The US offshored so much of its manufacturing, I have to wonder if there is sufficient critical mass of knowledge, people, infrastructure, etc. left to effectively automate. Or if American firms will instead buy solutions from Chinese automation companies, and the US ends up ceding the large-scale (or even decentralized distributed-scale) automated manufacturing future to China as well. This could leave the US performing very high-end manufacturing requiring lots of labor input, but what happens when what the Chinese firms learned with automation in the lower-end manufacturing is used to encroach on this high-end?
Bunnie Huang pointed out the very ecosystem of lots of manufacturers in close physical proximity to each in China other enables them to try different ideas, failing fast and cheaply (the dual SIM feature came out of such freewheeling experimentation). Can the US automate if it has gaps in its own manufacturing capabilities having let it atrophy for so many decades, or are US business leaders assuming a future where they are always purchasing "lower-end" manufactured parts from the next China (and if they are, how are they ensuring those "lower-end" manufacturers don't climb up the value ladder and take their market from them)?
It's an interesting hypothesis, but it presumes all engineering for manufacturing is done in China, which is usually not the case. It was my impression most manufacturing in China is "offshored" by American firms. I have no idea what the actual stats are though, so it'd be tough to say one way or another.
Bunnie Huang pointed out the very ecosystem of lots of manufacturers in close physical proximity to each in China other enables them to try different ideas, failing fast and cheaply (the dual SIM feature came out of such freewheeling experimentation). Can the US automate if it has gaps in its own manufacturing capabilities having let it atrophy for so many decades, or are US business leaders assuming a future where they are always purchasing "lower-end" manufactured parts from the next China (and if they are, how are they ensuring those "lower-end" manufacturers don't climb up the value ladder and take their market from them)?