Fedex is making news by employing robots to load and unload trailers.
FedEx says that trailer loading remains one of the most physically demanding and challenging workflows in parcel logistics, but has historically been difficult to automate using traditional solutions. However, the workflow is fundamental to FedEx operations since the company loads tens of thousands of trailers daily across its U.S. network.
Through its collaboration with Dexterity, FedEx said it is now establishing not only how physical AI performs in trailer loading operations, but also how the technology integrates into broader hub operations, including destination planning, trailer assignment, maintenance, and workforce processes.
Dexterity says its platform uses the company’s “Foresight” world model for physical AI to make real-time decisions in dynamic environments., and to control its dual-armed superhumanoid robot called “Mech,” that is designed for heavy industrial operations while remaining compact enough to operate inside trailers.
There's more at the link.
That is (or should be) yet another wake-up call to the trades unions representing US transport and cargo handling workers. Slowly but surely, their members' jobs are being taken over by automation. Amazon is already using a largely robotic workforce at many of its biggest and busiest customer service warehouses and hubs, and where Fedex goes, UPS and other shippers will go there too (if they haven't done so already). I suspect most blue-collar workers have not given enough thought to what they'll do for a living if jobs like those are automated out from under them.
The bigger worry, to me, is the enormous gap between automation in first-world economies versus what's happening in China. Consider this chart (click the image for a larger view):
The article accompanying that chart says, in part:
The data covers only physical industrial robots, not software or consumer technologies.
The chart shows that in 2011, China, the United States, Japan, Germany, and South Korea were all installing similar numbers of these robots. However, in the decade that followed, the paths of these countries diverged. By 2023, annual installations in China had risen to 276,000 robots, a twelvefold increase.
Over the same period, installations in the United States, Japan, Germany, and South Korea also increased, but much more slowly: none of them even doubled. The United States, which saw the second-largest rise, went from 21,000 new installations in 2011 to 38,000 in 2023.
These figures refer to new robots installed each year; that is, annual additions to the existing stock of robots. The IFR also publishes data on the total number of robots in operation, and by this measure, China also had the largest installed base, at around 1.76 million robots in 2023.
Again, more at the link.
The USA's total installed base of industrial robots was less than 400,000 units at the end of 2024. At the same time, China had more than two million units in service. The gap has only widened since then, and at a faster pace, too.
Those who say that we need to revive US manufacturing aren't looking hard enough at those numbers. I don't believe it's possible any longer to rejuvenate US manufacturing in the traditional sense. If we focus on technological sophistication, that's a different story: but China's working on that just as hard as we are, if not more so. Yes, I've read recent reports that China's economy is in trouble, and that they may be facing recession or depression: but that doesn't take away from the immense technological lead they've built up in manufacturing.
This latest news from Fedex is a step forward for the company. However, it's a drop in the bucket compared to what China is already doing. American companies had better innovate a lot faster if they want to avoid being swept away by a Chinese-led tsunami in the business world. That's not just a problem here, of course: Europe is even worse off than we are. Trouble is, I don't think enough of our private sector business leaders are paying it enough attention. They're focused on their next quarterly results, not whether they'll still exist in a few years' time . . .
Let's give the last word to Dire Straits.
Peter






