TVkok, ook AB van mij. Ik zocht al langer naar de vertaling van die kwalitatieve aanduidingen naar kwantitatieve, dat heet dus de schaal van Mock.
Er vanuit gaande dat deze schaal van Mock is gevolgd zouden we voor 2015 dus een Automotive omzet moeten zien tussen de 104 en 107. H1 15 was 49.6 dan resteert voor Q3 + Q4 dus tussen de 54 en 57 omzet.
HG gaf tijdens de cc van Q1 het volgende aan:
So revenue in the automotive sector for 2016 will be substantially higher than what we do in 2015. There has to be. 2015 is lower than 2014. 2014 was also not a great year but we started to recover ground in 2014 by booking EUR220 million in orders. If you project that against the scheduled deliveries for 2016, then we can be quite confident that revenue will go up substantially in 2016 in the automotive segment. On your other question, take rates are indeed on the up. It's still surprisingly low. It's below 30%, but it's on an upward trend. That creates a larger market that's partially offset by price pressure on maps itself. But if I look at our mix, is what we sell to the automotive industry, that mix is now improving. It's not just maps but it's also services, including traffic information, navigation software, server-based applications and services, for which we see increased levels of demand. And that will also give us protection for price decrease and compensates for price decrease as a whole.
So if I look at the amount of money we make per car, then that looks good. As I said, order intake in 2014 will translate into sales in 2016. 2015 will be lower but we expect, as of Q4 this year, the trend to reverse and sales volumes to go up.
Afgaande op bovenstaande verwacht ik voor Q3 een omzet in Automotive rond de 26 en in Q4 tussen de 28 en de 31.