Mexico returned to first place among suppliers of personal computers and computer equipment to the US market, taking a record share of American imports. According to the US Department of Commerce, from January to October 2025, shipments of computer products from Mexico reached $71.548 billion, corresponding to 36.7% of the total market. In annual terms, the growth was 84.4% — one of the sharpest jumps on record.
In fact, Mexico now controls more than a third of the US computer market, consolidating a position lost more than two decades ago.
The structure of computer supplies to the United States changed in waves. In 2000, Japan was the largest exporter. In 2001, leadership passed to Mexico for the first time. However, from 2002 to 2023, for 22 years, China occupied a dominant position.
That changed in 2024, when Mexico returned to the top spot, taking advantage of falling Chinese exports, geopolitical risks and a reshaping of global supply chains. As of October 2025, Mexico has managed to maintain its leadership, although competition has noticeably increased.
The Bank of Mexico (Banxico) attributes the explosive growth in exports to a combination of structural and cyclical factors. The key driver was nearshoring — transfer of production and assembly lines from Asia to countries geographically close to the United States, primarily Mexico.
An additional factor was the USMCA (US-Mexico-Canada) agreement, which provided tariff advantages and predictable trade. Against this background, demand for hybrid work equipment, data centers and digital infrastructure has increased in the United States.
According to Banxico, Mexico has significantly increased its integration into North American value chains, increasing the share of components produced in the region. Logistical proximity, shorter delivery times and existing production facilities have made the country more competitive with Asian suppliers.
The increased use of the benefits of the USMCA trade agreement deserves special attention. While in 2024, only 48% of the value of goods imported by the United States from Mexico was processed under the USMCA, by the end of 2025 this figure had risen to 85%.
In the computer technology sector, the dynamics are even more significant. The share of computer equipment and components exported to the United States under USMCA terms rose from zero in 2024 to nearly 90% in August 2025, according to the Bank of Mexico. This indicates a systemic transition of the industry to new trading rules.
Despite Mexico's leadership, the market remains extremely competitive. Asian economies are actively increasing supplies, taking advantage of the decline in exports from China.
Mexico's closest competitor was Taiwan, whose exports to the United States reached $62.075 billion in January-October 2025, showing an increase of 178.5% year-on-year. Vietnam increased its computer exports to the United States by 116.7% to $28.398 billion. Thailand increased supplies by 165.6%, to $14.485 billion. These numbers indicate an accelerated diversification of American imports and a decrease in dependence on a single supplier.
Today, Mexico is the largest supplier of personal computers to the United States, controlling nearly 37% of the market and posting record export volumes. At the same time, the growth rates of competitors — primarily Taiwan, Vietnam and Thailand — show that the struggle for leadership is just beginning.