Description
hardware flow control. It is an ideal choice in the field of industrial automation.
Orders from China and Asia have slowed down. In Q2 2019, Fanuc received 22.1 billion yen in new orders in China, down 45.83% year-on-year, slightly narrowing for two
consecutive quarters; new orders in Asia excluding China were 20.2 billion yen, down 33.33% year-on-year, compared with Q1″s – 40.45% has narrowed.
2. ABB Q2 robot business situation
2017-2018 was a period of major change for ABB. In 2017, ABB acquired B&R and GE Industrial Systems to further deepen the system integration layout and strengthen
the technical capabilities of control systems and servo systems. In December 2018, ABB was forced by shareholder pressure to transfer its The power grid business
(the business where ABB started, but with low profit margins) was sold to Hitachi Group; in July 2019, ABB announced the sale of its photovoltaic inverter business to Italian
electronics manufacturer Fime rS.pA. Through this series of actions, ABB has established its focus on robotics and automation business.
In 2019Q2, ABB”s revenue was US$7.171 billion, a year-on-year increase of 4% (comparable growth of 1%); but operating profit was only US$123 million,
a year-on-year decrease of 83%, and net profit was only US$64 million, a year-on-year decrease of 91%. The profit decline in 2019Q1-Q2 was mainly due to the
significant increase in non-operating expenses caused by strategic transformation, including the integration costs of the acquisition of General Electric”s industrial solutions business, which
pushed up non-operating expenses, and the sale of the photovoltaic inverter business led to non-operating expenses in the second quarter. Expenses increased
by approximately $455 million and eroded profit margins in the Electrical business unit and across the group.
Robot business: orders fell 9%, revenue fell 3%, and profits fell 36%
In 2019Q2, ABB”s robotics and discrete automation revenue was US$845 million, down 9% year-on-year (down 3% on a comparable basis). Operating profit was
US$76 million, down 36% year-on-year; new orders were US$883 million, down 14% year-on-year (down 9% on a comparable basis); electrical product revenue
increased by 22% (comparable basis increased by 4%), and orders increased by 22% ( Comparable caliber growth 5%), but profit loss; industrial automation revenue
fell 2% year-on-year (comparable caliber growth 3%), orders fell 8% year-on-year (comparable caliber fell 4%), operating profit fell 13% year-on-year; motion control Orders, revenue and
operating profit all increased slightly.
Orders and revenue in Asia declined slightly, with robot revenue falling by 13%.
In 2019Q2, ABB”s orders in Europe were flat, and revenue increased by 6%; in the United States, orders increased by 7%, and revenue could grow by 3%; in other regions such as
Asia, orders fell by 3%, and revenue fell by 2%. In addition, the robot business revenue in Asia, the Middle East and Africa in Q2 2019 was US$306 million, a year-on-year decrease of 13%.
3. Yaskawa Electric’s Q2 robot business situation
In 2019Q2 (March-May), Yaskawa Electric”s revenue was 107.4 billion yen (a year-on-year decrease of 16.2%), and its operating profit was 7.2 billion yen (a year-on-year
decrease of 58.2%). This was mainly due to the continued sluggish demand in the Chinese market and intensified competition.
Operation control and robotics revenue and profits continued to decline. In terms of revenue, the growth rates of Yaskawa Electric”s motion control business, robot business,
and system integration business in Q2 were -22.5%, -10.9%, and 22.6% respectively. The motion control and robot business continued to decline, and the system integration
business continued to grow; in terms of operating profit , operation control and robot profits both fell by more than 50%, and the system integration business suffered another loss.
Revenue in China continues to decline sharply. Q2 Yaskawa Electric”s revenue in China was 24 billion yen, down 29.9% year-on-year; revenue in Japan, the United States, and
Europe fell 6.4%, 5.1%, and 6.9% respectively, and revenue in other parts of Asia (except China) fell 34.5%. Yaskawa Electric”s revenue share in China dropped from 27% in 2018Q2 to 22% in 2019Q2.
The growth rate of robot orders continues to decline, and the growth rate in China and Europe is picking up
In terms of business, robot orders fell by 19% in Q2 2019, and transportation control orders fell by 26%, both of which continued to expand. System integration orders increased significantly by 70%.
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WOODWARD 9907-164 Turbine expander module
9907-162 WOODWARD CNC system key panel
9907-1200 WOODWARD current pressure converter (复制)
9907-149 WOODWARD High speed counting module
9907-1200 WOODWARD current pressure converter
9905-973 WOODWARD Adjusting control system
8701-758 5601-1126 WOODWARD Electronic speed control
8446-1019 woodward Governor control module
8402-319 8402-119 WOODWARD actuator
8440-1713/D WOODWARD controller
WOODWARD 8237-1006 505 Steam turbine governor
WOODWARD 8200-1300 Steam Turbine governor 505 servo system
5501-471 WOODWARD Driver program module
WOODWARD 5501-470 Module card governor
5501-467 woodward Inductance inductor
WOODWARD 5466-409 Pressure governor
SR469-P5-LO-A20-E GE Multi-wire SR469 relay
5466-316 WOODWARD I/O of the proportional actuator
5464-414 WOODWARD Digital speed sensor
5466-258 woodward Speed control
140XBP01600 Network communication card
140XBP01000 racks backplanes
140XBE10000 Schneider I/O unit module
140SDI95300S SCHNEIDER safety dc discrete input module
140SDO95300S Secure DC discrete output module
140SAI94000S SCHNEIDER Analog safety input module
140NWM10000 Ethernet TCP/IP module
140NRP95400 SCHNEIDER analog input module
140NRP95400 SCHNEIDER flow controller source
140NRP31200C SCHNEIDER DCS control system
140NOM21100 2-channel pulse input module
140MSB10100 Input/Output module
140NOE77101 Schneider Digital input card
140HLI34000 digital output module
140EHC20200 SCHNEIDER high speed counter module
140NOM21100 SCHNEIDER Temperature input module
140NOE77111 SCHNEIDER DCS spare parts
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