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.
RELIANCE 57C430 Processor Module
RELIANCE 45C322 power supply module
RELIANCE 45C360 Analog output card
RELIANCE 45C313 Bracket assembly
RELIANCE 45C201 Remote I/O Processor.
RELIANCE0-57435 7010 processor module
RELIANCE 0-57419 input module
RELIANCE 0-57408 power module
RELIANCE 0-57407 DCS processor module
RELIANCE 0-57404 Network communication module
RELIANCE 0-57402 Output module
RELIANCE 0-57401 digital I/O drive
RELIANCE 0-57400 digital control system created
RELIANCE 0-57334- I/O rack
RELIANCE 0-846405-4R Driver board assembly
RELIANCE 0-57160-L Stabilized circuit board
RELIANCE 0-48652-4 printed circuit board
RELIANCE 0-48652-30 Calibration instrument panel
RELIANCE 0-419437-B AutoMax Interface Board
RELIANCE DSA-MTR-40D2 DRIVE
RELIANCE 0-57400-A AC/DC input module
RELIANCE 0-57402-C utput module
RELIANCE 0-57405-C analog I/O drive module
RELIANCE 30V4060 GV3000/SE AC Drive
RELIANCE 57045 Spare parts module
RELIANCE 57412 Field voltage regulator module
RELIANCE 57421 Pulse Tach input module
RELIANCE 57C332 Rack assembly
RELIANCE 57C443 I/O Scanner Module
RELIANCE 57C652 module
RELIANCE 803.65.00 PC BOARD
RELIANCE 770.90.10 Autobus Interface Module
RELIANCE 805401-5R Rack assembly
RELIANCE DBU-400 driver
RELIANCE DM-20 Brushless servo driver
RELIANCE DSA-MTR-60D DRIVE CHOP DDS-TLII-MTR-60AMP
ICS Triplex T8202 I/O Power Supply
ICS Triplex T8331 I/O Module
ICS Triplex T8232 Power Pack
ICS TRIPLEX T8431 Trusted TMR 24Vdc Analogue Input Module
ICS Triplex T8233 power port
ICS Triplex T8220 Power Supply Module
ICS Triplex T8902 40 Channel module
ICS Triplex T8153 Communication module
ICS Triplex T8451 Trusted TMR 24 Vdc Digital Output Module
ICS Triplex T8832 60 channel Analogue Input
ICS Triplex T8231 Power Pack 24 Vdc 750 W, universal input, 24 Vdc out.
ICS Triplex T8432 Dual-channel analog input
ICS Triplex T8120 Processor interface adapter
ICS Triplex T8824 Trusted 40 Channel 120Vac Digital Input
ICS Triplex T8901 VFTA Fuse/Link Pack
ICS Triplex T8122 Processor Interface Adaptor
ICS Triplex T8850 Trusted 40 channel Analogue module
ICS Triplex T8802 Trusted 60 Channel 24 Vdc Digital Input FTA
ICS Triplex T8272 Vent & Baffle Unit
ICS Triplex T8192 TMR 24/48 Vdc Digital Output Module
ICS Triplex T8480 Trusted TMR Analogue Output ModuleT8480C
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