China’s decision to allow commercial robotaxis in Shenzhen from July 1 has renewed focus on autonomous vehicles and robotics. IPG Photonics (IPGP), with a market cap of US$4.5b, generates about US$1.0b in revenue almost entirely from Laser Systems and Components, with sales spread across China (US$307.8m), North America (US$282.3m), Other Europe (US$142.4m), Other Asia (US$119.0m), Germany (US$103.5m), Japan (US$69.1m), and the Rest of the World (US$17.4m). Its high performance lasers support robotic welding, cutting, and battery manufacturing for autonomous and electric vehicle production, particularly in China. Lantronix (LTRX), with a market cap of US$220.2m, generates about US$118.6m in revenue from Computer Networks, with sales concentrated in the Americas (US$81.2m), followed by EMEA (US$21.7m) and Asia Pacific Japan (US$15.6m). It provides hardware, software, and services connecting industrial and enterprise devices for autonomous vehicles and networked robotics.