Mexico’s Dominant Position in PC Exports to the US
Mexico has taken the lead in supplying nearly 37% of the United States’ computer importations, but Asian economies like Taiwan, Vietnam, and Thailand are rapidly increasing their exports following China’s sales decline.
Record-Breaking Export Growth
From January to October, Mexico’s computer product shipments surged 84.4% to a record-high of $71,548 million, capturing 36.7% of the market share according to the U.S. Department of Commerce data.
Historical Context
Japan was the primary source of U.S. computer imports in 2000, followed by Mexico in 2001. From 2002 to 2023, China led the supply chain for 22 consecutive years. Mexico reclaimed first place in 2024 and has maintained it until October 2025, although it faces competition from Taiwan, Vietnam, and Thailand, whose computer exports grew by triple digits in the first ten months of 2025.
Factors Behind Mexico’s Success
According to Banco de México (Banxico), Mexico’s computer exports to the U.S. have grown due to structural and cyclical factors.
“Nearshoring has driven the relocation of assembly lines from Asia to Mexico. Moreover, the USMCA (United States-Mexico-Canada Agreement) provided commercial certainty and tariff advantages. Additionally, increased U.S. demand for hybrid work equipment, data centers, and digital services has bolstered Mexico’s position.”
Banxico further explained that Mexico has strengthened its integration into regional value chains with higher North American content. “Mexico’s installed capacity, logistical proximity, and shorter delivery times have established it as a competitive supplier compared to Asia,” Banxico stated.
Competitors Gaining Ground
Taiwan is Mexico’s closest competitor, with computer exports to the U.S. reaching $62,075 million from January to October 2025, marking a 178.5% annual increase.
US Policy Shift and T-MEC Benefits
The change in U.S. trade policy has renewed incentives for Mexican companies to comply with and utilize T-MEC benefits.
In 2024, 48% of the value of goods imported from Mexico by the U.S. entered through T-MEC, rising to 85% currently, as reported by Mexico’s Secretary of Economy, Marcelo Ebrard, on Thursday.
Banxico highlighted that T-MEC utilization has increased among various goods imported by the U.S. from Mexico, with computer equipment and parts seeing a rise from zero in 2024 to nearly 90% under T-MEC in August 2025.
Intensifying Competition
Despite Mexico’s strong position as a U.S. import supplier, competition remains fierce: Vietnam’s computer exports to the U.S. rose 116.7% in the first ten months of 2025 to $28,398 million, and Thailand’s increased 165.6% to $14,485 million.
Key Questions and Answers
- What is Mexico’s current market share in the U.S. computer import sector? Mexico holds 36.7% of the market share, supplying nearly 37% of U.S. computer importations.
- Which Asian countries are rapidly increasing their computer exports to the U.S.? Taiwan, Vietnam, and Thailand are experiencing triple-digit growth in their computer exports to the U.S.
- What factors have contributed to Mexico’s success in computer exports? Nearshoring, the USMCA agreement, and increased U.S. demand for hybrid work equipment have bolstered Mexico’s position.
- How has the U.S. policy shift affected Mexico’s computer exports? The policy change has encouraged Mexican companies to utilize T-MEC benefits, leading to increased computer exports.
- What is the current competitive landscape in U.S. computer imports? Despite Mexico’s dominance, Vietnam and Thailand are rapidly closing the gap with significant export growth.
