Medium value parts actually (eg. OEM).
And it's the same specialization that Mexico has had since the late 1990s and early 2000s when their factories left for China [0][1][2]. That's why Mexican manufacturing has started growing again - costs have equalized between CN and MX manufacturing for intermediate parts.
For example, take apart a Sony PS2, Compaq workstation, or a Toshiba DVD Player from the early 2000s - all the electronics parts in it will say Made in "Mexico/Malaysia/Thailand", and the plastic molding was 50% Mexico and China. China didn't enter the fray until after 2008 when Steve Jobs tasked Tim Cook with exploring manufacturing in China, and Samsung began opening OLED factories there as well.
Low cost gizmos and gadgets have been manufactured in Vietnam and India for a decade now, and within 10 years they'll both also climb up the value chain manufacturing wise. Nhat Tao in Saigon and Sector 63 in Noida have a similar feel as Huaqiangbei in Shenzhen 10-15 years ago.
History doesn't repeat, but it sure as hell rhymes.
Mexico also saw economic and political instability 20-30 years ago when its factories began leaving for China. Same thing happened to Thailand in the 1990s, Malaysia in the 2000s, Turkiye in the 2010s, and Phillipines in the 1990s-2000s.
[0] - http://international-economy.com/TIE_Sp03_Rosen.pdf
[1] - https://www.cnn.com/2003/BUSINESS/12/13/china.mexico.reut/
[2] - https://www.nytimes.com/2003/09/03/world/as-china-gallops-me...