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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PFTL 101A ABB PFTL101A Pillow block tensiometer
PFTL101AE ABB Pillow block tensiometer
PFTL 101A-0.5kN ABB PFTL101A load cell
PFTL101AER ABB Acid resistant type pillow block tensiometer
PFEA111 ABB Control unit
DSDI451 5716075-A ABB Digital input module
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DSDI304 57160001-DB ABB Digital input module
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DSDI303 57160001-CX ABB Digital input module
PPC905AE101 3BHE014070R0101 ABB PC board
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PPC380AE01 HIEE300885R1 ABB High voltage circuit board
PPC380AE02 HIEE300885R0102 ABB processing unit
PPC902CE101 3BHE028959R0101 ABB High voltage circuit board
PPC322BE HIEE300900R0001 ABB PP C322 BE1 processing unit
PFRL101D-5kN ABB PFRL 101D-5kN load cell
TC513V1 3BSE018405R1 ABB modem
DI86-32 57275782 ABB Digital input module
DC551-CS31 1SAP220500R0001 ABB Bus module
PXAH401 3BSE017235R1 ABB Operating panel
CMA125 3DDE300405 ABB Pulse amplifying plate
HEDT300272R1 ED1782 ABB Pulse input module
HEDT300813R1 ED1633 ABB Frequency converter accessories
HEDT300340R1 ED1780A ABB Bus repeater module
HEIA303892R1 ED1251A ABB Communication module
DP620 3BHE300016R1 ABB Power module
VD86-AMP 572B8001 ABB Programmable controller
YPQ203A 3ASD510001C17 ABB Robot board
DSPC171 57310001-CC ABB System module backplane
CT302A GJR2167200R0001 ABB CPU processor
HESG447260R2 70BA01C-S ABB Processor power module
HEDT300254R1 ED1790 ABB Digital I/O module
YPM106E YT204001-FN ABB Power electronic module
UNS4881BV1 3BHE009949R0001 ABB Ethernet module
UNS4881b,V4 3BHE009949R0004 ABB Thermal resistance power module
UNS2980c-ZV4 ABB Pulse amplifier plate
UNS2882A 3BHE003855R0001 ABB Pulse trigger plate
UNS0874C V.1 3BHB002651R1 ABB Power connection board
UNS0874A ABB Numerical control module
UNS0122A-P ABB Processor end module
UNS0119A-P,V101 3BHE029153R0101 ABB Communication control panel
UNS0007A-P V1 ABB Digital I/O card
UFC092A V1 HIEE300686R1 ABB Channel digital output module
SPNIS21(NIS21) ABB Network interface module
SPFEC12 ABB AI module
SPFCS01 ABB Frequency Counter Module
SPBRC410 ABB controller
SPASO11 ABB AO Module
SDCS-UCM-1 ABB Extension plate
SDCS-POW-1C ABB Power supply panel
SDCS-PIN-48-SD ABB Pulse transformer plate
SDCS-IOE-1 ABB Wiring terminal
SDCS-IOB-23 ABB Digital connecting plate
SDCS-COM-1 3BSE005028R0001 ABB Driver link board
SAFT-190-APC ABB Driver module
SAFT-185-TBC ABB Control module
SAFT-170-PAC ABB Control module spare parts
SAFT-169-PAC ABB Pulse amplifier card
HESG447351R0001 70BK06a-E ABB P13/ serial interface
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