http://www.kadhoai.com.cn 2026-04-07 05:47:53
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: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、chuifengjidaozhifaqi,womenjihushenmedouzuo。womenzengjingshishoujilingyudejutou,yinweizhongduanchanpinshichangjingzhengtaijiliexianzaiwomenbuzaicanyuqizhong。womenzaiyuntongxin、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: nimenqueshishejilehenduoxingye。niganggangyetidaolediandongqiche,narangwomenlaitantangailingyudejingjifazhan。womenduidiandongqichexuqiufanghuanjinxingguobaodao,zheduinimendeyewukenenghuichanshengshenmeyingxiang?
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: 對dui於yu人ren工gong智zhi能neng如ru何he改gai善shan供gong應ying鏈lian,你ni談tan到dao了le短duan期qi和he長chang期qi兩liang方fang麵mian的de考kao慮lv,它ta將jiang如ru何he提ti高gao偉wei創chuang力li的de效xiao率lv和he生sheng產chan力li?此ci外wai,應ying當dang如ru何he利li用yong數shu據ju簡jian化hua全quan球qiu供gong應ying鏈lian中zhong的de一yi些xie阻zu礙ai?從cong更geng長chang遠yuan的de角jiao度du來lai看kan,你ni對dui未wei來lai的de展zhan望wang是shi什shen麼me?如ru果guo你ni能neng夠gou修xiu複fu供gong應ying鏈lian,並bing熟shu練lian合he理li的de運yun用yong人ren工gong智zhi能neng技ji術shu,那na未wei來lai將jiang會hui如ru何he發fa展zhan?
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 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》