哈佛商业评论:3D打印变革战略.另一个造福时代/The 3-D Printing Revolution – HBR

3D打印技术正处于一个转折点,将成为未来的主流的一大途径。大多数的高管和许多工程师没有意识到它,但这种技术已远远超出了快速成型、快速模具、饰品、玩具这些应用。“增材制造”将会创造大量的真正的安全耐用的产品。

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革命的征兆来自于普华永道(PWC)进行了一项调查,超过100个领先的制造业公司。三分之二的这些世界顶级公司已经在使用三维打印,应用范围包括研发用途的原型制造以及生产。而Gartner的分析,是当改技术的应用达到20%的市场份额的时候,就变成主流了。

使用三维打印的众多公司中包括GE(喷气发动机、医疗设备、以及家用电器部件),洛克希德马丁公司和波音公司(航空航天和国防),极光飞行科学(无人机),Invisalign的(牙科设备),谷歌(消费电子),和荷兰公司LUXeXceL(透镜发光二极管或发光二极管)。麦肯锡最近报道,3D打印是“准备摆脱Niche利基地位成为一个可行的选择,在越来越多的应用中,替代传统的制造工艺。” 2014年销售的工业级3D打印机在美国已经占据工业自动化和机器人销售的三分之一。一些预测这个数字将在2020年上升到42%。

可打印的材料范围不断扩大,除了基本的塑料和感光树脂,已经包括陶瓷、水泥、玻璃、大量的金属和金属合金和新的热塑性复合材料含有碳纳米管和纤维。虽然这些新方法和新材料生产商品的直接成本往往较高,但更大的灵活性使得增材制造意味着总费用大大降低。

这一革命性的转变已经在进行,经理现在应该考虑三个层次的战略问题:
首先,对有形产品的卖家应该考虑他们的产品是否可以改进,无论是通过自己或是通过竞争对手。因为3D打印技术的背后承载的是无限定制以及更复杂的设计。

第二,工业企业必须重新审视自己的行动。作为增材制造创造了无数新的选项时,产品和零件都是随时随处可以制造的,什么样的网络以及供应链资产配置,如何混合旧的和新的生产过程将是最佳的?

第三,领导者必须考虑的战略意义,3D打印平台将使设计打印活动共享和快速下载。最成功的平台提供商将会成功地通过制定标准和提供一个复杂的生态系统,来配合市场需求响应的设置。但各公司将通过这些平台的崛起指日可待。

这些问题是客观而战略性的。另外一个问题是:这一切变革将什么时候带来?美国的助听器打印在500天内全部转为3D打印来生产,而GE喷油嘴的工厂将全部采用增材制造来制造,年产将达到45,000。 GE表示传统方法有20个零部件,而通过增材制造1个零部件就可以了,这节约了75%的成本。除此之外GE在日本通过松浦的设备生产能源控制阀,另外还通过增材制造的传感器壳体来改造GE90发动机。

而听起来更为极端的是,美国国防部、洛克希德马丁公司、辛辛那提工具钢和橡树岭国家实验室合作开发的喷气式战斗机,包括身体、机翼、内部结构板、嵌入的电线和天线,以及中央承重结构都是通过增材制造方法制造的。

3D打印将把现在的生产方式转变为分布式制造,产品生产的单位时间消耗变得无足轻重,1万个分布式制造点生产出单个成品,与1万个成品在1个加工厂制造,其产能一样。而且前者无需仓储、物流的环节。

在这个平台上,任何人即使不具备建模的知识,但只要有产品设计的创意,就可以和设计师及时进行沟通,设计出自己想要的数字模型,然后通过3D打印机来实现;另一方面,这个平台必须能够确保证设计师赢利,设计师的创造力、创意思维才能源源不断地发挥出来。一旦解决了这些问题,互联网与制造业就可以彻底打通。有了完善的设计师平台,在人群聚集的互联网上,创新创新思想就可以得到实现;有了基于3D打印生态环境的的分布式制造点,可以为制造点周边的普通用户提供个性化定制的产品。

而生态系统将被证明是最核心、最强大的,这里面玩的都是大玩家,如易趣网,IBM,Autodesk,PTC,Materialise,Stratasys,和3D Systems。平台是这些大玩家最大的战略目标,将变得昂贵而炙手可热。

而未来将很快到来。一旦公司把一个脚趾放入水中,他们将体验更大的灵活性制造优势,他们往往会继续潜深。随着材料科学的发展将有更多的奇迹出现。汽车公司最近证实,它可以打印一个漂亮的跑车,包括车轮、底盘、车身、车顶、内部座椅、仪表板等。传统的优势将变成剩余,规模经济将成为次要因素。

我们可以自信地认为:在未来五年内我们将有全自动、高速、大量的增材制造系统,包括标准件制造。由于这些系统的灵活性,在许多产品满足定制化生产需求,进一步降低了传统的大规模生产的市场份额。

3-D printing is at a tipping point, about to go mainstream in a big way. Most executives and many engineers don’t realize it, but this technology has moved well beyond prototyping, rapid tooling, trinkets, and toys. “Additive manufacturing” is creating durable and safe products for sale to real customers in moderate to large quantities.

The beginnings of the revolution show up in a 2014 PwC survey of more than 100 manufacturing companies. At the time of the survey, 11% had already switched to volume production of 3-D-printed parts or products. According to Gartner analysts, a technology is “mainstream” when it reaches an adoption level of 20%.

Among the numerous companies using 3-D printing to ramp up production are GE (jet engines, medical devices, and home appliance parts), Lockheed Martin and Boeing (aerospace and defense), Aurora Flight Sciences (unmanned aerial vehicles), Invisalign (dental devices), Google (consumer electronics), and the Dutch company LUXeXcel (lenses for light-emitting diodes, or LEDs). Watching these developments, McKinsey recently reported that 3-D printing is “ready to emerge from its niche status and become a viable alternative to conventional manufacturing processes in an increasing number of applications.” In 2014 sales of industrial-grade 3-D printers in the United States were already one-third the volume of industrial automation and robotic sales. Some projections have that figure rising to 42% by 2020.

More companies will follow as the range of printable materials continues to expand. In addition to basic plastics and photosensitive resins, these already include ceramics, cement, glass, numerous metals and metal alloys, and new thermoplastic composites infused with carbon nanotubes and fibers. Superior economics will eventually convince the laggards. Although the direct costs of producing goods with these new methods and materials are often higher, the greater flexibility afforded by additive manufacturing means that total costs can be substantially lower.

With this revolutionary shift already under way, managers should now be engaging with strategic questions on three levels:

First, sellers of tangible products should ask how their offerings could be improved, whether by themselves or by competitors. Fabricating an object layer by layer, according to a digital “blueprint” downloaded to a printer, allows not only for limitless customization but also for designs of greater intricacy.

Second, industrial enterprises must revisit their operations. As additive manufacturing creates myriad new options for how, when, and where products and parts are fabricated, what network of supply chain assets and what mix of old and new processes will be optimal?

Third, leaders must consider the strategic implications as whole commercial ecosystems begin to form around the new realities of 3-D printing. Much has been made of the potential for large swaths of the manufacturing sector to atomize into an untold number of small “makers.” But that vision tends to obscure a surer and more important development: To permit the integration of activities across designers, makers, and movers of goods, digital platforms will have to be established. At first these platforms will enable design-to-print activities and design sharing and fast downloading. Soon they will orchestrate printer operations, quality control, real-time optimization of printer networks, and capacity exchanges, among other needed functions. The most successful platform providers will prosper mightily by establishing standards and providing the settings in which a complex ecosystem can coordinate responses to market demands. But every company will be affected by the rise of these platforms. There will be much jockeying among incumbents and upstarts to capture shares of the enormous value this new technology will create.

These questions add up to a substantial amount of strategic thinking, and still another remains: How fast will all this happen? For a given business, here’s how fast it can happen: The U.S. hearing aid industry converted to 100% additive manufacturing in less than 500 days, according to one industry CEO, and not one company that stuck to traditional manufacturing methods survived. Managers will need to determine whether it’s wise to wait for this fast-evolving technology to mature before making certain investments or whether the risk of waiting is too great. Their answers will differ, but for all of them it seems safe to say that the time for strategic thinking is now.

Additive’s Advantages

It may be hard to imagine that this technology will displace today’s standard ways of making things in large quantities. Traditional injection-molding presses, for example, can spit out thousands of widgets an hour. By contrast, people who have watched 3-D printers in action in the hobbyist market often find the layer-by-layer accretion of objects comically slow. But recent advances in the technology are changing that dramatically in industrial settings.

Some may forget why standard manufacturing occurs with such impressive speed. Those widgets pour out quickly because heavy investments have been made up front to establish the complex array of machine tools and equipment required to produce them. The first unit is extremely expensive to make, but as identical units follow, their marginal cost plummets.

Additive manufacturing doesn’t offer anything like that economy of scale. However, it avoids the downside of standard manufacturing—a lack of flexibility. Because each unit is built independently, it can easily be modified to suit unique needs or, more broadly, to accommodate improvements or changing fashion. And setting up the production system in the first place is much simpler, because it involves far fewer stages. That’s why 3-D printing has been so valuable for producing one-offs such as prototypes and rare replacement parts. But additive manufacturing increasingly makes sense even at higher scale. Buyers can choose from endless combinations of shapes, sizes, and colors, and this customization adds little to a manufacturer’s cost even as orders reach mass-production levels.

A big part of the additive advantage is that pieces that used to be molded separately and then assembled can now be produced as one piece in a single run. A simple example is sunglasses: The 3-D process allows the porosity and mixture of plastics to vary in different areas of the frame. The earpieces come out soft and flexible, while the rims holding the lenses are hard. No assembly required.

Printing parts and products also allows them to be designed with more-complex architectures, such as honeycombing within steel panels or geometries previously too fine to mill. Complex mechanical parts—an encased set of gears, for example—can be made without assembly. Additive methods can be used to combine parts and generate far more interior detailing. That’s why GE Aviation has switched to printing the fuel nozzles of certain jet engines. It expects to churn out more than 45,000 of the same design a year, so one might assume that conventional manufacturing methods would be more suitable. But printing technology allows a nozzle that used to be assembled from 20 separately cast parts to be fabricated in one piece. GE says this will cut the cost of manufacturing by 75%.

U.S. hearing aid companies converted to 100% 3-D printing in less than 500 days.

Additive manufacturing can also use multiple printer jets to lay down different materials simultaneously. Thus Optomec and other companies are developing conductive materials and methods of printing microbatteries and electronic circuits directly into or onto the surfaces of consumer electronic devices. Additional applications include medical equipment, transportation assets, aerospace components, measurement devices, telecom infrastructure, and many other “smart” things.

The enormous appeal of limiting assembly work is pushing additive manufacturing equipment to grow ever larger. At the current extreme, the U.S. Department of Defense, Lockheed Martin, Cincinnati Tool Steel, and Oak Ridge National Laboratory are partnering to develop a capability for printing most of the endo- and exoskeletons of jet fighters, including the body, wings, internal structural panels, embedded wiring and antennas, and soon the central load-bearing structure. So-called big area additive manufacturing makes such large-object fabrication possible by using a huge gantry with computerized controls to move the printers into position. When this process has been certified for use, the only assembly required will be the installation of plug-and-play electronics modules for navigation, communications, weaponry, and electronic countermeasure systems in bays created during the printing process. In Iraq and Afghanistan the U.S. military has been using drones from Aurora Flight Sciences, which prints the entire body of these unmanned aerial vehicles—some with wingspans of 132 feet—in one build.

Three-Dimensional Strategy

This brief discussion of additive manufacturing’s advantages suggests how readily companies will embrace the technology—and additional savings in inventory, shipping, and facility costs will make the case even stronger. The clear implication is that managers in companies of all kinds should be working to anticipate how their businesses will adapt on the three strategic levels mentioned above.

Product strategy is the answer to that most basic question in business, What will we sell? Companies will need to imagine how their customers could be better served in an era of additive manufacturing. What designs and features will now be possible that were not before? What aspects can be improved because restrictions or delivery delays have been eliminated?

For example, in the aerospace and automotive industries, 3-D printing will most often be used in the pursuit of performance gains. Previously, the fuel efficiency of jet fighters and vehicles could be enhanced by reducing their weight, but this frequently made them less structurally sound. The new technology allows manufacturers to hollow out a part to make it lighter and more fuel-efficient and incorporate internal structures that provide greater tensile strength, durability, and resistance to impact. And new materials that have greater heat and chemical resistance can be used in various spots in a product, as needed.

In other industries, the use of additive manufacturing for more-tailored and fast-evolving products will have ramifications for how offerings are marketed. What happens to the concept of product generations—let alone the hoopla around a launch—when things can be upgraded continually during successive printings rather than in the quantum leaps required by the higher tooling costs and setup times of conventional manufacturing? Imagine a near future in which cloud-based artificial intelligence augments additive manufacturing’s ability to change or add products instantly without retooling. Real-time changes in product strategy, such as product mix and design decisions, would become possible. With such rapid adaptation, what new advantages should be core to brand promises? And how could marketing departments prevent brand drift without losing sales?

Operations strategy encompasses all the questions of how a company will buy, make, move, and sell goods. The answers will be very different with additive manufacturing. Greater operational efficiency is always a goal, but it can be achieved in many ways. Today most companies contemplating the use of the technology do piecemeal financial analysis of targeted opportunities to swap in 3-D equipment and designs where those can reduce direct costs. Much bigger gains will come when they broaden their analyses to consider the total cost of manufacturing and overhead.

How much could be saved by cutting out assembly steps? Or by slashing inventories through production only in response to actual demand? Or by selling in different ways—for example, direct to consumers via interfaces that allow them to specify any configuration? In a hybrid world of old and new manufacturing methods, producers will have many more options; they will have to decide which components or products to transition over to additive manufacturing, and in what order.

Additional questions will arise around facilities locations. How proximate should they be to which customers? How can highly customized orders be delivered as efficiently as they are produced? Should printing be centralized in plants or dispersed in a network of printers at distributors, at retailers, on trucks, or even in customers’ facilities? Perhaps all of the above. The answers will change in real time, adjusting to shifts in foreign exchange, labor costs, printer efficiency and capabilities, material costs, energy costs, and shipping costs.

A shorter traveling distance for products or parts not only saves money; it saves time. If you’ve ever been forced to leave your vehicle at a repair shop while the mechanic waits for a part, you’ll appreciate that. BMW and Honda, among other automakers, are moving toward the additive manufacturing of many industrial tools and end-use car parts in their factories and dealerships—especially as new metal, composite plastic, and carbon-fiber materials become available for use in 3-D printers. Distributors in many industries are taking note, eager to help their business customers capitalize on the new efficiencies. UPS, for example, is building on its existing third-party logistics business to turn its airport hub warehouses into mini-factories. The idea is to produce and deliver customized parts to customers as needed, instead of devoting acres of shelving to vast inventories. If we already live in a world of just-in-time inventory management, we now see how JIT things can get. Welcome to instantaneous inventory management.

Indeed, given all the potential efficiencies of highly integrated additive manufacturing, business process management may become the most important capability around. Some companies that excel in this area will build out proprietary coordination systems to secure competitive advantage. Others will adopt and help to shape standard packages created by big software companies.

Finally comes the question of where and how the enterprise fits into its broader business environment. Here managers address the puzzles of Who are we? and What do we need to own to be who we are? As additive manufacturing allows companies to acquire printers that can make many products, and as idle capacity is traded with others in the business of offering different products, the answers to those questions will become far less clear. Suppose you have rows of printers in your facility that build auto parts one day, military equipment the next day, and toys the next. What industry are you part of? Traditional boundaries will blur. Yet managers need a strong sense of the company’s role in the world to make decisions about which assets they will invest in—or divest themselves of.

They may find their organizations evolving into something very different from what they have been. As companies are freed from many of the logistical requirements of standard manufacturing, they will have to look anew at the value of their capabilities and other assets and how those complement or compete with the capabilities of others.

One position in the ecosystem will prove to be the most central and powerful—and this fact is not lost on the management teams of the biggest players already in the business of additive manufacturing, such as eBay, IBM, Autodesk, PTC, Materialise, Stratasys, and 3D Systems. Many are vying to develop the platforms on which other companies will build and connect. They know that the role of platform provider is the biggest strategic objective they could pursue and that it’s still very much up for grabs.

Platforms are a prominent feature in highly digitized 21st-century markets, and additive manufacturing will be no exception. Here platform owners will be powerful because production itself is likely to matter less over time. Already some companies are setting up contract “printer farms” that will effectively commoditize the making of products on demand. Even the valuable designs for printable products, being purely digital and easily shared, will be hard to hold tight. (For that matter, 3-D scanning devices will make it possible to reverse-engineer products by capturing their geometric design information.)

Everyone in the system will have a stake in sustaining the platforms on which production is dynamically orchestrated, blueprints are stored and continually enhanced, raw materials supplies are monitored and purchased, and customer orders are received. Those that control the digital ecosystem will sit in the middle of a tremendous volume of industrial transactions, collecting and selling valuable information. They will engage in arbitrage and divide the work up among trusted parties or assign it in-house when appropriate. They will trade printer capacity and designs all around the world, influencing prices by controlling or redirecting the “deal flow” for both. Like commodities arbitrageurs, they will finance trades or buy low and sell high with the asymmetric information they gain from overseeing millions of transactions.

Responsibility for aligning dispersed capacity with growing market demand will fall to a small number of companies—and if the whole system is to work efficiently, some will have to step up to it. Look for analogs to Google, eBay, Match.com, and Amazon to emerge as search engines, exchange platforms, branded marketplaces, and matchmakers among additive manufacturing printers, designers, and design repositories. Perhaps even automated trading will come into existence, along with markets for trading derivatives or futures on printer capacity and designs.

In essence, then, the owners of printer-based manufacturing assets will compete with the owners of information for the profits generated by the ecosystem. And in fairly short order, power will migrate from producers to large systems integrators, which will set up branded platforms with common standards to coordinate and support the system. They’ll foster innovation through open sourcing and acquiring or partnering with smaller companies that meet high standards of quality. Small companies may indeed continue to try out interesting new approaches on the margins—but we’ll need big organizations to oversee the experiments and then push them to be practical and scalable.

Digital History Replicated

Thinking about the unfolding revolution in additive manufacturing, it’s hard not to reflect on that great transformative technology, the internet. In terms of the latter’s history, it might be fair to say that additive manufacturing is only in 1995. Hype levels were high that year, yet no one imagined how commerce and life would change in the coming decade, with the arrival of Wi-Fi, smartphones, and cloud computing. Few foresaw the day that internet-based artificial intelligence and software systems could run factories—and even city infrastructures—better than people could.

The future of additive manufacturing will bring similar surprises that might look strictly logical in hindsight but are hard to picture today. Imagine how new, highly capable printers might replace highly skilled workers, shifting entire companies and even manufacturing-based countries into people-less production. In “machine organizations,” humans might work only to service the printers.

And that future will arrive quickly. Once companies put a toe in the water and experience the advantages of greater manufacturing flexibility, they tend to dive in deep. As materials science creates more printable substances, more manufacturers and products will follow. Local Motors recently demonstrated that it can print a good-looking roadster, including wheels, chassis, body, roof, interior seats, and dashboard but not yet drivetrain, from bottom to top in 48 hours. When it goes into production, the roadster, including drivetrain, will be priced at approximately $20,000. As the cost of 3-D equipment and materials falls, traditional methods’ remaining advantages in economies of scale are becoming a minor factor.

Local Motors can print a good-looking roadster from bottom to top in 48 hours.

Here’s what we can confidently expect: Within the next five years we will have fully automated, high-speed, large-quantity additive manufacturing systems that are economical even for standardized parts. Owing to the flexibility of those systems, customization or fragmentation in many product categories will then take off, further reducing conventional mass production’s market share.

Smart business leaders aren’t waiting for all the details and eventualities to reveal themselves. They can see clearly enough that additive manufacturing developments will change the way products are designed, made, bought, and delivered. They are taking the first steps in the redesign of manufacturing systems. They are envisioning the claims they will stake in the emerging ecosystem. They are making the many layers of decisions that will add up to advantage in a new world of 3-D printing.

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