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.
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VMIVME-3418 Signal conditioning VME board VmiVME-3418-202
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UFC784AE101 Control Panel Module UF C784 AE101
UFC912A101 Circuit Board module UFC 912 A101
UFC911B104 Circuit Board Module UFC 911 B104
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1X00163H01 I/O power supply
1X00024H01 POWER SUPPLY
1D54582G05 DPU P/S Assy 115v
1D54582G02 DPU P/S Dual Channel Assy
1D54561G02 Line interface module
1C31238H01 DI 48V DC On-Board P-Mod switch input feature module
1C31233G04 Ovation Interface module DI
1C31233G01 soe Card (24Vdc or single terminal voltage 48Vdc)
1C31232G03 Switch quantity input electronic module Ovation
1C31224G01 Analog input electronic module
1C31227G01 Analog input feature module
1C31223G01 DO PMOD Relay output module G2R
1C31222G01 DO PMOD Relay Output Base – High power
1C31197G01 Valve Position Controller
1C31194G01 Valve Position Controller
1C31169G02 LC PMOD Serial Link Controller 485 cable
1C31166G01 Serial Link Controller
1C31147G01 Pulse accumulator
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1C31125G02 Ovation switch output feature module
1C31122G01 Ovation switch quantity output electronic module
1C31116G04 AI PMODanalog Input WITH PMOD Thermocouple Input feature module
1C31113G05 Ovation module +/-5VDC/0-20mA analog input electronic module
1C31113G04 Ovation module +/-1VDC analog input electronic module
1C31113G03 Ovation module +/-100mV Analog input electronic module
1C31113G02 Ovation analog input electronic module
1C31113G02 Ovation module +/-50mV analog input electronic module
1B30035H01 I/O PROCESS CONTROL BASE
1B30023H02 INPUT/OUTPUT BUS TERMINATOR
1B30023H01 I/O Bus Terminator
ABB PU512V2 3BUR001401R1 PU512V2 MasterBus 300 Interface
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ENTERASYS A2H124-24FX switchboard
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IC698CMX016-ED VMIVME-5567-000 RX7i Control Memory Xchange 16MB Memory
GE VMIVME-4140 16-Channel 12-bit Analog Output Board
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ABB 216AB61 HESG324013R100/H Binary O/P unit
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DSAI130D 3BSE003127R1 MasterPiece 200 and 200/1 » I/O Modules
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3ASC25H214 DATX130 Spares and Consumables » Parts
5SHX1060H0003 3BHB020538R0001 3BHE024415R0101 GVC714A101
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