Electric Vehicles or Specialized Supply Chain? Nuevo León Accelerates on Both Fronts

Electromobility in Mexico is entering a phase of industrial diversification, with Nuevo León emerging as a key territory for the automotive supply chain, EV suppliers, charging infrastructure, and new electrification components. According to the Mapping of Electromobility in Mexico 2026, prepared by Cluster Industrial B2B, the country is progressing towards a broader supply chain. Although the production of battery electric vehicles is undergoing adjustments, investments continue to shift towards more specialized segments.

National Overview of Electromobility in Mexico

During the first half of 2026, Cluster Industrial B2B identified investments of approximately $2.0709 billion in electromobility projects. This figure only includes announcements with reported amounts, meaning the total value of the ecosystem could be higher.

The mapping registered at least 27 announcements, expansions, inaugurations, or starts of operations. These projects encompass new assembly lines, electronic components, batteries, harnesses, high-voltage cables, semiconductors, thermal management, and charging infrastructure.

Additionally, among the national projects, Invisible Urban Charging/ATX stands out with $500 million to install 38 chargers in Mexico City, State of Mexico, and Bajío. LS Cable & System also announced $156.8 million in Querétaro, while LT Precision is investing $143 million in Baja California for battery components.

The territorial distribution confirms broad expansion. However, the northern and Bajío regions maintain a higher concentration due to their industrial corridors, automotive suppliers, and proximity to key markets.

How is Nuevo León Strengthening its Role in the Electromobility Supply Chain?

Nuevo León stands out as one of the most active hubs within Mexico’s electromobility sector. Its manufacturing base allows it to attract projects in assembly, electronics, semiconductors, and thermal management.

Furthermore, the state combines logistical infrastructure, technical talent, and the presence of global companies. This mix strengthens its role within the EV supply chain.

Kia México

One of the most relevant projects involves Kia México, located in Pesquería, Nuevo León. The automaker announced an expansion worth $600 million.

These resources will be allocated to new electric vehicle assembly lines. With this investment, Nuevo León reinforces its position as a regional automotive platform.

DH Autoware

Another notable project belongs to DH Autoware in Apodaca, Nuevo León. The company will invest $167 million.

Its project will focus on motherboards for automotive electronic systems. These components are crucial for vehicles with increased connectivity and electronic control.

Global Suppliers

Nuevo León is also attracting suppliers linked to hybrid systems, electrification, and thermal management. This trend deepens the technological capabilities of the ecosystem.

In addition to Kia and DH Autoware, the state concentrates investments from Korean, Chinese, and global suppliers. These companies serve segments such as electrification components, semiconductors, thermal systems, and automotive electronics.

Industrial Municipalities

The mapping also identifies activity in several industrial municipalities across the state. Pesquería stands out for its automotive significance. Apodaca contributes with specialized electronics. Ciénega de Flores offers capabilities in thermal systems.

Additionally, Juárez, Monterrey, Santa Catarina, and San Nicolás de los Garza maintain a presence within the industrial network. This distribution strengthens a productive corridor with potential for local integration and opens opportunities for MiPyMEs as suppliers.

Finally, electromobility confirms a shift in manufacturing competition. It is no longer enough to produce vehicles; mastering the components that define the automotive future is now paramount.