Description
hardware flow control. It is an ideal choice in the field of industrial automation.
In terms of orders, the growth rates of orders, ABB, and Anchuan China in 2019q3 were -15%, 1%, and-21%, respectively, and marginal improvement occurred.
3.1 Q3 Fap Noko”s robot business has narrowed sharply
Fanuc”s revenue in Q3 2019 was 126.4 billion yen, down 22.1% year-on-year, slightly narrower than Q2″s -26.4%; Q3 operating profit was 20.4 billion yen, down
53.6% year-on-year, which was slightly larger than Q2″s -47.50% , the operating profit margin was 16.2%, a slight decline. (Note: FANUC’s 2019 fiscal year is
2019/4/1-2020/3/31, where 2019Q3 refers to 2019/7/1-9/30, corresponding to 2019Q2 in its financial report.)
Q3 Fanuc”s industrial automation revenue was 33.3 billion yen, down 43.3% year-on-year; robot business revenue was 51.5 billion yen, down 2.6% year-on-year
, and the rate of decline narrowed significantly (Q2 fell 19.5% year-on-year), with a quarter-on-quarter growth of 9.2% returning to positive levels; CNC machine tool
business revenue was 18.7 billion yen, down 30% year-on-year, and the rate of decline narrowed; service revenue was 22.9 billion yen, down 4.2% year-on-year.
The growth rate returned to normal, with China’s robot business revenue increasing by 12.3% year-on-year.
Compared with Japan and Europe, where the robot business revenue has decelerated and expanded, and the United States, where the decline has narrowed, the
revenue decline of Fanuc”s robot business in China has narrowed, and the year-on-year growth rate of the robot business revenue has returned to positive levels.
Q3 Fanuc”s revenue in China was 18.3 billion yen, a year-on-year decrease of 33.7% (Q2 was -49.3%), of which China”s robot business revenue was 9.1 billion yen,
a year-on-year increase of 12.3%, and the growth rate returned to positive.
Robot orders growth returns to normal
In Q3 2019, Fanuc received 53.6 billion yen in new orders for robots, a year-on-year increase of 2.9%, marking the second consecutive quarter of positive year-on-year
orders. Orders lead revenue by 1-2 quarters, and Q4 robot business revenue growth is expected to return to positive levels.
Thanks to the recovery of robot orders, the order decline in China narrowed to -15.5%
FANUC”s robot business continues to expand as orders in Japan, Europe, and Asia (excluding China) slow down. Among them, its orders in the United States continued
to recover strongly, while the decline in orders in China narrowed significantly.
In Q3, Fanuc received 35.7 billion yen in new orders in the United States, a year-on-year increase of 15.2%, continuing high growth. The decline in orders in China has narrowed
significantly. During the period, new orders received in China were 18.6 billion yen, a year-on-year decrease of 15.5%, a sharp contraction.
3.2. Yaskawa Electric’s Q3 robot business situation
Yaskawa expects its consolidated net profit for fiscal 2019 (ending February 2020) to be 19 billion yen, a year-on-year decrease of 54%. Sales will fall by 12% to 420 billion yen,
and operating profit will fall by 50% to 25 billion yen. China”s order volume, which has attracted much market attention, shows signs of bottoming out. It decreased by 21% from
June to August 2019, and the decline has narrowed for two consecutive quarters. On the one hand, the impact of the Sino-US trade war has led to a reduction in investment by
Chinese companies. On the other hand, the exchange rate has also seen a higher-than-expected appreciation of the yen.
3.3. ABB Q3 robot business situation
ABB”s sales revenue in Q3 2019 was US$6.892 billion, order volume decreased by 1%, and order reserve increased by 3%; net profit after tax from continuing
operations was US$422 million, down 1%; net profit was US$515 million, down 15%. Orders in China were down 5% (down 7% in US dollar terms). The market
situation in the traditional power generation market, traditional automobile and automobile-related industries, as well as 3C and machinery manufacturing fields is relatively severe.
Robotics and discrete automation business order demand is weak
The financial report shows that ABB”s order volume in 2019Q3 fell by 1% year-on-year (down 3% in US dollars). Order volume for industrial automation and
electrical and motion control businesses increased slightly, but order demand for robots and discrete automation businesses was weak. Service business orders
accounted for 19% of total orders, a year-on-year decrease of 2% (a decrease of 5% in U.S. dollars). Large orders accounted for 5% of total orders, a year-on-year
decrease of 1%. ABB order backlog up 3% (down 3% in USD)
Orders from China, Europe and the United States declined, while orders from India and Japan grew well.
Display operation panel 3BSE042238R1
Display operation panel 3BSE042237R1
Display operation panel 3BSE042236R2/PP865A
Display operation panel 3BSE042236R1 PP865
Display operation panel 3BSE042235R2 PP845A
Display operation panel 3BSE042235R1 PP845
Display operation panel 3BSE042235R1
Display operation panel 3BSE042234R2
Display operation panel 3BSE041882R1 CI840A
Display operation panel 3BSE032401R1 PU515A
Display operation panel 3BSE030221R1 CI854AK01
Display operation panel 3BSE030220R1 CI854AK01
Display operation panel 3BSE028140R0020
Display operation panel 3BSE022257R1
Display operation panel 3BSE022256R1
Display operation panel 3BSE022255R1
Display operation panel 3BSE021439R1
Display operation panel 3BSE018741R30
Display operation panel 3BSE018741R15
Display operation panel 3BSE018741R15
Display operation panel 3BSE018295R1
Display operation panel 3BSE018294R1
Display operation panel 3BSE018293R1
Display operation panel 3BSE018292R1
Display operation panel 3BSE018172R1 SB822
Display operation panel 3BSE018144R1 CI857K01
Display operation panel 3BSE018135R1 CI858
Display operation panel 3BSE018104R1
Display operation panel 3BSE016347R1
Display operation panel 3BSE013216R1
Display operation panel 3BSE013175R1
Display operation panel 3BSE011181R1
Display operation panel 3BSE008572R1
Display operation panel 3BSE007949R1 DSAI146
Display operation panel 3BSE007134R1
Display operation panel 3BSE005465R1
Display operation panel 3BSE004258R1
Display operation panel 3BSE004203R1
Display operation panel 3BSE003879R1
Display operation panel 3BSE003832R1
Display operation panel 3BSE003826R1
Display operation panel 3BSE003816R1 SC520
Display operation panel 3BSE000860R1
Display operation panel 3BSC980004R784
Display operation panel 3BSC950193R1 TB850
Display operation panel 3BSC950192R1
Display operation panel 3BSC690126R2
Display operation panel 3BSC690103R2
Display operation panel 3BSC690103R1
Display operation panel 3BSC690102R2
Display operation panel 3BSC690102R1
Display operation panel 3BSC690076R5
Display operation panel 3BSC630149R0001PXUB201
Display operation panel 3BIE010749
Display operation panel 3BHT300036R1
Display operation panel 3BHT300032R1
Display operation panel 3BHT300025R1
Display operation panel 3BHL000986P7002
Display operation panel 3BHL000986P7001 LWN1902-6
Display operation panel 3BHL000986P7001
Display operation panel 3BHL000986P7001
Display operation panel 3BHL000986P7000
Display operation panel 3BHL000986P0006
Display operation panel 3BHL000986P0006
Display operation panel 3BHL000764P0001
Display operation panel 3BHL000396P0001
Display operation panel 3BHL000392P0101
Display operation panel 3BHL000391P0101
Display operation panel 3BHL000390P0104 5SHX1960L0004
Display operation panel 3BHL000320P0001
Display operation panel 3BHL000250P0002
Display operation panel 3BHE059696R0001
Display operation panel 3BHE056573R0101
Display operation panel 3BHE041464R0101
Display operation panel 3BHE039770R0102 PPD539A102
Reviews
There are no reviews yet.