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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HD-522 SHINBORY DENSHI Heater Control Switch Panel
321131-A01 337672-A01 Allen-Bradley Interface Board
394877-A02 4002604070 Allen-Bradley PC board
314066-A02 Allen-Bradley PC POWER SUPPLY BOARD
2711-K10C1 Allen-Bradley PanelView 1000 Standard Operator Terminal
1336-SN-SP10A 74101-363-51 Allen-Bradley component of the Bulletin 1336 drives
GPD506V-B004 MAGNETEK AC DRIVE
1771-OJ/A Allen-Bradley pulse output expander module
GVC704AE01 5SXE05-0152 3BHB003230R0101 3BHB003023P201 ABB
GDC801B101 3BHE051592R0101 ABB
1794-IB16 Allen-Bradley Flex IO DC Input Module
2711-K5A8 Allen-Bradley Panelview 550 Standard Operator Terminal
IC660BBA100 GE analog I/O Block
DSDX453 5716075-AN ABB Remote In / Out Expansion Unit
135462-01 Bently Nevada PLC module
132419-01 Bently Nevada PLC module
132417-01 Bently Nevada PLC module
2711P-T6C5A Allen-Bradley Panelview Plus 600 series operator interface terminal
1771-OFE2 Allen-Bradley analog output module
1771-IR Allen-Bradley PLC5 Resistance Temperature Detector (RTD) input module
330100-90-00 Bently Nevada Proximitor Sensor
1771-IFMS Allen-Bradley intrinsically safe fast millivolt input module
1771-OBDS Allen-Bradley digital output module
1771-IBN Allen-Bradley PLC5 Discrete Input module
1771-CFM Allen-Bradley configurable type of flow meter module
1771-ACN Allen-Bradley ControlNet adapter module
1402-LS51 Allen-Bradley Line Synchronization Module
WR-D4004 MD-D4014B RELIANCE
A2H254-16-RH A2H254-16 Enterasys Networks Network Switch
TK457V050 3BSE004394R1 ABB Cable assembly
SCXI-1000 NI Low-Noise, 4-Slot, AC Chassis
SCXI-1304 NI –3 dB Cutoff Frequency, 60 V, AC/DC Coupling Terminal Block
PCIH38F300A1 UPWRA-KW3M2UPWR Positronic Rectangular power connector
DSCS150 57520001-FY ABB GCOM Communication Unit
TC-CCR014 97321174-A01 HONEYWELL Redundant Net Interface
SCXI-1600 NI 16-Bit, 200 kS/s Sampling Rate, Data Acquisition Module
P0926AH-B FOXBORO Power Supply
SCXI-1162HV NI 32-Channel, Isolated AC/DC, Digital Input Module
P0973CN FOXBORO FIELDBUS COMMS BASE MODULE
IC697BEM731Z GE Bus Controller Module
ESA-700 EPSD-0375-1108 ALSTOM Limelight Flame Signal Analyzer
9200-06-01-10-00 Bently Nevada 9200 watt vibration probe
MVI56-MDA4 PROSOFT MDA Scientific CM4 Platform Master Module
MVI56-LTQ PROSOFT Limitorque Valve Network Interface Module
PQV80020041 VALMET
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