difference is why the iPod beat them.
Modern Apple is also quite a bit more integrated. A company designing their own highly competitive CPUs is more hardware-oriented than one that gets their CPUs off the shelf from Intel.
Regardless of revenue, Apple isn't a hardware company or a software company. It's a product company. The hardware doesn't exist merely to run the software, nor does the software exist merely to give functionality to the hardware. Both exist to create the product. Neither side is the "main" one, they're both parts of what ultimately ships.