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.
Email: 3221366881@qq.com
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SGMAS-01A2A4C compact AC servo motor
SGM-04U3B4L AC servo motor
SGM-02U3B4L AC servo motor
SGM-08V3B4 Ac servo motor
SGDF-A1CS AC servo amplifier
SGDA-08AS servo amplifier
SGDF-B3CP AC servo amplifier
SGDA-01VP servo package
SGDA-02AS servo amplifier
SGDA-02AS servo amplifier
SGDA-01AP servo package
SGDA-04ASY238 servo package
SGDA-04VS servo amplifier
SGDH-15AE-S servo package Torque, speed or position control
SGDH-30DE-OY servo amplifier
SGDH-05AE Servo package
DR1B-02AC AC servo driver
DR1-08ACY25 AC servo driver
810-046015-010 LAM Interface board module
F8627X/F8628X HIMA New communication module
F8621A 984862160 Processor module HIMA
135137-01 Location I/O module with internal terminal
1C31169G02 Link Controller
133396-01 Overspeed detection I/O module
F6217 984621702 8-channel analog input module
F3330 984333002 Channel 8 output module
F3237 984323702 Channel 16 input module
F7553 984755302 Coupling module HIMA
MHD041A-144-NG0-UN MHD series synchronous motor
XO08R2 1SBP260109R1001 Relay output expansion module
woodward EGCP-3 8406-113 Engine generator control package
CP451-50 YOKOGAWA processor module
TRICONEX TRICON 4352B Communication module
810-801237-021 LAM uses the pulse output of PLC
GRBTU-01 3BSE013175R1 ABB Module base unit
CI854K01 3BSE025961R1 Profibus-DP/V1 port Kit 800xA controller
CC-IP0101 51410056-175 Profibus Dp gateway
140CPU67160 With multi-mode Ethernet
TRICON 3511 pulse input module
TRICON 3700/3700A Analog Input Modules
80165-178-52C ALLEN BRADLEY PC BOARD
TRICON 3701 TMR Analog Input Module
TOSHIBA 2J3K2313-C Controller Board
TOSHIBA 2N3A3120-D PC BOARD ASSEMBLY
TOSHIBA 2N3A8130-A Frequency converter module
TOSHIBA 2N3A3620-B Controller Board
SEW 31C005-503-4-00 AC DRIVE
SEW 31C015-503-4-00 Ac drive
SEW 31C055-503-4-00 MOVITRAC
SEW 31C075-503-4-00 Frequency converter
SEW 31C450-503-4-00 Frequency driven
3ASC25H208 DATX100 Pulse transformer board
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