越南半导体市场评估：依类型、组件、节点规模、最终用户、地区、机会、预测 (2017-2031)

越南半导体市场规模预计将从2023年的95.8亿美元增至2031年的172.1亿美元，预计2024-2031年的年复合成长率为 7.60%。目前，越南成为一个重要国家，特别是由于半导体生产大国和其他亚洲国家不断成长的需求。该国正准备提高製造能力并吸引更多国际客户，特别是美国客户。政府实施了优惠的税收和投资促进政策来支持市场成长。

其他市场成长因素包括战略位置、具有竞争力的劳动力成本和熟练人才，进一步将该地区定位为半导体製造中心，并吸引了英特尔和三星等行业巨头的投资。因此，透过继续投资基础设施和培养本地人才，该国准备应对不断成长的半导体需求，并为经济多元化和技术进步做出真正的贡献。

对 5G 连结的日益关注加速了市场成长

越南对 5G 连接的关注将继续刺激半导体需求并推动该国半导体市场的成长。政府投资 5G 基础设施，并支持新创公司和其他参与在越南各地建立 5G 连结的公司。

例如，2023年7月，Viettel为智慧工业建造并部署了越南首个5G PNM行动网路。是在2024年 3月黄金频谱拍卖中第一家赢得 2500-2600MHz 频谱的网路营运商。 Viettel协助将3700-3800MHz和3800-3900MHz这两个频段块的5G覆盖范围增加了1.7倍。 Viettel希望在2024年底在全国63个省市提供广泛的5G商用覆盖，并延续到明年。

对资料保护的持续需求推动市场成长

在越南，随着人工智慧和云端运算的发展，资料保护的需求不断增加，对半导体的需求急剧增加。对于每天处理大量资料的组织来说，高效的即时储存和处理解决方案已变得非常重要。越南半导体产业被迫提高产能，以满足资料中心和电子设备不断成长的需求。

例如，Vietnamese Ministry of Public Security于2024年2月宣布颁布Law on Personal Data Protection（PDP）。此举目的是加强该国的资料隐私措施。该法律的主要动机是建立强有力的框架和法规，以确保个人资料的安全管理、处理和使用。因此，可以看出PDP法案保障了公民的隐私权，并在快速成长的数位空间中建立了信任。

消费性电子产业快速成长加速市场繁荣

消费性电子产业的扩张日益扩大越南的半导体市场。城市化和可支配收入的增加日益增加对智慧型手机、平板电脑和智慧家电等小工具的需求。此外，政府计划鼓励高科技企业和采用物联网和 5G 等尖端技术，推动了这一繁荣。

例如，2024年 6月，越南政府宣布，经过该国 63个省份中的55个省份进行严格测试后，将于2024年底在全国范围内提供 5G 服务。 Viettel、MobiFone 和 VNPT 等主要电信业者竞标资讯通讯部将拍卖的频谱。政府预测，5G将透过加强数位基础设施对经济做出重大贡献，到2025年GDP成长将达到7.34%。此外，作为过渡的一部分，2G 网路将被逐步淘汰，促进向数位社会的过渡。

本报告研究和分析越南半导体市场，提供市场规模和预测、市场动态以及主要公司的现状和前景。

目录

第1章 专案范围与定义

第2章 研究方法

第3章 执行摘要

第4章 顾客回馈

• 产品与市场讯息
• 品牌知名度
• 购买决策时考虑的因素
  • 品质
  • 价格
  • 目的
  • 订单数量
  • 寿命
  • 产业经验
• 管理成本
• 供应链管理
• 供需机制
• 购买通路

第5章 越南半导体市场展望 (2017-2031)

• 市场规模分析与预测
  • 金额
  • 数量
• 市占率分析与预测
  • 依类型
  • 依组件
  • 依节点大小
  • 依最终用户
  • 依地区
  • 市占率分析：依公司划分 (金额) (前5名公司及其他 -2023年)
• 市场地图分析 (2023年)
  • 依类型
  • 依组件
  • 依节点大小
  • 依最终用户
  • 依地区

第6章 波特五力分析

第7章 PESTLE 分析

第8章 价格分析

第9章 市场动态

• 市场驱动因素
• 市场挑战

第10章 市场趋势与发展

第11章 案例研究

第12章 竞争态势

• 前5名市场领导者的竞争矩阵
• 前5名的公司的SWOT 分析
• 前10名主要企业状况
  • Intel Corporation
  • Viettel Group
  • FPT Semiconductors JSC
  • Samsung Electronics
  • Qualcomm Technologies Inc.
  • Texas Instruments Incorporated
  • Jabil Circuit, Inc.
  • Amkor Technology, Inc.
  • Hana Micron Inc.
  • Hanmi Semiconductor

第13章 战略建议

第14章 关于本公司，免责声明

Vietnam semiconductor market is projected to witness a CAGR of 7.60% during the forecast period 2024-2031, growing from USD 9.58 billion in 2023 to USD 17.21 billion in 2031. Nowadays, Vietnam is gaining momentum to become a country of considerable importance, particularly due to its large semiconductor producers and increased demand from other Asian countries. The country is gearing up to increase its manufacturing capacity and overseas customers, notably from the United States. The government has implemented favorable policies related to taxation and investment promotions for market growth.

Other market growth factors include strategic location, competitive labor costs, and skilled manpower, further positioning it as a hub for semiconductor manufacturing in the region and attracting investments by industry giants such as Intel and Samsung. Thus, with the country continuing infrastructure investments and developing local talent, it is well positioned to meet this increased demand in semiconductors and earnestly contribute towards economic diversification and technological advancement.

Increasing Focus on 5G Connectivity is Amplifying Market Growth

A focus on 5G connectivity in Vietnam will continue to spur demand for semiconductors and drive growth in the country's semiconductor market. The government has invested in 5G infrastructure and supports startups and other players engaged in establishing 5G connectivity across Vietnam.

For instance, in July 2023, the 1st 5G PNM mobile network was created and deployed in Vietnam by Viettel for smart industries. The 1st network operator to win the 2500-2600 MHz at golden frequency band auction in March 2024. Viettel contributed to 5G coverage being 1.7 times greater than the two frequency band blocks of 3700-3800-MHz and 3800-3900-MHz. As per Viettel, the company hopes to offer widespread commercial 5G coverage in 63 provinces and cities of the nation, by the end of 2024, extending till next year.

A Continuous Need for Data Protection is Proliferating the Market Growth

The demand for semiconductors is expanding dramatically in Vietnam due to the growing need for data protection generated by artificial intelligence and cloud computing developments. Efficient real-time storage and processing solutions are becoming indispensable for organizations to handle enormous volumes of data daily. The Vietnamese semiconductor industry is being forced to increase production capacity to fulfill the expanding needs of data centers and electronic gadgets.

For instance, in February 2024, The Vietnamese Ministry of Public Security, announced that it had promulgated the Law on Personal Data Protection (PDP). This move was meant to strengthen measures for data privacy in the country. The main motive of this law is to establish strong frameworks and regulations that ensure the secure management, processing, and use of personal data. Hence, it can be deciphered that the PDP Law assures the country's citizens of their rights to privacy, therefore building trust in the fast-growing digital space.

A Rapid Growth in the Consumer Electronics Sector is Amplifying the Market Prosperity

The expansion of the consumer electronics sector is proliferating the semiconductor market in Vietnam. The demand for gadgets, such as smartphones, tablets, and smart home appliances, is growing due to urbanization and increased disposable incomes. Moreover, the government programs encourage high-tech businesses and the adoption of cutting-edge technology such as IoT and 5G, fueling this boom.

For instance, in June 2024, The Vietnamese government stated, after rigorous testing in 55 of the country's 63 provinces, 5G services will be made available nationally by the end of 2024. Major telecom providers such as Viettel, MobiFone, and VNPT are bidding for frequency bands that are up for auction from the Ministry of Information and Communications. The government delineated that 5G will contribute considerably to the economy by enhancing digital infrastructure, with GDP growth expected to reach 7.34% by 2025. In addition, 2G networks will be phased out as part of the transition, thereby easing the move toward a digital society.

Launch of Training Programs in Vietnam is Expediting the Market Prospects

Vietnam is prioritizing training programs in semiconductors to meet the increasing need for qualified engineers in this field. The training program is essential for fostering technological progress, especially in the areas of 5G and microchip manufacturing, as Vietnam looks to improve its position in the global semiconductor market.

For instance, in July 2024, through a collaboration with American companies Qorvo and Cadence, the Vietnamese government planned to expand its semiconductor sector by introducing new training courses in analog IC design. Forty trainees are presently enrolled in an intense program at the National Innovation Center, which seeks to teach 50,000 engineers in total. This program is expected to help in closing the skill gap in the semiconductor industry worldwide and facilitates Vietnam's incorporation in the international supply chain. Along with workforce development and infrastructural expenditures, the partnership promotes innovation and industry growth.

Government Initiatives Acting as a Catalyst

The government initiatives and policies towards the improvisation of semiconductors are aiding the market growth extensively. The government is focusing on the technological advancements of semiconductors via substantial investments in the sector. For instance, in May 2024, to encourage semiconductor investments in Ho Chi Minh City, the Vietnamese government strictly announced that the projects must have an initial investment of around USD 1.6 billion. Strategic investors will benefit from this effort by receiving tax advantages, accelerated customs processing, and assistance with equipment acquisitions. Vietnam's dedication to expanding its semiconductor sector intends to improve collaboration with global enterprises and expedite investment processes.

Southern Vietnam to Dominate the Semiconductor Market Share

Southern Vietnam dominated the share of the semiconductor market in the country due to its strategic location, qualified labor force, and governmental policies that attract FDI. Major companies such as Intel and Samsung have opened important operations in Ho Chi Minh City, which offers tax breaks and competitive advantages in electronics manufacturing.

Moreover, competitive labor costs and proximity to growth further enhance the appeal of the region, reinforcing semiconductor production and assembly. Besides the high-tech industry development promoted vigorously by the government, the position of Southern Vietnam as a critical node in the global semiconductor market is expected due to increased demand for 5G and AI in the region.

Future Market Scenario (2024 - 2031F)

Vietnam's advantageous location in Southeast Asia makes it easier for the country to access key markets, resulting in a desirable center for manufacturing, and gaining significant profits for Vietnam semiconductor market in the forecast years.

To attract international investments, which could meet the market's wide future potential, Vietnamese government is actively encouraging the semiconductor market through tax benefits, promotion of investment programs, and the creation of a national steering council, thereby creating a possibility of yielding a plethora of opportunities for market enhancement in the future.

There is a growing need for semiconductor solutions in a number of industries, including consumer electronics and telecoms, due to the emergence of cutting-edge technologies such as 5G, AI, and the Internet of Things.

Key Players Landscape and Outlook

As Vietnam is an emerging market in semiconductors, the key players operating in the market are continuously competing against each other to gain a competitive edge. Moreover, the increase in collaborations among the big players for semiconductor projects in Vietnam is expected to cater to extensive possibilities of market growth at present and in the future.

In February 2023, the United States-based global semiconductor player, Intel Corporation, announced that it is planning to spend a hefty sum in fast-growing semiconductor industry segment of Vietnam. The biggest assembly and test factory of the company so far was in Ho Chi Minh City, but now it will look for opportunities to take full advantage of Vietnam's strategic position, skilled workforce, and encouraging government policies. The plan for expansion would go in line with Intel's general strategy to further diversify its manufacturing footprint and boost its competitive edge in the dynamic Asian market.

Table of Contents

1. Project Scope and Definitions

2. Research Methodology

3. Executive Summary

4. Voice of Customer

• 4.1. Product and Market Intelligence
• 4.2. Brand Awareness
• 4.3. Factors Considered in Purchase Decisions
  • 4.3.1. Quality
  • 4.3.2. Price
  • 4.3.3. Purpose
  • 4.3.4. Order Quantity
  • 4.3.5. Lifespan
  • 4.3.6. Experience in the industry
• 4.4. Operational Cost
• 4.5. Supply Chain Management
• 4.6. Demand and Supply Mechanism
• 4.7. Channel of Purchase

5. Vietnam Semiconductor Market Outlook, 2017-2031F

• 5.1. Market Size Analysis & Forecast
  • 5.1.1. By Value
  • 5.1.2. By Volume
• 5.2. Market Share Analysis & Forecast
  • 5.2.1. By Type
    • 5.2.1.1. Intrinsic
    • 5.2.1.2. Extrinsic
  • 5.2.2. By Components
    • 5.2.2.1. Memory Devices
    • 5.2.2.2. Logic Devices
    • 5.2.2.3. Analog IC
    • 5.2.2.4. MPU
    • 5.2.2.5. Discrete Power Devices
    • 5.2.2.6. MCU Sensors
    • 5.2.2.7. Others
  • 5.2.3. By Node Size
    • 5.2.3.1. 180 nm
    • 5.2.3.2. 130 nm
    • 5.2.3.3. 90 nm
    • 5.2.3.4. 65 nm
    • 5.2.3.5. 45/40 nm
    • 5.2.3.6. 32/28 nm
    • 5.2.3.7. 22/20 nm
    • 5.2.3.8. 16/14 nm
    • 5.2.3.9. 10/7 nm
    • 5.2.3.10. 7/5 nm
    • 5.2.3.11. 5 nm
  • 5.2.4. By End-user
    • 5.2.4.1. Networking and Communications
    • 5.2.4.2. Consumer Electronics
    • 5.2.4.3. Automotive
    • 5.2.4.4. Data Processing
    • 5.2.4.5. Aerospace
    • 5.2.4.6. Medical
    • 5.2.4.7. Military and Defense
    • 5.2.4.8. Others
  • 5.2.5. By Region
    • 5.2.5.1. Northern
    • 5.2.5.2. Southern
    • 5.2.5.3. Central
  • 5.2.6. By Company Market Share Analysis (Top 5 Companies and Others - By Value, 2023)
• 5.3. Market Map Analysis, 2023
  • 5.3.1. By Type
  • 5.3.2. By Components
  • 5.3.3. By Node Size
  • 5.3.4. By End-user
  • 5.3.5. By Region

6. Porter's Five Forces Analysis

7. PESTLE Analysis

8. Pricing Analysis

9. Market Dynamics

• 9.1. Market Drivers
• 9.2. Market Challenges

10. Market Trends and Developments

11. Case Studies

12. Competitive Landscape

• 12.1. Competition Matrix of Top 5 Market Leaders
• 12.2. SWOT Analysis for Top 5 Players
• 12.3. Key Players Landscape for Top 10 Market Players
  • 12.3.1. Intel Corporation
    • 12.3.1.1. Company Details
    • 12.3.1.2. Key Management Personnel
    • 12.3.1.3. Products and Services
    • 12.3.1.4. Financials (As Reported)
    • 12.3.1.5. Key Market Focus and Geographical Presence
    • 12.3.1.6. Recent Developments/Collaborations/Partnerships/Mergers and Acquisition
  • 12.3.2. Viettel Group
  • 12.3.3. FPT Semiconductors JSC
  • 12.3.4. Samsung Electronics
  • 12.3.5. Qualcomm Technologies Inc.
  • 12.3.6. Texas Instruments Incorporated
  • 12.3.7. Jabil Circuit, Inc.
  • 12.3.8. Amkor Technology, Inc.
  • 12.3.9. Hana Micron Inc.
  • 12.3.10. Hanmi Semiconductor

Companies mentioned above DO NOT hold any order as per market share and can be changed as per information available during research work.

13. Strategic Recommendations

14. About Us and Disclaimer

List of Tables

• Table 1. Pricing Analysis of Products from Key Players
• Table 2. Competition Matrix of Top 5 Market Leaders
• Table 3. Mergers & Acquisitions/ Joint Ventures (If Applicable)
• Table 4. About Us - Regions and Countries Where We Have Executed Client Projects

List of Figures

• Figure 1. Vietnam Semiconductor Market, By Value, In USD Billion, 2017-2031F
• Figure 2. Vietnam Semiconductor Market, By Volume, In Units, 2017-2031F
• Figure 3. Vietnam Semiconductor Market Share (%), By Type, 2017-2031F
• Figure 4. Vietnam Semiconductor Market Share (%), By Components, 2017-2031F
• Figure 5. Vietnam Semiconductor Market Share (%), By Node Size, 2017-2031F
• Figure 6. Vietnam Semiconductor Market Share (%), By End-user, 2017-2031F
• Figure 7. Vietnam Semiconductor Market Share (%), By Region, 2017-2031F
• Figure 8. By Type Map-Market Size (USD Billion) & Growth Rate (%), 2023
• Figure 9. By Components Map-Market Size (USD Billion) & Growth Rate (%), 2023
• Figure 10. By Node Size Map-Market Size (USD Billion) & Growth Rate (%), 2023
• Figure 11. By End-user Map-Market Size (USD Billion) & Growth Rate (%), 2023
• Figure 12. By Region Map-Market Size (USD Billion) & Growth Rate (%), 2023