Given the recently announced plan to spin-off Dynavox from the Tobii Group, we take a closer look at the remaining parts, namely Tech & Pro (to-be ‘Tobii’). More specifically, we take a deep dive into the virtual reality (VR) market and Tobii’s mass-market potential in the space. We estimate VR revenues could reach 6-9% of group sales in 2023 (from <1% today, we believe). We like the case and expect a change of perception with better visibility going forward.
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