*Justin* schreef op 14 september 2016 21:42:
In beide conference calls van kwartaalcijfers Q1 en Q2 hebben ze dit aangegeven.
So two months ago, when we gave guidance, we guided towards a 2 or 3 basis points increase of our gross margin. Two months later, I think we can be a bit more bullish, so more towards 3 to 4 basis points increase compared to last year.On the other hand, due to the success of our order intake, we will see also some additional OpEx.
So bottom line, the effect is neutral. Gross margin, with the change of our product mix, the change of the business units contributing to our revenue, we'll see an increase, indeed, over the coming years.
Excluding one-off effects, our operating expenses are trending up versus prior year resulting from the investment needed to support our Automotive order book.
We expect a run rate for OpEx in the full-year 2016 to be up with approximately 8% to 9% versus 2015.
Yes, so what we said in the call already is that we envisage that our operational expenses will go up with 8% to 9% on a full-year basis based on the reported number of EUR518 million in 2015. As our OpEx increased 4% in H1, that means that the increase that we foresee in the second half is above 10%. That will be in all lines, but especially in the R&D line. After that, we will update the markets when we give guidance on 2017, so that's not the right time now, but what we said already before is that that's the nature of order intake in Automotive that you have to do things, either bespoke engineering for the client, integration work, additional demands on features or coverage that might not have been fully covered by your current roadmap.
Francois Bouvignies - UBS - Analyst Thank you very much.