"Therefore, the development direction of the manufacturing industry, I personally think that the accurate name is not 'intelligent manufacturing' but 'fool manufacturing'. Because the word intelligence is vague and ambiguous, it is easy to mislead people. What is intelligence? What is smart? It's hard for you to explain this, and it's easy to have disagreements and disputes. ”

"But there is no ambiguity in the standard of fools, everyone understands that you can easily play with it without using any brains."

"Therefore, the future development of the manufacturing industry, its general direction I think is the rise of the tertiary industry in the auxiliary industry, which will put a large number of other emerging technologies such as artificial intelligence, big data, cloud computing, cloud services, etc., with these new technologies outside the industrial system to replace the traditional technology with backward production capacity in the manufacturing industry on a large scale."

"That is, the technology of the traditional manufacturing industry is constantly evacuated and replaced with these things, so that after the entire manufacturing industry becomes simple, anyone can easily use industrial manufacturing."

"What do you mean? If you are an ordinary person, you want to build a machine, in the traditional sense, this is too high, you have to know how to plan, you have to be able to read pictures, you can operate the production line, how can ordinary people intervene in these, of course not. ”

"But in the future, as the manufacturing industry itself becomes more and more stupid, and a lot of the knowledge inside it is replaced by other industries, it is highly intelligent and looks silly on the surface."

"Then in this case, the threshold of manufacturing is lowered, and anyone who has a little genius, Small ideas can put their ideas very simple through a model like industry 4.0, that is: I will tell you the data, what kind of accessories I need, 4.0 this factory will automatically process and manufacture for you according to your parameters and orders, you don't need to understand other knowledge in the machine tool or manufacturing process, and then send it back to you after the production is completed, a little private customization, which is the development trend of the future manufacturing industry. ”

"And the development trend of such a 'fool manufacturing' makes globalization as we all know it is approaching an important turning point, and the trend and undercurrent of globalization are changing."

"When we talk about globalization in the traditional sense, it is basically driven by multinational corporations as the core driving force of outsourcing business, but why is there a possibility that this trend is reversed now?"

"That is, these multinational companies have to re-evaluate and weigh up, before, why did it engage in outsourcing? It is because the labor cost of the country is too high, and the labor cost of foreign countries is very low, and the developing country is often a few tenths of the salary of its own country, and the traditional manufacturing industry needs a large number of workers, so the proportion of labor is relatively high. ”

"The manufacturing knowledge in the industrial process is stored in the heads of engineers and workers, its marketing is done by people, and the call center and customer service are all done by people."

"Therefore, reducing labor costs can greatly increase its profits and market competitiveness, and industrial manufacturing has this strong impulse and demand, which drives it to move factories to other countries."

"This process accelerated in the 90s, when the Internet was just born, but there was no big data, artificial intelligence, cloud computing, etc., and these concepts were not yet available."

"Then after that, the situation has changed, the birth of various emerging technologies, but it should be noted that the birth of these emerging technologies is almost all born outside the traditional manufacturing system, it has replaced a large number of knowledge in the traditional manufacturing industry, and the knowledge in the traditional industrial manufacturing is constantly lost, at this time the manufacturing industry is becoming more and more foolish, and the cost center of gravity of the manufacturing industry is no longer artificial, so this will also lead to multinational companies to naturally re-evaluate the risk distribution of global trade."

"Take our coastline company as an example, our company's current number of employees is less than 3,500 people, but we recorded a revenue scale of more than 200 billion last year, if we calculate according to 3,500 people, the average number of employees in each company has created 57 million wealth, so of course our cost focus is no longer artificial."

Many people at the scene are still shocked after listening to it, the opening speech of the conference continues to this day, and the content of Ye Hua's speech has become more and more important in people's hearts, and the coastline company is the best example, which is equivalent to using practical actions to correspond to the views he expounded.

With an annual revenue of 200 billion yuan, in the Internet companies known for their high profits, the scale of their labor should be 3.5 ~ 50,000, and the labor of the coastline is 10%, if it is changed to the manufacturing field, it will be even more exaggerated, at least there must be hundreds of thousands or even hundreds of thousands of employees.

"On the one hand, labor costs in emerging market countries have been rising for more than 20 years, which used to be called labor arbitrage, and this space is now smaller or even almost gone."

"The center of gravity of costs is no longer on the workers, but it will not disappear out of thin air, but has shifted, so where has it gone?"

"Of course, more and more investment in the research and development of new technologies and the cost of knowledge will inevitably change. At the same time, the costs of other risks are also rising, such as geopolitical risks, as well as policy risks, exchange rate risks, and other risks brought about by the opposition of some countries to this kind of globalization, which are far more than the risks of labor costs. ”

When he said this, many people present slandered in their hearts that the so-called certain countries are actually talking about the United States. "President Twitter" is now picking on all kinds of people all over the world, withdrawing from the group, rejecting globalization, and playing with himself wholeheartedly.

Ye Hua's influence now can be said to be radiating all over the world, this kind of naming and saying it by name will seem to have no IQ, everyone understands it, after all, he will go to North America to do business in the future, so naming people by name is a bit unauthentic.

"Multinational companies are also worried about whether there will be problems in the process of outsourcing production all over the world and finally coming back to assemble it? Of course, this possibility exists, and the Boeing 787 is an example, more than 50% of all of which are outsourced by global supply, which can be found here because of time constraints. ”

"So, all of this is a very important issue to pay attention to."

That is, the thinking of multinational companies, especially multinational giants, may have changed, that is, these risks are not estimated by you before, and you think that going down the road of globalization, taking industrial subcontracting, and moving out of the country can bring you huge profits. But then you will find that after these risks appear, not only the cost has not been reduced, but it is higher, not only can you not make money, but you lose money, and you have damaged the brand reputation that has been established for a long time. ”

"These two forces are a kind of fool manufacturing capacity is getting stronger and stronger, its cost, manufacturing cost is declining, on the other hand, the cost of overseas production integration is getting higher, and the combination of the two will drive multinational companies and multinational giants to rethink and re-weigh the pros and cons."

"And these people have a great decision-making influence on some developed countries, whether it is foreign policy, or their cross-border trade policy, or tariff policy."

"Of course, we can't jump to conclusions now that the tide of globalization has begun to reverse, but we can already clearly see a trend, that is, from the general law of manufacturing development, the manufacturing industry itself will become more and more foolish, the threshold will be lower and lower, and when everyone can easily use the manufacturing industry, its convenience and cost will evolve more and more in the direction of better and better cost performance."

"In other words, the future products will be more and more high-quality and cheap, this is a general law and trend, then the future developed countries, especially the developed countries of high-end manufacturing, may be more and more inclined to return these industries to the local area, I think this may be a trend of future development."

"Although we can't make an assertion now, saying that high-end manufacturing has returned, or has begun, but from the trend point of view, there are already many signs and signs, developed countries fool manufacturing, German industry 4.0, the United States advanced manufacturing, if gradually start to operate, it will make the cost of the entire manufacturing industry further reduced, and the function will become more and more powerful."

"At the same time, the surrounding risks, the risks generated overseas, and the rising costs it brings, I am afraid it is difficult to avoid, such as the labor costs mentioned earlier, the risk of geopolitical conflicts, the risk of exchange rates, including the risk of product quality brought about by the final integration of the entire manufacturing industry, these risks will rise."

The participants in the audience said in their hearts: risks and opportunities coexist, and they are reluctant to let the children catch the wolf.

"Therefore, the two trends of this one and the other, the final result may reach a certain day to see the United States, Europe, the high-end manufacturing industry in the United States and the United States to show signs of reshoring, and the arrival of that day will affect the entire pattern of globalization and its future development trend, which is a big challenge for global multinational companies and transnational trade."

"When we talk about the manufacturing industry, their development model, such as Huaxia 2025, Germany 4.0, the United States' advanced manufacturing, and the development strategy of the manufacturing industry, the big countries are competing in the manufacturing industry, but who can finally stand out from the crowd, I think we have an old saying that makes sense: kung fu is outside the poetry!"

"So when we pursue a strategic breakthrough in the manufacturing industry, the real breakthrough point is no longer within the manufacturing system, but outside the manufacturing system."

"Whose manufacturing industry will become more and more stupid as a whole, whose manufacturing industry will be more competitive in the future, and our discussion and exchange of this artificial intelligence conference will play an important positive role in the development of the manufacturing industry in the future."

"Of course, if all of the above are to be summarized in a high level, it can be summed up in 12 words: innovation and technology are the first driving force of production!"

"Whoever can lead the innovation technology will be the winner, thank you."

At the end, Ye Hua bowed to the 110,000 attendees and walked off the stage.

After a moment of silence, the audience suddenly burst into fierce applause, and in the surging applause, the participants at the scene were all talking, whether at home or abroad.

"After this speech, Ye Hua's leadership position in the global technology and business community has been established, there is no doubt." One attendee boasted without hesitation.

"Saying that Jackma is an alien, I think he is a veritable alien."

"Is God too partial to the Chinese? The Chinese have produced a business legend like the founder of Alibaba, and now there is such a monster-level figure. ”

"It's not God's preference, because it's the land of China that doesn't belong to God."

“……”