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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05701-A-0550 HONEYWELL Analysis System 57 Calibration plug
1794-TB3 Allen-Bradley Terminal basic unit
1786-TPS Allen-Bradley ControlNet coaxial taps
1756-OB16D Allen-Bradley Diagnostic output module
140XTS00200 Schneider Screw wiring terminal
140XCP51000 Schneider Virtual module with cover
8B0C0320HW00 B&R Auxiliary power module
ZMU-02-(3AXD50000006010) ABB Converter memory card
TSXDSZ08R5 Schneider TSX micro 8 output relay
TSXDMZ28DR Schneider 28 Input/output 24 volt DC relay
TSXDEZ12D2 Schneider TSX MICRO-12 discrete input DC
T8850 ICS TRIPLEX Three-way trusted TMR processor interface adapter
140ACI04000 Schneider Analog input module
TSX3721001 Schneider 37 21/22 PLC configurations
T8830 ICS TRIPLEX ICS three-way trusted TMR ESD SIS
PLX82-EIP-PNC PROSOFT Ethernet /IP to PROFINET controller gateway
MSK050C-0300-NN-M1-UG1-NNNN Rexroth MSK synchronous motor
NLWC-05 ABB Plastic fiber optic cable for communication
05701-A-0512 HONEYWELL 8-way rear channel rack assembly
HP 5517B Agilent laser head/sensor
1786-RPFM Allen-Bradley Control network modular repeater medium distance optical fiber module
1756-TBNH Allen-Bradley Wiring board or RTB module
1756-PA75R/A Allen-Bradley Redundant power module
1756-CN2R Allen-Bradley ControlLogix Controller platform communication module
140SAI94000S Schneider 8 Enter the analog safety input module
VT-HNC100-1-23W-08-P-0 Rexroth Servo drive driver
VM600-IOC4T Input/output card
SPDSO14 ABB DO module, 16 channels
SPBLK01 ABB Blank panel
SCXI-1163R NI Solid state relay, relay switch module
S710D-EST2 GE Independent bidirectional multiprotocol data transceiver
PM3326B-6-1-2-E 80026-529-01 PIONEER MAGNETICS Power module controller
P0926GH FOXBORO Channel communication terminal
MVS-8100C COGNEX PCI image acquisition card
MP226 BACHMANN Touch screen communication module
IW93 HESG440356R1 ABB Controller module
JAMSC-B2605V YASKAWA Processor module
IS215UCVFH2BB GE Circuit board
INIIT03 ABB Local transmission mode
IMDS014 ABB Symphony digital output module
HE700GEN100C GE industrial control card
IC660ELB912J GE Genius Network interface module
FBM230 P0926GU FOXBORO Modbus main (serial and TCP/IP) driver
F8621A HIMA Central processing unit (CPU) module
ENT-10515-R HIRSCHMANN AC AC power module
DSAI130A 3BSE018292R1 ABB analog input module
DKC01.3-012-3-MGP-01VRS Rexroth DKC drives the controller
DIGIFAS-7202 KOLLMORGEN servo drive
DECS-200-2L BASLER ELECTRIC Digital automatic excitation regulator
CX1100-0001 BECKHOFF Power device and I/O port
CI520V1 3BSE012869R1 ABB AF100 communication interface
CC-PCNT02 HONEYWELL C300 module controller
A413654 METSO Communication module
BC25 ABB Robot card parts
A413240 METSO Printed circuit board
086329-004 ABB Control card
5466-316 WOODWARD analog input output module
1786-RPA Allen-Bradley ControlNet Modular repeater adapter
5204-DFNT-PDPMV1 PROSOFT Ethernet /IP to the PROFIBUS DPV1 main gateway
531X303MCPARG1 GE AC Power Supply board
810-017034-005 LAM VME PCBA, processor
8LSA25R0060D000-0 B&R Synchronous motor
64SD1-08KRF1-13 NAI Data multi-function board card
6SM77K-3.000 KOLLMORGEN Servo motor
6SM56-S-3000 KOLLMORGEN Servo drive
5PP320.1505-39 B&R Power panel PP320 BIOS15 “XGA color TFT display
3HAC9710-1 ABB Heat exchanger unit
YNT512D YOKOGAWA Trunk repeater
3BHB003688R0101 ABB Variable frequency circuit board
WR-D4007 RELIANCE Power supply card
VT-VSPD-1-23/V0/0-0-1 Rexroth magnifying plate
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