Tobii: Entry into the automotive market gives confidence - SEB

Yesterday evening, Tobii announced its entry into the automotive market for driver monitoring systems (DMS). This puts the company in yet another market with high potential, encompassing around 100m vehicles produced globally driven by increased regulatory standards on safety. While similar to VR with regard to near triple-digit gross margins, we argue the visibility is clearly better within automotive and the long-term growth story just became more appealing.

Länk till analysen i sin helhet: https://research.sebgroup.com/corporate/reports/109860