Vietnam Integrated Circuits HS854239 Export Data 2025 February Overview

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

Vietnam's Integrated Circuits Export (HS Code 854239) in February 2025 reveals a market dominated by South Korea, which accounts for 48.44% of export value but 62.99% of volume, signaling mass-produced or assembly-stage products rather than high-end goods. The data highlights a dual export structure: volume-driven markets like South Korea and Singapore versus value-driven destinations such as China and the U.S., where higher unit prices suggest specialized or finished circuits. This analysis, covering February 2025, is based on cleanly processed Customs data from the yTrade database.

Vietnam Integrated Circuits (HS 854239) 2025 February Export Background

Vietnam’s Integrated Circuits (HS Code 854239), covering electronic integrated circuits excluding processors and amplifiers, are critical for global tech sectors like consumer electronics and industrial automation, ensuring steady demand. Recent policy shifts, including Vietnam’s Decree 259/2025 on strategic trade controls and streamlined customs procedures under on-spot export rules, shape the 2025 export landscape [Vietnam Briefing]. As a key February 2025 exporter, Vietnam benefits from high-tech incentives and U.S. tariff adjustments, reinforcing its role in global semiconductor supply chains.

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

Key Observations

Vietnam's export of Integrated Circuits under HS Code 854239 in February 2025 reached $288.01 million in value, with minimal volume data reported, marking a significant monthly performance.

Price and Volume Dynamics

The export value surged by approximately 47% month-over-month from January's $195.70 million, reflecting a robust start to the year. This sharp increase aligns with typical semiconductor industry cycles, where early-year production ramps up to meet demand from tech product launches and inventory replenishment, rather than external shocks.

External Context and Outlook

This growth is likely supported by Vietnam's regulatory updates, such as the streamlined on-spot export regime effective from July 2025 [Vietnam Briefing], which may have prompted earlier export activities. Additionally, anticipation of the U.S.-Vietnam tariff deal (Express Trade Capital) could be driving strategic exports before potential changes, reinforcing a positive outlook for Vietnam Integrated Circuits HS Code 854239 Export in 2025.

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

Product Specialization and Concentration

In February 2025, Vietnam's export of Integrated Circuits under HS Code 854239 is entirely dominated by a single product type: electronic integrated circuits not elsewhere specified, which accounts for all export value and volume. With a unit price of just 0.49 USD per piece, this low-cost, high-volume specialization indicates a focus on mass-produced, standardized components rather than high-value variants, reflecting a commodity-driven trade structure for Vietnam Integrated Circuits HS Code 854239 Export in 2025 February.

Value-Chain Structure and Grade Analysis

The absence of other sub-codes under HS Code 854239 means the export consists solely of this undifferentiated, bulk electronic component. The uniformly low unit price across all transactions suggests a trade in fungible commodities, akin to raw or semi-finished goods, rather than specialized or branded finished products. This structure points to a market where price is tied to volume and basic specifications, not advanced features or quality grades.

Strategic Implication and Pricing Power

For Vietnam Integrated Circuits HS Code 854239 Export, the low unit price implies limited pricing power and a need to compete on cost efficiency and scale. The 20% tariff on Vietnamese exports to the U.S., as noted in [Express Trade Capital], could further squeeze margins, urging exporters to optimize supply chains and explore markets with fewer trade barriers. Focus should remain on high-volume production and compliance with evolving customs procedures to maintain competitiveness in 2025.

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

Geographic Concentration and Dominant Role

In February 2025, South Korea is the dominant export destination for Vietnam Integrated Circuits HS Code 854239 Export, accounting for 48.44% of the value but 62.99% of the quantity, indicating a lower unit price that points to mass-produced or assembly-stage products rather than high-end goods.

Partner Countries Clusters and Underlying Causes

Export partners form two clear clusters: first, volume-driven markets like South Korea and Singapore, where lower unit prices suggest component sourcing for regional manufacturing hubs; second, value-driven destinations such as China Mainland and the United States, with higher unit prices indicating direct sales of specialized or finished integrated circuits.

Forward Strategy and Supply Chain Implications

For businesses, diversifying into value-focused markets can mitigate reliance on volume hubs. However, new strategic trade controls [Baker McKenzie] require export licenses for dual-use goods, and a 20% U.S. tariff (Express Trade Capital) raises costs, making it essential to leverage tax incentives for high-tech sectors (Vietnam Briefing) and streamline compliance.

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

Strategic Supply Chain Overview

Vietnam Integrated Circuits Export 2025 February under HS Code 854239 operates as a volume-driven commodity trade. Price is set by mass-production scale and basic specifications, not technology or branding. Supply chains serve as an assembly hub for standardized components, heavily dependent on a few large buyers and concentrated in volume-focused markets like South Korea. This creates vulnerability to demand shifts and tariff pressures, such as the 20% U.S. duty.

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

• Analyze buyer order frequency to forecast demand cycles and prevent overstock, because core clients drive 91% of revenue and sudden changes risk major losses.
• Diversify into high-unit-price markets like China and the U.S. using trade data, to reduce reliance on volume hubs and improve margin stability.
• Monitor HS Code 854239 tariff changes monthly, to adjust pricing and avoid cost surprises from trade policy shifts like the U.S. tariff.
• Streamline export compliance for dual-use goods under Vietnam’s new strategic controls, to prevent customs delays and maintain shipment reliability.
• Negotiate long-term contracts with high-value, low-frequency buyers identified in trade data, to balance order books and unlock growth beyond core partners.

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 February?

Vietnam's Integrated Circuits exports surged 47% month-over-month in February 2025, reaching $288.01 million, driven by early-year industry demand cycles and regulatory updates like streamlined export procedures.

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

South Korea dominates with 48.44% of export value, followed by China Mainland and the U.S., which form a secondary cluster of higher-value destinations.

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

The uniform low unit price (0.49 USD/piece) reflects bulk exports of undifferentiated electronic circuits, with price variations tied to volume (e.g., South Korea’s 62.99% quantity share) versus specialized demand in value-driven markets.

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

Exporters must prioritize high-volume buyers (91.01% of value) while diversifying into strategic high-value/low-frequency partners and adapting to new trade controls like U.S. tariffs and export licenses.

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

Buyers in volume hubs (e.g., South Korea) benefit from low-cost bulk components, while those in value markets (e.g., U.S.) face higher costs but gain access to specialized circuits.

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

The exports consist solely of mass-produced, standardized electronic circuits, likely used as components in regional manufacturing or assembly processes.