Description
hardware flow control. It is an ideal choice in the field of industrial automation.
In terms of orders, the growth rates of orders, ABB, and Anchuan China in 2019q3 were -15%, 1%, and-21%, respectively, and marginal improvement occurred.
3.1 Q3 Fap Noko”s robot business has narrowed sharply
Fanuc”s revenue in Q3 2019 was 126.4 billion yen, down 22.1% year-on-year, slightly narrower than Q2″s -26.4%; Q3 operating profit was 20.4 billion yen, down
53.6% year-on-year, which was slightly larger than Q2″s -47.50% , the operating profit margin was 16.2%, a slight decline. (Note: FANUC’s 2019 fiscal year is
2019/4/1-2020/3/31, where 2019Q3 refers to 2019/7/1-9/30, corresponding to 2019Q2 in its financial report.)
Q3 Fanuc”s industrial automation revenue was 33.3 billion yen, down 43.3% year-on-year; robot business revenue was 51.5 billion yen, down 2.6% year-on-year
, and the rate of decline narrowed significantly (Q2 fell 19.5% year-on-year), with a quarter-on-quarter growth of 9.2% returning to positive levels; CNC machine tool
business revenue was 18.7 billion yen, down 30% year-on-year, and the rate of decline narrowed; service revenue was 22.9 billion yen, down 4.2% year-on-year.
The growth rate returned to normal, with China’s robot business revenue increasing by 12.3% year-on-year.
Compared with Japan and Europe, where the robot business revenue has decelerated and expanded, and the United States, where the decline has narrowed, the
revenue decline of Fanuc”s robot business in China has narrowed, and the year-on-year growth rate of the robot business revenue has returned to positive levels.
Q3 Fanuc”s revenue in China was 18.3 billion yen, a year-on-year decrease of 33.7% (Q2 was -49.3%), of which China”s robot business revenue was 9.1 billion yen,
a year-on-year increase of 12.3%, and the growth rate returned to positive.
Robot orders growth returns to normal
In Q3 2019, Fanuc received 53.6 billion yen in new orders for robots, a year-on-year increase of 2.9%, marking the second consecutive quarter of positive year-on-year
orders. Orders lead revenue by 1-2 quarters, and Q4 robot business revenue growth is expected to return to positive levels.
Thanks to the recovery of robot orders, the order decline in China narrowed to -15.5%
FANUC”s robot business continues to expand as orders in Japan, Europe, and Asia (excluding China) slow down. Among them, its orders in the United States continued
to recover strongly, while the decline in orders in China narrowed significantly.
In Q3, Fanuc received 35.7 billion yen in new orders in the United States, a year-on-year increase of 15.2%, continuing high growth. The decline in orders in China has narrowed
significantly. During the period, new orders received in China were 18.6 billion yen, a year-on-year decrease of 15.5%, a sharp contraction.
3.2. Yaskawa Electric’s Q3 robot business situation
Yaskawa expects its consolidated net profit for fiscal 2019 (ending February 2020) to be 19 billion yen, a year-on-year decrease of 54%. Sales will fall by 12% to 420 billion yen,
and operating profit will fall by 50% to 25 billion yen. China”s order volume, which has attracted much market attention, shows signs of bottoming out. It decreased by 21% from
June to August 2019, and the decline has narrowed for two consecutive quarters. On the one hand, the impact of the Sino-US trade war has led to a reduction in investment by
Chinese companies. On the other hand, the exchange rate has also seen a higher-than-expected appreciation of the yen.
3.3. ABB Q3 robot business situation
ABB”s sales revenue in Q3 2019 was US$6.892 billion, order volume decreased by 1%, and order reserve increased by 3%; net profit after tax from continuing
operations was US$422 million, down 1%; net profit was US$515 million, down 15%. Orders in China were down 5% (down 7% in US dollar terms). The market
situation in the traditional power generation market, traditional automobile and automobile-related industries, as well as 3C and machinery manufacturing fields is relatively severe.
Robotics and discrete automation business order demand is weak
The financial report shows that ABB”s order volume in 2019Q3 fell by 1% year-on-year (down 3% in US dollars). Order volume for industrial automation and
electrical and motion control businesses increased slightly, but order demand for robots and discrete automation businesses was weak. Service business orders
accounted for 19% of total orders, a year-on-year decrease of 2% (a decrease of 5% in U.S. dollars). Large orders accounted for 5% of total orders, a year-on-year
decrease of 1%. ABB order backlog up 3% (down 3% in USD)
Orders from China, Europe and the United States declined, while orders from India and Japan grew well.
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IS200EISBH1A Exciter ISBus board
IS200EHPAG2D pulse amplifier module
IS200EHPAG1C excitation high voltage pulse amplifier
IS200EHPAG1D high voltage gate pulse amplifier
IS200EHPAG1B high voltage pulse amplifier board
IS200EHPAG1A pulse amplifier board
IS200EHFCH2A excitation fan control
IS200EHFCH1A exciter fan control board
IS200EGPAG1B Temperature monitoring module
IS200EGPAG1A Temperature monitoring module
IS200EGDMH1A Ground detection board
IS200EDSLH2A transmission control unit
IS200EDSLH1A dual voltage regulator
IS200EDFFH3A DC feedback board
IS200EDFFH2A excitation module
IS200EDFFH1A Interface board
IS200EDEXG2B degaussing module
IS200EDEXG2A exciter board
IS200EDEXG1A communication card
IS200EDEXG1B excitation module
IS200EDCFG1B I/O terminal board
IS200EDCFG1A DC feedback board
IS200ECTXG1A Exciter CT expansion board
IS200ECTBG1A Output and input modules
IS200ECTBG2A contact terminal board
IS200EBRGH2A Interface board
IS200EBRGH1A Excitation bridge interface board
IS200EBKPG1C Backplane control board
IS200EBKPG1B exciter backplane control board
IS200EBKPG1A Excitation control backplane
IS200EBACG1A Digital controller
IS200EAUXH1A digital controller
IS200EACFG3A feedback board
IS200EACFG3B exciter AC feedback board
IS200EACFG2B excitation control module
IS200EACFG2A actuator AC feedback board
IS200EACFG1B exciter module
IS200EACFG1A AC feedback board
IS200DSPXH2D processor control board
IS200DSPXH1D digital signal processor control board
IS200DSPXH1C processor controller
IS200DSPXH1B digital signal processor board
IS200DSPXH1A digital signal controller
DS2020DACAG2 EX2100 series power module
DS2020DACAG1 Power module
IS420YDOAS1B I/O Ethernet network
IS420YAICS1B simulates I/O
IS420UCSDH1A quad-core controller
IS420UCSCH1B Balance controller
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