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 SB822
Excitation system ABB module SB822
Excitation system ABB module SB821
Excitation system ABB module SB808F
Excitation system ABB module SB808F
Excitation system ABB module SB512
Excitation system ABB module SB512
Excitation system ABB module SB510 3BSE000860R1
Excitation system ABB module SB510
Excitation system ABB module SB510
Excitation system ABB module SAM3.0
Excitation system ABB module SAFT164
Excitation system ABB module SAFT-123-PAC
Excitation system ABB module SAFT112POW
Excitation system ABB module SAFT111POW
Excitation system ABB module SAFT110
Excitation system ABB module SAFT110
Excitation system ABB module SAFT103
Excitation system ABB module SAFT103
Excitation system ABB module SA9923A-E
Excitation system ABB module SA9923A-E
Excitation system ABB module SA920S
Excitation system ABB module SA920N
Excitation system ABB module SA920N
Excitation system ABB module SA920B
Excitation system ABB module SA911S
Excitation system ABB module SA911N
Excitation system ABB module SA911B
Excitation system ABB module SA910S
Excitation system ABB module SA811F-Z
Excitation system ABB module SA811F 3BDH000013R1
Excitation system ABB module SA811F
Excitation system ABB module SA811F
Excitation system ABB module SA811F
Excitation system ABB module SA802F
Excitation system ABB module SA801F
Excitation system ABB module SA801F
Excitation system ABB module SA610
Excitation system ABB module SA168 3BSE003389R1
Excitation system ABB module S900-BI100
Excitation system ABB module S503X
Excitation system ABB module S503X
Excitation system ABB module S200-TB3T
Excitation system ABB module S200-TB3
Excitation system ABB module S200-PS13
Excitation system ABB module S200-IR8
Excitation system ABB module S-113N 3BHB018008R0101
Excitation system ABB module S-113N 3BHB018008R0001
Excitation system ABB module s-113N 3BHB018008R0001
Excitation system ABB module S-093H 3BHB030478R0309
Excitation system ABB module S-093H 3BHB030478R0309
Excitation system ABB module S-076N 3BHB009884R0021
Excitation system ABB module S-073N 3BHB009884R0021
Excitation system ABB module S-073N 3BHB009884R0021
Excitation system ABB module RXTUG 22H 1MRK000592-A
Excitation system ABB module RXPPK 2H 1MRK001615-AA
Excitation system ABB module RXIIK 4 1MRK001643-AA
Excitation system ABB module RXIDK 2H 1MRK000838-HA
Excitation system ABB module RXEDK 2H 1MRK000841-RA
Excitation system ABB module RXDS 4 1MRK000344-A
Excitation system ABB module RX865
Excitation system ABB module RX845
Excitation system ABB module RX835
Excitation system ABB module RX835
Excitation system ABB module RW857F
Excitation system ABB module RW856F
Excitation system ABB module RVC6-5A
Excitation system ABB module RVC6-5A
Excitation system ABB module RTAC-01
Excitation system ABB module RMU811
Excitation system ABB module RMIO-02C
Excitation system ABB module RLY-100
Excitation system ABB module RLM01 3BDZ000398R1
Excitation system ABB module RLM01
Excitation system ABB module RLM01
Excitation system ABB module RLM01
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