en.Wedoany.com Reported - According to data released by the National Auto Parts Industry Association (INA), Mexico's auto parts industry achieved a production value of $41.9 billion from January to April 2026, representing a 10% increase compared to the same period last year. Despite a slowdown in U.S. domestic vehicle production, strong demand from the U.S. market continues to support Mexico's industry. During this period, the sector maintained double-digit growth, not only solidifying Mexico's position as the largest supplier of auto parts to the U.S. market but also generating a trade surplus of over $13.4 billion.

In April alone, auto parts production reached $10.7 billion, an 11.2% increase compared to the same month in 2025. The average monthly production value for the first four months rose to $10.4 billion, surpassing the 2025 monthly average of $9.5 billion and approaching the record monthly average of $10.5 billion set in 2024.

Julio Galván, Economic Research Manager at INA, noted that the industry has maintained stable momentum in recent months. He mentioned that the growth rates reported in the last three reports were 9.35%, 10.49%, and 9.58%, all exceeding 9%, further confirming the positive development trend of the sector. Galván believes that despite weakening U.S. manufacturing activity, the ability of Mexico's auto parts industry to maintain production values above historical averages demonstrates its resilience in the face of soft U.S. demand. He pointed out that future production performance will continue to depend largely on the conditions of the U.S. automotive market.

According to the report, total U.S. light vehicle production in the first five months of 2026 was 5,065,432 units, a slight decrease of 0.29% from 5,079,951 units in the same period of 2025. Monthly production performance varied: a 0.64% decline in January, followed by increases of 1.12% in February, 1.84% in March, and 1.29% in April, while May saw a 3.62% drop.

By product segment, electronic components remained the largest category in Mexico's auto parts industry, accounting for 19.5% of the national total production value. From January to April, this category reached $8.1 billion, up 12.05% year-on-year, encompassing products such as wiring harnesses, sensors, control modules, and lighting systems. INA expects this segment to continue expanding as vehicle electrification drives demand for electrical systems and electronic components. The second-largest category was transmissions and clutches, reaching $3.9 billion, accounting for 9.5%. Textile products, carpets, and seats followed, contributing $3.8 billion, or 9.1% of total production. Engine components generated $3.3 billion, accounting for 8%; gasoline engines contributed $2.6 billion, representing 6.2% of the national total, but recorded the fastest annual growth rate among the largest product categories at 38.9%. These five categories—electronic components, transmissions, textile products, engine components, and gasoline engines—together accounted for 52.3% of Mexico's total auto parts production value.

Geographically, Coahuila remained Mexico's largest auto parts production hub with a production value of $6.5 billion, representing 15.7% of the national total, up 12.16% year-on-year. Guanajuato ranked second with $5.6 billion, accounting for 13.6%; Nuevo Leon produced $5.4 billion, accounting for 13.1%. Chihuahua followed with $3.5 billion (8.5%), and Queretaro with $3.3 billion (7.9%). San Luis Potosi, Puebla, State of Mexico, Aguascalientes, and Tamaulipas also ranked among the top ten producing states. According to INA, these ten states together contributed 86.9% of Mexico's total auto parts production value. Among them, Aguascalientes recorded the fastest growth rate at 14.2% year-on-year. By broader region, northern Mexico produced $18.4 billion, the Bajio region $15 billion, and central Mexico $6.2 billion. All three regions saw year-on-year growth exceeding 9%, with central Mexico leading at 10.6%.

On the export front, the United States remained the largest buyer of Mexican auto parts, absorbing 87.3% of total exports from January to April. Canada and Brazil accounted for 2.8% and 1.1%, respectively. During the period, Mexico's total auto parts exports reached $36.5 billion, while imports totaled $23 billion, resulting in a trade surplus of $13.4 billion. On the import side, the U.S. supplied 47.3% of Mexico's auto parts imports, followed by China (15%), Japan (6.5%), and South Korea (6%). INA further emphasized Mexico's role as the primary supplier of auto parts to the U.S. Based on data from the U.S. Census Bureau, the association's analysis shows that from January to April 2026, Mexico supplied 44.4% of all U.S. auto parts imports, up from 43.7% in 2025 and significantly higher than 29.8% in 2007. Although total U.S. auto parts imports fell 3.4% year-on-year to $60.4 billion during the same period, imports from Mexico declined only slightly by 0.55%, totaling $26.8 billion. Galván believes these figures highlight the resilience of the North American integrated automotive supply chain. After declining by 3.6% and 1.85% in January and February, respectively, imports from Mexico resumed growth in March and April, with increases of 1.8% and 1%.