assumed -11% in line with the Q1 decline) but reiterates expectations of a stronger H2 aligned to Consumer Electronics (smartphone) product launches. Overall, the Board’s view of the full year outturn is unchanged – “we are comfortable with current expectations for the full year as a whole” but there is inevitably some uncertainty over the scale of Consumer Electronics ramp up, which will be clearer by the time of the interims in May. Overall, we see some risk that consensus forecasts will come ....