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International Investor Magazine Summer 2020

Page 18

Re - shaping th e futur e af ter COVI D -19

REVIVING AUTOMATED DOMESTIC MANUFACTURING

The resilient companies had

and development institutions, priorities, and occupations? Every country will

Western countries relied on off-shore

have to re-examine their supply chains

flexibility, cut costs, and built a

supplies for necessities, but now they

for critical health and livelihood related

can see the downside. Governments will

growth foundation to capture market

products. There will likely be a surge in

certainly revise domestic manufacturing

producing pharmaceuticals, equipment,

as part of their plan to build up strategic

and medical supplies locally. Countries

resilience after the current crisis.

So how will the pandemic re-shape health

without the existing capacity will want

created financial and operational

opportunities after the crisis. They had invested in software technologies, which gave them greater

to develop the tools needed as soon as

Automation will be a crucial component

possible.

predictability and efficiency - giving them

in reviving domestic manufacturing.

a competitive edge. Recent advances

Advanced automation and robotics

in AI and IoT technologies have enabled

will drastically increase productivity in

therapeutics, vaccines, and non-

tremendous efficiencies in predictability,

manufacturing processes. Automated

capacity, availability, and flexibility

medical methods of prevention.

manufacturing will replace low-skilled

of supply chain and manufacturing

labour with new jobs and opportunities for

operations. Digitisation is a fundamental

This could mean preventing deaths,

digitally savvy workers.

element for building sturdy chains. It

More countries will invest in research,

economic losses, and livelihoods for

makes the identification and recruitment

millions of poor people around the world.

DATA INFRASTRUCTURE WILL BE A STRATEGIC ASSET

A GOLDEN OPPORTUNITY IN THE GLOBAL SUPPLY CHAIN

The pandemic has made accessibility

McKinsey found that companies that

to reliable, real-time data an absolute

embraced these technologies earlier were

The COVID-19 pandemic has hit

necessity, especially when it comes to

already seeing a 7% growth in revenue

investment and global trade at an

coordinating the right medical response.

over their peers.

unprecedented speed and scale.

Data will become a more strategic

Multinational companies faced an initial

resource across multiple facets of business

COVID-19 has caused an economic and

supply shock and later a demand shock as

and community.

social downturn, but it will create a much

more countries ordered people to stay at

of new suppliers far less time-consuming.

deeper divide between companies who

home. Individual consumers, businesses,

This requires a significant investment

have just started to digitise and those

and governments struggled to procure the

in data connectivity, acceleration in

further along in their digital journey.

necessary materials and products.

developing the 5G networks and push for

The healthcare sector’s scramble for

indicators. It means the manufacturing

A SHIFT TO VIRTUAL COLLABORATION

protective equipment laid bare the

sector will significantly accelerate the

Manufacturers still require people to

inherent risks of inventory and single-

deployment of industrial IoT. Such

work physically on-site; operators to run

sourcing models driven exclusively by cost

advancements include sensing, data

machines, and maintenance staff to

control. As Chinese factories were closing

visualisation, remote collaboration

repair and maintain them. Contactors and

down, manufacturers struggled due to a

tools, and AI-based insights across their

external vendors need to access the site

lack of flexibility in their supply base.

operations.

to support operations. However, social

It forced every country to conf ront the

Data is a strategic asset to companies

f ragility of the modern supply chain. To

and a key factor in their competitive

reflect on its dependence on the rest of

advantage.

valuable insights into leading economic

distancing measures could render nearly

the world to maintain its way of living.

Now countries have the opportunity

DIGITISATION WILL BECOME A COMPETITIVE ADVANTAGE

50% of on-site staff jobless. Even as manufacturers face this dilemma, we will see the rapid adoption of remote diagnostic, collaboration, and management tools. It will lead to the

After the Great Recession, McKinsey

emergence of a “virtual shift.” We’ll have

diverse supply chains.

analysed the performance of publicly

a team of experts working remotely,

traded companies and found that only 10%

guiding, and supporting the reduced

Some will want to decentralise their

were more resilient to the crisis than their

“physical shift” of on-site personnel.

manufacturing capacity and consider

peers.

to design stronger, smarter, and more

local production. Policymakers also have an opportunity to consider whether certain products need local or regional manufacturing.

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I N T E R N AT I ON AL INVE STO R MAGAZ INE


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