汽车工人如何再培训以适应机器人革命

汽车工人如何再培训以适应机器人革命

2025-09-05Technology
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马老师
早上好,小王。我是马老师,这里是为你专属打造的 Goose Pod。今天是9月6日,星期六。
雷总
我是雷总。今天我们来聊一个硬核又现实的话题:汽车工人如何再培训以适应机器人革命。
马老师
咱们开聊吧。雷总,我最近看到一个通用汽车女工的故事,叫安妮。她本来在生产线上日复一日地重复着拧螺丝的动作,几十年如一日,身体都快扛不住了。你懂的,这就像是练一种武功,但只练一招,最后把自己练伤了。
雷总
没错,这就是典型的用户痛点。安妮后来参加了公司的再培训项目,从一个“被机器人替代”的人,转变成了“维修机器人”的人。当机器人出故障时,她就成了解决问题的人。身份彻底变了,从流水线工人变成了技术专家。
马老师
我认为,这个转变非常有意思。她从一个系统的“零件”,变成了一个维护系统的“工程师”。这不仅仅是技能的升级,更是认知和身份的跃迁。她不再与机器人为敌,而是成为了它们的“医生”和“教练”。
雷总
是的,这提供了一个绝佳的范本。随着越来越多的机器人进入工厂,它们也需要大量的维护和管理。所以安妮说,现在是进入这个行业的最好时机,因为工作机会不是消失了,而是转化成了新的形式。这为我们指明了方向。
马老师
其实,人与机器的这场“江湖恩怨”由来已久。咱们把时间倒回六十多年前。那时的汽车工厂,可不是今天的样子。那是一个完全由人来主导的,充满了汗水和机械轰鸣的时代,你懂的。
雷总
是的,历史的转折点发生在1961年。世界上第一台工业机器人,名叫“Unimate”,被安装在了通用汽车的一家工厂里。它的任务很简单,就是从压铸机上卸下滚烫的铸件。这是一个又脏又累又危险的活儿,正好是机器人的用武之地。
马老师
对,一开始大家觉得挺好,把最苦的活儿交给机器人。但到了1970年,通用在另一家工厂部署了28台电焊机器人,工人们突然就感觉到了威胁,开始抗议。这就像江湖里突然出现一个武功高强的新门派,大家都有了危机感。
雷总
这完全可以理解。从工程师的角度看,技术迭代是必然的。但有趣的是,日本当时却抓住了机会,与Unimation公司合作,把机器人技术引了过去,专门用来干那些“困难、肮脏、危险”的“3K”工作,结果到了80年代中期,日本的机器人数量占了全球的近七成。
马老师
这就是一个经典的“他山之石,可以攻玉”的案例。当一方还在纠结于“人机之争”时,另一方已经把机器变成了提升效率的“神兵利器”。历史总是在不断重演,核心是如何看待和利用新技术。
马老师
我们再看今天,这场“人机之争”又有了新的剧情。现在有一个声音,就是要“制造业回流”,让工作岗位回到本土。听起来很美好,但问题是,回流的工厂,还会是原来那个样子吗?我认为,这里面有一个巨大的认知错位。
雷总
没错。数据很说明问题。有调查显示,85%的美国汽车高管计划增加对北美供应商的依赖,41%正在积极地把业务迁回本土。但他们这么做的核心驱动力是什么?是降低成本。而实现这个目标的最直接方式,就是大规模自动化。
马老师
这就形成了一个悖论。一方面,为了创造就业而推动制造业回流;另一方面,为了保持竞争力,回流的制造业又必须高度自动化,从而减少人工岗位。这就像你想请客吃饭,却发现来吃饭的都是不需要吃饭的机器人,你懂的。
雷总
是的,所以我们看到的未来工厂,比如福特新建的电动皮卡工厂,自动化程度会是史上最高的。它需要的工人和工位都比传统工厂要少得多。最终,回流的可能更多是机器,而不是传统意义上的工作岗位。这是一个必须面对的现实。
马老师
而且,这场变革的影响已经远远超出了工厂的范畴。过去我们说“机器换人”,影响的主要是体力劳动者。但现在,随着人工智能的发展,很多脑力劳动岗位,比如律师、会计师,甚至一些管理工作,都开始面临被替代的风险。
雷总
是的,这背后是整个供应链逻辑的重塑。地缘政治的紧张、原材料成本的上升,都在迫使企业构建更稳定、更高效的本地化供应链。而自动化和机器人技术,正是实现这一切的关键。这不仅是生产环节的变革,更是整个商业生态的迭代。
马老师
所以,问题的核心变成了:在一个机器越来越能干的时代,我们人类的核心价值是什么?我认为,是创造力、复杂分析能力和与人沟通的能力。这些是机器在短期内难以替代的“独门绝技”。教育和培训体系必须跟上这个变化。
雷总
我对未来还是非常乐观的!未来的趋势是“Cobots”,也就是协作机器人。它们不再被关在笼子里,而是可以和人类并肩工作,帮助我们完成更复杂的任务。人类的角色会更像一个“项目经理”或者“指挥家”,负责决策和创造。
马老师
没错,人与机器的关系,将从替代走向共生。未来的生产线,会更像一个由人类和机器人共同组成的“战队”,各显神通,协同作战。这是一个非常激动人心的前景,你懂的。
马老师
今天的讨论就到这里。感谢收听 Goose Pod。
雷总
我们明天再见。

## Summary: Autoworkers Retraining for the Robot Revolution **News Title:** How autoworkers are retraining for the robot revolution **Source:** The Detroit News **Published:** September 3, 2025 (based on `publishedAt` timestamp) **Topic:** Technology, Automotive Industry, Factory Automation, Robotics This news report details the increasing integration of robots in the automotive industry, particularly focusing on how human workers are adapting to this shift through retraining and upskilling. While automation promises increased efficiency, safety, and product quality for automakers like General Motors (GM), Ford Motor Co., and Stellantis NV, it also presents challenges related to labor costs and potential job displacement. ### Key Findings and Conclusions: * **Automation's Dual Impact:** Robots are being deployed to handle repetitive, strenuous, and potentially dangerous tasks, improving worker ergonomics and safety. However, this also leads to a reduction in the need for traditional assembly line labor due to high labor costs in the United States. * **New Career Paths:** The primary solution for human workers is upskilling and retraining for roles that support automation, such as servicing, repairing, and managing robots. This offers job security and new career opportunities within the evolving automotive manufacturing landscape. * **Industry-Wide Trend:** All major automakers are investing heavily in automation, with significant examples from GM, Ford, and Hyundai. This trend is expected to accelerate. * **Final Assembly Automation:** While historically difficult to automate, even the final assembly process is seeing increased robotic integration, leading to fewer manual maneuvers for human workers. * **Tariff Uncertainty:** Trade tariffs, particularly those on steel and aluminum, are creating uncertainty that is temporarily slowing down major new robotics investments in the US, as companies await long-term policy clarity. However, in the long run, tariffs are expected to incentivize reshoring and thus further automation. ### Key Statistics and Metrics: * **Robot Installations:** Robot installations by automakers in the United States increased by **11%** last year. * **North American Robot Purchases:** In the first half of the current year, automakers and suppliers in North America purchased almost **9,000 robots**, accounting for approximately **half** of all robots purchased across all industries. * **Ford's Louisville Plant:** * A **$2 billion investment** is being made in the Louisville Assembly Plant. * The new plant will be Ford's most automated globally. * It will feature three streamlined sub-assembly lines with robots and AI. * The plant is expected to require about **40% fewer workstations** and **600 fewer workers** compared to current gas-powered SUV production. * Ford states these displaced employees will be offered work at another facility. * Automation levels in final assembly will be "substantially higher" than the typical "low single-digit percentages." * **Hyundai's Georgia Factory:** * Uses over **1,000 robots and automated guided vehicles**. * Will eventually work alongside more than **8,000 humans** when fully staffed. * Includes robotic dogs named Spot for quality control. * **Future Workforce Impact:** A QNX survey indicates global auto executives anticipate automation could replace **23% of their workforce on average over the next decade**. ### Significant Trends and Changes: * **Rise of Collaborative Robots (Cobots):** Smaller, safer cobots that can operate near humans without extensive guarding are becoming more prevalent. * **Humanoid Robots:** Automakers are beginning to experiment with humanoid robots for various tasks. * **AI Integration:** Artificial intelligence is being integrated into automated systems for tasks like defect detection using imaging tools, mirroring healthcare applications. * **Human-Robot Collaboration:** The future will see more shared spaces where robots and humans work in close contact, with robots becoming more flexible and capable of operating in unstructured environments. * **Upskilling as a Necessity:** Transitioning to trades and technical roles that service robots is increasingly seen as the only way for workers to ensure job security within the company. ### Notable Risks and Concerns: * **Job Displacement:** The primary concern is the potential for fewer jobs for human assembly line workers due to increased automation. * **Tariff Uncertainty:** Fluctuations and uncertainty surrounding US tariffs are causing automakers to delay significant new automation investments, opting for shifting existing production rather than acquiring new equipment. ### Material Financial Data: * **Ford's Investment:** **$2 billion** in its Louisville Assembly Plant. * **Cost of Labor:** Labor in the US can cost **five to seven times** the amount in other countries, making automation a cost-saving measure for automakers. * **Tariff Impact:** **50% levies** on steel and aluminum are mentioned as examples of tariffs affecting the industry. ### Recommendations/Implications: * **Worker Retraining:** The article highlights GM's apprenticeship program as a successful model for retraining workers into skilled trades that support automation. * **Focus on Maintenance and Servicing:** There is a clear demand for skilled workers to maintain and repair the growing number of robots. * **Adaptability is Key:** Workers need to embrace continuous learning and adapt to new technologies to remain relevant in the automotive industry. ### Historical Context: * The first robot, **Unimate**, was installed in a GM plant in **1961**. The narrative is exemplified by GM worker Annie Ignaczat, who transitioned from repetitive assembly work to servicing robots, finding a more engaging and secure career path. The report concludes that while the assembly line is the "last frontier" for automation, the trend is undeniable, and human workers who adapt will find new opportunities in this evolving industrial landscape.

How autoworkers are retraining for the robot revolution

Read original at The Detroit News

General Motors Co. worker Annie Ignaczat spent years walking in circles on concrete factory floors, assembling the same parts and counting down hundreds of pieces she and her coworkers needed to finish before lunch.“You’re doing the same movement hundreds, if not thousands, of times every day for the week,” Ignaczat said.

“It wears your body down.”Work at GM’s Parma metal plant near Cleveland was monotonous, she said, and the risks of knee and shoulder replacements caused by the stress of repeated movements were well known.Over time, Ignaczat watched the facility become more automated, adding new robots to complete the same tasks that she once performed.

She didn’t immediately see another option for herself until co-workers urged her to join a GM apprenticeship program at the carmaker’s Technical Learning Center in Warren."I used to do a job that a robot does now,” she said. “But now, my new job being in the trades, I service the robot. So when the robot breaks, that’s what I work on.

”Automakers, including GM, Ford Motor Co. and Stellantis NV, often point out how robots are used to increase safety, ergonomics and product quality. But experts say another benefit of robots for automakers is keeping labor costs down, meaning fewer jobs for humans.“You’re going to see lots more automation because assembly labor is expensive,” said Dan Hearsch, global co-leader of automotive and industrial practice at the consulting firm AlixPartners.

That’s especially true for companies setting up new manufacturing sites in the United States, he said, where labor can cost five to seven times the amount in other countries.Still, Ignaczat’s story is one template for human success in a time of rising automation. With upskilling through GM’s apprenticeship program, she will take on the role of fixing and managing the increasing number of robots picking, hauling and assembling parts.

“A lot more people are seeing that’s the only way really to have the job security and know they can stay with the company,” she said.Ford's new automated plantThe auto industry first adopted robots in the factory back in 1961 with a machine called Unimate that was installed in a New Jersey GM plant.

Now, all types of robots can be found in auto plants, shaping sheet metal and parts, welding together bodies and painting. And there are signs that higher levels of automation are coming — even in the car's final assembly process, which has been notoriously tough to automate due to its complexity and moving lines.

Take Ford, which last month announced a $2 billion investment in its Louisville Assembly Plant to build a new $30,000 electric pickup truck. The factory — which Ford says will be its most automated in the world — will include three streamlined sub-assembly lines that incorporate robots and artificial intelligence features.

The new system will limit the number of difficult maneuvers that employees must perform to install parts.The plant is expected to require about 40% fewer workstations and 600 fewer workers to keep running than are currently needed to build gas-powered SUVs, though the carmaker said those extra employees will be able to find work at another facility.

“What this does is, in the final (assembly) where typically you're in the low single-digit percentages in automation, we're substantially higher than that,” said Bryce Currie, Ford’s vice president of manufacturing for the Americas, of the revamped plant.Another example is Hyundai Motor Co. The Korean automaker recently opened a Georgia factory to build EVs; it says the facility uses more than 1,000 robots and automated guided vehicles that will, when fully staffed, eventually work alongside more than 8,000 humans.

Among them: robotic dogs named Spot that conduct quality control tasks.The company said last week it will set up a new robotics innovation facility in the United States to develop and produce additional robots for its factories.GM says beyond adding robots to handle repetitive or heavy tasks, it is integrating automation features in the product development phase, and as it checks for defects.

Ed Duby, who heads propulsion systems for the Detroit automaker, said the company now uses imaging tools often found in health care to analyze issues in batteries or engine parts, rather than workers needing to carefully take them apart. Those images can then be paired with machine learning to more quickly identify defects on other components.

The near future of auto manufacturing — including Ford’s revamped Louisville plant — will include more shared spaces where robots and humans work in close contact, said Winston Leung, senior strategic alliances manager at QNX, a software company involved in the automotive and robotics industries.They will be “more flexible and collaborative,” he said, and thanks to sophisticated sensor systems, they will be capable of “operating in a much more unstructured environment.

”"In this environment, I think where we've seen robotics and what we defined as automation in the past is going to be really different than what we'll see in the future," Leung said.Tariff effectRobot installations by automakers in the United States were up 11% last year, according to the International Federation of Robotics.

In North America, automakers and suppliers bought almost 9,000 robots in the first half of this year — an increase from last year and accounting for about half of the robots purchased across all industries, according to data from the Ann Arbor-based Association for Advancing Automation.Still, analysts and executives said the robot market’s growth is being temporarily held back by uncertainty around President Donald Trump’s tariffs as well as a pullback in EV investments.

In theory, higher tariffs mean auto companies will need to shift more of their manufacturing to the United States, and that will mean building more automated factories to save money on the higher cost of labor.But Hearsch said companies are still holding off on these big decisions, as they continue to wait and see how Trump’s tariffs play out and which levies will remain in place long-term.

Any companies looking to make a quick move stateside to avoid tariffs aren’t likely to be buying up lots of new robotics and other equipment, he said, but rather shifting their existing production line from another country to a building in the United States.In the longer run, though, robot companies that serve the auto industry expect to capitalize on Trump’s reshoring push — even as some of their own imports are hit by higher tariffs that include 50% levies on steel and aluminum.

“The high cost of labor is on everybody’s mind,” said Ed Marchese, head of automotive at ABB Robotics, which has its U.S. factory in Auburn Hills. “So as companies look to reshore, the question is, how am I going to be competitive? At the end of the day, take the tariffs away, take all the other political stuff away, anybody producing in this country still has to be globally competitive.

”He expects automakers and suppliers to have more clarity by the end of the year, and that will mean a rise in robot sales. “Robots are coming — we have faith in the market,” Marchese said during a tour of the company's Michigan factory earlier this summer.Jeff Burnstein, the president of the Association for Advancing Automation, said the auto plant assembly line remains “the last frontier” for automation in the industry.

But there are robotic solutions that are set to take over certain tasks even in that complex part of the production process.They include smaller and safer collaborative robot arms, or cobots, which don't require fencing or other guarding to operate near humans. There are also humanoids, or robots that resemble a human body and often can carry out several types of tasks.

Burnstein said a few automakers are starting to experiment with how to use humanoids in the factory.One recent survey from the firm QNX found that global auto executives anticipate automation can replace 23% of their workforce on average over the next decade. Respondents also showed more comfort and trust in using robots than in any other industry.

But a fully automated car plant? Burnstein said it’s hard to foresee.“There’s too many tasks that people are required for,” he said. “And I think also, people have to oversee these machines. People have to determine what to do with the data that they’re getting. (Automakers have) definitely increased the amount of automation, especially in some of their newer (plants).

But when I talk to them, they still talk about all these jobs still there for people to do.”Ignaczat, the GM worker, said she's looking forward to her new career path after transitioning from the production line routines that used to fill her days. Now, "every day, I come in, and I'm working on something different," she said."

It’s an exciting time to actually see more of our floor people transition to the trades, so that way they can have that job security,” she said. "There's a ton more robots coming in, but they all need servicing, and there's always something that's wearing out and does need the maintenance. So it's a great time to get into the trade."

sballentine@detroitnews.comlramseth@detroitnews.comStaff Writer Breana Noble contributed. Facebook Twitter Email

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