制造业中新的人工智能势在必行

How the new wave of AI is disrupting manufacturing operations, and how to benefit from it The AI imperative in manufacturing As digital technologies, and particularly artificial intelligence (AI) evolve at unprecedented pace, the shifttoward AI-driven manufacturing is now a pressing reality. This transition is reshaping how plants aredesigned, operated, and maintained. FromCapgemini’sperspective, AI in manufacturing represents a transformative convergence oftechnologies, involving: It embodies a profound rethinking of processes, operations, and collaboration. It aims to build factoriesthat are more efficient, worker-centric, sustainable, and flexible to adapt to disruptions. This revolution isreshaping the role of people—assisted by AI agents, empowered with the right insights to deliverinnovation at speed—while more repetitive tasks get automated. Capgemini’sunique approach, leveraged by our strategic alliance withMicrosoft,plays a pivotal role inhow we help organizations embrace AI-driven manufacturing at scale. This collaboration combines ourdeep industry expertise and transformation capabilities withMicrosoft’scutting-edge technologies todeliver agile, secure, and scalable solutions, tailored to our clients’ needs. Together with our clients, weaccelerate digital transformation, unlock real-time data intelligence, and build connected, adaptativeproduction environments. Together withMicrosoft,Capgeminihelps manufacturers reimagine what is possible, empowering ourclients to move faster, operate smarter, and build a more sustainable future. The time to act is now. AI-driven manufacturing is unleashing the power of Intelligence,at scale! Discover howCapgeminiandMicrosoftare helpingmanufacturers adopt the next generation of AI, by combiningdeep operational expertise, cutting-edge solutions driven by thelatest advancements in AI, scalable cloud infrastructure services,and proven transformation frameworks. Contents A decade of Industry 4.0:Key lessons learnt02 The tech thatunlocks intelligence03 The pressureto transform01 Main enablers ofnext-generationAI transformation04 The path to value withCapgemini and Microsoft05 A challenging global landscape Across the globe, industrial stakeholders are navigating a convergence of powerful trends and disruptive forces,giving rise to an increasingly complex and volatile operating environment. Geopolitical tensions, fluctuating tariffs, and energy prices are prompting a rethink of supply chains and a moveto relocate production closer to home. This shift is fueling a global wave ofreindustrialization, with over $3.4trillion* in planned investments and a growing emphasis on reducing dependency and strengthening localmanufacturing capabilities. In addition, there are continued issues and political sensitivities around datasovereignty, regulatory compliance, data residency, confidential computing, cybersecurity, and data control. Additional pressure is also mounting. On one side, ambitioussustainability targets—such as achieving net zeroemissions by 2050—are driving the need for a fundamental rethinking of both products and production systems,withcircularitybecoming a central design and operational principle. On the other side,cost pressureisintensifying, particularly in energy. Furthermore, in many regions,industrial know-howhas eroded. As experienced staff retire, it becomesincreasingly difficult to attract new talent to manufacturing roles. Theattractivenessof the sector is declining,and industries face increasing difficulty in attractingdigitally skilled talent, with studies showing that87% ofmanufacturing organizations foresee significantlabor shortages. At the same time,competitionhas intensified across all sectors. Entire industries are being disrupted—either byassertive global powers or agile new entrants. Meanwhile,consumer expectationscontinue to rise, withgrowing demands for shorter lead times, higher quality, and stronger environmental and ethical commitments. Manufacturing companies are now being forced to undertakeradical transformationsto ensure both long-term resilienceand competitiveness. Manufacturing is at a turning point To deliver innovation at speed, it is critical to empower people with new ways of working, the right tools,and actionable insights. By leveraging rapidly evolving digital technologies and AI, manufacturers can now tackle both traditionaloperating challenges—such as quality, cost control, and lead time management—and the four majorobjectives facing the industry today: 1.Reducing costs by an additional20–30%,without quality degradation2.Designing moreresilientsupply chains and moreflexibleproduction systems3.Being anattractive employerfor both conventional and digital talent, because93% of employeesconsider their wellbeing to be equally important as their salary4.Achieving net zero by 2050, and drivingsustainabletransformation of the industrythat producesover 35% of global GHG emissions The scale of this change will