Abstract

MORALES-LOPEZ, Rodrigo. China’s presence in Mexican manufacturing exports to the U.S. and Canada. Prob. Des [online]. 2022, vol.53, n.210, pp.65-96.  Epub Dec 05, 2022. ISSN 0301-7036.  https://doi.org/10.22201/iiec.20078951e.2022.210.69827.

China has increased its participation in Global Value Chains (GVC) since 2001 and has been considered an "uninvited member" in the North American integration process. This article uses matrix input-output analysis to analyze China's presence in North American manufacturing chains -from the point of view of Mexican exports- during 2000-2014. The findings demonstrate a decline in the share of U.S. value-added embodied in Mexico's manufacturing exports to North America, displaced mainly by Chinese value-added ultimately consumed in the United States. Moreover, inputs from the United States and Canada -embedded in Mexican manufacturing exports- show signs of reprimarization and inputs imported from China show increasing levels of sophistication.

Keywords : Global Value Chains (GVC); trade triangulation; North American Free Trade Agreement (NAFTA); China-North America trade relations; input-output analysis.