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This evening, Tobii announced it is seeing supply chain disturbances of LCD-screens which will negatively impact sales in Dynavox by between SEK 40m-80m in Q2. This corresponds to 27% of SEBe Dynavox and 17% of group sales. However, Tobii expects lost sales to be recouped in subsequent quarters, which we argue is fair as the I-series suite has long sales cycles and is differentiated. Thus, at most negative revisions will be in the low single digits on full-year numbers.
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