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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ED1822A HEDT300867R1 ABB Power drive board
DSXS001 57170001-A ABB DSXS 001 DCS communication module
DSTD W113 57160001-ZL ABB DSTDW113 Connection Unit
DSTD150A 57160001-UH ABB Connection Unit for Digital
DSTD108 57160001-ABD ABB Connection unit
DSTC190 57520001-ER ABB Connection Unit
DSSR122 48990001-NK ABB Dc input power unit
DSDI 110AV1 3BSE018295R1 ABB DSDI110AV1 Digital input pad
DSDI110A 57160001-AAA ABB Digital input pad
DSCS140 57520001-EV ABB Analog output module
DSCL110A 57310001-KY ABB Terminal unit
0090-00224 APPLIED MATERIALS PCB I/O EXPANSION
LT371B GJR2336800R1 ABB Brown Boveri (BBC)
GJR5252100R3261 07KT94 ABB relay
GJR5145600R0001 35AB95 ABB Brown Boveri (BBC)
GJR5145000R0301 35ZE93B ABB Brown Boveri (BBC)
GJR5143600R0001 35TP90 ABB Brown Boveri (BBC)
GJR5137200R0005 35AE92F-E ABB Controller module
GJR5132200R0001 35AB90 ABB Electronic component
GJR2390200R1010 83SR04D-E ABB Control Board
GJR2368900R2340 87TS01I-E ABB Printing plate module
89NU01D-E GJR2329100R0100 ABB Driver module
88VP02B-E GJR2371100R1040 ABB Electronic control module
88UB01 GJR2322600R1 ABB Coupled module
88TK02C-E GJR2370400R1040 ABB Analog Input Module
87TS01I-E ABB Coupled module
81EA11D-E GJR2374800R0210 ABB Analog Input Module
07ZE40 gjr2268800r22 ABB Analog input module
HESG447419R0001 70EA05A-E ABB Pcb board module
70EA01b-E HESG447038R1 ABB Analog input module
ACS100-PAN 61341722 Control Panel New original
BCU-02 3AUA0000110429L Control Unit Suite New original
1TGE120026R0103 Operation panel New original
Bra-669c 6438177017035 Brake Chopper New original
ICSI16E1 FPR3316101R0034 Binary input unit New original
5SDD1060F0001 Soft startup ABB tablet thyristor New original
KVC758A124 3BHE021951R1024 Control board module New original
BINT-12C interface board New original
UNITROL 1005 Indirect excitation system UNITROL1005 New original
IT8000E-AC weighing terminal New original
TTH300-E1-H temperature transmitter New original
FAU810 flame analysis unit New original
UFC719AE01 3BHB000272R0001 Drive Controller New original
AGPS-11C 3AFE64692585 anti-mis-start circuit board New original
UDD406A 3BHE041464R0101 Digital input module New original
DP820 3BSE013228R1 dual channel pulse counting module New original
UAC389AE02 HIEE300888R0002 Control board module In stock
FI840F Fieldbus module New original
DSAB-01C evaluation board In stock
XUD194 3BHE018137R0001 Optical Fiber Repeater New original
5SHY4045L0004 Thyristor In stock
PPD103-B03-10-150000 Central processing unit New original
07AC91F GJR5252300R0101 Analog input/output module In stock
SPBRC410 Controller with Modbus TCP interface New original
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