The Mexican automotive industry continues to plummet , as both production and unit exports registered negative figures in their annual measurement during September 2025, partly due to the uncertainty generated by the United States tariff policy, according to the National Institute of Statistics and Geography (INEGI) .
In the reference month, automobile manufacturing in Mexico was 355,525 units , a 6.1% drop compared to the same month in 2024, when 378,583 cars were manufactured, according to the Administrative Registry of the Light Vehicle Automotive Industry (RAIAVL) .
In the first nine months of 2025, 3,021,554 units were produced , representing a 0.3% decrease compared to the same period last year.
During that period, light trucks accounted for 77.2% of total production, with 2,331,862 units, while the remainder was automobiles.
Year-to-date, Toyota saw production grow 35.3%, totaling 236,234 units. Kia followed with an 8.5% increase, Ford with 5.1%, and Nissan with a 1.9% increase.
Exports fall into a slump
In September 2025, exports of light vehicles manufactured in Mexico totaled 314,656 units , representing a 0.3% decline at an annual rate, following three annual increases.
In the January-September period, shipments abroad fell 0.9% , with two million 567 thousand 172 vehicles exported.
The United States remained the leading buyer of Mexican-made cars during the period, with 2,022,867 units , representing a 78.8 percent share. Canada followed with 289,166 cars, representing 11.3 percent of shipments abroad.
Among the brands with the most exports in the first nine months of the year were Toyota, with a 36.1% increase over the same period in 2024. Ford followed with an 8.1% increase, and KIA with an 8% increase.
The figures released by Inegi this Tuesday show negative results for the Mexican automotive industry, a situation that, according to analysts, will persist for the remainder of the year, and whose outlook looks set to worsen, since the president of the United States, Donald Trump , announced on his Truth Social account , that as of November 1, 2025, a 25% tariff will come into effect for all medium and heavy trucks imported from other countries.
This measure has rekindled concerns in Mexico, where most of the production and export of heavy vehicles to the North American market is concentrated.
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