Vietnam Integrated Circuits HS854239 Export Data 2025 Q2 Overview

Vietnam Integrated Circuits (HS 854239) 2025 Q2 Export: Key Takeaways

Vietnam's Integrated Circuits Export (HS Code 854239) in 2025 Q2 shows a dominant re-export role, with Vietnam itself accounting for 39.21% of export value, signaling high-value processing. Shipments to China and Hongkong focus on premium circuits, while South Korea drives bulk, lower-cost volumes. The market remains concentrated, with Vietnam as a key hub, though new US tariffs may disrupt trade flows. This analysis is based on cleanly processed Customs data from the yTrade database for 2025 Q2.

Vietnam Integrated Circuits (HS 854239) 2025 Q2 Export Background

Vietnam’s Integrated Circuits (HS Code 854239, covering "Electronic integrated circuits — other") are critical for global electronics, powering everything from consumer devices to industrial automation, ensuring steady demand. Recent policy shifts, like Vietnam’s Decree 259/2025 on strategic trade controls [Baker McKenzie] and the U.S.-Vietnam tariff deal imposing 20% duties [Express Trade Capital], reshape export dynamics for 2025 Q2. Vietnam remains a key supplier, balancing cost efficiency with growing tech capabilities, making its HS Code 854239 exports a focal point in global semiconductor trade.

Vietnam Integrated Circuits (HS 854239) 2025 Q2 Export: Trend Summary

Key Observations

Vietnam's Integrated Circuits exports under HS Code 854239 in 2025 Q2 reached approximately 838 million USD, with volume data indicating minimal change due to the product's high-value, low-weight nature typical of semiconductor devices.

Price and Volume Dynamics

Export values showed a sequential increase from April's 243 million USD to June's 309 million USD, resulting in a QoQ growth of about 10% compared to Q1's 761 million USD. This upward trend aligns with seasonal demand cycles in the semiconductor industry, where Q2 often sees heightened production to meet electronics manufacturing peaks before the latter half of the year.

External Context and Outlook

The U.S.-Vietnam trade agreement introduced a 20% tariff on Vietnamese imports effective June 2025 [U.S.-Vietnam Trade Agreement Introduces 20% Tariff on Imports], likely driving a pre-tariff export surge in June. Vietnam's streamlined customs procedures also supported efficient trade flows, though ongoing tariff pressures may influence future export stability for Vietnam Integrated Circuits HS Code 854239 Export 2025 Q2.

Vietnam Integrated Circuits (HS 854239) 2025 Q2 Export: HS Code Breakdown

Product Specialization and Concentration

For Vietnam Integrated Circuits HS Code 854239 Export in 2025 Q2, the market is entirely dominated by sub-code 85423900, which covers "Electronic integrated circuits; n.e.c. in heading no. 8542". This single product accounts for all export value and quantity, with a low unit price of 0.51 USD per unit, indicating a highly specialized and concentrated trade flow without any price anomalies.

Value-Chain Structure and Grade Analysis

With no other sub-codes present, the export structure shows no variation in value-add stages or quality grades. This homogeneity suggests that Vietnam's output under this code consists of standardized, likely lower-value integrated circuits, traded as fungible bulk commodities rather than differentiated manufactured goods.

Strategic Implication and Pricing Power

The reliance on a single low-price product limits pricing power and increases vulnerability to external shocks. Exporters should prioritize cost control and market diversification, especially with new U.S. tariffs of 20% on Vietnamese goods [Global Training Center] potentially squeezing margins further. (Global Training Center)

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Vietnam Integrated Circuits (HS 854239) 2025 Q2 Export: Market Concentration

Geographic Concentration and Dominant Role

In 2025 Q2, Vietnam's Integrated Circuits HS Code 854239 Export is heavily concentrated, with Vietnam itself accounting for 39.21% of the export value, indicating a dominant role likely due to re-export activities or domestic processing hubs. The value ratio of 39.21 significantly exceeds the quantity ratio of 20.21, suggesting that Vietnam exports higher-value per unit products, consistent with advanced manufacturing or final assembly stages for integrated circuits.

Partner Countries Clusters and Underlying Causes

The top destinations form three clusters: China Mainland and China Hongkong show high value ratios (20.31 and 6.44) but low quantity ratios (2.14 and 3.23), pointing to demand for premium, high-end integrated circuits. South Korea has an extremely high quantity ratio (53.83) with a lower value ratio (7.95), indicating bulk shipments of lower-cost components or raw materials. Other countries like Singapore and the United States represent balanced trade with moderate value and quantity shares, serving diverse market needs.

Forward Strategy and Supply Chain Implications

For market players, focus on maintaining high-quality exports to China and Hongkong while optimizing cost efficiency for bulk shipments to South Korea. The new US tariff of 20% on Vietnamese goods [Global Training Center] may impact US-bound exports, urging diversification or value-added strategies to mitigate tariff effects and leverage Vietnam's role in semiconductor supply chains.

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Vietnam Integrated Circuits (HS 854239) 2025 Q2 Export: Action Plan for Integrated Circuits Market Expansion

Strategic Supply Chain Overview

The Vietnam Integrated Circuits Export 2025 Q2 for HS Code 854239 shows a concentrated, high-volume trade in standardized components. Price is driven by OEM contract volumes and bulk pricing pressure. Supply chain implications confirm Vietnam's role as an assembly hub for global semiconductor value chains. This structure creates high exposure to external cost shocks, like the new 20% U.S. tariff.

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

• Use HS Code 854239 shipment data to identify and target buyers in balanced markets like Singapore to reduce dependency on dominant partners. This diversifies revenue and lowers geopolitical risk.
• Analyze buyer transaction frequency to align production with order cycles from high-volume partners. This prevents overstock and improves cash flow.
• Track unit price variations by destination to customize product grading for premium markets like China. This maximizes value per shipment.
• Monitor tariff-exposed trade lanes like U.S. exports and use customs data to explore processing or origin optimization. This protects margin under new duties.
• Develop client-tier strategies using export records to grow occasional buyers into steady accounts. This builds a more resilient buyer portfolio.

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Frequently Asked Questions

Q1. What is driving the recent changes in Vietnam Integrated Circuits Export 2025 Q2?

A1. The 10% QoQ growth in Q2 2025 was driven by seasonal semiconductor demand and a pre-tariff surge ahead of the new 20% U.S. tariff, with June exports peaking at 309 million USD.

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

A2. Vietnam itself dominates with 39.21% of export value, followed by China Mainland (20.31%) and South Korea (7.95%), reflecting re-export hubs and bulk component trade.

Q3. Why does the unit price differ across Vietnam Integrated Circuits Export 2025 Q2 partner countries?

A3. The uniform low unit price (0.51 USD/unit) under sub-code 85423900 indicates standardized bulk trade, with value differences arising from shipment volumes—high-value ratios to China/Hongkong versus bulk quantities to South Korea.

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

A4. Exporters must prioritize retaining dominant high-value frequent buyers (85.79% of revenue) while diversifying into smaller clusters to mitigate tariff and concentration risks.

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

A5. Buyers in China/Hongkong access premium circuits, while South Korean buyers rely on cost-efficient bulk shipments; all face potential price adjustments due to U.S. tariffs.

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

A6. The exports consist of standardized, low-value integrated circuits (HS 85423900), likely used as fungible components in electronics manufacturing or re-export supply chains.

Detailed Monthly Report

Vietnam HS854239 Export Snapshot 2025 APR

Vietnam HS854239 Export Snapshot 2025 JUN