2017_3q_omron_e
22/27
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00:24:13.2
Thank you. I have two questions about IAB. First, on slide 13, you show your outlook for Q4 relative to your previous Q4 forecast. Do you expect a sequential improvement in Q4 relative to Q3 as well? How sustainable is the strength you are currently seeing? If you think current trends are sustainable, certainly normal seasonality typically means sequential revenue growth in Q4. However, if you look at quarterly OPM, while it has risen sequentially, at 13％ in Q1, 16.1％ in Q2 and 17.1％ in Q3, the Q4 OPM implied by your forecasts declines to 14.9％. What is the background to your expectation for a sequentially lower OPM in Q4?
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