- Number of welders declined as US manufacturing has declined in the US. Manufacturing that remains utilized robotic welding extensively. You can be sure the demand for welders in China has been the inverse of the United States.
- Welding use in automotive declined as US manufacturing started using more plastics, metal foams, fasteners & automated spot welders in their operations. It also declined as casting & powder technology advanced, and it will decline further as more car makers adopt mega-castings.
- He cites ship building, but does so somewhat incorrectly. Welding is still widely used in ship building, but there are few ship builders left in the US.
To the larger point, yes, of course AI will displace welders, but its very unlikely to do so for repairs, small runs and specialized applications. Its actually a well paying and in-demand skill, especially if combined with other mechanical skilsets.