Einstein said that "I never think about the future — it comes soon enough."
And he was right, of course. So today, I'm here to ask you to think of how the future is happening now. Over the past 200 years, the world has experienced two major waves of innovation. First, the Industrial Revolution brought us machines and factories, railways, electricity, air travel, and our lives have never been the same. Then the Internet revolution brought us computing power, data networks, unprecedented access to information and communication, and our lives have never been the same. ( 在過去的200年來,世界經歷了創新的兩大波。首先,工業革命給我們帶來的機器和工廠,鐵路,電力,航空旅行,讓我們的生活產生改變。那麼互聯網革命給我們帶來的計算能力,數據網絡,前所未有的獲取信息和溝通,讓我們的生活大改變 )
Now we are experiencing another metamorphic change: the industrial Internet. It brings together intelligent machines, advanced analytic, and the creativity of people at work. It's the marriage of minds and machines. And our lives will never be the same. ( 現在,我們正在經歷另一種巨烈質變化:工業互聯網。它匯集了智能機,先進的分析,以及人們在工作中的創造力。它是一種結合機器和人的思想。讓我們的生活和過去不一樣。)
In my current role, I see up close how technology is beginning to transform industrial sectors that play a huge role in our economy and in our lives: energy, aviation, transportation, health care. For an economist, this is highly unusual, and it's extremely exciting, because this is a transformation as powerful as the Industrial Revolution and more, and before the Industrial Revolution, there was no economic growth to speak of.
So what is this industrial Internet? Industrial machines are being equipped with a growing number of electronic sensors that allow them to see, hear, feel a lot more than ever before, generating prodigious amounts of data. Increasingly sophisticated analytic then sift through the data, providing insights that allow us to operate the machines in entirely new ways, a lot more efficiently. And not just individual machines, but fleets of locomotives, airplanes, entire systems like power grids, hospitals. It is asset optimization and system optimization. Of course, electronic sensors have been around for some time, but something has changed: a sharp decline in the cost of sensors and, thanks to advances in cloud computing, a rapid decrease in the cost of storing and processing data.
So we are moving to a world where the machines we work with are not just intelligent; they are brilliant. They are self-aware, they are predictive, reactive and social. It's jet engines, locomotives, gas turbines, medical devices, communicating seamlessly with each other and with us. It's a world where information itself becomes intelligent and comes to us automatically when we need it without having to look for it. We are beginning to deploy throughout the industrial system embedded virtualization, multi-core processor technology, advanced cloud-based communications, a new software-defined machine infrastructure which allows machine functionality to become virtualized in software, decoupling machine software from hardware, and allowing us to remotely and automatically monitor, manage and upgrade industrial assets. ( 因此,我們正在向一個世界裡,我們一起工作的機器不只是聰明,他們是輝煌的。它們有自我意識,它們能預測,它們據有反應性和社群性。)
Why does any of this matter at all? Well first of all, it's already allowing us to shift towards preventive, condition-based maintenance, which means fixing machines just before they break, without wasting time servicing them on a fixed schedule. And this, in turn, is pushing us towards zero unplanned downtime, which means there will be no more power outages, no more flight delays.
So let me give you a few examples of how these brilliant machines work, and some of the examples may seem trivial, some are clearly more profound, but all of them are going to have a very powerful impact.
Let's start with aviation. Today, 10 percent of all flights cancellations and delays are due to unscheduled maintenance events. Something goes wrong unexpectedly. This results in eight billion dollars in costs for the airline industry globally every year, not to mention the impact on all of us: stress, inconvenience, missed meetings as we sit helplessly in an airport terminal. So how can the industrial Internet help here? We've developed a preventive maintenance system which can be installed on any aircraft. It's self-learning and able to predict issues that a human operator would miss. The aircraft, while in flight, will communicate with technicians on the ground. By the time it lands, they will already know if anything needs to be serviced. Just in the U.S., a system like this can prevent over 60,000 delays and cancellations every year, helping seven million passengers get to their destinations on time.
Or take healthcare. Today, nurses spend an average of 21 minutes per shift looking for medical equipment. That seems trivial, but it's less time spent caring for patients. St. Luke's Medical Center in Houston, Texas, which has deployed industrial Internet technology to electronically monitor and MRIs to be analyzed in the cloud, developing better analytics at a lower cost. Imagine a patient who has suffered a severe trauma, and needs the attention of several specialists: a neurologist, a cardiologist, an orthopedic surgeon. If all of them can have instantaneous and simultaneous access to scans and images as they are taken, they will be able to deliver better healthcare faster. So all of this translates into better health outcomes, but it can also deliver substantial economic benefits. Just a one-percent reduction in existing inefficiencies could yield savings of over 60 billion dollars to the healthcare industry worldwide, and that is just a drop in the sea compared to what we need to do to make healthcare affordable on a sustainable basis.
connect patients, staff and medical equipment, has reduced bed turnaround times by nearly one hour. If you need surgery, one hour matters. It means more patients can be treated, more lives can be saved. Another medical center, in Washington state, is piloting an application that allows medical images from city scanners and
Similar advances are happening in energy, including renewable energy. Wind farms equipped with new remote monitorings and diagnostics that allow wind turbines to talk to each other and adjust the pitch of their blades in a coordinated way, depending on how the wind is blowing, can now produce electricity at a cost of less than five cents per kilowatt/hour. Ten years ago, that cost was 30 cents, six times as much. ( 類似的進步都發生在能源,包括可再生能源。配備了新的遙監控和診斷,使風力渦輪機相互交談並調整其葉片的槳距以協調的方式風力發電場,這取決於如何風在吹,現在可以產生電力在不到5美分成本每千瓦/小時。十年前,即成本為30美分,六倍之多。)
The list goes on, and it will grow fast, because industrial data are now growing exponentially. By 2020, they will account for over 50 percent of all digital information.
But this is not just about data, so let me switch gears and tell you how this is impacting already the jobs we do every day, because this new wave of innovation is bringing about new tools and applications that will allow us to collaborate in a smarter and faster way, making our jobs not just more efficient but more rewarding. Imagine a field engineer arriving at the wind farm with a handheld device telling her which turbines need servicing. She already has all the spare parts, because the problems were diagnosed in advanced. And if she faces an unexpected issue, the same handheld device will allow her to communicate with colleagues at the service center, let them see what she sees, transmit data that they can run through diagnostics, and they can stream videos that will guide her, step by step, through whatever complex procedure is needed to get the machines back up and running. And their interaction gets documented and stored in a searchable database.
Let's stop and think about this for a minute, because this is a very important point. This new wave of innovation is fundamentally changing the way we work. And I know that many of you will be concerned about the impact that innovation might have on jobs. Unemployment is already high, and there is always a fear that innovation will destroy jobs. And innovation is disruptive. But let me stress two things here. First, we've already lived through mechanization of agriculture, automation of industry, and employment has gone up, because innovation is fundamentally about growth. It makes products more affordable. It creates new demand, new jobs. Second, there is a concern that in the future, there will only be room for engineers, data scientists, and other highly-specialized workers. And believe me, as an economist, I am also scared. But think about it: Just as a child can easily figure out how to operate an iPad, so a new generation of mobile and intuitive industrial applications will make life easier for workers of all skill levels. The worker of the future will be more like Iron Man than the Charlie Chaplin of "Modern Times." And to be sure, new high-skilled jobs will be created: mechanical digital engineers who understand both the machines and the data; managers who understand their industry and the analytic and can reorganize the business to take full advantage of the technology. ( 這種新的創新浪潮正在從根本上改變我們的工作方式。我知道你們很多人會關注創新可能對就業的影響。失業率已經很高了,而且總有一種恐懼,創新將損害就業。創新是顛覆性的。但我想強調兩件事。首先,我們已經通過農業,工業自動化機械化生活,就業有所回升,因為創新是從根本上對增長。它使產品更加實惠。它創造了新的需求,新的就業機會。其次,有人擔心,在未來,只會有餘地工程師,數據科學家和其他高度專業化的工作人員。相信我,作為一個經濟學家,我也害怕。但仔細想想:就像一個孩子可以很容易地計算出如何操作一台iPad ,所以新一代的移動和直觀的工業應用將使生活更容易為所有技能水平的工人。未來的工人會更喜歡鋼鐵俠比的查理·卓別林“摩登時代”。並且可以肯定,新的高技能職位是:機械數字工程師誰了解雙方的機器和數據;誰了解他們的行業和分析,並可以重組業務,以充分利用該技術的管理人員。)
But now let's take a step back. Let's look at the big picture. There are people who argue that today's innovation is all about social media and silly games, with nowhere near the transformational power of the Industrial Revolution. They say that all the growth-enhancing innovations are behind us. And every time I hear this, I can't help thinking that even back in the Stone Age, there must have been a group of cavemen sitting around a fire one day looking very grumpy, and looking disapprovingly at another group of cavemen rolling a stone wheel up and down a hill, and saying to each other, "Yeah, this wheel thing, cool toy, sure, but compared to fire, it will have no impact. The big discoveries are all behind us." (Laughter)
This technological revolution is as inspiring and transformational as anything we have ever seen. Human creativity and innovation have always propelled us forward. They've created jobs. They've raised living standards. They've made our lives healthier and more rewarding. And the new wave of innovation which is beginning to sweep through industry is no different. In the U.S. alone, the industrial Internet could raise average income by 25 to 40 percent over the next 15 years, boosting growth to rates we haven't seen in a long time, and adding between 10 and 15 trillion dollars to global GDP. That is the size of the entire U.S. economy today.
But this is not a foregone conclusion. We are just at the beginning of this transformation, and there will be barriers to break, obstacles to overcome. We will need to invest in the new technologies. We will need to adapt organizations and managerial practices. We will need a robust cybersecurity approach that protects sensitive information and intellectual property and safeguards critical infrastructure from cyberattacks. And the education system will need to evolve to ensure students are equipped with the right skills. It's not going to be easy, but it is going to be worth it. The economic challenges facing us are hard, but when I walk the factory floor, and I see how humans and brilliant machines are becoming interconnected, and I see the difference this makes in a hospital, in an airport, in a power generation plant, I'm not just optimistic, I'm enthusiastic. This new technological revolution is upon us.
註: 根據分析之資料
- 2020 連網裝置將有 300億台,將包括電腦、智能手機、平板電腦、智惠型手錶、智惠型眼鏡、電動車及汽車、智惠型感測、個人雲儲存、智惠型家電、智惠型玩具、家用機器人、運輸機器人、工廠機器人、智惠型醫療穿載器,依網際網路成長趨勢,全人類將有 70% ~ 75% 人口連接網際網路;
- 再分析智惠型穿載裝置之應用成長趨勢,2020 人類 78億人口,平均將有 70%人口連網及5 ~ 6 個連網裝置,連網裝置將在 272 ~ 327 億台,許多連接至雲端之醫療網路、感測網路、交通資訊網路、公司資料庫、個人雲儲存、公共資料雲、社群網路,同時機器與機器之間也相互溝通形成巨型多元互聯網;
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