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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YOKOGAWA SAI143-H digital output module
440R-S13R2 DC safety relay Rockwell
VT3000-3X proportional valve amplifier Rexroth
1756-L83ES GuardLogix5580 Controller
20G11NC072JA0NNNNN drive ABB
SH31002P11A2000 SCHNEIDER servo motor
RETA-01 1-port Ethernet adapter module
MOXA EDS-G308-2SFP switchboard
EL3121 BECKHOFF terminal 1 channel analog input module
1734-OE2C Analog output module
2097-V34PR3-LM Ethernet I/P single drive
SGD7S-5R5A00A002 Single axis He suit driver
1769-OB32 Discrete output source module
MVI56-104S Server communication module
SM-100-30-080-P0-45-S1B1 SCHNEIDER servo motor
ANC-100E AN-X2-AB-DHRIO PROSOFT converter
1756-ENBT/A Ethernet communication module
PXI-8820 NI Intel Celeron processor
SR489-P5-HI-A20-E-H generator management relay
330196-05-30-50-05 Eddy current sensor
SR745-W3-P5-G5-HI Multiwire General Electric Transformer protection system
330500-02-04 Velomitor piezoelectric speed sensor
EL6695 BECKHOFF terminal communication interface
SD831 3BSC610064R1 ABB Power supply
CE03250 KOLLMORGEN servo drive module
CR03250 Z2004H-36121 KOLLMORGEN servo drive module
XVH-330-57MPI-1-10 Touch screen
FBM242 RH916TA FOXBORO discrete output interface module
FBM211 RH914TN Input interface module
FMB237 RH914XS channel isolation Output interface module
NPS-400AB B Fujitsu Power module
330905-00-25-05-02-00 3300 NSv approach probe
330930-065-00-00 3300 XL NSv Proximity Sensor
330905-00-25-05-02-00 3300 NSv approach probe
SJDE-08ANA-OY Yaskawa servo driver
5069-IB16 Digital DC input module 5069IB16
SPM-D2-11 WOODWARD synchronizer
5069-IB16 Digital DC input module 5069IB16
1734-OE4C Analog Output module 1734OE4C
5069-IF8 A-B Simulates the input module 5069IF8
330730-080-01-CN 3300 XL 11 mm extension cable
330703-00-09-10-02-CN 3300 XL 11 mm extension cable
177230-01-01-05 Seismic transmitter
CIMR-G5A4011 YASKAWA AC driver
SD831 3BSC610064R1 Power supply
3625T TRICONEX 3625T Output module number
DCS-CP-P 3ADT220134R0001 Control Panel DCS800
CE4003S2B3 Controller module
Pxi-8105 NI Dual core embedded PXI controller
MVI56E-MNETC-CC A-B Communication module
1756-IRT8I A-B Pulse amplifier plate
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