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.
Excitation system ABB module IEMMU21
Excitation system ABB module IEMMU21
Excitation system ABB module IEMMU21
Excitation system ABB module IEMMU21
Excitation system ABB module IEMMU12
Excitation system ABB module IEMMU11
Excitation system ABB module IEMMU04
Excitation system ABB module IEMMU02
Excitation system ABB module IEMMU01
Excitation system ABB module IEMMU01
Excitation system ABB module IEFAN90
Excitation system ABB module IEFAN02
Excitation system ABB module IEFAN01
Excitation system ABB module IDPG 940128102
Excitation system ABB module ICST08A9
Excitation system ABB module ICSK20F1
Excitation system ABB module ICSE08B5
Excitation system ABB module ICSE08B5
Excitation system ABB module ICSA04B5
Excitation system ABB module IBA 940143201
Excitation system ABB module IAM MODULE
Excitation system ABB module HVC-02B 3HNA024966-00103
Excitation system ABB module HVC-02 3HNA011999-001
Excitation system ABB module HVC-01 2A 3HNA008270-001
Excitation system ABB module HPC800K02
Excitation system ABB module HIES207036R003
Excitation system ABB module HIER466665R0099
Excitation system ABB module HIER466665R0099
Excitation system ABB module HIER464920P0001
Excitation system ABB module HIEE451220R1 HI903897-310/49 RTA108BE
Excitation system ABB module HIEE451116R0001 FM9925A-E
Excitation system ABB module HIEE450964R0001 SA9923A-E
Excitation system ABB module HIEE450880R1 LT8979A-V
Excitation system ABB module HIEE450848R1
Excitation system ABB module HIEE450824R1
Excitation system ABB module HIEE440503P201 HUCD420038R1 XTB750B01
Excitation system ABB module HIEE440207P2 HIEE320639R1 N7-10408-1/13
Excitation system ABB module HIEE410726P104 UNS0863 HIEE305082R0001
Excitation system ABB module HIEE410385P201 HIEE300550R1
Excitation system ABB module HIEE410379P201 HIEE401337R1
Excitation system ABB module HIEE410372P201 HIEE300590R1 HI107355-310/20
Excitation system ABB module HIEE410310P201 HIEE400923R1
Excitation system ABB module HIEE410226P2 HIEE200072R2 N7-10059-1/9
Excitation system ABB module HIEE410110P2
Excitation system ABB module HIEE410109P2 HIEE400320R1 HI901727-931/20
Excitation system ABB module HIEE410103P1
Excitation system ABB module HIEE410090P2 HIEE300115R1 HI201355-860-002
Excitation system ABB module HIEE410040P2
Excitation system ABB module HIEE410030P2 HIEE200008R2 HI903442-310/6
Excitation system ABB module HIEE410022P2 HIEE300025R2 HU202651-860-002
Excitation system ABB module HIEE410016P1 HIEE300024R4 N710315-8/15
Excitation system ABB module HIEE405246R0002 UNS0867A-PV2
Excitation system ABB module HIEE405246R0002 UNS0867A-P,V2
Excitation system ABB module HIEE405246R0002 UNS0867A-P,V2
Excitation system ABB module HIEE405227R0001
Excitation system ABB module HIEE405205R3 UNS0980C-PV3
Excitation system ABB module HIEE405179R0001 UNS0862A-PV1
Excitation system ABB module HIEE405179R0001 UNS0862A-P,V1
Excitation system ABB module HIEE405179R0001
Excitation system ABB module HIEE405087R1 UNS0982B-PV1
Excitation system ABB module HIEE405053R1 UN0803B-PV1
Excitation system ABB module HIEE401836R0001
Excitation system ABB module HIEE401782R0001 LTC391AE01
Excitation system ABB module HIEE401481R1 UAC326AE
Excitation system ABB module HIEE401481R0001 UAC326AW.V.1
Excitation system ABB module HIEE401481R0001 UAC326AE01
Excitation system ABB module HIEE40121P201 HIEE400403R2 HIEE300308R1
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