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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ABB DSQC1016 DeviceNet board
ABB DSQC 691 It is the signal board under the DeviceNet bus
ABB DSQC 652 Digital IO module
ABB DSQC 651A Communication configuration
ABB DSQC 602 Input/output processor
ABB DSQC 502 Communication interface module
ABB DSQC461 Robot I/O configuration
ABB DSQC 417 The driver drives the servo unit
ABB DSQC 406 driver
ABB DSQC 332A Drive controller
ABB DSMB 144 57360001-EL Robot system memory module
ABB DSDO 110 57160001-K Automatic industrial control equipment
ABB DSDI 115 57160001-NV Connection unit
ABB DSBC 172 57310001-KD DCS control system
ABB DSBB 175B 57310256-ER Output module
ABB DSBB 175 57310256-CC Positioning and pulse
ABB DSAI 145 57120001-HA ABB analog board connector
ABB DSAI 130 57120001-P Servo motor
ABB DSAI110 57120001-DP Analog input
ABB-DAPI-100-3AST000929R109 Automatic spare parts module
ABB DSQC1023 Input/output module
ABB 07AA61 control system
GE DS3800HPIB part of the Speedtronic Mark
GE SR489-P5-HI-A20-E generator management relay
GE IC697PWR720 Power Supply Adapter module (PSA)
GE IC697PWR711 power supply module
GE IC697MDL740 discrete output module
GE IC697MDL671 listed in GE Series 90-70
GE IC697MDL652 ype of positive/negative logic
GE IC697MDL350 discrete output module
GE IC697MDL250 Discrete Input Module
GE IC697MDL241 discrete input module
GE IC697HSC700 High-Speed Counter (HSC)
GE IC697CPX935 Series 90-30 Central Processing Unit (CPU)
GE IC697CPM925 Central Processing Unit (CPU) module
GE IC697BEM713 Bus Transmitter Module (BTM)
GE IC697BEM711 Bus Receiver Module (BRM)
INTELLISCANDE14-405NM SCANLAB intelliSCAN scan heads
SQ-300I 8700700-006 Hybrid automatic voltage control (AVC)
CMA130 3DDE300410 ABB temperature controller
301131 PILZ Security bus module
T8111C ICS TRIPLEX Trusted TMR Processor
C2G170-24 P0973BL ENTERASYS network switch
PLATE F860-CA redundant fieldbus power
STK-RPS-150PS P0973BP Optical fiber interface board module
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