Vietnam Integrated Circuits HS854231 Export Data 2025 Q2 Overview
Vietnam Integrated Circuits (HS 854231) 2025 Q2 Export: Key Takeaways
Vietnam's Integrated Circuits (HS Code 854231) Export in 2025 Q2 reveals a high-value product focus, with shipments to CHINA MAINLAND dominating at 37.49% of export value but only 6.33% of quantity, signaling premium-grade finished circuits for electronics assembly. The market shows strong geographic concentration, with high-value clusters in China, Hong Kong, and the US, while bulk-oriented buyers like Thailand and Malaysia indicate regional supply chain integration. This analysis, covering 2025 Q2, is based on cleanly processed Customs data from the yTrade database.
Vietnam Integrated Circuits (HS 854231) 2025 Q2 Export Background
Vietnam’s Integrated Circuits (HS Code 854231), which covers electronic integrated circuits—processors and controllers, are critical for global tech manufacturing, powering everything from consumer electronics to industrial automation. With Vietnam tightening export controls on dual-use goods under Decree 259/2025 [Baker McKenzie], exporters of HS Code 854231 must ensure compliance, though most commercial shipments remain unaffected. As Vietnam’s Integrated Circuits Export in 2025 Q2 grows, the country solidifies its role as a key supplier to markets like Germany, where demand for high-tech components is surging [GTAIC].
Vietnam Integrated Circuits (HS 854231) 2025 Q2 Export: Trend Summary
Key Observations
Vietnam's Integrated Circuits exports under HS Code 854231 in 2025 Q2 totaled approximately 2.96 billion USD, reflecting a steady performance with a slight quarter-over-quarter increase from Q1's 2.70 billion USD. Volume data was not available for this period.
Price and Volume Dynamics
The Q2 growth of around 9.6% compared to Q1 aligns with typical production cycles in the electronics industry, where mid-year often sees inventory builds ahead of peak demand seasons. Monthly fluctuations within Q2—such as a dip in April followed by rebounds in May and June—suggest adjustments in supply chain logistics or order timing, common in high-tech exports like integrated circuits. This stability indicates robust industrial output despite minor volatility.
External Context and Outlook
The upward trend in Vietnam Integrated Circuits HS Code 854231 Export 2025 Q2 was likely supported by regulatory improvements, including streamlined bonded warehouse procedures that reduced operational delays [Navigating Vietnam's Bonded Warehouse Procedures in 2025]. Additionally, strong global demand, particularly from markets like Germany where Vietnamese tech exports are growing (GTAIC), provided a favorable backdrop. Looking ahead, continued policy clarity on trade controls may sustain export momentum, though monitoring global tech demand cycles remains crucial.
Vietnam Integrated Circuits (HS 854231) 2025 Q2 Export: HS Code Breakdown
Product Specialization and Concentration
In Q2 2025, Vietnam's export of Integrated Circuits under HS Code 854231 is completely dominated by a single product, electronic integrated circuits such as processors and controllers, with a unit price of 8.10 USD per unit. This full concentration indicates a highly specialized export profile for Vietnam Integrated Circuits HS Code 854231 Export in this period, with no other sub-codes contributing to the trade.
Value-Chain Structure and Grade Analysis
The entire export consists of high-value, finished electronic components, specifically processors and controllers, which are advanced manufactured goods. This structure shows that Vietnam's trade in this category is focused on differentiated, high-tech products rather than fungible bulk commodities, with no variation in grade or form across exports.
Strategic Implication and Pricing Power
The complete specialization in high-value integrated circuits suggests strong pricing power for Vietnamese exporters, as they control a niche market. However, recent regulatory changes, such as Vietnam's introduction of export controls for dual-use goods [Global Trade Alert], could impact exports if these products are classified as strategic, requiring careful compliance monitoring for Vietnam Integrated Circuits HS Code 854231 Export in 2025 Q2.
Check Detailed HS 854231 Breakdown
Vietnam Integrated Circuits (HS 854231) 2025 Q2 Export: Market Concentration
Geographic Concentration and Dominant Role
In 2025 Q2, Vietnam's export of Integrated Circuits under HS Code 854231 was heavily concentrated, with CHINA MAINLAND as the dominant importer, accounting for 37.49% of the total export value but only 6.33% of the quantity. This large disparity between value and quantity ratios indicates that shipments to China Mainland consist of high-value, finished integrated circuits, likely for final assembly in electronics manufacturing. The analysis period for 2025 Q2 shows a clear focus on premium products.
Partner Countries Clusters and Underlying Causes
The top importers form two main clusters. First, high-value destinations like CHINA MAINLAND, CHINA HONGKONG, and the UNITED STATES have value ratios significantly exceeding quantity ratios, suggesting they receive finished or high-grade integrated circuits for end-use in consumer electronics or advanced manufacturing. Second, bulk-oriented importers like THAILAND and MALAYSIA show higher quantity ratios but lower value ratios, indicating shipments of lower-value components, possibly for re-export or intermediate processing in regional supply chains. This pattern aligns with Vietnam's role as a key supplier in global electronics networks, where value-added products flow to major hubs.
Forward Strategy and Supply Chain Implications
For businesses involved in Vietnam Integrated Circuits HS Code 854231 Export 2025 Q2, the geographic distribution suggests prioritizing relationships with high-value markets in China and the US to maximize returns. Supply chain strategies should account for potential regulatory changes, such as Vietnam's new on-spot import/export law effective July 1, 2025, which may streamline customs procedures [Vietnam Briefing](Vietnam Briefing). Additionally, bonded warehouse updates could enhance logistics efficiency for exporters [Vietnam Post Logistics], supporting faster turnaround times in key clusters.
| Country | Value | Quantity | Frequency | Weight |
|---|---|---|---|---|
| CHINA MAINLAND | 1.11B | 23.05M | 8.20K | N/A |
| CHINA HONGKONG | 1.00B | 85.10M | 7.91K | N/A |
| THAILAND | 191.24M | 137.77M | 1.20K | N/A |
| UNITED STATES | 187.32M | 3.99M | 5.22K | N/A |
| CHINA TAIWAN | 117.33M | 2.93M | 4.94K | N/A |
| VIETNAM | ****** | ****** | ****** | ****** |
Get Complete Partner Countries Profile
Vietnam Integrated Circuits (HS 854231) 2025 Q2 Export: Action Plan for Integrated Circuits Market Expansion
Strategic Supply Chain Overview
The Vietnam Integrated Circuits Export 2025 Q2 under HS Code 854231 is defined by extreme specialization. All exports are high-value processors and controllers. Price is driven by product technology specifications and large OEM contract volumes, not bulk commodity pricing. The supply chain implication is Vietnam's role as an assembly hub for advanced electronics, with deep technology and brand dependence. Buyer analysis shows extreme concentration: one segment of high-value, high-frequency buyers drives 99.58% of revenue. Geographically, China Mainland dominates value share (37.49%) but receives premium products, while regional partners like Thailand take higher volumes of lower-value goods. This creates both pricing power and vulnerability to demand shifts in key markets.
Action Plan: Data-Driven Steps for Integrated Circuits Market Execution
- Monitor high-value buyer transaction frequency. Use export data to predict order cycles and align production schedules. This prevents stockouts or overproduction with major clients.
- Diversify into secondary buyer segments. Analyze low-frequency but high-value buyers for project-based opportunities. This reduces over-reliance on the dominant segment.
- Track regulatory updates for dual-use goods. Subscribe to customs alerts for HS Code 854231. This ensures compliance and avoids shipment delays under new Vietnamese trade controls.
- Optimize logistics for key geographic clusters. Use port and bonded warehouse data to streamline shipments to China and the US. This cuts lead times for high-value destinations.
Forward-Looking Risk Mitigation
The largest risk is over-concentration in China and a few large buyers. Any demand shift or trade policy change could impact revenue sharply. Mitigate this by building relationships with alternative buyers in the US and EU. Also, watch for any expansion of strategic export controls that might cover integrated circuits. Supply chain mapping for critical components can prevent disruptions.
Take Action Now —— Explore Vietnam Integrated Circuits Export Data
Frequently Asked Questions
Q1. What is driving the recent changes in Vietnam Integrated Circuits Export 2025 Q2?
Vietnam's Integrated Circuits exports grew 9.6% in Q2 2025, driven by steady demand from high-tech markets and streamlined bonded warehouse procedures. The dominance of high-value processors and controllers (HS Code 854231) also reinforced pricing power.
Q2. Who are the main partner countries in this Vietnam Integrated Circuits Export 2025 Q2?
China Mainland was the top importer (37.49% of value), followed by Hong Kong and the US. These markets received high-value finished circuits, while Thailand and Malaysia imported lower-value components for regional supply chains.
Q3. Why does the unit price differ across Vietnam Integrated Circuits Export 2025 Q2 partner countries?
The price gap stems from Vietnam’s exclusive export of advanced processors/controllers (8.10 USD/unit). High-value destinations like China pay premium prices for finished goods, while bulk-oriented importers receive cheaper intermediate components.
Q4. What should exporters in Vietnam focus on in the current Integrated Circuits export market?
Exporters must prioritize high-value/high-frequency buyers (99.58% of revenue) while diversifying into smaller segments. Compliance with dual-use regulations and logistics efficiency (e.g., bonded warehouses) is critical to maintain China/US market access.
Q5. What does this Vietnam Integrated Circuits export pattern mean for buyers in partner countries?
Buyers in China/US benefit from reliable high-grade supply but face concentration risks. Bulk importers like Thailand gain cost advantages for re-export, though with lower technical specifications.
Q6. How is Integrated Circuits typically used in this trade flow?
The exported processors/controllers are finished electronic components, primarily for final assembly in consumer electronics or advanced manufacturing, reflecting Vietnam’s role in high-tech value chains.
Detailed Monthly Report
Vietnam Integrated Circuits HS854231 Export Data 2025 Q1 Overview
Vietnam's Integrated Circuits (HS Code 854231) Export in 2025 Q1 shows China Mainland as top buyer (36.15% value share) with premium shipments, while Thailand leads in quantity. Data from yTrade reveals 67% export value concentrated in China and Hong Kong.
Vietnam Integrated Circuits HS854231 Export Data 2025 September Overview
Vietnam Integrated Circuits (HS Code 854231) Export in September 2025 shows China Mainland as the top market, with 40.02% value share, per yTrade data. US-Vietnam tariff benefits require supply chain compliance.
