http://kadhoai.com.cn 2026-04-25 19:57:16
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24小(xiao)時(shi)裏(li),我(wo)們(men)中(zhong)的(de)許(xu)多(duo)人(ren)可(ke)能(neng)都(dou)使(shi)用(yong)了(le)偉(wei)創(chuang)力(li)公(gong)司(si)生(sheng)產(chan)的(de)產(chan)品(pin),從(cong)吹(chui)風(feng)機(ji)到(dao)咖(ka)啡(fei)機(ji)。你(ni)能(neng)向(xiang)我(wo)們(men)介(jie)紹(shao)一(yi)下(xia)偉(wei)創(chuang)力(li)所(suo)做(zuo)的(de)不(bu)同(tong)工(gong)作(zuo)及(ji)其(qi)貢(gong)獻(xian)嗎(ma)?
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: dangran,ruguodiandongqicheshichangfanghuan,womenkendinghuishoudaoyingxiang。danworenwei,womendezengchangbeiwomendeshichangfenezengchangsuoyangai,zheshiyinweiwomenzaidiandongqichegongyinglianshangfashenglezhenghe。yinci,wobutaidanxinqichexingye。worenweiqichexingyegengxuyaoguanzhuchannengnengfoushipei?shifouyouzugoudezengchangkongjian?womenzaizhongguodediandongqicheshichangyehenpangda,suiranzengchangyoudianhuanman,danzuijinwomenrengranqudeleyixiejinzhan。diandongqichezaiweilaideqianlijuda,womendediandongqicheyewuzaibeimei、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: jiexialairangwomentantanrengongzhineng。nishigongyinglianxiaozuweiyuanhuidechengyuan,henduogongzuodouzaiyanjiuruheyufangyixiegongyingliantiaozhan。ninengfouxiangwomenjieshaoyixianizaigaixiaozuweiyuanhuishangsuozuodegongzuo,yijirengongzhinengfouqidaojiejuequanqiugongyinglianwentideguanjianzuoyongma?
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:nideyunyingzibenshiruhebushude?nengfoutigaoshebeiliyonglv?basuoyouzhexiejieheqilai,worenweirengongzhinengkeyibangzhutigaogongchangdeshengchanli。yinci,woduicigandaofeichangqidai,yinweizhejianggeizhongxiaoxingzhizaoyedailaiyoushi。
Revathi Advaithi: danrangwomenhuidaorengongzhinengheguihuadehongguancengmian。womenganggangjinglileyichanggongyinglianweiji。rangwogandaozhenjingdeshi,zaizhegeshidai,suiranyoupangdadeshujuhexinxizhicheng,womenrengbingbulejiezhegeshijiezhengchangyunxingxuyaoduoshaogongyinghuoxuqiu。shijiebuyinggaizaishizheyangle,bushima?yinci,wohenqidaikandao,daguimoduomotaide LLM 模(mo)型(xing)規(gui)劃(hua),甚(shen)至(zhi)是(shi)芯(xin)片(pian)的(de)規(gui)劃(hua)能(neng)夠(gou)進(jin)行(xing)。這(zhe)將(jiang)推(tui)動(dong)真(zhen)正(zheng)的(de)智(zhi)能(neng)發(fa)展(zhan),從(cong)而(er)確(que)保(bao)你(ni)不(bu)會(hui)陷(xian)入(ru)供(gong)需(xu)的(de)困(kun)境(jing)。此(ci)外(wai),你(ni)也(ye)不(bu)會(hui)因(yin)為(wei)過(guo)多(duo)的(de)庫(ku)存(cun)再(zai)次(ci)陷(xian)入(ru)困(kun)境(jing)。在(zai)這(zhe)個(ge)時(shi)代(dai),不(bu)應(ying)該(gai)發(fa)生(sheng)這(zhe)種(zhong)情(qing)況(kuang)。但(dan)這(zhe)需(xu)要(yao)世(shi)界(jie)各(ge)行(xing)各(ge)業(ye)和(he)各(ge)個(ge)部(bu)門(men)不(bu)同(tong)程(cheng)度(du)的(de)參(can)與(yu)。我(wo)期(qi)待(dai)的(de)是(shi)在(zai)未(wei)來(lai),我(wo)們(men)能(neng)否(fou)有(you)效(xiao)防(fang)止(zhi)下(xia)一(yi)次(ci)因(yin)全(quan)球(qiu)範(fan)圍(wei)內(nei)缺(que)乏(fa)某(mou)個(ge)組(zu)件(jian)而(er)引(yin)起(qi)的(de)供(gong)應(ying)鏈(lian)危(wei)機(ji)的(de)發(fa)生(sheng)?
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》