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台灣製造業來場破壞大變革吧! (2017-04-06 IEK產業情報網 )

US President Donald Trump has been in action. He has told Tim Cook, Apple's CEO, that he will offer incentives, including tax incentives and reduced controls, to prompt Apple to return their production to the US. Trump's "America first" principle has attracted worldwide attention. The world is watching how Trump will flip the manufacturing in the US with his magic.
This is definitely not just empty campaign talk, disruptive technological innovation is in power. It is leading the US manufacturing to a strong revival. In contrast, Taiwan’s manufacturing remains weak. The growth momentum of output value shows signs of weakening, which is worrisome. Taiwan’s manufacturing is also in urgent need of a disruptive change.
Trump is going to bring back and revive “American-made” manufacturing through disruptive innovation, and recall 5 million jobs lost in the manufacturing sector over the past 20 years. There are still questions about the return of factories to the US at home and abroad regarding broken supply chains, insufficient labor skills, high manufacturing costs and poor efficiency. These problems cannot be resolved overnight.
However the return of American manufacturing is no longer all talk and no action. Trump will propose tax reduction programs for factories to return. Under the new circumstances of more complex and more sophisticated products, changes in manufacturing processes are leading to increased reliance on intelligent robots, so even Apple is carefully making plans to bring factories back to the US.
Germany’s industry 4.0 has been seen as the world’s savior since 2013. The US started to promote the advanced manufacturing partner program (AMP) as early as 2011 to take the lead in international manufacturing. The innovation and growth of US manufacturing is beyond expectation. The US government and think tanks have published a number of elaborate strategy research and promotion programs for manufacturing, established various manufacturing innovation institutions and 11 new platforms for key manufacturing technologies. The US has plenty of examples of enterprise-led global manufacturing innovation. For example, Google has explored in depth the application of artificial intelligence to autonomous vehicles and intelligent robots; GE has promoted the industrial internet, which has transformed traditional manufacturing to digital manufacturing, making it the model of innovation of the digital economy.
According to the latest estimate of the United Nations Industrial Development Organization (UNIDO), the growth rate of added value of global manufacturing remains at 2.8% in 2016. The US growth rate is 2.3%, which is the best among the advanced countries. The US Manufacturers’ Alliance for Productivity and Innovation (MAPI) pointed out that US manufacturing has grown 2.6% in 2016, among which, the electronics sector has achieved the best performance with 4.3% growth.
MAPI forecasts that US manufacturing will grow 3.0% and 2.8% in 2017 and 2018. The future of US manufacturing looks bright. According to IEK’s forecast, the output value of Taiwan’s manufacturing will only grow by 1% in 2017, compared to 1.9% growth in 2016 and a 7.3% decline in 2015, reflecting a lack of growth momentum and a weakening in Taiwan’s manufacturing.
Disruptive innovation involves four aspects: leadership, pace, technology and skills to achieve a global manufacturing flip. The US is in the position of leading the change in these four aspects. Technological innovation is the driving force behind the transformation of manufacturing. Brookings Institution has selected 35 advanced manufacturing industries as the leaders. Automobiles are one of the pillars of the manufacturing sector, but it has been facing the “pace dilemma of industry.” On the one hand, it follows the industrial pace driven by intensive capital and efficiency; on the other hand, it has to cope with Google’s flying speed of digital technology. 3D printing, intelligent robots, Internet of Things and artificial intelligence are four disruptive innovations in the manufacturing industry. Work skills are in urgent need of upgrading. Skilled labor in the STEM (science, technology, engineering and mathematics) fields is at the core of competition.
Even though the majority of US products are outsourced, it is still the world’s number one manufacturing state. Its growth and overall innovation in the manufacturing sector outweigh those of Germany and Japan. The US government’s strategic programs and the manufacturing sector’s innovative technologies are worth learning by Taiwan. The US is Taiwan’s best strategic partner for cooperation in manufacturing. As the Taiwan government is promoting industrial innovation programs, Taiwan needs to fully integrate the digital strategic thinking of the US manufacturing industry and strive for the establishment of Taiwan-US manufacturing innovation partnerships to once again make manufacturing the driver of Taiwan’s economic growth.
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