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.
DS200SIOBH1ABA Analog output module
DS200SIOBH1AAA Digital quantity input module
DS200SDCIG2AHB Digital quantity output module
DS200SDCIG2AEB CPU controller
DS200SDCIG1ABA Temperature input module
DS200SDCCG5AHD Communication module
DS200SDCCG1AGD Input output processor
DS200SDCCG1AFD Mainboard of the I/O module
DS200SDCCG1AEC Controller module
DS200RTBAG2AFB Servo drive driver
DS200PCCAG1ABB Control system I/O module
DS200LPPAG1AAA PLC module
DS200LDCCH1ANA DCS spare parts
DS200LDCCH1AGA Memory storage
DS200KLDBG1ABC Power module
DS200IQXSG1AAA PLC spare parts
DS200IIBDG1A GE controller
DS200FSAAG2ABA Control module
DS200FGPAG1AHD Network interface module
DS200DSPCH1ADA Analog input module
DS200FGPAG1A Card piece module
DS200DMCBG1AKG DCS module
DS200DPCBG1AAA System card piece
DS200DMCBG1AKG DCS module
DS200DCFBG1BLC Circuit board
DS200DMCBG1AED Processor module
DS200DCFBG1BLC Circuit board
DS200DCFBG1BGB GE Control unit
DS200CTBAG1ADD PLC function module
DS200CPCAG1ABB Robot spare parts
DS200ADPBG1ABB Main interface circuit board
DS200ADGIH1AAA GE Robot pipe package
DS200ACNAG1ADD GE Main interface circuit board
DS200CTBAG1A Control card piece
DS200CPCAG1A GE Frame interface module
DS200ADPBG1A Measuring photoelectric sensor
DS200ACNAG1A GE Communication card
DS200TCTGG1AFF GE Serial communication mode
PPD113B01-10-150000 3BHE023784R1023 Main interface board of the converter
3BHE024855R0101 UFC921A101 Loop communication interface module
81EU01E-E Positioning module
560CMU05 Digital modulation board
DSQC346U Switch power supply
GRBTU 3BSE013175R1 I/O terminal board
HIEE300024R4 UAA326A04 Communication board
KUC711AE101 3BHB004661R0101 Power supply module
KUC720AE01 3BHB003431R0001 8 channel digital input
KUC755AE105 3BHB005243R0105 Robot IO module
KUC755AE106 3BHB005243R0106 Inverter control panel
PU515A 3BSE032401R1 Communication module
RDCU-02C ABB High speed counting module
RDCU-12C Servo control unit
UAA326A02 Servo control system
UAC318AE Digital signal output module
UAC326AE The I/O board
UAD142A01 3BHE012551R0001 Bus adapter
UAD154A Robot board card
UAD155A0111 3BHE029110R0111 Thyristor module
UBC717BE101 3BHE021887R0101 Programmable controller module
UCD208A101 Current transformer
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