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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MC-TDOD63 HONEYWELL 51309154-275 MU-TDOD63 Digital Output 31-200 Vdc Solid-State
MC-TDOD54 HONEYWELL MU-TDOD54 Digital Output 3-30 Vdc Solid-State FTA
MC-TDOD53 HONEYWELL 51304650-250 Digital Output FTA SS relay
MC-TDOA53 51304648-275 HONEYWELL MU-TDOA53 Digital Output
MC-TDIY62 HONEYWELL MU-TDIY62 Digital Input 24 Vdc FTA
MC-TDID72 HONEYWELL MU-TDIA62 Digital Input 24 Vdc FTA
MC-TDID52 HONEYWELL MU-TDIA72 Digital Input 24 Vdc FTA
MC-TDIA72 HONEYWELL MU-TDIA72 Digital Input lsolated 120 Vac FTA -Packaged
MC-TDIA52 HONEYWELL Digital Input lsolated 120 Vac FTA MU-TDIA52
MC-TAOY53 HONEYWELL MU-TAOY52 Analog Output 16 FTA
MC-TAOY52 HONEYWELL Analog Output 16 FTA MU-TAOY52
MC-TAOX52 HONEYWELL Analog Output FTA MU-TAOX52
MC-TPIX52 HONEYWELL Pulse Input FTA MU-TPIX52
MC-TSTX53 HONEYWELL Smart Transmitter Interface FTA for Redundancy MU-TSTX53
MC-TAIH53 HONEYWELL High Level Analog Input FTA MU-TAIH53
Honeywell MC-TSTX13 Smart Transmitter Interface FTA for Redundancy MU-TSTX13
MC-TSTX03 Smart Transmitter Interface FTA MU-TSTX03
Honeywell MC-TAIH13 High Level Analog Input FTA for Redundancy MU-TAIH13
MC-TAIH03 High Level Analog Input FTA MU-TAIH03
Honeywell MC-TAIH12 High Level Analog Input MU-TAIH12
MC-TAIH02 High Level Analog Input MU-TAIH02
Honeywell MU-KFTA05 FTA I/O Cable 5M
MC-ILDX03 Long Distance I/O Link Extender Pair MU-ILDX03
Honeywell MC-IOLX02 I/O Link Extender Pair−Remote Location MU-IOLX02
MC-IOLM02 I/O Link Extender Pair−Main Location MU-IOLM02 51304419-150
Honeywell MU-PFPX01 Blank Filler Plate for I/O Slot
Honeywell MC-PDOY22 Digital Output 32 Processor MU-PDOY22 80363975-150
Honeywell MC-PDOX02 Digital Output Processor MU-PDOX02
Honeywell MC-PDIY22 Digital Input 24 Vdc Processor 80363972-150 MU-PDIY22
Honeywell MC-PDIS12 Digital input processor MU-PDIS12
Honeywell MC-PDIX02 Digital Input Processor MU-PDIX02
Honeywell MC-PAOX03 Analog Output Processor 80363969-150
Honeywell MC-PAOX03 Analog Output Processor
MC-TAIH52 HONEYWELL High Level Analog Input/STI FTA
honeywell MC-PPIX02 Pulse Input Processor (8 Inputs) MU-PPIX02
honeywell MC-PRHM01Remote Hardened Multiplexer IOP MU-PRHM01
honeywell MC-PAIL02 Analog input processor 51304362-350
honeywell MC-PLAM02 Analog Input Multiplexer Processor MU-PLAM02
Honeywell MC-PSIM11 Serial Interface Processor (16 Points/Port) 51304362-350
honeywell MC-PSDX02 51304362-250 Output 8-Point Processor MU-PSDX02
honeywell Processor 16 Inputs MC-PSTX03 51304516-250
honeywell MC-PDIX02 51304362-150 Analog input module
SAIA PCD3.W315 Number of inputs (channels)
DELTA TAU PMAC-2-ACC8T Control board
Automotion ALC12DE-010-1312 Automatic motion servo amplifier
PTM PSMU-350-3 Drive sensor
PROSOFT MVI56E-MNET Network interface module MVI56-PDPS
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