In January 2026, car production in Mexico hit a significant low, registering 303,980 light vehicles manufactured, marking a 2.7% decrease compared to the same month in the previous year. This downturn is notably the lowest production level recorded since 2023, according to figures from the Administrative Registry of the Automotive Industry of Light Vehicles (Raiavl) under the National Institute of Statistics and Geography (Inegi). The decline interrupted the industry's earlier recovery following semiconductor shortages and an uptick in market activity in the preceding months.

The production drop was particularly pronounced in the manufacture of cars, which saw a steep decline of 5%. In contrast, light trucks experienced only a minor reduction of 0.8% and continued to lead overall production figures, with 238,500 units produced. This data indicates a shifting interest or demand patterns within the automotive market, as manufacturers may need to adapt their strategies to address the declines in passenger vehicle production.

Despite the overall decrease in production, the export of light vehicles remained robust, with 224,528 units exported. This resilience in exports may suggest that while domestic production faces challenges, international demand could sustain the industry, potentially providing a buffer against local market fluctuations and economic conditions. The implications of this trend might prompt manufacturers and policymakers to reassess the direction of the automotive sector as they navigate production challenges and varying market demands.