Vietnam Integrated Circuits HS854239 Export Data 2025 August Overview

Vietnam Integrated Circuits (HS 854239) 2025 August Export: Key Takeaways

Vietnam's Integrated Circuits export (HS Code 854239) in August 2025 reveals a high-value product flow, with Vietnam itself as the dominant destination—accounting for 38.54% of export value—indicating final assembly or domestic consumption. The market shows tight geographic concentration, with China and Hong Kong as key high-value hubs, while South Korea absorbs bulk low-value components. This analysis, covering August 2025, is based on cleanly processed Customs data from the yTrade database.

Vietnam Integrated Circuits (HS 854239) 2025 August Export Background

Vietnam’s Integrated Circuits (HS Code 854239), covering electronic integrated circuits, are critical for global electronics, automotive, and telecom industries due to their stable demand. Recent policy shifts, like Vietnam’s Decree 259/2025 on strategic trade controls [Baker McKenzie], tighten export rules, while the U.S.-Vietnam trade deal imposes a 20% tariff on key exports [Express Trade Capital]. Despite this, Vietnam remains a key exporter, with August 2025 shipments under HS 854239 reflecting its role in ASEAN’s semiconductor supply chain [Fulcrum].

Vietnam Integrated Circuits (HS 854239) 2025 August Export: Trend Summary

Key Observations

Vietnam's Integrated Circuits exports under HS Code 854239 reached 289.39 million USD in August 2025, maintaining strong performance amid global trade shifts.

Price and Volume Dynamics

August's export value increased by 7.4% month-over-month from July's 269.48 million USD, reflecting a rebound after a mid-year dip. This volatility aligns with typical semiconductor industry cycles, where production and inventory adjustments in electronics manufacturing cause fluctuations. The overall 2025 trend shows peaks in February and June, likely driven by pre-holiday demand builds and supply chain restocking, while April and July saw declines due to seasonal lulls or operational pauses.

External Context and Outlook

The recent U.S.–Vietnam trade agreement imposing a 20% tariff on Vietnamese goods, including electronics [Express Trade Capital], has introduced uncertainty, potentially accelerating export surges ahead of enforcement. Additionally, Vietnam's customs reforms and strategic trade controls [Vietnam Briefing] may further influence logistics and compliance costs, shaping near-term export stability for Integrated Circuits.

Vietnam Integrated Circuits (HS 854239) 2025 August Export: HS Code Breakdown

Product Specialization and Concentration

Vietnam's August 2025 Integrated Circuits export under HS Code 854239 shows extreme concentration in one product type. The entire export value comes from a single sub-code: "Electronic integrated circuits; n.e.c. in heading no. 8542". This product was shipped over 15,860 times, totaling nearly 619 million units, but at a very low average price of just USD 0.47 per unit. This high-volume, low-price profile defines the market structure.

Value-Chain Structure and Grade Analysis

The export structure lacks diversification, with no other sub-codes present. This single-product focus suggests Vietnam is exporting a high volume of standardized, likely lower-value integrated circuits under this code. The extremely low unit price points to these being basic, commodity-grade components rather than specialized, high-value finished chips. The trade behaves more like a bulk commodity flow than a trade in differentiated manufactured goods.

Strategic Implication and Pricing Power

For Vietnam Integrated Circuits HS Code 854239 Export in 2025 August, the high volume but low unit price indicates strong competitive pressure and limited pricing power for exporters. Companies are likely competing on cost and scale. This export profile may attract increased regulatory attention, especially as Vietnam implements new strategic trade controls like [Decree 259/2025] which governs sensitive exports. The strategic focus must be on moving up the value chain to improve margins.

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Vietnam Integrated Circuits (HS 854239) 2025 August Export: Market Concentration

Geographic Concentration and Dominant Role

In August 2025, Vietnam's export of Integrated Circuits under HS Code 854239 was highly concentrated, with Vietnam itself as the dominant destination by value, accounting for 38.54% of total export value despite only 20.60% of quantity share. This value-quantity disparity, where value ratio exceeds quantity ratio, indicates that exports to Vietnam consist of higher-value, finished products rather than bulk components, suggesting a role in final assembly or domestic consumption within the supply chain.

Partner Countries Clusters and Underlying Causes

The export partners form three clear clusters based on trade patterns. First, high-value destinations like China Mainland and China Hongkong, with value ratios of 18.07 and 14.89 respectively, likely serve as hubs for advanced manufacturing or end-markets due to regional supply chain integration. Second, bulk processing centers such as South Korea, with a massive 51.13% quantity share but low 4.20% value share, point to exports of low-value, semi-finished goods for further assembly. Third, smaller markets like Singapore, Mexico, and others show moderate activity, often acting as distribution points or niche demand sources, influenced by logistics and trade agreements.

Forward Strategy and Supply Chain Implications

For market players, the concentration in Vietnam and high-value clusters underscores the need to focus on quality control and value-added production within Vietnam to maintain competitiveness. The low-value bulk exports to South Korea highlight opportunities for cost-efficient sourcing of intermediate goods. However, external factors like the 20% U.S. tariff on Vietnamese goods [Global Training Center] and Vietnam's strategic trade controls [Baker McKenzie] could disrupt flows, urging diversification and compliance with new regulations to mitigate risks in the semiconductor supply chain.

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Vietnam Integrated Circuits (HS 854239) 2025 August Export: Action Plan for Integrated Circuits Market Expansion

Strategic Supply Chain Overview

The Vietnam Integrated Circuits Export 2025 August under HS Code 854239 operates as a high-volume, low-price commodity trade. Price is driven by bulk OEM contracts and basic product specifications, not advanced technology. The supply chain implication is Vietnam's role as a final assembly hub, dependent on a few large buyers and concentrated geographies like domestic and Chinese markets for value, and South Korea for bulk processing. This creates vulnerability to demand shifts and external policy changes.

Action Plan: Data-Driven Steps for Integrated Circuits Market Execution

• Use buyer frequency and value data to identify and secure contracts with at least three new high-value clients. This reduces over-reliance on the top buyer segment and stabilizes revenue.
• Analyze shipment patterns to South Korea to negotiate better bulk pricing terms. This maximizes margins on high-volume, low-value flows.
• Map the product specifications within HS Code 854239 exports to identify opportunities for minor upgrades. This allows for slightly higher pricing without significant R&D investment.
• Diversify export destinations by targeting secondary markets like Mexico or Singapore with tailored marketing. This mitigates risk from geopolitical tariffs or trade policy changes.
• Implement a compliance tracking system aligned with Decree 259/2025 for all high-value shipments. This avoids regulatory delays and maintains market access.

Risk Mitigation and Forward Strategy

External risks like the 20% U.S. tariff and Vietnam's new strategic trade controls require proactive management. Focus on domestic value addition to shield against tariff impacts. Build a diversified buyer and geographic portfolio to absorb demand shocks. Compliance with Decree 259 is non-negotiable for sustaining the Vietnam Integrated Circuits Export under HS Code 854239 in 2025 and beyond.

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Frequently Asked Questions

Q1. What is driving the recent changes in Vietnam Integrated Circuits Export 2025 August?

Vietnam's August 2025 Integrated Circuits export value rose 7.4% month-over-month to $289.39M, rebounding from mid-year volatility tied to semiconductor industry cycles. The surge reflects preemptive shipments ahead of new U.S. tariffs and aligns with seasonal restocking demand.

Q2. Who are the main partner countries in this Vietnam Integrated Circuits Export 2025 August?

Vietnam itself was the top destination (38.54% of export value), followed by China Mainland (18.07%) and China Hongkong (14.89%). South Korea dominated quantity (51.13% share) but contributed only 4.20% in value.

Q3. Why does the unit price differ across Vietnam Integrated Circuits Export 2025 August partner countries?

Unit prices vary because exports consist solely of low-value "Electronic integrated circuits; n.e.c." (averaging $0.47/unit). Higher-value shipments went to Vietnam and China, while bulk commodity flows to South Korea drove volume.

Q4. What should exporters in Vietnam focus on in the current Integrated Circuits export market?

Exporters must prioritize high-value/high-frequency buyers (76.98% of revenue) while diversifying to mitigate risks from new trade controls. Value-chain upgrading is critical to escape low-margin bulk trade.

Q5. What does this Vietnam Integrated Circuits export pattern mean for buyers in partner countries?

Buyers in Vietnam and China access higher-value finished products, while South Korean buyers benefit from cost-efficient bulk components. All face potential disruptions from U.S. tariffs and Vietnam’s strategic trade reforms.

Q6. How is Integrated Circuits typically used in this trade flow?

The exports are standardized, low-grade components likely used in mass electronics assembly. Vietnam’s domestic shipments suggest final-stage integration, while bulk flows to South Korea indicate intermediate processing.