http://kadhoai.com.cn 2026-04-27 13:00:26
過(guo)去(qu)幾(ji)年(nian),人(ren)工(gong)智(zhi)能(neng)的(de)發(fa)展(zhan)突(tu)飛(fei)猛(meng)進(jin),有(you)可(ke)能(neng)徹(che)底(di)地(di)改(gai)變(bian)包(bao)括(kuo)全(quan)球(qiu)製(zhi)造(zao)業(ye)在(zai)內(nei)的(de)各(ge)行(xing)各(ge)業(ye),也(ye)為(wei)企(qi)業(ye)高(gao)管(guan)管(guan)理(li)員(yuan)工(gong)和(he)供(gong)應(ying)鏈(lian)帶(dai)來(lai)了(le)新(xin)的(de)挑(tiao)戰(zhan)。但(dan)新(xin)技(ji)術(shu)同(tong)時(shi)也(ye)帶(dai)來(lai)了(le)新(xin)的(de)不(bu)確(que)定(ding)性(xing),企(qi)業(ye)領(ling)導(dao)者(zhe)正(zheng)嚐(chang)試(shi)利(li)用(yong)這(zhe)些(xie)工(gong)具(ju)來(lai)管(guan)理(li)供(gong)應(ying)鏈(lian)和(he)員(yuan)工(gong)團(tuan)隊(dui)。
2023 年 12 月 12 日,偉創力首席執行官Revathi Advaithi,同時也作為美國政府供應鏈政策谘詢委員會的一員,在《華爾街日報》CEO 委員會峰會上接受了《華爾街日報》記者 Emily Glazer 的采訪,Advaithi 在采訪中講述了技術的發展將如何影響日常產品的製造方式,以及她如何應對不確定性,還展望了工作場所和製造業的未來。
Emily Glaze:首shou先xian讓rang我wo們men談tan談tan就jiu業ye市shi場chang。在zai目mu前qian全quan球qiu經jing濟ji增zeng長chang放fang緩huan的de背bei景jing下xia,你ni是shi否fou覺jiao得de我wo們men仍reng需xu要yao更geng多duo的de人ren工gong智zhi能neng專zhuan家jia,或huo者zhe在zai工gong廠chang車che間jian投tou入ru更geng多duo的de勞lao動dong力li呢ne?
Revathi Advaithi:dangran。renheyugongyingliandanxingxiangguandejineng,yuruhejinxingshengchanguihuaxiangguanderuanjianjineng,huoruhezhongxintiaozhengruanjianxitongyitigaoxiaolvdejineng,doushizaishichangshangzhishoukereqiexiquede。womenzhaopinyuangongshihuiwendaoyixiawenti,biru:你能否操作SMT表(biao)麵(mian)貼(tie)裝(zhuang)技(ji)術(shu)機(ji)器(qi)?你(ni)能(neng)否(fou)操(cao)作(zuo)大(da)型(xing)製(zhi)造(zao)設(she)備(bei)?能(neng)否(fou)合(he)理(li)調(tiao)配(pei)人(ren)員(yuan)?我(wo)認(ren)為(wei)高(gao)技(ji)能(neng)工(gong)人(ren)仍(reng)然(ran)很(hen)難(nan)找(zhao)到(dao)。他(ta)們(men)仍(reng)然(ran)是(shi)人(ren)才(cai)市(shi)場(chang)上(shang)的(de)稀(xi)缺(que)資(zi)源(yuan)。大(da)多(duo)數(shu)人(ren)更(geng)願(yuan)意(yi)去(qu)那(na)些(xie)時(shi)髦(mao)的(de)軟(ruan)件(jian)公(gong)司(si),而(er)不(bu)願(yuan)意(yi)去(qu)製(zhi)造(zao)業(ye)。因(yin)此(ci),我(wo)們(men)仍(reng)將(jiang)圍(wei)繞(rao)這(zhe)些(xie)領(ling)域(yu)進(jin)行(xing)招(zhao)聘(pin),我(wo)認(ren)為(wei)招(zhao)聘(pin)速(su)度(du)會(hui)加(jia)快(kuai)。但(dan)在(zai)日(ri)常(chang)工(gong)作(zuo)中(zhong),我(wo)們(men)的(de)進(jin)展(zhan)要(yao)慢(man)得(de)多(duo)。
Emily Glaze: 你提到了許多時髦的品牌,我聽說偉創力公司是許多這些公司的幕後功臣。我想,在過去的24xiaoshili,womenzhongdexuduorenkenengdoushiyongleweichuangligongsishengchandechanpin,congchuifengjidaokafeiji。ninengxiangwomenjieshaoyixiaweichuanglisuozuodebutonggongzuojiqigongxianma?
Revathi Advaithi: 當我的孩子們問起 “媽媽,為什麼你們不是做那些我們每天都在使用的很酷、很有趣產品的公司呢?” ,我總是說:“我們做的並不是某個品牌。但如果我們不製造這些產品,你們就不會擁有它們。” 但實際上,從吸塵器、吹chui風feng機ji到dao直zhi發fa器qi,我wo們men幾ji乎hu什shen麼me都dou做zuo。我wo們men曾zeng經jing是shi手shou機ji領ling域yu的de巨ju頭tou,因yin為wei終zhong端duan產chan品pin市shi場chang競jing爭zheng太tai激ji烈lie現xian在zai我wo們men不bu再zai參can與yu其qi中zhong。我wo們men在zai雲yun通tong信xin、企業技術領域擁有很大影響力。工業和電力是我們最大的終端市場之一。因此,無論是嵌入式計算電源、設備電源,還是基本的基礎設施、工業、住zhu宅zhai或huo商shang業ye領ling域yu,都dou是shi我wo們men的de主zhu要yao客ke戶hu。此ci外wai,電dian動dong汽qi車che也ye是shi我wo們men重zhong要yao的de平ping台tai之zhi一yi。因yin此ci,我wo們men不bu僅jin涉she及ji小xiao型xing產chan品pin,還hai涉she及ji龐pang大da的de設she備bei,並bing將jiang它ta們men在zai全quan球qiu範fan圍wei內nei進jin行xing整zheng合he。
Emily Glaze: 你(ni)們(men)確(que)實(shi)涉(she)及(ji)了(le)很(hen)多(duo)行(xing)業(ye)。你(ni)剛(gang)剛(gang)也(ye)提(ti)到(dao)了(le)電(dian)動(dong)汽(qi)車(che),那(na)讓(rang)我(wo)們(men)來(lai)談(tan)談(tan)該(gai)領(ling)域(yu)的(de)經(jing)濟(ji)發(fa)展(zhan)。我(wo)們(men)對(dui)電(dian)動(dong)汽(qi)車(che)需(xu)求(qiu)放(fang)緩(huan)進(jin)行(xing)過(guo)報(bao)道(dao),這(zhe)對(dui)你(ni)們(men)的(de)業(ye)務(wu)可(ke)能(neng)會(hui)產(chan)生(sheng)什(shen)麼(me)影(ying)響(xiang)?
Revathi Advaithi: 當(dang)然(ran),如(ru)果(guo)電(dian)動(dong)汽(qi)車(che)市(shi)場(chang)放(fang)緩(huan),我(wo)們(men)肯(ken)定(ding)會(hui)受(shou)到(dao)影(ying)響(xiang)。但(dan)我(wo)認(ren)為(wei),我(wo)們(men)的(de)增(zeng)長(chang)被(bei)我(wo)們(men)的(de)市(shi)場(chang)份(fen)額(e)增(zeng)長(chang)所(suo)掩(yan)蓋(gai),這(zhe)是(shi)因(yin)為(wei)我(wo)們(men)在(zai)電(dian)動(dong)汽(qi)車(che)供(gong)應(ying)鏈(lian)上(shang)發(fa)生(sheng)了(le)整(zheng)合(he)。因(yin)此(ci),我(wo)不(bu)太(tai)擔(dan)心(xin)汽(qi)車(che)行(xing)業(ye)。我(wo)認(ren)為(wei)汽(qi)車(che)行(xing)業(ye)更(geng)需(xu)要(yao)關(guan)注(zhu)產(chan)能(neng)能(neng)否(fou)適(shi)配(pei)?是(shi)否(fou)有(you)足(zu)夠(gou)的(de)增(zeng)長(chang)空(kong)間(jian)?我(wo)們(men)在(zai)中(zhong)國(guo)的(de)電(dian)動(dong)汽(qi)車(che)市(shi)場(chang)也(ye)很(hen)龐(pang)大(da),雖(sui)然(ran)增(zeng)長(chang)有(you)點(dian)緩(huan)慢(man),但(dan)最(zui)近(jin)我(wo)們(men)仍(reng)然(ran)取(qu)得(de)了(le)一(yi)些(xie)進(jin)展(zhan)。電(dian)動(dong)汽(qi)車(che)在(zai)未(wei)來(lai)的(de)潛(qian)力(li)巨(ju)大(da),我(wo)們(men)的(de)電(dian)動(dong)汽(qi)車(che)業(ye)務(wu)在(zai)北(bei)美(mei)、歐(ou)洲(zhou)和(he)中(zhong)國(guo)都(dou)有(you)廣(guang)泛(fan)的(de)分(fen)布(bu)。因(yin)此(ci),我(wo)並(bing)不(bu)擔(dan)心(xin)汽(qi)車(che)行(xing)業(ye)會(hui)放(fang)緩(huan),因(yin)為(wei)我(wo)認(ren)為(wei)我(wo)們(men)的(de)產(chan)能(neng)將(jiang)會(hui)有(you)很(hen)大(da)的(de)增(zeng)長(chang)。但(dan)有(you)時(shi)候(hou),一(yi)些(xie)市(shi)場(chang)的(de)發(fa)展(zhan)會(hui)比(bi)其(qi)他(ta)市(shi)場(chang)慢(man)一(yi)些(xie)。
Emily Glaze: 接jie下xia來lai讓rang我wo們men談tan談tan人ren工gong智zhi能neng。你ni是shi供gong應ying鏈lian小xiao組zu委wei員yuan會hui的de成cheng員yuan,很hen多duo工gong作zuo都dou在zai研yan究jiu如ru何he預yu防fang一yi些xie供gong應ying鏈lian挑tiao戰zhan。你ni能neng否fou向xiang我wo們men介jie紹shao一yi下xia你ni在zai該gai小xiao組zu委wei員yuan會hui上shang所suo做zuo的de工gong作zuo,以yi及ji人ren工gong智zhi能neng否fou起qi到dao解jie決jue全quan球qiu供gong應ying鏈lian問wen題ti的de關guan鍵jian作zuo用yong嗎ma?
Revathi Advaithi:這(zhe)是(shi)個(ge)宏(hong)大(da)的(de)問(wen)題(ti)。我(wo)想(xiang)說(shuo)的(de)是(shi),我(wo)們(men)的(de)工(gong)作(zuo)重(zhong)點(dian)首(shou)先(xian)是(shi)人(ren)員(yuan)的(de)可(ke)用(yong)性(xing)。對(dui)於(yu)美(mei)國(guo)各(ge)地(di)正(zheng)在(zai)興(xing)建(jian)的(de)這(zhe)些(xie)大(da)型(xing)工(gong)廠(chang)來(lai)說(shuo),我(wo)們(men)需(xu)要(yao)人(ren)才(cai)來(lai)運(yun)營(ying)這(zhe)些(xie)工(gong)廠(chang)。那(na)麼(me),我(wo)們(men)該(gai)如(ru)何(he)關(guan)注(zhu)勞(lao)動(dong)力(li)規(gui)模(mo)擴(kuo)大(da)的(de)適(shi)配(pei)政(zheng)策(ce),以(yi)及(ji)幫(bang)助(zhu)製(zhi)造(zao)業(ye)成(cheng)為(wei)美(mei)國(guo)經(jing)濟(ji)的(de)真(zhen)正(zheng)貢(gong)獻(xian)者(zhe)?這(zhe)大(da)概(gai)就(jiu)是(shi)一(yi)個(ge)細(xi)分(fen)領(ling)域(yu)的(de)工(gong)作(zuo)。
Emily Glaze: 你認為我們已經到了那個階段了嗎,還是說這些工廠正在建設或籌備中,可能會產生空缺?
Revathi Advaithi: 我wo認ren為wei我wo們men還hai沒mei到dao那na一yi步bu。我wo們men每mei天tian都dou能neng看kan到dao一yi些xie文wen章zhang,報bao道dao為wei某mou些xie工gong廠chang配pei備bei員yuan工gong有you多duo麼me困kun難nan。至zhi少shao對dui於yu製zhi造zao業ye來lai說shuo,培pei訓xun技ji能neng聽ting起qi來lai似si乎hu很hen容rong易yi。但dan事shi實shi並bing非fei如ru此ci。我wo們men必bi須xu深shen入ru到dao許xu多duo農nong村cun社she區qu,幫bang助zhu建jian立li社she區qu學xue院yuan,以yi建jian立li真zhen正zheng有you效xiao的de人ren才cai輸shu送song通tong道dao。這zhe需xu要yao長chang期qi的de努nu力li。要yao想xiang讓rang這zhe些xie工gong廠chang繼ji續xu運yun轉zhuan,就jiu必bi須xu製zhi定ding相xiang當dang有you力li的de移yi民min政zheng策ce。我wo們men可ke以yi提ti出chu很hen多duo建jian議yi,但dan政zheng治zhi家jia們men會hui做zuo他ta們men必bi須xu做zuo的de事shi情qing。有you些xie建jian議yi可ke行xing,有you些xie建jian議yi則ze不bu被bei考kao慮lv。但dan這zhe隻zhi是shi工gong作zuo的de一yi個ge主zhu題ti。我wo想xiang說shuo的de第di二er個ge工gong作zuo的de主zhu題ti是shi圍wei繞rao複fu原yuan力li。想xiang想xiang醫yi療liao器qi械xie,想xiang想xiang在zai供gong應ying鏈lian的de透tou明ming度du方fang麵mian有you多duo少shao工gong作zuo要yao做zuo,從cong而er確que保bao我wo們men真zhen正zheng考kao慮lv建jian立li長chang期qi的de複fu原yuan力li。例li如ru,我wo們men能neng否fou讓rang政zheng府fu和he私si營ying企qi業ye的de不bu同tong部bu門men攜xie手shou合he作zuo,建jian立li一yi個ge更geng加jia透tou明ming的de醫yi療liao設she備bei供gong應ying鏈lian?從cong而er圍wei繞rao它ta建jian立li一yi個ge強qiang大da的de供gong應ying鏈lian。此ci外wai,我wo們men最zui終zhong應ying該gai了le解jie在zai人ren工gong智zhi能neng和he供gong應ying鏈lian的de世shi界jie裏li的de規gui劃hua是shi什shen麼me樣yang的de。但dan我wo想xiang說shuo的de是shi,對dui於yu供gong應ying鏈lian小xiao組zu委wei員yuan會hui來lai說shuo,這zhe是shi我wo們men正zheng在zai開kai展zhan的de工gong作zuo的de兩liang大da主zhu題ti,並bing有you助zhu於yu我wo們men提ti出chu建jian議yi。
Emily Glaze: duiyurengongzhinengruhegaishangongyinglian,nitandaoleduanqihechangqiliangfangmiandekaolv,tajiangruhetigaoweichuanglidexiaolvheshengchanli?ciwai,yingdangruheliyongshujujianhuaquanqiugongyinglianzhongdeyixiezuai?conggengchangyuandejiaodulaikan,niduiweilaidezhanwangshishenme?ruguoninenggouxiufugongyinglian,bingshulianhelideyunyongrengongzhinengjishu,naweilaijianghuiruhefazhan?
Revathi Advaithi: 我將分兩部分討論。一部分是基於生產車間的情況。另一部分是從宏觀規劃的角度來分析。在過去的30年裏,我一直在世界各地的工廠工作。我對未來20年的發展充滿期待。原因是,如果你考慮到工廠的生產率,它並沒有顯著提高。就像在 21 世紀初、20 世紀 90 年(nian)代(dai)末(mo),當(dang)勞(lao)動(dong)力(li)套(tao)利(li)大(da)行(xing)其(qi)道(dao)時(shi),你(ni)會(hui)看(kan)到(dao)很(hen)多(duo)新(xin)興(xing)經(jing)濟(ji)體(ti)從(cong)中(zhong)受(shou)益(yi)。而(er)人(ren)工(gong)智(zhi)能(neng)在(zai)某(mou)種(zhong)程(cheng)度(du)上(shang)可(ke)以(yi)成(cheng)為(wei)一(yi)個(ge)均(jun)衡(heng)器(qi)。我(wo)不(bu)是(shi)在(zai)談(tan)論(lun)完(wan)全(quan)自(zi)動(dong)化(hua)的(de)大(da)型(xing)製(zhi)造(zao)廠(chang)或(huo)我(wo)們(men)經(jing)營(ying)的(de)大(da)型(xing)工(gong)廠(chang)。但(dan)是(shi)你(ni)考(kao)慮(lv)一(yi)下(xia)小(xiao)型(xing)、中型製造業的人工智能,如果實施成本較低,那麼硬件機器在提高生產率方麵可能會起到均衡作用。他們可能會有25、30個ge不bu同tong的de零ling散san軟ruan件jian係xi統tong,彼bi此ci互hu不bu溝gou通tong,試shi圖tu在zai工gong廠chang裏li運yun行xing生sheng產chan計ji劃hua時shi間jian表biao。為wei了le彌mi補bu設she備bei利li用yong率lv低di的de問wen題ti,隻zhi能neng增zeng加jia更geng多duo的de設she備bei,資zi本ben將jiang不bu再zai便bian宜yi了le,那na你ni該gai怎zen麼me辦ban?因yin此ci,我wo覺jiao得de人ren工gong智zhi能neng可ke以yi通tong過guo綜zong合he考kao慮lv以yi下xia因yin素su來lai提ti供gong幫bang助zhu:你ni的de運yun營ying資zi本ben是shi如ru何he部bu署shu的de?能neng否fou提ti高gao設she備bei利li用yong率lv?把ba所suo有you這zhe些xie結jie合he起qi來lai,我wo認ren為wei人ren工gong智zhi能neng可ke以yi幫bang助zhu提ti高gao工gong廠chang的de生sheng產chan力li。因yin此ci,我wo對dui此ci感gan到dao非fei常chang期qi待dai,因yin為wei這zhe將jiang給gei中zhong小xiao型xing製zhi造zao業ye帶dai來lai優you勢shi。
Revathi Advaithi: danrangwomenhuidaorengongzhinengheguihuadehongguancengmian。womenganggangjinglileyichanggongyinglianweiji。rangwogandaozhenjingdeshi,zaizhegeshidai,suiranyoupangdadeshujuhexinxizhicheng,womenrengbingbulejiezhegeshijiezhengchangyunxingxuyaoduoshaogongyinghuoxuqiu。shijiebuyinggaizaishizheyangle,bushima?yinci,wohenqidaikandao,daguimoduomotaide LLM moxingguihua,shenzhishixinpiandeguihuanenggoujinxing。zhejiangtuidongzhenzhengdezhinengfazhan,congerquebaonibuhuixianrugongxudekunjing。ciwai,niyebuhuiyinweiguoduodekucunzaicixianrukunjing。zaizhegeshidai,buyinggaifashengzhezhongqingkuang。danzhexuyaoshijiegexinggeyehegegebumenbutongchengdudecanyu。woqidaideshizaiweilai,womennengfouyouxiaofangzhixiayiciyinquanqiufanweineiquefamougezujianeryinqidegongyinglianweijidefasheng?
本文翻譯自《華爾街日報》記者對偉創力首席執行官Revathi Advaithi的采訪,發表於2024年2月16日的播客《WSJ’s The Future of Everything》