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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SCXI-1102B voltage input module
NTAI05 Indicates the terminal unit NTAI05 analog input
1394-SJT05-C-RL servo controller
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PM803F 3BDH000530R1 Base Unit 16 MB
SPAU140C Synchronous check relay
SDCS-PIN48-SD 3BSE004939R1012 Pulse transformer plate
SCYC55830 58063282A Terminal board SCYC 55830
SCJIE00818 ABB SAFETY substrate
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PFSK152 3BSE018877R2 Flatness Measurement Systems
PFEA113-65 3BSE050092R65 Tension electronic controller
NAIO-03F 64669303 ABB I/O KIT
LDSYN-101 ABB 3BHE005555R0101 Input/output module
Control Processor Module of HPC800
FENA-11 ABB Ethernet adapter
LCP100 Local Control Panel
EMERSON LCP100 Control panel
DO820 3BSE008514R1 Digital Output Relay 8 ch
DO801 Digital Output module
DI810 Digital Input module
DI801 3BSE020508R1 Digital Input module
DDC779CE102 3BHE027859R0102 ABB CPU module
ABB CSA464AE HIEE400106R0001 New original
CPM810 Common Processor Module
CMA123 Display Card ABB
CP800 ABB Communication processor module
CI854AK01 PROFIBUS-DP/V1 interface
APFS-11C ABB POWER SUPPLY BOAR
3BSE038415R1 S800 I/O PLC AO810/AO810V2
AO810V2 Analog output module 3BSE038415R1
NEW AO810 Analog output module
AO810 Analog output 1×8 ch 3BSE008522R1
AI830A 3BSE040662R1 Analog input RTD 8 ch
ABB analog input module AI810 3BSE008516R1
AI810 Analog Input 8 ch 3BSE008516R1
NWE 5SHX1445H0001 3BHL000391P0101 3BHB003230R0101 5SXE05-0152
1TGE120021R0110 Communication Gateway
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