I have information likely same Loy informed that overall image in model that use LCN2 was decreased and I was informed RBTY team in CM meeting on last Tuesday.
By the way, it was impacted us in GCC product (435) because Nissan plan to balance stock L12F GCC market on Sep-Oct-Nov.
And it was impacted for L42L THI (188) in Q3’2015 that it was decreased. Then Nissan pull order in Q1’2016 add up in Q4’2015 so it not high impact in overall 6 month.