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.
https://www.xmamazon.com
https://www.xmamazon.com
https://www.plcdcs.com/
www.module-plc.com/
https://www.ymgk.com
8237-1246 WOODWARD Overspeed detection system
5302-MBP-MCM4 PROSOFT Master/slave gateway module
5136-DNP-PCI SST Interface card
3500/15 127610-01 BENTLY AC Power Supply Module
3481 TRICONEX Digital output module
369-HI-R-M-0-0-0-E GE Motor management relay
5SHY4045L0006 3BHB030310R0001 ABB ICGT Module
5SHY4045L0001 3BHB018162R0001 ABB ICGT Module
5SHX2645L0004 3BHB003154R0101 ABB ICGT Module
5SHX0660F0002 ABB ICGT Module
ABB 1TGB302003R0003 DCS DP module
GE V7768 – 320000 Processor board
USIO21 TOSHIBA Controller module
UAA326A04 HIEE300024R4 ABB communication module
ICS TRIPLEX T8110B Trusted TMR Processor
PM902F ABB AC 900F controller
PM511V16 3BSE011181R1 ABB Processor Module
F8650X HIMA CPU Module
DSQC679 3HAC028357-001 ABB Robot teaching device
CI873 ABB AC 800M communication interface
CE3008 KJ2005X1-MQ1/12P6381X022 EMERSON Controller module
086444-005 ABB Optical fiber board
3009 TRICONEX 3008 Enhanced Main Processor (UMP) Modules
UR8FH GE Multi-wire module of voltage transformer
S710D-EST2 GE Data transceiver
RV33-1 GE module
IS420UCSBH1A GE Mark VIe controller
IS220UCSAH1A GE PAMC Acoustic Monitor
IS220PPROS1B GE I/O pack
IS220PPDAH1B 336A5026ADP14 GE I/O pack under Mark VIe
IS220PDIAH1B GE I/O module
IS220PDIAH1B GE Turbine Control PCB board.
IS215VCMIH2CA IS200VCMIH2CAA GE interface board
IS215UCVEM06A GE Ethernet connection circuit board
IS215UCVEH2AF GE Vme Controller Card
IS215UCVEH2AE GE BOARD-VMIC MARK VI
IS215UCVEH2AB GE Printed Circuit Board
IS215ACLEH1BB GE TC APP CONTROL LAYER BOARD
IS200TTURH1CFD GE Terminal board
IS200TSVCH1A GE Servo terminal board
IS200TREGH1BEC GE Circuit board assembly
IS200TDBTH6ACD GE Printed circuit board
IS200SPIDG1ABA GE Plate assembly
IS200EPSMG1AED GE control system
IS200EGDMH1AFF GE power-supply module
IS200DTAIH1ACC GE terminal board
IS200AEADH4ADA GE Gas burning card
IP-QUADRATURE GE Orthogonal encoder
IC698CPE040-JP GE Central Processing Unit
Reviews
There are no reviews yet.