Saturday, April 5, 2025

Embodied AI (Robots) Likely Key to Some Onshoring of U.S. Manufacturing

It is hard to avoid the conclusion that artificial intelligence, in the the form of embodied robots, will be an important part of the business case if manufacturing facilities return to the United States as part of restoring policies and firm responses, jobs will indeed be created, but not at the scale of the pre-offshoring era, it is reasonable to predict. 

Automation, particularly robots using artificial intelligence, likely will handle much of the repetitive, labor-intensive work. 


Study/Source

Estimated Job Creation

Role of Automation

Key Insights

Forbes (2025)

Hyundai's $20 billion investment expected to create 1,500 jobs in Louisiana

Automation is a major factor in reducing traditional manufacturing jobs.

Manufacturing production is high, but job creation is modest due to automation replacing manual labor.

Davron (2024)

Reshoring creates advanced manufacturing jobs requiring higher skills and wages

Advanced manufacturing relies heavily on technology, reducing reliance on manual labor.

Reshoring fosters innovation but requires a skilled workforce trained for automated processes.

Business Insider (2024)

Reshoring could add $10 trillion to the economy over the next decade

High-tech sectors benefit most, integrating automation for efficiency.

Automation is central to reshoring efforts, enhancing productivity but limiting traditional job growth.

Christian Science Monitor (2025)

AI-driven factories may add slightly more jobs than they destroy

Factories integrate AI and robotics to increase efficiency and resilience.

Human roles shift toward managing robots and AI rather than performing manual tasks.

Shoplogix (2023)

Robotics create new roles like technicians and engineers but displace manual labor jobs

Robots perform repetitive tasks faster and more accurately than humans.

Upskilling is essential as traditional roles are replaced by tech-focused positions.

LinkedIn (2025)

Manufacturing output increased 15% since 2020, employment rose only 3%

Automation reduces factory jobs while creating opportunities in high-tech roles.

Reshoring with automation boosts productivity but limits job creation in traditional sectors.



Where an existing garment factory presently operating in Southeast Asia employs X workers, a repatriated operation in the United States might require perhaps 10 percent to 20 percent of those workers. Recall that the reason such facilities moved from U.S. domestic locations to off shore is precisely lower labor rates. 


Assuming higher U.S. wage rates, the only way the economics would work is if far fewer workers were required. 


Study/Analysis

Source

Key Findings on Job Increases

Automation Consideration

Date

Reshoring Initiative Report

Reshoring Initiative

Estimated 1.6 million jobs reshored from 2010-2022, with potential for more if trends continue.

Notes automation reduces job counts; 2022 data shows 364,000 jobs added, but robotics limits scale vs. past.

2022

Oxford Economics:  How Robots Change the World

Oxford Economics

Robots could displace 20 million global manufacturing jobs by 2030, but reshoring may add some back.

Predicts automation will cap U.S. job gains; historical 1.6 jobs lost per robot suggests fewer net gains.

2019

MIT: Robots and Jobs

Acemoglu and Restrepo (NBER)

Between 1990-2007, 1 robot per 1,000 workers reduced employment by 6 workers locally.

Automation in reshored facilities could mean 50-70% fewer jobs than offshored totals due to robot density.

2017

Ball State University:  Manufacturing Study

Center for Business and Economic Research

U.S. lost 5.8 million manufacturing jobs (1980-2016), mostly to productivity automation, not trade.

Suggests reshoring creates high-skill jobs (e.g., technicians), but far fewer than original low-skill positions.

2017

McKinsey Global Institute: Future of Work

McKinsey

Automation could displace 16-20 million U.S. jobs by 2030, but reshoring may offset some losses.

Highlights that returning facilities will lean on robots/AI, creating 10-20% of original job numbers.

2017

ITIF: Robotics and Production

Information Technology and Innovation Foundation

Robotics boosts productivity, potentially adding manufacturing jobs in developed nations.

Job growth tied to engineers/tech roles; traditional labor replaced by robots, reducing total job count.

2019

Brookings: Automation and Jobs

Brookings Institution

Automation offsets job losses from trade, but reshoring impact limited by tech adoption.

Estimates 100-150 jobs per large reshored factory, vs. 500-1,000 historically, due to automated processes.

2015, 2022


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