Vietnam Integrated Circuits HS854239 Export Data 2025 September Overview

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

Vietnam’s HS Code 854239 Integrated Circuits Export 2025 September reveals a high-value regional supply chain, with Vietnam dominating at 35.09% of export value but just 20.61% of volume, signaling premium finished products. The market splits into three clusters: Vietnam/China/Singapore/Hong Kong for regional manufacturing, South Korea for bulk materials, and the US/India/Taiwan/Mexico for niche high-value segments. Exporters must pivot to non-US markets due to new 20% tariffs while complying with Vietnam’s dual-use controls under Decree 259. This analysis, covering September 2025, is based on verified Customs data from the yTrade database.

Vietnam Integrated Circuits (HS 854239) 2025 September Export Background

Vietnam’s Integrated Circuits (HS Code 854239), covering electronic integrated circuits, are critical for global tech and consumer electronics, ensuring stable demand from industries like computing and telecommunications. As of 2025, Vietnam’s updated on-spot export regime [Vietnam Briefing] and Decree 259 on strategic trade control [Baker McKenzie] tighten compliance for dual-use goods, while a 20% U.S. tariff [Express Trade Capital] reshapes export dynamics. Vietnam remains a key supplier, balancing policy shifts with its growing semiconductor role in ASEAN’s 2025 ambitions [Fulcrum].

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

Key Observations

Vietnam Integrated Circuits HS Code 854239 Export 2025 September registered a value of $282.19 million, maintaining a stable performance close to the August level but remaining below the mid-year peak.

Price and Volume Dynamics

The September figure represents a slight 2.5% month-over-month dip from August’s $289.39 million, continuing a trend of consolidation after the sharp 12.7% drop in July. This pattern aligns with typical semiconductor inventory adjustments following mid-year production cycles, as manufacturers often moderate output ahead of annual demand recalibration. While full-year 2025 performance remains robust compared to early-year levels, the sequential softening since June suggests a cautious approach to export volumes amid evolving trade conditions.

External Context and Outlook

The moderation in export momentum reflects direct pressure from the 20% U.S. tariff on Vietnamese imports [Express Trade Capital], which took effect in July and likely dampened order flow. Additionally, Vietnam’s new strategic trade controls [Baker McKenzie] may have delayed some shipments under HS Code 854239 if they involved dual-use technologies requiring licenses. While simplified customs procedures [Vietnam Briefing] offer longer-term efficiency gains, near-term headwinds from trade policy are expected to persist.

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

Product Specialization and Concentration

Vietnam's export of Integrated Circuits under HS Code 854239 in September 2025 is entirely concentrated in one product type: Electronic integrated circuits not elsewhere specified. This single sub-code accounts for all export value, quantity, and frequency, confirming a highly specialized trade flow. The unit price of USD 0.48 per unit indicates these are mass-produced, lower-value integrated circuits, typical of high-volume semiconductor manufacturing.

Value-Chain Structure and Grade Analysis

With only one product category under this code, the export structure lacks diversification into higher or lower value-add stages. All shipments consist of standardized, non-specialized integrated circuits destined for assembly into broader electronic systems. This monolithic structure suggests Vietnam primarily exports fungible semiconductor components rather than differentiated, application-specific circuits, positioning the country as a volume manufacturer in the global electronics supply chain.

Strategic Implication and Pricing Power

Vietnam's Integrated Circuits export under HS Code 854239 for September 2025 shows high volume concentration but limited pricing power due to the commodity-like nature of these circuits. While the specialization creates manufacturing efficiency, exporters face vulnerability to global price fluctuations and competition. The new U.S. tariff of 20% on Vietnamese imports [Express Trade Capital] further pressures margins, requiring exporters to either absorb costs or diversify into higher-value semiconductor products to maintain competitiveness.

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

Geographic Concentration and Dominant Role

Vietnam dominates the Vietnam Integrated Circuits HS Code 854239 Export 2025 September trade, accounting for 35.09% of total value but only 20.61% of quantity, indicating it ships higher-unit-price finished circuits while other suppliers focus on bulk components.

Partner Countries Clusters and Underlying Causes

Three clear clusters emerge: Vietnam/China/Singapore/Hong Kong form a regional manufacturing network where semi-finished goods circulate; South Korea acts as a bulk material supplier with 39.09% quantity share but only 7.32% value; and the US/India/Taiwan/Mexico group serves niche high-value segments with strong value-per-shipment metrics.

Forward Strategy and Supply Chain Implications

Exporters should prioritize non-US markets due to the new 20% tariff on Vietnamese imports [Express Trade Capital], while complying with Vietnam's strategic trade controls for dual-use items under Decree 259 (Baker McKenzie). The regional cluster efficiency justifies expanding ASEAN production sharing to avoid tariff impacts.

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

Strategic Supply Chain Overview

The Vietnam Integrated Circuits Export 2025 September market under HS Code 854239 is defined by commodity pricing. Price is driven by high-volume manufacturing efficiency and intense global competition for standardized circuits. The 20% U.S. tariff directly pressures already thin margins. Supply chain implications are significant. Vietnam operates as an assembly hub, deeply embedded in a regional manufacturing network with China and Singapore. This creates efficiency but also vulnerability. The market relies heavily on a small group of major buyers for over 70% of its revenue. Any demand shift from these core clients poses a major risk to stability.

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

• Analyze the top 10% of buyers by order frequency to predict demand cycles. This allows for optimized production scheduling and prevents costly inventory overstock or shortages.
• Use trade data to identify and target non-U.S. markets in the ASEAN and Mexico cluster. This diversifies revenue streams and mitigates the financial impact of the new 20% tariff on U.S. exports.
• Benchmark your unit price against the regional average for HS Code 854239. This reveals if your product is competitively positioned as a commodity or if you have room to command a premium.
• Map your supply chain for dual-use compliance under Vietnam’s Decree 259. This ensures uninterrupted operations and avoids costly legal penalties or shipment delays.
• Segment buyers by value and frequency to create tailored loyalty programs. This strengthens relationships with your most crucial high-volume clients and protects your core revenue.

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 September?

The slight 2.5% month-over-month decline reflects semiconductor inventory adjustments and pressure from the new 20% U.S. tariff, compounded by Vietnam’s strategic trade controls on dual-use technologies.

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

Vietnam itself dominates (35.09% of value), followed by regional manufacturing partners like China, Singapore, and Hong Kong, while South Korea supplies bulk materials (39.09% of quantity).

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

Price differences stem from Vietnam’s focus on higher-value finished circuits (e.g., electronic integrated circuits at USD 0.48/unit) versus bulk commodity components shipped to partners like South Korea.

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

Exporters must prioritize high-volume buyers (73.23% of value) to mitigate tariff impacts and explore non-U.S. markets like ASEAN to avoid cost pressures.

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

Buyers benefit from Vietnam’s specialized, high-volume production but face dependency risks; niche markets (e.g., U.S., India) access higher-value circuits at premium prices.

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

These standardized circuits are mass-produced for assembly into broader electronic systems, positioning Vietnam as a volume manufacturer in global supply chains.