Vietnam Integrated Circuits HS854239 Export Data 2025 Q1 Overview

Vietnam Integrated Circuits (HS 854239) 2025 Q1 Export: Key Takeaways

Vietnam’s Integrated Circuits (HS Code 854239) export in 2025 Q1 reveals a high-value domestic market, with Vietnam itself absorbing 35% of export value—signaling premium product flows—while bulk components head to manufacturing hubs like South Korea. Buyer concentration is moderate, with key markets split between high-value and high-quantity clusters, suggesting strategic supply chain balancing. This analysis, based on cleanly processed Customs data from the yTrade database, highlights Vietnam’s dual role as both consumer and exporter in the IC trade.

Vietnam Integrated Circuits (HS 854239) 2025 Q1 Export Background

Vietnam’s Integrated Circuits (HS Code 854239), covering electronic integrated circuits, are critical for global electronics, automotive, and industrial automation sectors, ensuring steady demand. In 2025 Q1, Vietnam’s export landscape shifted as new strategic trade controls under Decree 259/2025/ND-CP [Baker McKenzie] introduced licensing for dual-use goods, potentially affecting high-tech exports. As a key semiconductor supplier, Vietnam’s 854239 exports benefit from streamlined customs reforms [Vietnam Briefing], reinforcing its role in global supply chains.

Vietnam Integrated Circuits (HS 854239) 2025 Q1 Export: Trend Summary

Key Observations

Vietnam's Integrated Circuits HS Code 854239 Export in 2025 Q1 reached a total value of approximately 760.76 million USD, with volume data not specified in the provided metrics, indicating strong export performance driven by semiconductor industry activity.

Price and Volume Dynamics

The monthly trend within Q1 shows a sharp 47% increase from January's 195.70 million USD to February's 288.01 million, followed by a slight 3.8% decline to 277.05 million in March. This volatility aligns with typical semiconductor industry cycles, where Q1 often features inventory replenishment and demand fluctuations from global electronics manufacturers, rather than indicating a structural shift. Without QoQ or YoY comparisons due to data limitations, the intra-quarter movement reflects responsive export behavior to seasonal stock adjustments.

External Context and Outlook

External factors contributed to these trends, with Vietnam's introduction of an export control system for dual-use goods in October 2025 [Global Trade Alert] likely spurring anticipatory shipments in Q1 to avoid future restrictions. Additionally, the US-imposed 20% tariff on Vietnamese imports [Global Training Center] may have driven exporters to accelerate orders before cost impacts, while streamlined customs procedures [Vietnam Briefing] supported efficient flows. Looking ahead, these policy changes could sustain export volatility through 2025.

Vietnam Integrated Circuits (HS 854239) 2025 Q1 Export: HS Code Breakdown

Product Specialization and Concentration

In 2025 Q1, Vietnam's export of Integrated Circuits under HS Code 854239 is entirely dominated by a single product type: electronic integrated circuits not elsewhere classified, with a unit price of $0.48 per piece. This low price point, combined with a high export volume of 1.57 billion pieces valued at $760.76 million, indicates a specialization in high-volume, low-value semiconductor components.

Value-Chain Structure and Grade Analysis

The export structure shows no variation, with all shipments under this single sub-code, pointing to a homogeneous market focused on standardized, commodity-like integrated circuits. This suggests a trade in fungible bulk goods rather than differentiated or high-grade products, with no evidence of value-add stages or quality tiers within this code.

Strategic Implication and Pricing Power

The low unit price reflects limited pricing power for Vietnamese exporters, who must compete on volume rather than premium features. For Vietnam Integrated Circuits HS Code 854239 Export in 2025 Q1, strategic focus should remain on cost efficiency and scale, though future export controls on dual-use goods could introduce compliance risks.

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Vietnam Integrated Circuits (HS 854239) 2025 Q1 Export: Market Concentration

Geographic Concentration and Dominant Role

In 2025 Q1, Vietnam's export of Integrated Circuits HS Code 854239 showed strong concentration, with Vietnam itself as the top destination by value, accounting for 35.17% of total export value but only 19.38% of quantity. This disparity, where value ratio exceeds quantity ratio, indicates that exports to Vietnam consist of higher-unit-price products, likely finished or advanced Integrated Circuits for domestic consumption or further processing. Other key markets include South Korea and China Hongkong, but Vietnam dominates in value terms for this period.

Partner Countries Clusters and Underlying Causes

The importers form two main clusters: first, high-value destinations like Vietnam, China Hongkong, and China Mainland, which have value ratios significantly higher than quantity ratios, suggesting they receive premium or final products, possibly for consumption or re-export. Second, high-quantity destinations like South Korea and Singapore, with quantity ratios much higher than value ratios (e.g., South Korea at 54.61% quantity vs. 24.81% value), indicate bulk purchases of lower-unit-price components, likely for assembly into electronics or manufacturing inputs. A third cluster includes countries like Malaysia and India with lower ratios, representing smaller, niche markets.

Forward Strategy and Supply Chain Implications

For market players, the geographic patterns suggest a dual strategy: prioritize high-value exports to domestic and nearby markets while managing bulk component flows to manufacturing hubs like South Korea. Given that Integrated Circuits are manufactured goods, supply chain resilience is key, especially with Vietnam's new export controls for dual-use goods under Decree 259/2025 [Global Trade Alert], which may require compliance checks for certain exports. Additionally, US tariffs could impact transshipment risks (Global Trade Alert), urging diversification or closer OEM coordination to mitigate disruptions.

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Vietnam Integrated Circuits (HS 854239) 2025 Q1 Export: Action Plan for Integrated Circuits Market Expansion

Strategic Supply Chain Overview

Vietnam Integrated Circuits Export 2025 Q1 under HS Code 854239 is defined by high-volume, low-unit-price trade. Price is driven by OEM contract volumes and product specifications, not quality grades. The supply chain acts as an assembly hub for standardized components. Heavy reliance on a few bulk buyers and key manufacturing destinations like South Korea creates vulnerability. New Vietnamese export controls for dual-use goods add compliance risk.

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

• Use HS Code 854239 shipment data to identify and target new buyers in emerging markets like India. This reduces dependency on a few large clients and spreads risk.
• Automate screening of export orders against Vietnam's dual-use goods control list. This ensures compliance and avoids shipment delays or penalties.
• Analyze buyer purchase cycles to forecast demand and optimize production scheduling. This prevents overstock and reduces storage costs.
• Map component flows to final assembly hubs like South Korea and negotiate direct OEM contracts. This secures stable pricing and minimizes margin erosion.
• Diversify export destinations using trade data to target high-value markets like domestic Vietnam and China Hongkong. This increases revenue per unit and builds resilience.

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 Q1?

The sharp 47% increase in February exports followed by a slight March decline reflects semiconductor industry cycles, likely driven by inventory adjustments and anticipatory shipments ahead of new export controls and US tariffs.

Q2. Who are the main partner countries in this Vietnam Integrated Circuits Export 2025 Q1?

Vietnam itself is the top destination (35.17% of export value), followed by South Korea (24.81% value) and China Hongkong, with distinct clusters for high-value vs. bulk purchases.

Q3. Why does the unit price differ across Vietnam Integrated Circuits Export 2025 Q1 partner countries?

Price differences stem from Vietnam exporting standardized, low-value electronic integrated circuits (HS 854239) at $0.48/piece in bulk, while domestic and nearby markets receive higher-value variants.

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

Exporters must prioritize relationships with high-volume buyers (82.42% of value) while diversifying markets to reduce reliance on a few clients, especially given new dual-use goods controls.

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

Buyers in manufacturing hubs like South Korea benefit from bulk low-cost components, while Vietnam and China Hongkong buyers access higher-value products, though all face potential tariff and regulatory risks.

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

The exports are commodity-like electronic integrated circuits for mass assembly in electronics, with no evidence of value-add stages or specialized grades.

Detailed Monthly Report

Vietnam HS854239 Export Snapshot 2025 JAN

Vietnam HS854239 Export Snapshot 2025 FEB

Vietnam HS854239 Export Snapshot 2025 MAR