{"id":28974,"date":"2018-05-30T09:56:14","date_gmt":"2018-05-30T09:56:14","guid":{"rendered":"http:\/\/www.tressis.com\/blog\/?p=28974"},"modified":"2025-03-14T12:00:23","modified_gmt":"2025-03-14T11:00:23","slug":"4ri","status":"publish","type":"post","link":"https:\/\/www.tressis.com\/ca\/blog\/4ri\/","title":{"rendered":"4RI"},"content":{"rendered":"<p>Igual si digo <b>digitalizaci\u00f3n o industria 4.0<\/b> me entiendan mejor. \u00bfTampoco? Rebobinemos, que de eso sabemos un rato los que conocimos los cassettes, y veamos un ejemplo.<\/p>\n<p>&nbsp;<\/p>\n<p>Imagine que le gusta ese traje de chaqueta de Zara, entra en el <b>probador virtual<\/b> de su web, pero lo prefiere en color Oxford mejor que en marino, las solapas algo m\u00e1s anchas y el pantal\u00f3n un poco m\u00e1s estrecho de campana. As\u00ed le queda perfecto. Hace su pedido, la empresa lo recibe e imprime su traje en una impresora 3D. El robot \u201cde turno\u201d en el empaquetado lo prepara y ah\u00ed est\u00e1 el dron programado para llevarle su pedido a casa a las 19 h y 47 min, seg\u00fan sus \u00f3rdenes. \u00a1Vaya cambio! No se fabricar\u00e1 para vender, se har\u00e1 ajust\u00e1ndose a la demanda del cliente. No es que se vaya a producir menos; de hecho, seg\u00fan la alemana Siemens, en los pr\u00f3ximos 20 a\u00f1os se producirn m\u00e1s bienes y servicios que en los \u00faltimos 50, pero no ser\u00e1 una producci\u00f3n en masa al uso sino una personalizaci\u00f3n en masa.<\/p>\n<p>&nbsp;<\/p>\n<p>Una definici\u00f3n formal. Seg\u00fan Klaus Schwab, <i>The Fourth Industrial Revolution<\/i>: \u201cLa denominada <b>Cuarta Revoluci\u00f3n Industrial (4RI)<\/b> comprende un conjunto amplio de tecnolog\u00edas de naturaleza disruptiva para los procesos, productos y modelos de negocio de la industria tradicional. Su implantaci\u00f3n ofrece <b>retos y oportunidades<\/b> a la prosperidad de los pa\u00edses, empresas e individuos de una magnitud igualmente disruptiva.\u201d<\/p>\n<p>&nbsp;<\/p>\n<p>La que se avecina es de las gordas, tecnol\u00f3gica y socialmente hablando, pero no son menores otros <b>desaf\u00edos<\/b> que presenta, <b>como el empobrecimiento o la desigualdad, si no existe una adecuada adaptaci\u00f3n<\/b>; o tambi\u00e9n, el que pueda pasar por encima de los marcos sociales, \u00e9ticos y pol\u00edticos necesarios para su buen uso. Lo s\u00e9, les asola cierta sensaci\u00f3n de v\u00e9rtigo ante la velocidad a la que cambian las cosas que hacemos y c\u00f3mo viviremos, lo que nos lleva a pensar si dejaremos de ser lo que somos. A veces me agobio un poco, un <i>mix<\/i> entre entusiasmo y miedo al cambio (es que he le\u00eddo mucha ciencia ficci\u00f3n).<\/p>\n<p>&nbsp;<\/p>\n<p>Nos invade una oleada digital que converge con tecnolog\u00edas f\u00edsicas y biol\u00f3gicas. Una interrelaci\u00f3n que har\u00e1 nacer la <b>industria inteligente<\/b> cimentada en la revoluci\u00f3n digital, que se inici\u00f3 en el siglo XX, basada en la electr\u00f3nica, la tecnolog\u00eda de la informaci\u00f3n y las telecomunicaciones. No crean que hablamos de un futuro lejano. Son realidades de hoy, \u00bfo es que no les suenan alguno de estos t\u00e9rminos?: rob\u00f3tica, inteligencia artificial, nanotecnolog\u00eda, biotecnolog\u00eda, neurotecnolog\u00eda, realidad aumentada, <i>big data<\/i>, <i>blockchain<\/i>, computaci\u00f3n en la nube, sistemas de almacenamiento de energ\u00eda, redes 5G, impresi\u00f3n 3D o internet de las cosas.<\/p>\n<p>&nbsp;<\/p>\n<p>As\u00ed sin querer, estos conceptos ya est\u00e1n integrados en nuestro pensamiento y en el modo de actuar de muchas empresas. Sin esfuerzo, <b>la vida f\u00edsica y digital<\/b> se han ido mezclando, sobre todo en las nuevas generaciones que han nacido en las redes sociales. El Foro Econ\u00f3mico Mundial estima que el 65% de los actuales estudiantes de primaria trabajar\u00e1 en empleos que no existen hoy en d\u00eda. Esa es otra, \u00bfc\u00f3mo afectar\u00e1 a nuestros trabajos? (tema que trataremos en el pr\u00f3ximo post).<\/p>\n<p>&nbsp;<\/p>\n<p>Nos dirigimos hacia un mundo donde <b>las m\u00e1quinas se comunican entre s\u00ed y con nosotros<\/b> (lo que me faltaba, con las broncas que ya tengo con mi PC). Cuando una revoluci\u00f3n industrial se pone en marcha, los cambios se producen con mucha rapidez y hay que estar ah\u00ed. <b>Esta transformaci\u00f3n solo beneficiar\u00e1 a los que sean capaces de innovar y adaptarse<\/b> (darwinismo tecnol\u00f3gico).<\/p>\n<p>&nbsp;<\/p>\n<p>Esta revoluci\u00f3n presenta nuevos <b>desaf\u00edos<\/b> y un extenso campo de <b>oportunidades a la hora de hablar de inversi\u00f3n<\/b>. El mayor problema con el que nos encontramos es que son las grandes compa\u00f1\u00edas las que tienen capacidad para invertir, desarrollar e innovar en este campo, dedicando importantes recursos econ\u00f3micos y humanos (Google, Siemens, Alibaba, Mitsubishi). Invertir en ellas, a primera vista, no parece una inversi\u00f3n diferenciada. Otras cuestiones como la peque\u00f1a capitalizaci\u00f3n de cotizadas que desarrollan temas espec\u00edficos o que existan muchas empresas que presentan un gran atractivo por sus progresos, pero que no cotizan, puede reducir su universo de selecci\u00f3n. Las compa\u00f1\u00edas de semiconductores y ciberseguridad ser\u00edan una buena aproximaci\u00f3n a esta tem\u00e1tica y en estos sectores encontrar\u00e1n un amplio abanico de posibilidades.<\/p>\n<p>&nbsp;<\/p>\n<p>No podemos quedarnos atr\u00e1s porque, como se dijo en los albores de la era de internet, ser\u00e1 mejor subirse a la apisonadora que terminar convertido en asfalto.<\/p>\n<p>&nbsp;<\/p>\n<p><b>Y no se preocupe, la inspiraci\u00f3n, la intuici\u00f3n y la creatividad son humanas, son suyas, solo suyas; al menos de momento.<\/b><\/p>\n<p>&nbsp;<\/p>\n<p><center><strong>Virginia M. P\u00e9rez Palomino<\/strong><br \/>\nDirectora de inversiones<\/center><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Igual si digo digitalizaci\u00f3n o industria 4.0 me entiendan mejor. \u00bfTampoco? Rebobinemos, que de eso sabemos un rato los que conocimos los cassettes, y veamos un ejemplo. &nbsp; Imagine que le gusta ese traje de chaqueta de Zara, entra en el probador virtual de su web, pero lo prefiere en color Oxford mejor que en [&hellip;]<\/p>\n","protected":false},"author":4,"featured_media":28976,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[8554],"tags":[148,604,611,615,1203,1528,1657,1738,1932,2034,2322,2857,3084,3273,3437,3515,3527,3548,3960,3961,3962,4287,4390,4418,4624,5382,5466,5944,6174,6206,6897,6898],"class_list":["post-28974","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-analisis-e-inversiones","tag-alibaba","tag-big-data","tag-biotecnologia","tag-blockchain","tag-cloud","tag-creatividad","tag-cuarta-revolucion-industrial","tag-cyberseguridad","tag-desigualdad","tag-digitalizacion","tag-empobrecimiento","tag-foro-economico-mundial","tag-google","tag-impresion-3d","tag-industria-inteligente","tag-inspiracion","tag-inteligencia-artificial","tag-intuicion","tag-marcos-eticos","tag-marcos-politicos","tag-marcos-sociales","tag-mitsubishi","tag-nanotecnologia","tag-neurotecnologia","tag-oportunidades-de-inversion","tag-realidad-aumentada","tag-redes-5g","tag-robot","tag-siemens","tag-sistemas-almacenamiento","tag-vida-digital","tag-vida-fisica"],"acf":[],"yoast_head":"<!-- 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