2017_3q_omron_e
13/27 - Q4 Business Environment by Region (vs. Oct. Fcst)
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00:13:19.0
Please turn to slide 12. Over the next three slides, I will talk about our understanding of the current operating environment. This first slide sets out the broad framework of our views on a geographical basis. As you are well aware, this fiscal year has been characterized by very poor visibility. We have experienced many dramatic changes over the course of the fiscal year so far. Despite this backdrop, during Q3 we finally started to see a modest improvement in capex appetite in the domestic market, on the back of a weaker yen. Overseas, our forecasts assume that the US market will remain solid. For Europe, while the scale of improvements is gradual, we were able to reaffirm definite signs of a recovery in Q3. For China, although we have been doing well as a result of our sales strategy, we believe the overall market is now bottoming and the pace of the slowdown is moderating. For the other Asian countries, the picture is mixed but in particular, we are seeing an increase in semiconductor and OLED capex in Korea.
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