????美國(guó)是否即將迎來(lái)消費(fèi)電子產(chǎn)品行業(yè)的復(fù)興,？

????風(fēng)險(xiǎn)投資家馬克?安德森對(duì)此一直深信不疑。在阿斯彭市舉辦的《財(cái)富》科技頭腦風(fēng)暴大會(huì)（Fortune Brainstorm Tech）上,，馬克?安德森接受了《財(cái)富》雜志（Fortune ）總編賽安迪的采訪,。

????他的基本觀點(diǎn)是，幾乎所有智能手機(jī)軟件的開(kāi)發(fā)地都是美國(guó),，產(chǎn)品利潤(rùn)也都是在美國(guó)國(guó)內(nèi)實(shí)現(xiàn),。

????安德森解釋說(shuō)：“軟件正變得越來(lái)越重要，我認(rèn)為,，這一事實(shí)正在帶動(dòng)硬件的復(fù)興,。以iPhone手機(jī)為例，雖然它在中國(guó)組裝,，但它所產(chǎn)生的利潤(rùn)卻返回到了美國(guó),。”

????他還表示,，他所帶領(lǐng)的風(fēng)投公司安德森?霍洛維茨基金（Andreessen Horowitz）已經(jīng)開(kāi)始投資美國(guó)的硬件公司,，比如相機(jī)制造商Lytro和耳機(jī)制造商Jawbone。

????關(guān)于美國(guó)消費(fèi)電子行業(yè)盈利的同時(shí)是否會(huì)帶動(dòng)制造業(yè)的就業(yè)這一問(wèn)題，安德森表示他無(wú)法確定,。一方面,，更優(yōu)秀的軟件可能導(dǎo)致組件減少，進(jìn)而使得在美國(guó)國(guó)內(nèi)進(jìn)行組裝更符合成本效益,。此外,，他也認(rèn)為，即使在美國(guó)本土,，也會(huì)出現(xiàn)更為復(fù)雜的組裝作業(yè),，因?yàn)橐坏┙M裝過(guò)程中發(fā)生任何問(wèn)題，美國(guó)國(guó)內(nèi)的設(shè)計(jì)師將能及時(shí)派上用場(chǎng),。

????而另一方面,，安德森認(rèn)為，從這個(gè)意義上來(lái)看,，人們過(guò)于強(qiáng)調(diào)了“制造行業(yè)就業(yè)”在經(jīng)濟(jì)上的重要性,。

????他說(shuō)：“從經(jīng)濟(jì)角度出發(fā)，我們應(yīng)該關(guān)注的是毛利潤(rùn),。你會(huì)發(fā)現(xiàn),，擁有大部分知識(shí)產(chǎn)權(quán)的那些人獲得了大多數(shù)利潤(rùn)。制造行業(yè)的崗位都不屬于高附加值工作,。而且我認(rèn)為,，很少有美國(guó)人愿意到一家中國(guó)電子廠去打工?！?/p>

????譯者：劉進(jìn)龍/汪皓

????Could America be on the verge of a consumer electronics renaissance?

????That's the "radical" belief of venture capitalist Marc Andreessen, who was interviewed today by Fortune managing editor Andy Serwer at the Fortune Brainstorm Tech event in Aspen.

????His basic argument is that almost all smartphone software is developed in the U.S., and that the product profits are realized domestically.

????"I think the fact that software is becoming so important is leading to a hardware renaissance," Andreessen explained. "Today you have the iPhone, which is assembled in China, but the profits come back to the U.S."

????He added that his venture capital firm, Andreessen Horowitz, has invested in U.S. hardware companies like Lytro (cameras) and Jawbone (speakers).

????When asked if U.S. consumer electronics profits would be accompanied by manufacturing jobs, Andreessen said he was unsure. On the one hand, better software could lead to fewer components, thus making it more cost effective to assemble locally. He also argued that more complex assembly might also occur in the U.S., so that the designers can be close by if something goes wrong.

????On the other hand, Andreessen suggested that "manufacturing job," in this context, is being overemphasized from an economic standpoint.

????"What you have to look at from an economic standpoint is gross margin, and you'll find that people who designed the majority of the IP are getting a majority of the profits," he said. "These are not high-value jobs, and I think there are very few Americans who would want to work in a Chinese manufacturing plant."