Mexico auto parts production hits record $31.2 billion in Q1 2026

Mexico's auto parts industry recorded a production value of $31.185 billion in the first quarter of 2026, a 9.58% year‑on‑year increase and the highest level since records began. Production in March alone reached $10.918 billion, and the monthly average for the quarter was $10.395 billion, surpassing both 2025 and 2024 averages.

Electrical components led the sector, followed by transmissions, clutches, fabrics, seats, and engine parts, together accounting for 52.4% of total output. The northern states produced 43.8% of the value, with Coahuila remaining the top state, ahead of Guanajuato, Nuevo León, Chihuahua and Querétaro.

Exports totaled $27.124 billion, with the United States receiving 87.3% of shipments, reinforcing Mexico's role as the leading supplier of auto parts to the U.S. market (44.67% of U.S. imports). Imports of automotive components were $17.152 billion, mainly from the United States, China, Japan, South Korea and Germany, leaving the sector with a trade surplus of $9.973 billion.

Foreign direct investment in the industry reached $21.526 billion from 2018 through Q1 2026, including $434 million captured in the first three months of 2026. The United States contributed $9.208 billion, Germany $4.259 billion and Japan $3.414 billion. Nuevo León attracted the most investment, followed by Chihuahua, Coahuila and other key states. The performance reflects strong demand from the U.S. vehicle market and integrated North‑American supply chains under the US‑MEX‑CAN trade agreement.