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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1394C-SJT05-D Servo control
07KT92 CS31 GJR5250500R0262 ABB CPU
6ES7626-2DG04-0AE3 Siemens operating panel
6ES5948-3UR21 Central processing unit
6DD1661-0AB1 Communication module
6DD1683-0CC0 Power supply unit
3HAC025466-001 ABB fan
SST-PFB-SLC communication module
3HAC17326-1/02 ABB robot parts driving system
3HAC17346-1/01 ABB motor
RID-02 3HNA015149-001 Spare parts for ABB robot service
3HNA000512-001 ABB robot service spare parts
AO610 3BHT300008R1 Analog output of ABB S600 I/O module
CI626 3BSE012868R1 ABB communication interface module
CI626V1 3BSE012868R1 ABB AF100 communication interface module
DPW01 ABB DPW01 power module
DSAO110 57120001-AT ABB analog Output module
DSPC170 ABB Data Input module
DSPC172 57310001-ML ABB main CPU module
DSDX404 ABB data entry module
DSPC172H ABB Master main CPU module
DO630 3BHT300007R1 OCS digital output module
853-049542-173 LAM PCB circuit board module
DSQC202 YB560103-AC/5 Robot computer
E1421B Agilent VXI Host power supply
ILB BT ADIO Mux-OMni 2884208 PHOENIX Wireless MUX Kit
PSR25-600-70 11 Isolated soft starter
NFZ44E-23 1SBH136001R2344 ABB DC Contactor relay
S802S-B10 2CCS862001R0105 ABB 2 pole high performance circuit breaker
MTS1-10B 1SFA611300R1006 ABB Toggle switch
810-068158-014 LAM Interface board of Rocker arm valve
810-800081-022 LAM VME backplane PCB
810-102361-222LAM Rocker arm valve interface board
TB820V2 3BSE013208R1 ABB Modulebus(Module Bus)
MIC+340/D/TC MICROSONIC microphone + Ultrasonic sensor
KJ3001X1-CA1 DELTAV discrete input module
KJ3202X1-BA1 DELTAV DO 24 VDC high-end 2 Series card
KJ3002X1-BC1 12P0681X092 DELTAV discrete input module
80190-380-01-R Rectifier board Packaging board SCB
RH924YF Foxboro FCP280 DIN Guide rail mounted modular base plate
FAU810 flame analysis unit
6176M-17PT 1750M industrial display
20AC037A0AYNANC0 PowerFlex 70 series AC driver
20AC060A0AYNANC0 PowerFlex 70 Series Allen-Bradley drives
SGDM-20ADA Servo driver
SK-R9-PINT2-CF7C power interface board
PLX32-EIP-MBTCP Ethernet /IP to Modbus
UFC719AE01 3BHB000272R0001 Drive Controller
4PW035.E300-02 Compact man-machine interface
25B-D010N104 AC driver with adjustable frequency
EEA-PAM-535-D-33 proportional control valve
AUTOMATION ANC-100E AN-X2-AB-DHRIO converter
5880-PC1025 steering gear
SCE903AN-002-01 High performance digital servo driver
MHD115C-058-PG1-BA MHD synchronous motor
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