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.
Display operation panel TPU3-EX 3HNA010905-001
Display operation panel TPSTU02
Display operation panel TPS02
Display operation panel TPPB-02 3HNA02320000101
Display operation panel TPPB-02 3HNA023200-001/01
Display operation panel TPM810
Display operation panel TPM01
Display operation panel TP910F
Display operation panel TP867 3BSE043664R1
Display operation panel TP867
Display operation panel TP867
Display operation panel TP858 3BSE018138R1
Display operation panel TP858
Display operation panel TP857 3BSE030192R1
Display operation panel TP857
Display operation panel TP854 3BSE025349R1
Display operation panel TP854 3BSE025349R1
Display operation panel TP854
Display operation panel TP854
Display operation panel TP854
Display operation panel TP853
Display operation panel TP853
Display operation panel TP852 3BSC950263R1
Display operation panel TP851
Display operation panel TP830
Display operation panel TP830
Display operation panel TMM-700
Display operation panel TK891F
Display operation panel TK891F
Display operation panel TK890F
Display operation panel TK890F
Display operation panel TK854V030
Display operation panel TK853V020
Display operation panel TK851V010/3BSC950262R1
Display operation panel TK850V007
Display operation panel TK831F
Display operation panel TK831F
Display operation panel TK821F
Display operation panel TK821F
Display operation panel TK817F
Display operation panel TK817F
Display operation panel TK812V150
Display operation panel TK812V050
Display operation panel TK812V050
Display operation panel TK812V015
Display operation panel TK812V015
Display operation panel TK811V150
Display operation panel TK811V150
Display operation panel TK811V050
Display operation panel TK811V050
Display operation panel TK811V015
Display operation panel TK811V015
Display operation panel TK811F
Display operation panel TK811F
Display operation panel TK809F
Display operation panel TK809F
Display operation panel TK808F
Display operation panel TK807F
Display operation panel TK807F
Display operation panel TK803V018 3BSC950130R1
Display operation panel TK802F
Display operation panel TK802F
Display operation panel TK801V012
Display operation panel TK801V012
Display operation panel TK801V006
Display operation panel TK801V006
Display operation panel TK801V003/3BSC950089R1
Display operation panel TK801V003
Display operation panel TK801V003
Display operation panel TK701F
Display operation panel TK527V030
Display operation panel TK516 3BSE000388R1
Display operation panel TK516
Display operation panel TK212A
Display operation panel TK212A
Display operation panel TK212
Display operation panel TK212
Display operation panel TD951F
Display operation panel TC630
Display operation panel TC625
Display operation panel TC562
Display operation panel TC560V2 3BSE022178R1
Display operation panel TC520 3BSE001449R1
Display operation panel TC514
Display operation panel TC512V1 3BSE018059R1
Display operation panel TC512V1
Display operation panel TC512
Display operation panel TC405K03
Display operation panel TBU810
Display operation panel TB870F
Display operation panel TB870F
Display operation panel TB852
Display operation panel TB852
Display operation panel TB850 3BSC950193R1
Display operation panel TB850
Display operation panel TB850
Display operation panel TB845
Display operation panel TB842
Display operation panel TB840A 3BSE037760R1
Reviews
There are no reviews yet.