Description
hardware flow control. It is an ideal choice in the field of industrial automation.
Orders from China and Asia have slowed down. In Q2 2019, Fanuc received 22.1 billion yen in new orders in China, down 45.83% year-on-year, slightly narrowing for two
consecutive quarters; new orders in Asia excluding China were 20.2 billion yen, down 33.33% year-on-year, compared with Q1″s – 40.45% has narrowed.
2. ABB Q2 robot business situation
2017-2018 was a period of major change for ABB. In 2017, ABB acquired B&R and GE Industrial Systems to further deepen the system integration layout and strengthen
the technical capabilities of control systems and servo systems. In December 2018, ABB was forced by shareholder pressure to transfer its The power grid business
(the business where ABB started, but with low profit margins) was sold to Hitachi Group; in July 2019, ABB announced the sale of its photovoltaic inverter business to Italian
electronics manufacturer Fime rS.pA. Through this series of actions, ABB has established its focus on robotics and automation business.
In 2019Q2, ABB”s revenue was US$7.171 billion, a year-on-year increase of 4% (comparable growth of 1%); but operating profit was only US$123 million,
a year-on-year decrease of 83%, and net profit was only US$64 million, a year-on-year decrease of 91%. The profit decline in 2019Q1-Q2 was mainly due to the
significant increase in non-operating expenses caused by strategic transformation, including the integration costs of the acquisition of General Electric”s industrial solutions business, which
pushed up non-operating expenses, and the sale of the photovoltaic inverter business led to non-operating expenses in the second quarter. Expenses increased
by approximately $455 million and eroded profit margins in the Electrical business unit and across the group.
Robot business: orders fell 9%, revenue fell 3%, and profits fell 36%
In 2019Q2, ABB”s robotics and discrete automation revenue was US$845 million, down 9% year-on-year (down 3% on a comparable basis). Operating profit was
US$76 million, down 36% year-on-year; new orders were US$883 million, down 14% year-on-year (down 9% on a comparable basis); electrical product revenue
increased by 22% (comparable basis increased by 4%), and orders increased by 22% ( Comparable caliber growth 5%), but profit loss; industrial automation revenue
fell 2% year-on-year (comparable caliber growth 3%), orders fell 8% year-on-year (comparable caliber fell 4%), operating profit fell 13% year-on-year; motion control Orders, revenue and
operating profit all increased slightly.
Orders and revenue in Asia declined slightly, with robot revenue falling by 13%.
In 2019Q2, ABB”s orders in Europe were flat, and revenue increased by 6%; in the United States, orders increased by 7%, and revenue could grow by 3%; in other regions such as
Asia, orders fell by 3%, and revenue fell by 2%. In addition, the robot business revenue in Asia, the Middle East and Africa in Q2 2019 was US$306 million, a year-on-year decrease of 13%.
3. Yaskawa Electric’s Q2 robot business situation
In 2019Q2 (March-May), Yaskawa Electric”s revenue was 107.4 billion yen (a year-on-year decrease of 16.2%), and its operating profit was 7.2 billion yen (a year-on-year
decrease of 58.2%). This was mainly due to the continued sluggish demand in the Chinese market and intensified competition.
Operation control and robotics revenue and profits continued to decline. In terms of revenue, the growth rates of Yaskawa Electric”s motion control business, robot business,
and system integration business in Q2 were -22.5%, -10.9%, and 22.6% respectively. The motion control and robot business continued to decline, and the system integration
business continued to grow; in terms of operating profit , operation control and robot profits both fell by more than 50%, and the system integration business suffered another loss.
Revenue in China continues to decline sharply. Q2 Yaskawa Electric”s revenue in China was 24 billion yen, down 29.9% year-on-year; revenue in Japan, the United States, and
Europe fell 6.4%, 5.1%, and 6.9% respectively, and revenue in other parts of Asia (except China) fell 34.5%. Yaskawa Electric”s revenue share in China dropped from 27% in 2018Q2 to 22% in 2019Q2.
The growth rate of robot orders continues to decline, and the growth rate in China and Europe is picking up
In terms of business, robot orders fell by 19% in Q2 2019, and transportation control orders fell by 26%, both of which continued to expand. System integration orders increased significantly by 70%.
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1B30035H01 Westinghouse I/O PROCESS CONTROL BASE
1785-BCM Allen-Bradley Backup Communications Module
1771-W Allen-Bradley Field connection arm
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AD908MF FOXBORO Programmable logic controller
1756-TBNH Allen-Bradley removable terminal block or RTB module
1769-L32CA Allen-Bradley Processor Module
PHARPS32200000 F8-G2B9B3B6 ABB Power Supply
GFD233A 3BHE022294R0101 ABB Competitive Pricing
VMIPCI-5565-110000 VMIC Reflective Memory Interface
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MOX12-P3509 ABSOPULSE POWER SUPPLY
IS200ISBBG2AAB GE Rack type power board
FBM216 P0917TN FOXBORO HART Communication Redundant Input Interface Module
FSE-L003 SCHENCK Front bus controller
301140 pliz safety relays
CPU-30ZBE D143-502-A002 FRCE Communication Module
1746-N2 Allen-Bradley SLC 500 Slot Filler
RDC2 BERGHOF Controller Module
1746-A4 Allen-Bradley SLC 500 I/O Chassis with 4 Slots
30V4060 RELIANCE 3HP 460V AC Drive Version 6 Regulator
1C31116G04 Westinghouse controller
LC100SSP7 LEM 1382 Circuit Board
TU810V1 3BSE013230R1 ABB Compact Module Termination
PPC907BE 3BHE024855R0101 ABB Controller main board
UTLH21 TOSHIBA Controller Module
9907-149 Woodward ProTech 203 Electronic Overspeed Trip Device
HFAS11S TOSHIBA System module
5136-RE2-PCI RELIANCE ELECTRIC INTERFACE MODULE
1756-EN2T Allen-Bradley communication module
MVI69-MNET PROSOFT Modbus TCP/IP Communication Module for CompactLogix
1747-L541 Allen-Bradley SLC 5/04 processor
5X00119G01 19-01-21 Westinghouse Digital quantity input module
5X00121G01 19-01-21 Westinghouse Digital quantity input module
1C31124G01 19-01-21 Westinghouse Digital input module
5X00497G01 19-01-21 Westinghouse The base
1756-RM2 19-01-18 Allen-Bradley ControlLogix Redundancy Module
1746-OW16 19-01-18 Allen-Bradley discrete output module
1X00416H01 WH5-2FF 19-01-18 Westinghouse Process control power module
PSFLT-B2S0151 IDP10-AF1C01F Foxboro I/A Series Pressure Transmitters
MVI56-MCM Allen-Bradley Modbus Communication Module
1756-L73/B Allen-Bradley ControlLogix Controller
TC-PCIC02 HONEYWELL CONTROL INTERFACE MODULE
IK340 HEIDENHAIN Operation station
FBMSVH FOXBORO Ethernet communication module
DSQC658 3HAC025779-001 ABB DeviceNet M/S single
6DD1640-0AH0 Siemens TDC signal assembly
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