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- 00:56:24.1 Thank you. I have two quick questions on IAB.
First, on your guidance for IAB’s full-year revenue growth in local currency terms, 1H was +1%, which implies 2H would need to grow around 5% in order to achieve the full-year figure. If we carve out China, 1H was +9% YoY. Should we expect an even higher YoY growth rate for China revenues in 2H? Also, the strength in digital consumer in China is something that other names in the machinery sector also reported. Are you now seeing knock-on positive growth spread to the other focus industries like food or automotive?
- 00:57:45.3 I will answer the second half of the question first. I would not describe the improvements we are seeing in other industries as knock-on effects from digital. We are seeing improvements in other industries because our proposals are now gaining traction.
As discussed in the presentation as a highlight for 1H, we reported 24% YoY growth for the target four industries in total. It is true that within this four, the digital industry is skewed to the 1H of the fiscal year on the back of investments for new production lines, so we probably will not match the 40% growth of 1H in 2H.
That said, the 24% growth we reported in 1H is a reflection of better take-up of our proposals.
- 00:58:30.0 Can you talk specifically about which industries apart from digital grew in 1H? Were there some notable trends in 1H you can share with us?
- 00:58:37.3 As stated in the presentation slides, the four target industries are: Auto, Food & Beverage, Infrastructure and Digital.
- 00:58:53.3 So trends in each of these industries were relatively high?
- 00:58:59.9 Yes, generally speaking we saw double-digit growth.
Also, I would note that other industries were down YoY, which is why the overall IAB growth rate for China was 9%. We are intentionally being more selective about the industries on which we focus, so the negative growth in the other industries had been expected. For the four target industries, generally speaking, we were able to achieve double-digit growth.
- 00:59:30.0 Understood.
I have one more question on IAB. In your discussion of innovative-Automation, you commented that Omron is starting see results in countries other than China. Is there something specific that you can share with us on this point?
- 00:59:50.5 For instance, in Japan we have seen orders for the mobile robots I talked about in the presentation. Also, customers are also adopting the function block or total solution package systems centered around a controller. Currently, volumes are still relatively small since we have only just begun. My impression from customer meetings is that these proposals have value for our customers and that we can continue to grow this business.
- 01:00:31.3 Understood. Thank you.
- 01:00:35.6 (Ohue) On your earlier question about the implied growth rate for China revenues in 2H, this is a country with significant seasonality. In particular, revenue typically declines around the Chinese New Year period. We do expect that we can match the growth rate we saw in 2H FY2015. There was a slight impact in 1H FY2016 from special demand so you should adjust for this.
- 01:01:08.3 We are coming up on the allotted time.
We will take the last question from the gentleman in the back.