http://www.kadhoai.com.cn 2026-04-11 01:46:08
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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:當dang然ran。任ren何he與yu供gong應ying鏈lian彈dan性xing相xiang關guan的de技ji能neng,與yu如ru何he進jin行xing生sheng產chan規gui劃hua相xiang關guan的de軟ruan件jian技ji能neng,或huo如ru何he重zhong新xin調tiao整zheng軟ruan件jian係xi統tong以yi提ti高gao效xiao率lv的de技ji能neng,都dou是shi在zai市shi場chang上shang炙zhi手shou可ke熱re且qie稀xi缺que的de。我wo們men招zhao聘pin員yuan工gong時shi會hui問wen到dao以yi下xia問wen題ti,比bi如ru:你能否操作SMTbiaomiantiezhuangjishujiqi?ninengfoucaozuodaxingzhizaoshebei?nengfouhelitiaopeirenyuan?worenweigaojinenggongrenrengranhennanzhaodao。tamenrengranshirencaishichangshangdexiqueziyuan。daduoshurengengyuanyiqunaxieshimaoderuanjiangongsi,erbuyuanyiquzhizaoye。yinci,womenrengjiangweiraozhexielingyujinxingzhaopin,worenweizhaopinsuduhuijiakuai。danzairichanggongzuozhong,womendejinzhanyaomandeduo。
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: 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)、ouzhouhezhongguodouyouguangfandefenbu。yinci,wobingbudanxinqichexingyehuifanghuan,yinweiworenweiwomendechannengjianghuiyouhendadezengchang。danyoushihou,yixieshichangdefazhanhuibiqitashichangmanyixie。
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: worenweiwomenhaimeidaonayibu。womenmeitiandounengkandaoyixiewenzhang,baodaoweimouxiegongchangpeibeiyuangongyouduomekunnan。zhishaoduiyuzhizaoyelaishuo,peixunjinengtingqilaisihuhenrongyi。danshishibingfeiruci。womenbixushenrudaoxuduonongcunshequ,bangzhujianlishequxueyuan,yijianlizhenzhengyouxiaoderencaishusongtongdao。zhexuyaochangqidenuli。yaoxiangrangzhexiegongchangjixuyunzhuan,jiubixuzhidingxiangdangyoulideyiminzhengce。womenkeyitichuhenduojianyi,danzhengzhijiamenhuizuotamenbixuzuodeshiqing。youxiejianyikexing,youxiejianyizebubeikaolv。danzhezhishigongzuodeyigezhuti。woxiangshuodediergegongzuodezhutishiweiraofuyuanli。xiangxiangyiliaoqixie,xiangxiangzaigongyingliandetoumingdufangmianyouduoshaogongzuoyaozuo,congerquebaowomenzhenzhengkaolvjianlichangqidefuyuanli。liru,womennengfourangzhengfuhesiyingqiyedebutongbumenxieshouhezuo,jianliyigegengjiatoumingdeyiliaoshebeigongyinglian?congerweiraotajianliyigeqiangdadegongyinglian。ciwai,womenzuizhongyinggailejiezairengongzhinenghegongyingliandeshijielideguihuashishenmeyangde。danwoxiangshuodeshi,duiyugongyinglianxiaozuweiyuanhuilaishuo,zheshiwomenzhengzaikaizhandegongzuodeliangdazhuti,bingyouzhuyuwomentichujianyi。
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 niandaimo,danglaodonglitaolidaxingqidaoshi,nihuikandaohenduoxinxingjingjiticongzhongshouyi。errengongzhinengzaimouzhongchengdushangkeyichengweiyigejunhengqi。wobushizaitanlunwanquanzidonghuadedaxingzhizaochanghuowomenjingyingdedaxinggongchang。danshinikaolvyixiaxiaoxing、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: 但dan讓rang我wo們men回hui到dao人ren工gong智zhi能neng和he規gui劃hua的de宏hong觀guan層ceng麵mian。我wo們men剛gang剛gang經jing曆li了le一yi場chang供gong應ying鏈lian危wei機ji。讓rang我wo感gan到dao震zhen驚jing的de是shi,在zai這zhe個ge時shi代dai,雖sui然ran有you龐pang大da的de數shu據ju和he信xin息xi支zhi撐cheng,我wo們men仍reng並bing不bu了le解jie這zhe個ge世shi界jie正zheng常chang運yun行xing需xu要yao多duo少shao供gong應ying或huo需xu求qiu。世shi界jie不bu應ying該gai再zai是shi這zhe樣yang了le,不bu是shi嗎ma?因yin此ci,我wo很hen期qi待dai看kan到dao,大da規gui模mo多duo模mo態tai的de 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》