Mexico displaced China as the largest exporter of electrical-electronic products to the United States, after 23 years of Chinese domain in that leadership position, according to data from the Department of Commerce.
In the fight for this market, after several years of Japanese supremacy, Mexico was the first exporter in this category only one year, in 2001.
But just in December of that year, China entered the World Trade Organization (WTO) and exceeded the following year to all its opponents in the American Electric-Electronic Products Market imported.
Now another turning point arrived. From January to July 2025, Mexico exported electronic and electrical products – it includes manufactures related to electronics as harnesses and rechargeable batteries – for a value of 103,534 million dollars, which meant an interannual increase of 34.8 percent.
On the contrary, Chinese exports fell to an annual rate of 28.1%, to 65,455 million dollars, in the same comparison.
“Somehow, the additional rates that the United States laid are doing an effect,” said Gregorio Canales, general director of the North America Investment Solutions consulting. “Some of the manufacturers of computer products, cell phones and other electronic equipment with operations in countries such as Vietnam, Thailand and Mexico have begun to make a switch, changing direct exports from China for products from other countries.”
Considering only electronic products, Mexico’s exports increased at an year -on -year rate of 49.9% from January to July 2025, to 50,313 million dollars. In contrast, the corresponding China collapsed 36.5%, up to 39,405 million.
Among others, this industrial branch includes products such as computers, telephones, broadcasting equipment, semiconductors, capacitors, resistances, coils, printed circuits, measuring instruments and electrometic equipment.
As for electrical products, Mexican exports grew 6.2%, to 28,125 million dollars, while Chinese sales dropped 10.4%, to 26,050 million.
“91% of exports (Mexican) to the United States corresponds to manufactures, with an outstanding dynamism in computer and electronic equipment, which grew 49.0% annual accumulated from January to July 2025. This consolidated performance to Mexico in segments of greater added value and opens space for broader diversification,” said the Ministry of Finance and Public Credit (SHCP).
Nearshoring’s strategy drives US and European companies to reduce their Asia dependence. In this context, Mexico emerges as a key strategic partner to diversify risks to the growing commercial tensions between the United States and China.
Productive integration opportunity
Canales stressed that Mexico has the opportunity to develop the production of electronic for its competitiveness in the final assembly of products. An illustrative case is the production of laptops, where labor is required by the wide variety of models and formats. This implies difficulties for an automated robotic machine.
As Mexico increases the volume of electronic production, it has greater possibilities to develop its value chain. In channels, certain parts productions, such as computer screens, are more difficult to attract, for the large investments involved.
“I think we have not done the task in that integration. We have conformed that some large producing companies, such as Lenovo.
