Description
hardware flow control. It is an ideal choice in the field of industrial automation.
In terms of regions, the decline in orders in Japan, the United States, and other Asian regions (except China and Japan) continued to expand in
Q2. The growth rate of orders in Europe returned to positive levels, and the growth rate of orders in China was -22%, and the decline narrowed.
4. KUKA Q2 robot business situation
In 1986, KUKA entered the Chinese market and presented its first robot to FAW Trucks, which was the first industrial robot used in manufacturing in
China at that time. Subsequently, domestic automobile companies such as Dongfeng and Changan became KUKA”s loyal customers.
Of KUKA”s overall revenue of 26.723 billion yuan in 2017, only the robot segment accounted for 38% of overall sales, of which the Chinese market
accounted for approximately 20%. In terms of KUKA robot application fields, the proportion in the automotive field dropped from 46.4% in 2016 to 35.4%,
while the proportion in other industrial fields increased from 36.6% to 45.3%, and the share in the service field increased from 17.0% to 19.3%. %. Due to the
high proportion of robot business revenue in the field of automotive applications in overall revenue and the severe situation of China”s automobile production and sales
in 2018-2019, KUKA”s industrial robot sales in China have also been affected.
The financial report shows that KUKA China’s new orders in Q1 totaled 173 million euros, a year-on-year increase of 121.5%. Affected by the macroeconomic
environment, KUKA’s Q1 sales revenue in China fell 8.8% year-on-year to 94.2 million euros. However, operating profit was 5.1 million euros, a significant improvement
from the loss of 1.4 million euros in the same period last year. In Q2, its operating income was 800 million euros, down 6% year-on-year; profit before interest and tax (EBIT)
was 23.7 million euros, down 55% year-on-year. During the period, KUKA”s sales revenue in China was 130 million euros, a year-on-year increase of 1.9%; the order volume
was 139 million euros, a 50% decrease from the same period last year.
3. The Japanese robot market continues to slow down in Q3, and the Chinese market leads Europe and the United States and accelerates to bottom out
1. Manufacturing fixed asset investment, automobile and mobile phone sales
From January to September, fixed asset investment in the electronics industry accumulated 11.6% year-on-year, continuing to pick up. From January to September
, the cumulative fixed asset investment in my country”s manufacturing industry was 2.5% year-on-year, and the growth rate declined slightly. Among them,
the fixed asset investment in the automobile manufacturing industry from January to September accumulated 1.8% year-on-year, and the growth rate has
rebounded; the fixed asset investment in the electronics manufacturing industry from January to September accumulated 11.6% year-on-year, and the growth
rate continued to pick up; the fixed assets in the electrical machinery manufacturing industry The cumulative investment amount from January to September
was -7.6% year-on-year, and the rate of decline narrowed slightly.
Automobile production and sales: September car sales dropped to a narrow speed but increased the production speed. In September 2019, China ’s
passenger car sales were 1.9306 million (6.3%year-on-year), and the cumulative sales of 15.24 million (12%year-on-year); the output in September was
1.8647 million Output 15.06 million (13%year -on -year).
The decline in the production and sales of new energy vehicles is amplified. Among them, the sales volume of new energy vehicles in September was
80,000 (34%year-on-year), and the cumulative sales volume of 873,000 (year-on-year increased by 22%) in January to September; Wan (increased by 22%year -on -year).
Mobile phone production and sales: September September smartphone sales decreased and increased, and the output decreased narrowing.
In September 2019, China ’s smartphone shipments were 34.68 million, a year -on -year decrease of 5.7%, and the speed was reduced. From
January to September, the cumulative shipment volume was 27.475 million, a decrease of 4%year-on-year; September smartphone output was
120.65 million, a decrease of 3.6%year-on-year, and the speed reduction was narrowed. The cumulative output from January to September was
906.33 million, a year-on-year decrease of 8.4%, and the speed was reduced.
2. Japan”s export of exports to China has narrowed sharply, and the market accelerates to bottom
Q3 Japan Industrial Machinery Robot Order Production and Selling Orders Speed Speed Speed Steady Steady Steady
According to statistics from the Japan Industrial Robotics Association, the reduction of the Japanese industry robot Q3 orders has narrowed significantly: 4,4275
units, the order value is 170.563 billion yen, a year-on-year decrease of 13.5%and 7.7%(Q2 is -23.4%year-on-year, -16.5 %); Production reduction significantly narrowed
: output 4,5148 units, output value of 172.427 billion yen, decreased by 15%and 7.2%year-on-year (Q2 was -26.6%and -16.7%); Taiwan, sales of 175.931 billion yen,
decreased by 10.6%and 5.5%year-on-year (Q2 was -25.1%, -16.1%year-on-year);
Japan”s export of exports to China has narrowed significantly to -2.18%.
2019Q3 Japan”s export industrial robots to Asia (including China), China, North America, and Europe are 805, 542.99, 217.83, and 17.301 billion yen, respectively,
-4.04%,-2.18%, -16.43%, -34.99%year-on-year The year-on-year was -22.11%, -26.07%, -29.26%, -15.03%).
The significant narrowing of the 20PCT of China”s industrial robot exports in 2019Q3 has narrowed the speed of reduction in North American exports and greatly
expanded European speeds. Q3 Japan”s amount of robotics against China ’s export industry was 54.299 billion yen, a year -on -year decrease of 2.18%, which
greatly narrowed 20PCT. It has narrowed the reduction in exports in North America, and has expanded significantly to Europe”s speed reduction, reflecting that the
Chinese robot market has accelerated the bottom of the European and American markets.
3. Earna, Anchuan, ABB robotic business and China”s income and order improvement
According to statistics from Guojin Securities Report, compared to analyzing the income/orders of the industrial control automation giant 2019q3 robot
business/Chinese region of industrial control automation giants such as Batoka, ABB, Anchuan, Siemens , Omron , etc., all have marginal improvement.
From the perspective of income, the growth rate of the three major robotic giants of Nako, Anchuan, and ABB in 2019q3 was -2.6%, -3%, and -6%, respectively.
The growth rate of income has improved (narrowing or increased or increased), ABB and Omron”s growth rate continues to fluctuate at the bottom; especially for
robotic global leader Q3, the growth rate of robotic revenue in China has returned to 12.6%.
140CPU11303 Schneider 512k CPU Module
140CPS11420 Schneider Power Supply Module
140CPS11100 Schneider POWER SUPPLY MODULE
140AMM09000 Schneider Analog Input Output Module
140ACI03000 Schneider Analog Input Module
FBM207C RH917GY FOXBORO 16 DIN 48 VDC CONTACT SENSE
FBM219 RH916RH FOXBORO Isolated 24 Input Voltage Monitor
FBM237 RH914XS FOXBORO Channel Isolated Output Interface Module
RH924YF FOXBORO DIN-Rail Mounted Modular Baseplate
SCXI-1349 NI Shielded Cable Adapter
8312 Triconex 8312 Power Supply Module
PMC-HS-SERIAL SBS Quad Channel High Speed Module
PMC661J Ramix Ethernet Interface Card
VMIACC-5595-208 350-805595-208L GE 2 Gb/s Reflective Memory Hub Assembly
IS420ESWBH3A GE Mark VIe turbine control system
EPL-10200-XX LENZE OPERATOR MODULE
AL8XGTE1S 8055003 SONIX data collecting/acquisition card
140CPU67060 Schneider UNITY HOT STANDBY PROCESSOR
PR9268/300-000 EPRO Eddy Current Sensor
AIH 3723X TRICONEX 0-5Vdc Analonglnput
DO 3626X TRICONEX 24Vdc Supervised Digital Output
DI 3506X TRICONEX SIS safety instrument system
IMSS 4701X TRICONEX Card Components Module
VMIVME-7807 GE Pentium® M processor
SCXI-1124 NI Analog Output Module
SCXI-1100 NI Voltage Input Module for SCXI
PXI-8423 NI Isolated 2-Port RS485 Interface for PXI
PF3S-PSA2 IDEC POWER SUPPLY MODULE
PCIE-5565-PIORC PCI Express (PCIe) Reflective Memory (RFM) Node Interface Card
MVME6100 MOTOROLA VME Single Board Computer
DS200ADGIH1AAA GE AuxilIary Interface Board
5X00062G01 EMERSON HART Analog Output Module
3500/22M Bently Nevada Standard Transient Data Interface
VME-IP-Carrier VIPC616 91611524 SBS IndustryPack Carrier
3721C TRICONEX Analog Input Module
PLM 3900N TRICONEX
CB06560 PRD-B040SAIB-62 KOLLMORGEN Servo driver
FBM227 P0927AC FOXBORO 4 input and 2 output of module
1756-CNB Allen-Bradley communication adapter
SPS5710-2-LF 51198685-100 HONEYWELL POWER SUPPLY MODULE
SPS5710 51199929-100 HONEYWELL TDI POWER SUPPLY
SCYC51040 58052680E ABB Trigger plate
SCYC51090 58053899E ABB Trigger plate
PP886H 3BSE069297R1 ABB Rugged Touch Panel 15″
CI867 3BSE043661R1 ABB MODBUS TCP
IC695CRU320CA-EL GE PACSystems RX3i Redundancy CPU
UT150-1 ALSTOM
LE109A-1 ALSTOM
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