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.
Which it was impacted us in L12F GCC product (435) because Nissan plan to balance stock L12F GCC market on Sep-Oct-Nov.
And Nissan was decreased order for L42L THI (188) in Q3’2015. Then They’re pull order from Q1’2016 add up in Q4’2015 so it not high impact in overall 6 month forecast.
Above is the reason that we decrease order follow actual demand.
Thank you.