Vietnam Integrated Circuits HS854239 Export Data 2025 June Overview

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

Vietnam’s Integrated Circuits HS Code 854239 Export 2025 June highlights its critical role as a high-value assembly hub, with Vietnam accounting for 42.22% of export value but just 20.77% of volume—indicating advanced production stages. The U.S. drives high-end demand, while South Korea supplies bulk intermediates, exposing reliance on regional supply chains. Buyer concentration remains moderate, but new U.S. tariffs and Vietnam’s dual-use export controls add compliance risks. This analysis, covering June 2025, is based on cleanly processed Customs data from the yTrade database.

Vietnam Integrated Circuits (HS 854239) 2025 June Export Background

Vietnam’s Integrated Circuits (HS Code 854239), covering Electronic integrated circuits — other, are critical for consumer electronics, automotive systems, and industrial automation, driving steady global demand. Recent Decree 259/2025 tightens export controls on dual-use goods, potentially affecting shipments under this HS code, while U.S.-Vietnam tariff agreements impose a 20% duty on Vietnamese-origin circuits [Global Trade Alert]. As a key semiconductor exporter, Vietnam’s 2025 June trade policies and customs reforms shape competitiveness in this high-value sector.

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

Key Observations

Vietnam's export of Integrated Circuits under HS Code 854239 in June 2025 reached 308.72 million USD, representing the peak monthly performance in the first half of the year and underscoring robust export activity.

Price and Volume Dynamics

The export value increased by approximately 7.6% month-over-month from May, reflecting typical semiconductor industry cycles where Q2 often sees elevated demand due to pre-holiday electronics production builds. Quarter-over-quarter, Q2 2025 exports summed to 838.15 million USD, a 10.2% rise from Q1, indicating sustained growth momentum driven by industrial replenishment and global tech supply chain dynamics.

External Context and Outlook

This upward trend was likely accelerated by anticipatory exports ahead of the U.S.-Vietnam tariff agreement effective July 9, 2025, which imposed a 20% duty on Vietnamese-origin goods [Express Trade Capital]. Looking forward, Vietnam's new export control system for dual-use goods, effective October 2025 (Global Trade Alert), may introduce compliance complexities, potentially moderating growth despite ongoing customs streamlining efforts.

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

Product Specialization and Concentration

Vietnam's Integrated Circuits exports under HS Code 854239 for June 2025 show complete specialization in a single product type. All exports fall under the sub-code "Electronic integrated circuits; n.e.c. in heading no. 8542", with a unit price of $0.53 per unit. This indicates a highly concentrated export structure focused on one specific category of integrated circuits.

Value-Chain Structure and Grade Analysis

The absence of any other exported sub-codes under HS Code 854239 reveals a narrow product range. This structure suggests Vietnam is exporting a specific type of finished integrated circuits rather than a diversified portfolio of semiconductor products. The consistent unit price across all exports indicates these are likely standardized, medium-value electronic components rather than either commodity-grade bulk items or premium specialized chips.

Strategic Implication and Pricing Power

Vietnam's export profile for Integrated Circuits HS Code 854239 in June 2025 shows limited product diversification, which may constrain pricing power in international markets. The concentrated nature of these exports makes Vietnam potentially vulnerable to shifts in demand for this specific circuit type. Recent regulatory changes including Vietnam's new export control system for dual-use goods [Global Trade Alert] and the U.S.-Vietnam tariff agreement that imposes approximately 20% duties on Vietnamese-origin goods (Express Trade Capital) create additional compliance requirements and cost pressures for these exports. Companies should monitor these regulatory developments while considering product diversification to enhance market resilience.

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

Geographic Concentration and Dominant Role

Vietnam dominates the export of Integrated Circuits HS Code 854239 in June 2025, accounting for 42.22% of the total export value but only 20.77% of the quantity. This large gap between value share and quantity share shows Vietnam primarily handles higher-value assembly or final production stages in the semiconductor supply chain.

Partner Countries Clusters and Underlying Causes

The data reveals three clear partner groups. China Mainland, China Hong Kong, and Singapore form a regional manufacturing cluster, supplying components and supporting Vietnam's production. The United States is a major high-value destination, taking goods with strong end-demand. South Korea stands apart with huge volume (54% of total quantity) but low value share, indicating it likely provides basic semiconductor materials or bulk intermediate goods to Vietnam for further processing.

Forward Strategy and Supply Chain Implications

For companies, Vietnam's role as a final assembly hub means securing reliable component flows from regional suppliers like South Korea and China is critical. However, new US tariffs of about 20% on Vietnamese-origin goods [Express Trade Capital] and Vietnam's own export controls for dual-use items [Global Trade Alert] add compliance and cost challenges. Firms must verify country of origin rules and prepare for stricter licensing if their Vietnam Integrated Circuits HS Code 854239 Export 2025 June are deemed dual-use.

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

Strategic Supply Chain Overview

Vietnam's Integrated Circuits Export 2025 June under HS Code 854239 operates as a final assembly hub for standardized, medium-value chips. Price is driven by product specification consistency and large-volume OEM contracts with key buyers. The supply chain implication is high dependence on a few major clients and regional component suppliers, creating vulnerability to demand shifts or logistics disruptions. New U.S. tariffs and Vietnam's own dual-use export controls add compliance costs and operational complexity for these shipments.

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

• Monitor real-time shipment data for the top buyer cluster. This ensures you anticipate order cycles and maintain production planning alignment, preventing revenue disruption from their concentrated purchasing power.
• Track monthly export volumes to South Korea and China. This identifies potential supply chain bottlenecks for essential components, securing your assembly line inputs and avoiding production halts.
• Analyze customs data for new small-volume buyers. This helps identify emerging market opportunities or potential new partners, diversifying your client base beyond the dominant few.
• Verify country of origin and dual-use classifications for every HS Code 854239 shipment. This ensures compliance with new regulations, avoiding costly delays or penalties from U.S. tariffs or Vietnamese export controls.
• Benchmark your unit price against the market median of $0.53. This maintains competitiveness with other exporters, protecting your contracts with large-volume buyers who are sensitive to cost increases from tariffs.

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 June?

Vietnam's June 2025 export surge (7.6% MoM growth) reflects pre-tariff stockpiling ahead of the 20% U.S. duty and typical Q2 semiconductor demand cycles. The concentrated export structure (single product type) amplifies sensitivity to these external shocks.

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

The U.S. is the primary high-value destination, while South Korea dominates volume (54% of quantity) as a supplier of intermediate goods. China and Singapore form a regional manufacturing support cluster.

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

All exports are standardized "Electronic integrated circuits; n.e.c. in heading no. 8542" at $0.53/unit, but value differences arise from Vietnam's role as a final assembler—higher-value shipments go to end-markets like the U.S., while bulk intermediates flow to South Korea.

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

Exporters must prioritize retaining large regular buyers (78.3% of value) while navigating new dual-use export controls and U.S. tariffs. Diversifying beyond the single product type would reduce market vulnerability.

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

U.S. buyers face cost pressures from tariffs but benefit from Vietnam's high-value assembly role. South Korean suppliers must maintain bulk intermediate flows to support Vietnam's production chain.

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

These standardized circuits are likely used in electronics manufacturing, with Vietnam acting as a final assembly hub before export to end-markets like the U.S.