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.
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IS215UCVHM06A IS415UCVHH1A B VET2-A21010 VME Control Card
3BHB003154R0101 5SXE04-0150/GVC707AE01 IGCT module
MVME2400 processor module MOTOROLA PowerPlus II
ACS-CP-C assistant control panel ABB
5AP920.1505-01 B&R Touch screen
TC-4000-S Atlas Copco Main controller
VE3007 KJ2005X1-BA1 12P4375X012 DeltaV MX Controller
TRICON 4351B Tricon communication module
SR469-P5-HI-A20 469 motor management relay
1747-BA Lithium Battery Backup of RAM
MMS3120/022-000 Dual channel bearing vibration monitor
IS200SRTDH2ACB Printed circuit board
IS215UCVHM06A IS415UCVHH1AB controller board
F7126 4-channel power module HIMA
F3236 16 channel input module HIMA
F3330 Channel 8 output module
5SDF1045H0002 Semiconductor silicon Controlled module
TPMC815-11 TEWS ARCNET interface module
Z7138 HIMA DI preterminal
Z7128 DI preadapter is made of high conductivity material
EABT3 B9302 997009302 Preterminal
K9203 Heat Dissipation Fan Module 996920302
H51q-HRS B5233-2 997205233 H41q/H51q System
F7533 coupling module for PES H51Q
F3231 8-channel analog input module
IC200PWR101D 120/240 volt AC power module
1746-NO4V SLC 500 Standard analog voltage output module
5SHX2645L0004 3BHL000389P0104 Control circuit thyristor ABB
GF0-57CQD-002 OMACO Operator interface
5SHX1445H0001 3BHL000391P0101 semiconductor thyristor module
SK827005 SK827100-AS 480V 60HZ coil
S72402-NANANA S700 series servo driver
TRICON 3664 digital output module
MVME2400 Processor module
TRICON 3511 pulse input module Tricon control system
F8650E Central module of the security system HIMA
PCD3.M5540 SAIA universal Serial Bus
F3 DIO 20/8 02 Safety related controller HIMA
MTL4549Y MTL isolation driver
ETOP306 HMI panel UNIOP
IC754VSF12CTD Fast panel control and view
P0914TN FBM211 Input interface module
ACC-51E UMAC 4096 Interpolator Attachment Card Delta Tau
PR6426/000-010+CON021 sensor
ACC-24E2S Axis Expansion board Delta Tau
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