Mexico. The country consolidates its position as the main supplier of auto parts to the United States, representing 43.48% of its imports in the first half of the year, the largest share recorded in history and above competitors such as Canada, China and Japan.
According to the National Auto Parts Industry (INA), the sector's monthly production registered an increase of 5.05% in May compared to April, with an estimated value of 10,225 million dollars, driven by the greater demand for vehicles in the U.S. market.
Although in the accumulated January-May there is still a contraction of 8.63% compared to the same period in 2024, the INA estimates that June's production could exceed the monthly average of 2025, located at 9,689 million dollars, reflecting the resilience of the sector in the face of a volatile global environment.
In the first five months of 2025, Mexican exports of auto parts totaled 42,216 million dollars, while imports were 27,711 million, which generated a trade surplus of 14,505 million dollars. 87% of these exports were destined for the U.S. and 3.5% for Canada.
Between January and May, the main production segments were: electrical parts (19% of the total, with 9,300 million dollars), transmissions and clutches (4,818 million dollars), fabrics, carpets and seats (4,372 million dollars), engine parts (3,933 million dollars) and suspension and steering systems (3,298 million dollars).
Production was concentrated in Coahuila (15%), Guanajuato (13.7%), Nuevo León (13.3%), Chihuahua (8.7%) and Querétaro (7.8%). Regionally, the north of the country contributed 44.1%, the Bajío 35.9% and the central zone 15.1%.
Phase III of the Supplier Development Program Kicks Off
As part of its strategy to strengthen the supply chain, the INA launched Phase III of the Supplier Development Program (PDP), in collaboration with the Ministry of Economy and the International Finance Corporation (IFC) of the World Bank Group.
In this stage, 55 SMEs were selected from more than 400 applicants, after a technical diagnosis with 16 anchor companies that allowed the identification of 35 supply requirements currently met with imports or without national supply.
The PDP offers 22 free training modules in technical, financial, digital, environmental and commercial areas, as well as consulting for certifications (IATF 16949, ISO 9001, ESG), prototype development, industrial marketing, automation, regulatory compliance and sustainability strategies.
With this, it seeks to reduce dependence on imported inputs, link SMEs with real demands of the sector and strengthen the national productive ecosystem.
