Overview
- Citing INEGI’s Q2 2026 report, state exports rose 31.6% year‑on‑year to $195,260.7 million driven largely by manufacturing.
- Exports of computing, communication and electronic components jumped 124.4% to about $70.5 billion and made up 36.1% of state exports while transport equipment rose just 3.9% to roughly $56.5 billion.
- The gains were geographically concentrated: Jalisco grew about 130.8% and Chihuahua 87.3%, with Chihuahua the largest exporter by value and seven states accounting for 73.5% of all state exports.
- Analysts and the data point to heavy reliance on imported intermediate inputs from East Asia and North America, which limits how much of the electronics export value is captured inside Mexico.
- Not all regions benefited: nine states recorded declines including Quintana Roo, Morelos and Mexico City, creating pressure for policies to boost local suppliers, diversify industry footprints and broaden who gains from export growth.