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.
https://www.xmamazon.com
https://www.xmamazon.com
https://www.plcdcs.com/
www.module-plc.com/
https://www.ymgk.com
AI950N | ABB | 3KDE175523L9500 Temperature Input Module
AO910N | ABB | Analog output module
PFTL201CE | ABB | PFTL 201CE Pillow block tensiometer horizontal load cell
PFTL201DE | ABB | PFTL 201DE Pillow block tensiometer horizontal load cell
PFTL201DE| ABB | PFTL 201DE Pillow block tensiometer horizontal load cell
PFTL201D | ABB | PFTL 201D Pillow block tensiometer horizontal load cell
PFVL 141C| ABB | PFVL141C round load cell
PFVL141R | ABB | PFVL 141R Ring load cell
PFVA401 | ABB | PFVA 401 Rolling force controller
B4233-1 | HIMA | B 4233-1 Security System Module
PFBL141B/C | ABB | PFBL 141B/C Vertical Force Test Unit
PFRL 101A| ABB | PFRL 101A radial load cell
PFRL101B | ABB | PFRL 101B Radial Load Cell
PFRL 101C| ABB | PFRL101C radial load cell
PFRL101D | ABB | PFRL 101D Radial Load Cell
PFCL301E | ABB | PFCL 301E Mini Web Tension Vertical Load Cell
PFTL 301E | ABB | PFTL301E Mini Web Tension Level Load Cell
PFSK167K01 3BSE048634R2 | ABB | Front Panel Kit Shield
PFSK193 3BSC990116R1 | ABB | Front Panel Kit Shield
PFSK152REP 3BSE018877R2 | ABB | Signal Concentrator Board
PFSK163V3 3BSE016323R3 | ABB | PFSK 163V3 Profibus communication board
PFSK163V1 3BSE016323R1 | ABB | Profibus communication board
PFSK126 3BSE002097R1 | ABB | server motherboard
PFSK163 3BSE016418R| ABB | PFSK 163 Channel Control Unit
PFSK126 3BSE002097R1 | ABB | Channel Control Unit
PFSK193 3BSC620104R1 | ABB | Computer motherboard
PFSK126 3BSE002097R1 | ABB | Signal processing board
PFSK110 YM322001-EP | ABB | Channel control panel
PFSK104 YM322001-EB | ABB | Signal processing board
PFSK110 YM322001-EP | ABB | Channel control unit
PFSK113 YM322001-ET | ABB | Amplifier sliding device
PFSK102 EXCYM322001-EG | ABB | Roll supply unit
PFTL 101B | ABB | PFTL101B Pillow block tensiometer
PFSK151 | ABB | DSP signal processing
PFCL201CD/CE | ABB | Vertical load cell for pillow block tensiometer
PFCL 201C | ABB | PFCL201C Pillow block tensiometer
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
DSDI306 57160001-CM | ABB | Digital input circuit board
DSDI304 57160001-DB | ABB | Digital input module
Reviews
There are no reviews yet.