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Last night, Tobii announced its first design win in automotive. According to the company, it is the world's largest automotive Tier-1 supplier based in Germany (which we interpret as Bosch) to deliver DMS software. The design win is with a commercial vehicle manufacturer with multiple brands with HQ in Europe for 25 heavy vehicle models (which sounds like it could be Traton, Volvo), with license revenues expected from 2025. This is a key trigger in our investment case.
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