最近,我在「TIME時代」雜志的專欄文章裡,向全球的讀者介紹了大陸「世界工廠」的+AI自動化升級。隨著勞動力成本的上漲,工業自動化、智慧化勢必是大陸製造業的一劑特效藥。自動化能讓運營成本下降,但仍能讓中國大陸保持生產品質、流程、供應鏈維度的優勢。AI賦能產業升級的願景或許還需多年才能實現,但當下的大陸已經讓未來可期。
以下是專欄文章全文,經TIME授權翻譯轉載:
「中國世界工廠 + AI 的未來」
多年來,中國大陸一直被喻為「世界工廠」,即便在全球其他經濟體紛紛遭遇新冠疫情重擊的2020年,大陸製造產業仍然維持穩健的增長范式,全年產值高達3.854萬億美元,占到全球市場近三分之一。
但如果你腦中的大陸工廠是傳統的「血汗工廠」,是時候修正你的刻板印象了。大陸經濟已經迅速地從疫情衝擊下復蘇,疫情同時催化了各種各樣人工智慧(AI)的應用場景加速實現。自2014年以來,中國大陸的AI專利申請量已經超越美國,至今維持全球領先。在學術領域,中國大陸的AI研究論文發表數量、AI期刊的引用量,也雙雙在近年超過了美國。在產業方面,AI應用在大陸的落地速度超越世界其他國家和地區,具有商業價值的AI應用如今開始百花齊放,整合了軟體、硬體和機器人技術的新一代自動化揭開序曲,AI賦能傳統行業的能量,正在蓄勢待發地重塑各行各業。
人類社會至今經歷了三次不同的工業革命:蒸汽革命、電力革命和資訊革命。我相信,AI將會是推動全球第四次工業革命的核心引擎,在世界各地點燃數位化和自動化的變革,而這波前所未有的硬科技浪潮,將由中國來引領實踐。
由於勞動人口減少和新增人口放緩,中國大陸的傳統產業正面臨著勞動力成本上升的巨大壓力,AI正是解決這個難題的技術解答。人工智慧不僅能夠降低運營成本,提高生產效率,擴大整體產能,還有望能帶來收入的增長。
例如,創新工場投資的廣州極飛科技是一家致力於未來農業的AI科技公司,極飛將無人機、機器人和感測器部署在稻田、麥田和棉花田裡,用技術賦能農業中的播種、農藥噴灑、栽種管理、甚至天氣監測環節。用於作物噴灑的極飛科技R150農業無人車已經被推廣到了英國,應用在蘋果、草莓、黑莓等多種經濟作物的種植流程中。
一些大陸的創新公司正積極把機器人拓展到意想不到的場景。總部位於北京的鎂伽是創新工場投資的生命科學智慧自動化公司,他們和實驗室、製藥公司、高校合作,憑藉AI+機器人技術的積累,用自動化解決方案執行實驗室中勞動密集、重複性高、但需要高度精確的任務和流程,同時機器人作業也將盡最大可能保護實驗室人員降低實驗過程中的感染風險。
除了創業公司,我們看到幾家成熟的龍頭企業也開始積極擁抱AI。創新工場參與了有28年歷史的中力電動叉車,這家頭部的鋰電叉車製造商已經推出了能夠在工廠、倉庫自主運行的無人叉車,並且無需對運行環境進行改造,能快速實現從手動到電動到自動駕駛的搬運賦能創新。此外,擁有50多年歷史的領先客車製造商-宇通集團,與自動駕駛獨角獸企業-文遠知行戰略合作,已在大陸三個城市的馬路上運行全無人駕駛小巴。
接著會發生什麼?我大膽預見,在更長遠的未來,機器人和AI將接管大多數產品的製造、設計、交付甚至營銷——很可能將生產成本降低到和原物料成本相差無幾。未來的機器人有能力自我複製和自我修復,甚至做到部分自我反覆運算設計。房屋和公寓將交由AI主導設計,使用預製建築模塊,交由機器人像搭積木似地築樓蓋房。無人公交、無人摩托等隨傳隨到的自動化未來交通系統,能將我們安全無虞地送達想去的地方。
這些願景成為現實或許還需要多年,但此時的大陸正在積極鋪墊引領新一代自動化革命的基石。可期的是,中國工廠的實力將不僅僅體現在產能上,而將逐步彰顯在智慧上。
本文經「TIME時代」授權進行中文編譯,原文如下:
China Is Still the World's Factory — And It's Designing the Future With AI
BY KAI-FU LEE
For many years now, China has been the world’s factory. Even in 2020, as other economies struggled with the effects of the pandemic, China’s manufacturing output was $3.854 trillion, up from the previous year, accounting for nearly a third of the global market.
But if you are still thinking of China’s factories as sweatshops, it’s probably time to change your perception. The Chinese economic recovery from its short-lived pandemic blip has been boosted by its world-beating adoption of artificial intelligence (AI). After overtaking the U.S. in 2014, China now has a significant lead over the rest of the world in AI patent applications. In academia, China recently surpassed the U.S. in the number of both AI research publications and journal citations. Commercial applications are flourishing: a new wave of automation and AI infusion is crashing across a swath of sectors, combining software, hardware and robotics.
As a society, we have experienced three distinct industrial revolutions: steam power, electricity and information technology. I believe AI is the engine fueling the fourth industrial revolution globally, digitizing and automating everywhere. China is at the forefront in manifesting this unprecedented change.
Chinese traditional industries are confronting rising labor costs thanks to a declining working population and slowing population growth. The answer is AI, which reduces operational costs, enhances efficiency and productivity, and generates revenue growth.
For example, Guangzhou-based agricultural-technology company XAG, a Sinovation Ventures portfolio company, is sending drones, robots and sensors to rice, wheat and cotton fields, automating seeding, pesticide spraying, crop development and weather monitoring. XAG’s R150 autonomous vehicle, which sprays crops, has recently been deployed in the U.K. to be used on apples, strawberries and blackberries.
Some companies are rolling out robots in new and unexpected sectors. MegaRobo, a Beijing-based life-science automation company also backed by Sinovation Ventures, designs AI and robots to safely perform repetitive and precise laboratory work in universities, pharmaceutical companies and more, reducing to zero the infection risk to lab workers.
It’s not just startups; established market leaders are also leaning into AI. EP Equipment, a manufacturer of lithium-powered warehouse forklifts founded in Hangzhou 28 years ago, has with Sinovation Ventures’ backing launched autonomous models that are able to maneuver themselves in factories and on warehouse floors. Additionally Yutong Group, a leading bus manufacturer with over 50 years’ history, already has a driverless Mini Robobus on the streets of three cities in partnership with autonomous vehicle unicorn WeRide.
Where is all this headed? I can foresee a time when robots and AI will take over the manufacturing, design, delivery and even marketing of most goods—potentially reducing costs to a small increment over the cost of materials. Robots will become self-replicating, self-repairing and even partially self-designing. Houses and apartment buildings will be designed by AI and use prefabricated modules that robots put together like toy blocks. And just-in-time autonomous public transportation, from robo-buses to robo-scooters, will take us anywhere we want to go.
It will be years before these visions of the future enter the mainstream. But China is laying the groundwork right now, setting itself up to be a leader not only in how much it manufactures, but also in how intelligently it does it.
Source:https://time.com/6084158/china-ai-factory-future/
同時也有12部Youtube影片,追蹤數超過11萬的網紅Lukas Engström,也在其Youtube影片中提到,First time (accidentally) climbing a Top 100 mountain in Taiwan!!! Thank you Insta360 for the support! Check out their website for great deals from 3...
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張忠謀對半導體供應鏈在地化的致詞引起矚目,我將全文的翻譯,分享給大家:
張忠謀APEC非正式領袖會議致詞全文:(中文在後)
This Informal Retreat has been called to discuss how Asia-Pacific can collaborate to move through the COVID health crisis, and to accelerate the post-COVID economic recovery. Chinese Taipei will address these two topics specifically.
On COVID-19, Chinese Taipei has had an excellent record so far. With a population of 23 million, over the last year and half, and in spite of a recent surge which has now abated, we have had a total of about fifteen thousand infected cases (.07% of the population), and 763 deaths (3 out of one hundred thousand).
We believe that our experience and know-how gained can help other APEC members. We have been, and continue to be willing to help. We have donated masks and other medical supplies to other APEC members in the past and are ready and willing to share our anti-COVID-19 know-how with you.
At the same time, WE NEED HELP! Our vaccination coverage at present is less than 20%. Although the U.S. and Japan have been generous in donating vaccines to us, and our private institutions have succeeded in procuring ten million doses of vaccines, we still need more vaccines, and need them sooner! Most other APEC members need help as well. We must ask for help from the APEC members that possess and produce more vaccines than they themselves need.
On re-vitalizing Post-COVID economy, Chinese Taipei urges free trade among APEC members and in the world, after giving consideration to vital national security needs.
In the past seven decades, free trade has enabled vibrant growth in most APEC economies. Free trade is merely a way in which each APEC economy contributes its own competitive advantage and every APEC member benefits.
Recently, however, we note with concern the tendency to want self-sufficiency or “on-shoring” of semiconductor chips. We must point out that in the past many decades free trade has greatly helped the advance of semiconductor technology. In turn, the ever greater complexity of the technology has caused the supply chain to go “off-shore”.
It would be highly impractical to try to turn back the clock. If it is tried, cost will go up and technology advance may slow. What may happen is that after hundreds of billions and many years have been spent, the result will still be a not-quite-self-sufficient, and high-cost supply chain.
We do recognize national security concerns, and believe that for security applications, a self-sufficient supply chain within one’s own borders is prudent. However, for the much larger civilian market, a supply chain substantially based on free trade system is by far the best approach.
In summary, on COVID-19, Chinese Taipei can help, is ready and willing to help with its know-how, but also needs more vaccines sooner, along with many other APEC members. On Post-COVID economic re-vitalization, Chinese Taipei urges free trade, after giving consideration to vital national security concerns.
(中文翻譯)
此次非正式領袖會議召開的目的是討論亞太地區應如何合作以度過新型冠狀病毒(COVID-19)疫情危機,並加速疫後經濟復甦。中華台北將就這兩個議題表達看法。
面對新型冠狀病毒(COVID-19)疫情,中華台北迄今維持傑出防疫紀錄。我們有兩千三百萬人口,儘管近期疫情曾一度升溫,但目前業已趨緩,在過去超過一年半的時間中,總確診病例數約為一萬五千例(佔總人口0.07%),其中死亡病例數為763例(約為十萬分之三)。
相信我們在過程中得到的經驗與知識能夠協助其他APEC成員。我們持續地願意提供協助。過去我們曾捐贈口罩與其他醫療物資予其他APEC成員,現在也準備好與你們分享我們抗疫的知識。
同時,我們也需要幫助!目前我們的疫苗注射覆蓋率低於20%。雖然美國與日本已慷慨捐贈疫苗,我們的民間機構也已成功採購一千萬劑,我們仍然需要更多數量的疫苗,而且需要儘快取得!其他多數的APEC成員也需要幫助。我們需要向目前擁有並生產超過他們自身所需疫苗數量的APEC成員尋求協助。
針對疫後經濟復甦,中華台北敦促APEC成員,在考慮重要國家安全需求後,彼此間及與全球進行自由貿易。
在過去70年,自由貿易使多數APEC經濟體蓬勃發展。自由貿易僅是各APEC經濟體貢獻自己的競爭優勢,而其他APEC成員藉此受惠的方法。
然而近來,我們很關切要求「境內」半導體晶片自給自足的趨勢。我們必需指出,過去數十年的自由貿易大幅促進半導體技術發展。因此,越趨複雜的技術致使供應鏈走向「境外」。
試圖讓時光倒流是相當不切實際的,如果嘗試讓時光倒流,不僅成本將會提升以及技術的進步可能放緩。在花費了數千億與許多年的時間之後,結果仍將是無法充分自給自足且成本很高的供應鏈。
我們認同國家安全的顧慮確實存在,也相信針對國安應用,在國境內存有一個能夠自給自足的供應鏈是審慎的作法。然而,針對規模大得許多的民間市場,一個基於自由貿易體系的供應鏈是最好的作法。
總結來說,針對新型冠狀病毒(COVID-19)疫情,中華台北能夠協助,我們也願意、並準備好以自身的知識與經驗提供協助,但也和其他許多APEC成員一樣,需要儘快取得更多疫苗。關於疫後經濟復甦,中華台北敦促在考慮關鍵國家安全需求後,應該採取自由貿易。
at a cost 中文 在 美國在台協會 AIT Facebook 的最佳貼文
美國在台協會的「留學美國」任務在農曆新年後又開始啟動了!文化官馬明遠本週拜訪了新北市私立裕德雙語國際學校,與學生分享他的求學經驗和對美國教育的觀察。馬明遠也致贈美國旅遊和文學相關書籍給學校。約200名七年級到十二年級的同學到場聆聽,很多同學也問了很多有趣的問題!你們也有興趣聽美國官員或留學專員解說美國教育嗎?我們很樂意到你們的學校去拜訪,做英文或中文演說喔!歡迎聯繫 educationusa@mail.ait.org.tw 來了解更多資訊。最棒的是,所有的「留學美國」服務都是免費的喔!
#EducationUSATaiwan #studyintheusataiwan #travelintheUSA
#留學美國在台灣 #台灣高中 #留學美國念大學 New Taipei City Yuteh Private Bilingual School 新北市私立裕德雙語高級中學
AIT has resumed our EducationUSA outreach after Lunar New Year! Our Cultural Affairs Officer Martin Luke visited New Taipei City’s Yuteh Private International School this week to meet students and share some information on U.S. education. Luke also brought some valuable books on American travel and literature to Yuteh as gifts. Around 200 students, from Grade 7th to 12th grades, attended the discussion and raised a number of interesting questions.
Would you or your school be interested in learning more about U.S. education from one of our American officers or EdUSA advisers? We are happy to visit your school too, and can offer talks in English or Chinese! Please reach out to us at educationusa@mail.ait.org.tw for more information. All EducationUSA services are offered at no cost.
at a cost 中文 在 Lukas Engström Youtube 的精選貼文
First time (accidentally) climbing a Top 100 mountain in Taiwan!!!
Thank you Insta360 for the support! Check out their website for great deals from 3/29 to 4/8, and please do use my affiliate links to support me during your purchase, at no extra cost for you!
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at a cost 中文 在 13N Youtube 的精選貼文
等待已久的Kawasaki Ninja ZX-25R終於正式發表了!身為現代最強250c.c.王者,價錢也不能輸。你會買單嗎?The long awaited Kawasaki Ninja ZX-25R is finally launched in Indonesia. The king of 250c.c. comes at a cost. Will you buy it?
我還是希望這台能順利引進台灣和美國...
IG: moto13n
MotoVlog 218 摩托日記第兩百一十八篇
Bike: Kawasaki ZX-6R 636
Outro Music: Trixtor - Just This Once
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at a cost 中文 在 Elaine Hau Youtube 的最佳貼文
中文字幕請打開[字幕](右下方):)
如果仍然看不到中文字幕,請轉到“設置”(右下方),然後轉到“字幕”,然後“自動翻譯”,然後點擊“中文”
Please turn on [CC] for English subtitles :)
If you still can't see English subtitles, then go to "Settings", then "Subtitles/CC", then "English"
中文字幕请打开[字幕] (右下方) :)
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Elaine Hau has been a part of the luxury fashion and beauty industry for many years. Her passion for all things beauty and fashion has led to her popular YouTube channel which promotes the luxury lifestyle. Her content primarily includes shopping hauls, unboxings and reviews of many brand name products in both industries. Elaine has been a handbag collector for many years. All of her handbags are “like new” since she has only used them a few times for content on her social media pages and special events. She loves to have the latest handbags because they complement her fashion style. Elaine also likes to stay up to date with the latest fashion trends. With her growing collection of luxury handbags just sitting in her closet at home, she has decided to share her collection with all of you. She has found a way to combine her passion for handbags and her interest in business. Elaine is committed to providing you with the best experience, from ordering online, to when your handbag arrives and when you’re ready to return.
Elaine has a bachelor’s degree in Business Administration from the University of Alaska Anchorage and an MBA from Pepperdine University. She is currently pursuing a Master’s in Digital Media Design from Harvard University. Originally from Hong Kong, Elaine now resides in Los Angeles, CA.
Ever wanted a luxury handbag for a special occasion, event or outing? Handbags can be expensive and a big commitment to purchase. Or maybe your closet just doesn’t have the same amount of space it used to? What if there was a way to have the perfect handbag for a fraction of the cost or just save some extra space in your closet. That’s where we come in! Luxury Fashion Rentals offers you the option to rent the luxury handbag of your choice for as long as you’d like without having to purchase it outright. Now you will have the flexibility to enjoy the perfect handbag on your time!
Rent with Us: https://luxuryfashionrentals.com/
**這不是一個贊助的視頻,我用我自己的錢購買的。
**This video is not sponsored. I purchased the items with my own money.
**这不是一个赞助的视频,我用我自己的钱购买的。
感謝您的收看!
Thank you for watching!!
感谢您的收看!
工作電郵:e_style@live.com
For business inquiries: e_style@live.com
工作电邮: e_style@live.com
記得follow我instagram @littleelainehau
Don't forget to follow me on Instagram @littleelainehau
记得跟随我instagram @littleelainehau
http://instagram.com/littleelainehau
Snapchat: littleelainehau
Facebook Page: https://www.facebook.com/elaine.elaine.hau
Red 小红书: Littleelainehau
https://www.xiaohongshu.com/user/profile/5b61b3334eacab2711d1151b
Weibo: http://weibo.com/LittleElaineHau
Youku: http://i.youku.com/LittleElaineHau
Bilibili/B站: http://space.bilibili.com/175967309/#!/
IG Shop: http://instagram.com/jaine_beauty
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