Description
hardware flow control. It is an ideal choice in the field of industrial automation.
Orders from China and Asia have slowed down. In Q2 2019, Fanuc received 22.1 billion yen in new orders in China, down 45.83% year-on-year, slightly narrowing for two
consecutive quarters; new orders in Asia excluding China were 20.2 billion yen, down 33.33% year-on-year, compared with Q1″s – 40.45% has narrowed.
2. ABB Q2 robot business situation
2017-2018 was a period of major change for ABB. In 2017, ABB acquired B&R and GE Industrial Systems to further deepen the system integration layout and strengthen
the technical capabilities of control systems and servo systems. In December 2018, ABB was forced by shareholder pressure to transfer its The power grid business
(the business where ABB started, but with low profit margins) was sold to Hitachi Group; in July 2019, ABB announced the sale of its photovoltaic inverter business to Italian
electronics manufacturer Fime rS.pA. Through this series of actions, ABB has established its focus on robotics and automation business.
In 2019Q2, ABB”s revenue was US$7.171 billion, a year-on-year increase of 4% (comparable growth of 1%); but operating profit was only US$123 million,
a year-on-year decrease of 83%, and net profit was only US$64 million, a year-on-year decrease of 91%. The profit decline in 2019Q1-Q2 was mainly due to the
significant increase in non-operating expenses caused by strategic transformation, including the integration costs of the acquisition of General Electric”s industrial solutions business, which
pushed up non-operating expenses, and the sale of the photovoltaic inverter business led to non-operating expenses in the second quarter. Expenses increased
by approximately $455 million and eroded profit margins in the Electrical business unit and across the group.
Robot business: orders fell 9%, revenue fell 3%, and profits fell 36%
In 2019Q2, ABB”s robotics and discrete automation revenue was US$845 million, down 9% year-on-year (down 3% on a comparable basis). Operating profit was
US$76 million, down 36% year-on-year; new orders were US$883 million, down 14% year-on-year (down 9% on a comparable basis); electrical product revenue
increased by 22% (comparable basis increased by 4%), and orders increased by 22% ( Comparable caliber growth 5%), but profit loss; industrial automation revenue
fell 2% year-on-year (comparable caliber growth 3%), orders fell 8% year-on-year (comparable caliber fell 4%), operating profit fell 13% year-on-year; motion control Orders, revenue and
operating profit all increased slightly.
Orders and revenue in Asia declined slightly, with robot revenue falling by 13%.
In 2019Q2, ABB”s orders in Europe were flat, and revenue increased by 6%; in the United States, orders increased by 7%, and revenue could grow by 3%; in other regions such as
Asia, orders fell by 3%, and revenue fell by 2%. In addition, the robot business revenue in Asia, the Middle East and Africa in Q2 2019 was US$306 million, a year-on-year decrease of 13%.
3. Yaskawa Electric’s Q2 robot business situation
In 2019Q2 (March-May), Yaskawa Electric”s revenue was 107.4 billion yen (a year-on-year decrease of 16.2%), and its operating profit was 7.2 billion yen (a year-on-year
decrease of 58.2%). This was mainly due to the continued sluggish demand in the Chinese market and intensified competition.
Operation control and robotics revenue and profits continued to decline. In terms of revenue, the growth rates of Yaskawa Electric”s motion control business, robot business,
and system integration business in Q2 were -22.5%, -10.9%, and 22.6% respectively. The motion control and robot business continued to decline, and the system integration
business continued to grow; in terms of operating profit , operation control and robot profits both fell by more than 50%, and the system integration business suffered another loss.
Revenue in China continues to decline sharply. Q2 Yaskawa Electric”s revenue in China was 24 billion yen, down 29.9% year-on-year; revenue in Japan, the United States, and
Europe fell 6.4%, 5.1%, and 6.9% respectively, and revenue in other parts of Asia (except China) fell 34.5%. Yaskawa Electric”s revenue share in China dropped from 27% in 2018Q2 to 22% in 2019Q2.
The growth rate of robot orders continues to decline, and the growth rate in China and Europe is picking up
In terms of business, robot orders fell by 19% in Q2 2019, and transportation control orders fell by 26%, both of which continued to expand. System integration orders increased significantly by 70%.
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1TGE120028R0010 ABB Human body system interface
XBTF023110 Schneider Operator interface 9.5 GRPGC TRMNL keyboard 1T
XBTF034610N Schneider Touch panel
VREL-11 SENTRY Double needle pressure reducing valve
VT3002-2X/48F Rexroth Stand for amplifier
VMIACC-0584 GE Controller module
TU848 3BSE042558R1 ABB Terminal module
UAD155A0111 3BHE029110R0111 ABB Distributed control system module
TSXPBY100 Schneider PROFIBUS DP V0 – Module suite
TSXP575634M Schneider UNITY Processor
TSXMRPF008M Schneider Memory card Memory card
TS2640N321E64 TAMAGAWA Rotating transformer
TSX07301012 Schneider TSX-07 Brick input module
SNAP-AITM-2 OPTO 22 S-type thermocouple analog input module
SKP326-3 EPSON Power board module
SC6M-80GC03 ADTRON Multi-channel programmable power card
T161-902A-00-B4-2-2A MOOG Servo valve controller
R88D-KN15F-ECT Omron G5 series servo driver
PPD513 A24-110110 ABB AC800PEC Static excitation system
PC-L984-785 Schneider Programmable programming
P321SPR0030MT STOBER Head of gear
MX603-2007-01 MOX PLC module
MVME162-212 MOTOROLA Double height VME module
MDX60A0075-5A3-4-00 SEW Frequency changer
IC3645LXCD1 GE Power control unit
IC6RTB-01C-SA01 ADTRON Multi-channel programmable power card
IC6C-0GR01C02 ADTRON Multi-channel programmable power card
G408-0001 Ultra SlimPak Isolation signal regulator
F8652E HIMA Security system module CPU
DIS0006 2RAA005802A0003G ABB Analog output module
DDSCR-R84H YASKAWA CAN interface adapter
CB6687-2L PILLAR CORPORATION PCB ASSEMBLY
2RCA013897A0002D/2RCA013836D ABB RTD Module
AS-B875-002 Schneider 800 series I/O modules
192061B-02 NI 192061B-02 Shielded cable NI acquisition card data connection cable
6410-024-N-N-N PACIFIC SCIENTIFIC Step by step drive
05704-A-0122 HONEYWELL Analog input module
05701-A-0329 HONEYWELL Analog input module
3000/RX-8D4A-A-13-MM-ST EKS Power board module
2711-B6C1 Allen-Bradley PanelView Standard terminal
1785-L40B Allen-Bradley Programmable Logic controller (PLC) components
1785-L30B Allen-Bradley Programmable Logic controller (PLC) components
1784-PKTXD Allen-Bradley Network Interface Card
1769-L32E Allen-Bradley Programmable automation controller
1769-IA16 Allen-Bradley Discrete input module
1757-SRM Allen-Bradley Redundant system module
1756-EN2TXT Allen-Bradley High performance bridge with built-in switch
1756-BATM Allen-Bradley ControlLogix Battery module
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