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.
https://www.xmamazon.com
https://www.xmamazon.com
https://www.plcdcs.com/
www.module-plc.com/
https://www.ymgk.com
ABB PFTL 201C-20.0 3BSE007913R20
ABB PFTL 201CE-10.0 3BSE007913R11
ABB Tension sensor 3BSE007913R11
ABB Tension sensor 3BSE007913R10
ABB PFTL 201C-10.0 3BSE007913R10
ABB PFTL 101AER-2.0 3BSE023012R1
ABB Tension sensor 3BSE023012R1
ABB Tension sensor 3BSE004213R1
ABB PFTL 101AE-2.0 3BSE004213R1
ABB PFTL 101A-2.0 3BSE004172R1
ABB Tension sensor 3BSE004172R1
ABB Tension sensor 3BSE023011R1
ABB PFTL 101AER-1.0 3BSE023011R1
ABB PFTL 101AE-1.0 3BSE004212R1
ABB 3BSE004212R1 Tension sensor
ABB 3BSE004166R1 Tension sensor
ABB PFTL 101A-1.0 3BSE004166R1
ABB PFTL 101AER-0.5 3BSE023010R1
ABB Tension sensor 3BSE023010R1
ABB Tension sensor 3BSE004160R1
ABB PFTL 101A-0.5 3BSE004160R1
ABB PFTL 101BE-20.0 3BSE004217R1
Tension sensor 3BSE004217R1 ABB
Tension sensor 3BSE023160R1 ABB
PFTL 101BER-10.0 3BSE023160R1 ABB
PFTL 101BE-10.0 3BSE004216R1 ABB
3BSE004216R1 ABB Tension sensor
3BSE004197R1 ABB Tension sensor
PFTL 101B-10.0 3BSE004197R1 ABB
PFTL 101BER-5.0 3BSE023159R1 ABB
3BSE023159R1 Tension sensor ABB
3BSE004215R1 Tension sensor ABB
PFTL 101BE-5.0 3BSE004215R1 ABB
PFTL 101BER-2.0 3BSE023158R1 ABB
3BSE023158R1 Tension sensor ABB
3BSE004214R1 Tension sensor ABB
PFTL 101BE-2.0 3BSE004214R1 ABB
3BSE004185R1 Tension sensor ABB
PFTL 101B-2.0 3BSE004185R1 ABB
ICS TRIPLEX TC-011-02-2M5
ICS TRIPLEX TC-801-02-6M5
ICS TRIPLEX TC-801-02-4M5
ICS TRIPLEX TC-314-02-2M5
ICS TRIPLEX TC-313-02
ICS TRIPLEX TC-312-02
ICS TRIPLEX TC-311-02
ICS TRIPLEX TC-305-01
ICS TRIPLEX TC-304-01
Reviews
There are no reviews yet.