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“日本制造”该如何升级?
日经中文网· 2026-01-18 00:33
Group 1 - The core viewpoint is that Japanese companies are caught between the dominance of American tech giants like GAFAM and Nvidia, and the overwhelming industrial productivity of China, raising questions about potential breakthroughs for Japan [1] - Toyota is preparing to develop and produce its luxury electric vehicle brand "Lexus" in Shanghai, China, with plans to start production in 2027, shifting from its initial consideration of Japan for this project [3] - The development cycle for electric vehicles in Japan is traditionally 4-5 years, while Chinese manufacturers can produce new models in just 1.5 years using AI and digital twin technology, highlighting the competitive advantage of Chinese firms [3] Group 2 - In the field of robotics, Japan is no longer seen as a leader, with China operating 202,000 industrial robots, which is 4.4 times more than Japan, indicating a significant shift in industrial capabilities [5] - Japan has a wealth of manufacturing data that, if effectively utilized, could help regain its competitive edge in industrial robotics and manufacturing [5] - The semiconductor industry is critical for Japan, with the company Rapidus aiming to start mass production of 2-nanometer AI semiconductors by the second half of 2027, emphasizing the importance of maintaining competitiveness in this sector [7]