Description
hardware flow control. It is an ideal choice in the field of industrial automation.
2. Orders for industrial robots from Fanuc, ABB, and Yaskawa Electric picked up in Q2
According to data disclosed in the Sinolink Securities research report, the performance of Fanuc, ABB,
and Yaskawa Electric robots is still declining, but orders have rebounded. In addition to KUKA, the 2019Q2
financial data of Fanuc, ABB, and Yaskawa Electric show that their overall revenue and profits and robot
business revenue and profits are still declining, but there are also some
structural improvements, and robot orders from each company have recovered to varying degrees. Since orders
lead revenue by about a quarter, the revenue decline shows that China”s robot market demand is still
bottoming out, but the inflection point in response to improved orders
is not far away.
1. FANUC Q2 robot business situation
Fanuc”s revenue in 2019Q2 was 134.6 billion yen, a year-on-year decrease of 26.37%, which was slightly
narrower than the -26.81% in 2019Q1; Fanuc”s operating profit
continued to decline for four consecutive quarters from 2018Q2 to 2019Q2, and its operating profit in 2019Q2
was 28.6 billion yen, a year-on-year decrease of 26.37%. It fell by 47.50%, which was narrower than the -51.67%
in 2019Q1. The operating profit
margin was 21.20%, bottoming out and rebounding.
Robot slowdown continues to expand
In 2019Q2, Fanuc”s CNC machine tool business revenue was 22.1 billion yen, down 47.38% year-on-year;
industrial automation revenue was 43.5 billion yen, down 28.57% year-on-year; the robot business revenue was
47.1 billion yen, down 19.49% year-on-year, and the rate of decline is still expanding. The nearly 20%
decline in 2019Q1-Q2 far exceeded the -2.96% in
2018Q4; service revenue was 21.9 billion yen, a year-on-year increase of 2.34%.
Revenue in China and the United States has slowed and narrowed
In 2019Q2, compared with Fanuc”s revenue decline in Japan, Europe and other regions, its
revenue decline in China and the United States has narrowed. During the period, Fanuc”s revenue in
China was 24.1 billion yen, down 49.26% year-on-year (Q1 was -61.18%), and revenue in the United
States was 28 billion yen, down 19.77% year-on-year (Q1 was -21.41%).
Robot orders have returned to positive growth, while machine tool orders have slowed down significantly.
In Q2 2019, Fanuc”s new orders for CNC machine tools were 20.9 billion yen, a year-on-year decrease
of 38.53%, which was significantly narrower than Q1″s -62.36. During the period, its robots received 56.1
billion yen in new orders, a year-on-year increase of 5.85%, ending four quarters of negative growth. Orders lead revenue by a quarter,
and robot revenue is expected to return to positive levels in Q3 2019.
Orders in the United States and Asia improved, while Japan and Europe slowed and expanded.
In Q2 2019, Fanuc received 36.1 billion yen in new orders in the United States, a year-on-year
increase of 27.56%, and the growth rate increased significantly. During the period, its new
orders in Japan were 30.2 billion yen, a year-on-year decrease of 18.82%, and new orders in
Europe were 27.6 billion yen, a year-on-year decrease of 15.60%, and the decline rate has expanded.
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204-007-000-102 Vibro-Meter U/I Module
3500/15-05-05-05 Ac and DC power modules
CP103 piezoelectric pressure sensor Vibro-Meter
SE120 piezoresistive accelerometer Vibro-Meter
PV685 piezoelectric speed sensor Vibro-Meter
PV660 piezoelectric speed sensor Vibro-Meter
CE687 piezoelectric accelerometer Vibro-Meter
CE630 piezoelectric accelerometer Vibro-Meter
CE620 piezoelectric accelerometer Vibro-Meter
CE311 piezoelectric accelerometer Vibro-Meter
CE281 piezoelectric accelerometer Vibro-Meter
CE134 piezoelectric accelerometer Vibro-Meter
CA901 piezoelectric accelerometer Vibro-Meter
CA280 piezoelectric accelerometer
CA202 piezoelectric accelerometer Vibro-Meter
CA134 piezoelectric accelerometer Vibro-Meter
VibroSmart® VSN010 real-time Ethernet switch
VibroSmart® VSA301 buffered output amplifier
VibroSmart® VSI010 Communication interface module
VibroSmart® VSV301 monitor module
SpeedSys300 ODS301Overspeed detection system vibro-meter
8237-1596 Overspeed safety detection device
5437-1080 High voltage/low voltage voting spare relay module
9905-873 power off trip type ProTech203 overspeed protection system series
5437-1079 ProTech-GII series fault detection system
9905-872 Overspeed protection system
8237-1370 Speed Detection System
9905-871 power off trip type ProTech203 overspeed protection system series
9905-756 Power tripping digital overspeed protection device
8237-1367 Overspeed detection system ProTech-GII series
9905-755 power off trip type ProTech 203 overspeed protection system series
9905-754 Power tripping digital overspeed protection device
8237-1246 Speed Detection System
8237-1245 ProTech Detection system
9905-753 Digital overspeed protection device
8237-1244 Speed Safety Device
9905-752 power off trip type
Safety device for three module turbine 8237-1660
9905-751 ProTech 203 series overspeed protection device
9905-751 ProTech 203 series overspeed protection device
8237-1601 Acceleration detection device
9905-750 Power trip overspeed protection device
8237-1600 Overspeed detection device
9905-879 power off trip type
9905-878 Reliable Overspeed protection
8237-1599 Overspeed detection device
XDD501A101 3BHE036342R0101 Industrial Ethernet
VMIVME-7807 PC BOARD MICROPROCESSOR
VMIVME-7700-111000 Ultra Low Voltage Intel Celeron VMEbus
VMIVME-7700 350-007700-111000-H Low Voltage Intel Celeron VMEbus
VMIVME-3122 16-Bit Analog-to-Digital Converter
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