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Smart Eye: Comment on Tobii’s first design win - Redeye

Redeye notes that Smart Eye’s competitor Tobii yesterday received its first design win, though small (Redeye estimates SEK33m per year). Redeye believes the end customer (OEM of heavy trucks) was Daimler and that the tier-1 supplier was Bosch. While this news confirms that there is another competitor to count on, Redeye does not change its estimates on market share. As such, Redeye maintains its valuation range.

Redeye notes that Smart Eye’s competitor Tobii yesterday received its first design win, though small (Redeye estimates SEK33m per year). Redeye believes the end customer (OEM of heavy trucks) was Daimler and that the tier-1 supplier was Bosch. While this news confirms that there is another competitor to count on, Redeye does not change its estimates on market share. As such, Redeye maintains its valuation range.
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