Supply chains didn't shorten — they re-routed.
| Share of US goods imports | 2017 | 2024 | Change |
|---|---|---|---|
| China | 21.9% | 13.8% | −8.1pp |
| Mexico | 13.1% | 15.2% | +2.1pp |
| Vietnam | 2.0% | 4.2% | +2.2pp |
| India | 2.1% | 2.7% | +0.6pp |
Mexico overtook China as the #1 source of US imports in 2023.
The reading — and its limits
China's true share fell by less than the US figures show — tariff-avoidance routes Chinese goods through Vietnam and Mexico, so part of their “rise” is Chinese value re-routed, not displaced. The data shows where goods ship from, not their ultimate origin. This is re-routing, not retreat.
Method Computed from UN Comtrade primary bilateral data (US reporter, full continuous 2017–2024), cross-validated against US-Census-based reads.
Computed 22 June 2026