📄 中文摘要
制造业的基本拓扑自1913年亨利·福特的流水线以来并未经历范式级的转变。过去一个世纪的每一次重大创新，从丰田生产系统到工业4.0，都是在福特主义范式内进行优化，而未改变其结构逻辑：集中式大型工厂靠近劳动力池进行大规模生产。具身智能有望打破这一世纪以来的停滞，不是通过提高现有工厂的效率，而是通过触发制造经济地理本身的相变。当具身人工智能的能力在灵巧性、泛化能力、可靠性和触觉-视觉融合等方面跨越关键阈值时，其影响将延伸至制造业的根本结构。
能力阈值与制造拓扑：具身智能如何触发经济地理的相变
📄 English Summary
Capability Thresholds and Manufacturing Topology: How Embodied Intelligence Triggers Phase Transitions in Economic Geography
The fundamental topology of manufacturing has remained unchanged since Henry Ford's moving assembly line in 1913. Major innovations over the past century, from the Toyota Production System to Industry 4.0, have optimized within the Fordist paradigm without altering its structural logic: centralized mega-factories located near labor pools producing at scale. Embodied intelligence is positioned to disrupt this century-long stasis, not by enhancing the efficiency of existing factories, but by triggering phase transitions in the economic geography of manufacturing itself. As embodied AI capabilities surpass critical thresholds in dexterity, generalization, reliability, and tactile-vision fusion, the implications will extend to the foundational structure of manufacturing.