materials Copper, Copper Foil, Laminate and Fiberglass, as well as the appreciation of the THB. Despite the increase in raw material prices and the THB’s strengthening, an increase in capacity and efficiency

5.9% Q-o-Q, but a reduction of 0.6% Y-o-Y. Total Sales revenue in USD terms grew by 5.8% Q-o-Q and 7.6% Y-o-Y, while PCB shipment value raised 6.55% Q-o-Q and 9.89% Y-o-Y (Table 5). The Y-o-Y Sales

materials Table 2: Raw material prices and purchased volume The effect from copper was about 2.2 % on product sales price. Table 3: Consignment In 1Q 2018, consignment sales were totally realized. (Amount: in

material prices and purchased volume The effect from copper was about 3.0 % on product sales price. Table 3: Consignment In 2Q 2017, consignment sales were totally realized. Table 4: Sales and volume sold

that took effect in 2017 that represented a reduction of about 2% on average. However, consignment sales were almost fully realized in the current period. The Q-o-Q decrease in revenue was primarily due

price. Table 2: Raw material prices and purchased volume Table 3: Consignment A change in commercial terms to a Customer Manage Inventory (CMI)/ consignment basis caused revenue realization of

was negatively impacted by unrealized consignment sales of Bt94 million (Table 3) and a backlog of orders of about Bt115 million at the end of the quarter. In addition, new prices that took effect in

addition, some shipments were not recognized as sales revenue in the second quarter in accordance with relevant incoterms, and partly due to consignment stock: consignment fill-up totaled Bt813 million

11% Y-o-Y (Table 4), due partly to the WLTP issue, which resulted in lower orders from automotive suppliers, as most suppliers shifted their priority to stock management. In 1Q19, consignment stock

¥8.47 (6.2) (2.22) 4.7274 ¥10.30 (9.7) (3.60) Total effect (84.03) (214.89) 2) A change of main raw materials price Table 2: Raw material prices and purchased volume 3Q 2019 2Q 2019 Q-o-Q Effect 3Q 2018 Y