Description
hardware flow control. It is an ideal choice in the field of industrial automation.
2. Orders for industrial robots from Fanuc, ABB, and Yaskawa Electric picked up in Q2
According to data disclosed in the Sinolink Securities research report, the performance of Fanuc, ABB,
and Yaskawa Electric robots is still declining, but orders have rebounded. In addition to KUKA, the 2019Q2
financial data of Fanuc, ABB, and Yaskawa Electric show that their overall revenue and profits and robot
business revenue and profits are still declining, but there are also some
structural improvements, and robot orders from each company have recovered to varying degrees. Since orders
lead revenue by about a quarter, the revenue decline shows that China”s robot market demand is still
bottoming out, but the inflection point in response to improved orders
is not far away.
1. FANUC Q2 robot business situation
Fanuc”s revenue in 2019Q2 was 134.6 billion yen, a year-on-year decrease of 26.37%, which was slightly
narrower than the -26.81% in 2019Q1; Fanuc”s operating profit
continued to decline for four consecutive quarters from 2018Q2 to 2019Q2, and its operating profit in 2019Q2
was 28.6 billion yen, a year-on-year decrease of 26.37%. It fell by 47.50%, which was narrower than the -51.67%
in 2019Q1. The operating profit
margin was 21.20%, bottoming out and rebounding.
Robot slowdown continues to expand
In 2019Q2, Fanuc”s CNC machine tool business revenue was 22.1 billion yen, down 47.38% year-on-year;
industrial automation revenue was 43.5 billion yen, down 28.57% year-on-year; the robot business revenue was
47.1 billion yen, down 19.49% year-on-year, and the rate of decline is still expanding. The nearly 20%
decline in 2019Q1-Q2 far exceeded the -2.96% in
2018Q4; service revenue was 21.9 billion yen, a year-on-year increase of 2.34%.
Revenue in China and the United States has slowed and narrowed
In 2019Q2, compared with Fanuc”s revenue decline in Japan, Europe and other regions, its
revenue decline in China and the United States has narrowed. During the period, Fanuc”s revenue in
China was 24.1 billion yen, down 49.26% year-on-year (Q1 was -61.18%), and revenue in the United
States was 28 billion yen, down 19.77% year-on-year (Q1 was -21.41%).
Robot orders have returned to positive growth, while machine tool orders have slowed down significantly.
In Q2 2019, Fanuc”s new orders for CNC machine tools were 20.9 billion yen, a year-on-year decrease
of 38.53%, which was significantly narrower than Q1″s -62.36. During the period, its robots received 56.1
billion yen in new orders, a year-on-year increase of 5.85%, ending four quarters of negative growth. Orders lead revenue by a quarter,
and robot revenue is expected to return to positive levels in Q3 2019.
Orders in the United States and Asia improved, while Japan and Europe slowed and expanded.
In Q2 2019, Fanuc received 36.1 billion yen in new orders in the United States, a year-on-year
increase of 27.56%, and the growth rate increased significantly. During the period, its new
orders in Japan were 30.2 billion yen, a year-on-year decrease of 18.82%, and new orders in
Europe were 27.6 billion yen, a year-on-year decrease of 15.60%, and the decline rate has expanded.
https://www.xmamazon.com
https://www.xmamazon.com
https://www.plcdcs.com/
www.module-plc.com/
https://www.ymgk.com
FPR3346501R1012 ABB ICSE08B5-2 I/O MODULE
F650-B-F-G-F-2-G-1-HI-E GE Feeder Protection & Bay Controller
IRDH375 ISOMETER Insulation monitoring device
DSTC454 5751017-F ABB DSTC 454 Optical Modem for 2 Mbits/s
DSAX452 ABB Remote In / Out Basic Unit
AO845A 3BSE045584R1 ABB Analog Output Module
469-P5-LO-A20-E GE LO Control Power with 4-20mA Analog Outputs
469-P1-HI-A20-E GE 469 Motor Management Relay
HC-6002-2 HUMO LABORATORY MODULE
HC703BS-E51 Mitsubishi Motors-AC Servo
3HAC025562-001 ABB DSQC 655 Capacitor Unit
3BDH000320R0101 ABB LD 800HSE Linking Device
1VCF752000 ABB Feeder terminal
TU810 3BSE013230R1 ABB 16 channel 50 V compact module
R911328500 Rexroth Servo Drives
MSK050C-0300-NN-M1-UG1-NNNN Rexroth MSK Synchronous Motors
IC693CHS391 GE expansion plate with ten slots
HMS01.1N-W0070-A-07-NNNN Rexroth HMS Single Axis Inverters
DO801 3BSE020510R1 ABB 16 channel 24 V digital output module
330930-065-01-05 Bently Nevada NSv Extension Cable
CAN-32DO0.5A-P-2X16 ETON Digital output module
DI801 3BSE020508R1 ABB 16 channel 24 V digital input module
DKC02.3-100-7-FW Rexroth EcoDrive Drive Controller
16710-30 Bently Nevada 16710 Interconnect Cables
330180-51-05 Bently Nevada 3300 XL Proximitor® Sensor
130539-30 PILZ Interconnect Cable
810-073479-215 LAM Rev Tested Board
301120 PLIZI Safety bus module
XVME-660716 Xycom VMEbus Pentium III Low-Power Processor Module
140NOE77101 Schneider ETHERNET NETWORK TCP/IP MODULE
UUD148AE01 3BHE014185R0001 ABB Inverter trigger board
MKD071B-061-KG1-KN Rexroth servo motor
6SM37L-4.000 KOLLMORGEN Servo motor
6410-007-N-N-N Pacific Scientific Stepper Drive
VT-HNC100-1-23W-08-P-0 Rexroth VT-HNC100 Digital Axis Controllers
VE3006 EMERSON MD-PLUS Controller
UR8HH GE Universal Relay Systems UR Series
T70-QQU-AA0-LK KEBA Teach Pendant
SERVOSTAR 310 KOLLMORGEN S300 Servo Drive
AIP171 Yokogawa PC Board Controller Board
S21260-SRS KOLLMORGEN SERVO DRIVER INPUT
S20660-SRS KOLLMORGEN Servo driven drive
SDAS-01-7Y2S1024 TE Connectivity Current Sensor Current Sensor AC Current 11-Pin
S72402-NANANA-NA-225 KOLLMORGEN Servo driven drive
R43HCNAR2NSVS00 Pacific Scientific Motors-AC Servo
PR6424010-040+CON021 EPRO Front axis sensor
PDP403 METSO Distributed Processing Unit
PMAC-2 ACC8E DELTA TAU VMEbus Single-Board
PR6423010-010+CON21 EPRO Logical analog sequence module
NW-BM85-000 Schneider MODBUS ACCESSORY
NETC01-M2 MECHATROLINK Network Gateway
P0916AG FOXBORO FBM204 Field Terminal Assembly
P0916AW FOXBORO Field Terminal Assembly
MSPC-68866800 MACROTEK PCI/ISA Single Board Computer
MT8803G Anritsu Terminal Globalstar
Reviews
There are no reviews yet.