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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BDD110-HNLP205879R1 Analog input channel ABB
BCU-02Package INU, XT ABB
BC810K01 ABB Bus interconnect unit suite
ABB BC810 NMD90 Zinc connector
B161S-E176 driver SECO
ABB B5EEd-HENF105082R4 Control card module
ABB B5EC-HENF105077R1 Electric power automation
B3EA-HENF315147R1 Terminating unit ABB
AZ05-0-0-1 AMK driver
ASSY-11994R13 Circuit board module
AS-P892-000 Schneider Single cable RIO interface
AS-B875-002 800 series I/O module Schneider
APBU-44C ABB Branching unit kit APBU
AO2040 Central unit ABB
AO845A Analog output S/R HART 8 channel ABB
AO820 Separate electrical isolation channel ABB
AO810V2-3BSE038415R1 analog output 8 channels ABB
AO810V2 Analog output 8 channels ABB Terminal unit
AO810-3BSE008522R1 Analog output 1×8 channel ABB
AO801 ABB Analog output 8 channels
AO610 ABB Analog output 16Ch
AO202SI Analog output module
ANR5131 Micro laser sensor
AMM42 Control unit YOKOGAWA
AL8XGTE-3 PCI bracket on the circuit board
AIP830-101 Operating keyboard
AIP571-BUS1 YOKOGAWA Automation controller
AIP171 Optical fiber communication system
AIP121-S00 YOKOGAWA output modules
AI830A The input module has 8 channels
AI820 ABB Analog input module
AI810 Analog input 8 channels ABB
AI625 ABB Analog input 16 channels
AGPS-21C ABB POWER SUPPLY
AEM402 Incremental encoder
ACN-CS High performance and multi-function
ACC-5595-208-350-805595-208N Reflective memory hub
5SHY35L45039 Asymmetric Thyristor IGCT ABB
ABB 5SHY35L4503 Asymmetric Thyristor IGCT
AAP3798102-00037 Operation panel
A413654 METSO Control valve
A413240 Controller Quartz Series METSO
A77146-220-51 Control Board
A6824R-9199-00098-13 Vibration sensor EPRO
A6824 Vibration velocity sensor EPRO
A4722-9215KM Sensors and actuators
A5E36717788 ABB Controls and drives IGBT modules
A4H254-8F8T Network module Enterasys
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