Computer production in Mexico has increased, driven by global exports, which brings both opportunities and risks.
Mexico increased its exports of these machines by 144.8% in 2025, reaching $85.416 billion.
Computer Production in Mexico
In 2025, Mexico manufactured computers and peripheral equipment worth 739 billion pesos at 2018 prices. This represented a year-over-year increase of 7.3 percent.
Although it maintained steady growth in real terms, this industrial sector showed a slowdown over the past three years. During this period, real year-over-year growth rates were 46.9% in 2022, 21.0% in 2023, and 7.7% in 2024.
For Gabriela Siller and Jesús Anacarsis López, analysts at Banco Base, the growth in computer equipment exports is not a guarantee of long-term growth in total exports.
In February (the latest available data), Taiwan ranked as the leading supplier of computer equipment to the United States for the third consecutive month. Thus, Taiwan accounted for 45.01% of imports of these products.
“The computer equipment industry has not yet taken root in Mexico, as high-value components are being imported to be assembled in the country and then exported to the United States,” added Siller and López.
The main countries of origin for these imports are Taiwan, Malaysia, South Korea, Thailand, and Vietnam. These countries have a more developed computer equipment industry than Mexico.
“For this reason, measures such as the possible implementation of rules of origin for computer equipment exports destined for the United States could quickly slow the growth of these exports. Such measures could even cause a decline in total exports,” warned Siller and López.
However, the tightening of rules of origin in the United States-Mexico-Canada Agreement (USMCA) could also lead to a strengthening of the supply chain in North America. This includes Mexico.
Global Demand
Mexico rose from fifth to third place among the world’s largest computer exporters in 2025. The country displaced the United States and Hong Kong.
According to the newspaper El Economista, this rise is more closely tied to growth in the global market driven by the increasing use of artificial intelligence and other technologies. Furthermore, it is linked to new global macro trends rather than simply taking market share from others.
Among the five largest exporters of these products, China reduced its shipments by 6.2%, to $150.734 billion.
Overtaking China as the leading exporter, Taiwan increased its exports by 117% to $183.46 billion, while Mexico outpaced that growth with a 144.8% increase to $85.416 billion.
Among other factors, global demand for computers has grown due to accelerated digitalization, remote work, and online education. Additionally, the rise of artificial intelligence, e-commerce, and cloud services is driving technological upgrades in businesses and households worldwide.