The National Auto Parts Industry (INA) highlighted the close link between auto parts production in Mexico and the evolution of the automotive market in the United States, the main destination for components manufactured in the country.
In this context, Julio Galván, manager of Economic Studies at INA, indicated that, despite a challenging environment during 2025, October marked a historic high in the production of auto parts , reaching a value of 10 billion 573 million dollars (mdd) , which represented a growth of 1.52% compared to September.
Speaking about the cumulative figures from January to October, Galván detailed that production reached $99.816 billion , representing a 3.75% contraction compared to the same period in 2014. Even so, he highlighted the sector’s ability to adapt to a volatile global environment, while also emphasizing that October’s data shows favorable trends that could positively influence the year-end performance.
He explained that the performance of the auto parts industry is closely tied to the performance of the U.S. automotive market , both in terms of production and sales, which directly impacts the demand for Mexican components. “The relationship between vehicle production and auto parts production is directly proportional,” Galván explained, emphasizing that fluctuations in the United States have immediate effects on local production.
Galván also presented figures on Mexico’s participation as a supplier of auto parts to the U.S. market. He noted that in October, Mexico’s share of total auto parts exports to the United States reached 46.25% , the highest level on record, and that in the January-October period of 2025, that proportion stood at 43.38% , reaffirming the importance of the Mexican industry in the regional supply chain.
When breaking down production by product type, he mentioned that the five main categories —electrical parts, transmissions and clutches, fabrics and carpets, engine parts, and suspension and steering— constitute 53% of the total value of auto parts production in Mexico.
He also highlighted the geographical distribution of the industry: 43.9% of production is concentrated in the north of the country , followed by the Bajío region with 36% and the central zone with 15.1% , reflecting the productive dispersion and the strategic importance of different states for the sector.
Regarding challenges and opportunities for 2026, Galván stressed that interdependence with the US market will be a key factor , as will the changes in commercial and productive dynamics expected for next year.
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