🏭 Apple’s India Woes, OpenAI’s API Drop, Adobe Boost

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🏭 Apple’s India Woes, OpenAI’s API Drop, Adobe Boost

Plus: EU Mandates Phone Labels, Uber Tests Robo-Vans.

Jose Montes de Oca

Apr 24, 2025

Transcript

Good morning. It’s Thursday, April 24. Today we are covering:

Apple's India Manufacturing Push Faces Spoilers, Including China
OpenAI makes its upgraded image generator available to developers
Adobe Firefly gets a slew of new image-generating models - including from OpenAI and Google
New smartphone labels for battery life and repairability are coming to the EU
Uber, Volkswagen Partner to Deploy Autonomous ID Buzz Vans Next Year

Let’s dive in

Apple's India Manufacturing Push Faces Spoilers, Including China

By Wayne Ma via The Information

Apple's manufacturing expansion in India is facing setbacks due to persistent quality issues and slower-than-expected production scale-up, undermining its ambitions to diversify beyond China.
Chinese suppliers, critical to Apple’s supply chain, are encountering difficulties operating in India due to geopolitical tensions and regulatory hurdles, affecting smooth relocation.
Apple’s plan to shift more iPhone assembly and components production outside China is being complicated by India’s local infrastructure gaps, labor constraints, and bureaucratic delays.

𝕏: Apple is caught in the middle of geopolitical tensions between China and India and is facing unprecedented challenges moving iPhone production to the South Asian country. - Wayne Ma (@waynema)

OpenAI makes its upgraded image generator available to developers

By Kyle Wiggers via TechCrunch

OpenAI has released its upgraded image generation model, gpt-image-1, via API, enabling developers to integrate realistic, multimodal AI image capabilities into apps and services.
The model supports multiple image styles, text rendering, and custom prompt control, with pricing tiers based on quality, and includes C2PA metadata watermarks for AI content traceability.
Companies like Adobe, Figma, Wix, and Instacart are already using or testing the model, which features built-in safety guardrails and adjustable moderation settings for content filtering.

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Adobe Firefly gets a slew of new image-generating models - including from OpenAI and Google

By Sabrina Ortiz via ZDNET

Adobe Firefly adds new image and video generation models, including its own Image Model 4, Image Model 4 Ultra, and a commercially safe Video Model, offering improved realism, resolution, and camera control.
Firefly now integrates partner models like OpenAI GPT-4o, Google Imagen 3, and Google Veo 2, giving users flexible access while allowing enterprises to opt out for IP-safe generation.
Adobe introduces Firefly Boards, a collaborative AI-first moodboarding tool, and expands use of Content Credentials to ensure transparency about creators and tools used in all generated content.

New smartphone labels for battery life and repairability are coming to the EU

By Dominic Preston via The Verge

Starting June 20, the EU will require labels on smartphones and tablets rating energy efficiency, battery life, durability, and repairability, using a scale similar to that of home appliances.
New ecodesign rules mandate devices meet standards like 800-cycle battery life, IP protection, and critical spare parts availability within 5–10 days, alongside timely OS updates.
The rules cover smartphones, tablets up to 17.4 inches, feature phones, and cordless landlines; rollable displays are exempt, and Windows tablets will follow a separate framework.

Uber, Volkswagen Partner to Deploy Autonomous ID Buzz Vans Next Year

By Natalie Lung via Bloomberg

Uber and Volkswagen will deploy thousands of autonomous electric ID Buzz vans in the US, starting with pilot testing later this year.
A staged commercial launch is planned for 2026 in Los Angeles, with vehicles initially operating with safety drivers onboard.
The partnership aims for gradual nationwide expansion over the next decade, pending regulatory approval.

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