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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Usb-5133 8-bit USB oscilloscope device
PCI-6040 Multi-function I/O device
PCI-5105 oscilloscope/digitizer
PCI-8511 Single or dual-port low-speed/fault-tolerant CAN interface device
PCI-8513 Fieldbus CAN device
PCI-8512 high-speed/FD CAN interface device
PCI-6221 16-bit multi-function I/O device
PCI-6071 Multi-function I/O device
PCI-7813 Digital reconfigurable input/output device
PCI-7811 Multi-function I/O device
PCI-5640 intermediate frequency transceiver device
PCI-6036E Multi-function DAQ device
PCI-6035 Multifunctional DAQ device
PCI-8516 PCI Bus interface board
TP857 3BSE030192R1 substrate unit
XVS-440-10MPI-1-1AD EATON Operator interface panel
ZYGO 7714 8070-0279-01 Interferometer
4351B TRICONEX Communication Modules
RELIANCE Y-3023-2-H00AA Brushless servo motor
3BHE005555R0101 LDSYN-101 Printed tape circuit board
IS215ACLEH1B GE EX2100 Excitation Controller
GE 04220FL11232A RXI CONTROLLER Dominate industry
FCP270 P0917YZ Field Control Processor 270
FC-TSHART-1620M UNIVERSAL SAFETY INTERFACE
Cutler-Hammer C825KN10 3 Pole Contactor
3500/22M Transient data interface
XVC768115 3BHB7211R115 Printed circuit board
“ABB UNITROL 1005-0011 ECO 3BHE043576R0011 Indirect Excitation Systems”
ABB SYNCHROTACT 5 3BHB006713R0217 microprocessor Supplied by XIONGBA
ABB SAM3.0 counter Supplied by XIONGBA
REF620E_F NBFNAANNNCC1BNN1X Feeder protection and control relay
PCD235B1101 3BHE032025R1101 Supplied by XIONGBA
3500/92 Communication Gateway xiongba Automation
3500/62 6 channel monitor Supplied by XIONGBA
3500/61 Thermocouple temperature input xiongba Automation
3500/60 temperature detector Supplied by XIONGBA
3500/53 Electronic Overspeed Detection System xiongba Automation
3500/42M Proximitor Seismic Monitor Supplied by XIONGBA
3500/33 16 channel relay module XIONGBA supply
3500/32 4 Channel Relay Module Supplied by XIONGBA
3500/25 Enhanced Keyphasor Module XIONGBA Industries
3500/15 Power module of half height Supplied by XIONGBA
350005-01-01-00-00-01 System Rack XIONGBA spare parts
330730-080-00-00 3300 XL 11 mm Extension Cable Supplied by XIONGBA
136180-01 COMMUNICATION GATEAWAY MODULE XIONGBA spare parts
125840-01 Ac power input module Supplied by XIONGBA
125800-01 KEYPHASOR I/O MODULE
8440-2165 SPM-D2-11 The synchronizer of a microprocessor
106M1081-01 Universal AC Power Input Module
DSTS106 3BSE007287R1 Trigger pulse Generator cassette backup regulator
DI650 3BHT300025R1 Digital input 32 channels
DSTS105 3BSE007286R1 is used to simulate a backup regulator
3500/92-02-01-00 Communication gateway
TC515V2 3BSE013284R1 AF100 Twisted pair repeater
DSAI155A 3BSE014162R1 thermocouple module
TC512V1 3BSE018059R1 RS485 Twisted pair modem
DSAO130A 3BSE018294R1 Analog output board 16 channels
DSTA155P 3BSE018323R1 Connect unit 14 thermocouple
DSTA002B 3BSE018317R1 Analog input board connection unit
DSTA135 3BSE018315R1 input board
DSTD190V1 3BSE018314R1 Connects to unit 32 Ch
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