2018_1q_omron_e
15/30 - Q2-Q4 Business Environment by Segment (vs. Original Estimates)
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00:17:20.3
Next, I will touch upon our view of the environment from Q2 onward by business segment. Highlighting the potential negatives, we do see some uncertainty around smartphone-related investments, which was the key driver of growth in Q1. Given the high level of smartphone investment in Q1, we believe we could see a decline in Q2 from the high levels of Q1. In addition, for the auto industry, we see some potential risks, such as a possible peak-out in auto demand in North America. Autos in China may also be weaker on the back of the termination or reduction of tax breaks. When you look at individual industries or regions, there are pockets of uncertainty. That said, we view the overall operating environment for mainstay IAB and our other businesses as generally solid. With regard to our view of the operating environments for each of our businesses, please refer to the explanations we provide in the handouts at your leisure.
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