Vietnam Recorded Media HS8524 Export Data 2025 Q2 Overview

Vietnam Recorded Media (HS 8524) 2025 Q2 Export: Key Takeaways

Vietnam Recorded Media Export (HS Code 8524) in 2025 Q2 shows China Mainland dominating with 55.95% value share, indicating bulk, lower-grade exports, while European markets like Slovakia demand higher-value products. Buyer concentration in China poses supply chain risks, requiring diversification into premium markets to mitigate reliance. This analysis, covering 2025 Q2, is based on cleanly processed Customs data from the yTrade database.

Vietnam Recorded Media (HS 8524) 2025 Q2 Export Background

Vietnam’s Recorded Media exports (HS Code 8524), covering recorded media with or without embedded software/data, serve critical roles in entertainment, software distribution, and data storage, sustaining steady global demand. Amid U.S. reciprocal tariffs hitting 20% on Vietnamese goods in August 2025 [DSV], Vietnam’s Q2 2025 trade performance remained resilient, with electronics leading growth. The country’s strategic position as a cost-competitive manufacturing hub ensures its Recorded Media exports stay vital, despite tightening origin checks and tariff pressures.

Vietnam Recorded Media (HS 8524) 2025 Q2 Export: Trend Summary

Key Observations

Vietnam's Recorded Media exports under HS Code 8524 in Q2 2025 demonstrated resilience with a notable surge in June, reaching $1.65 billion, underscoring strong quarterly performance amid global trade uncertainties.

Price and Volume Dynamics

Comparing Q2 2025 to Q1, export values rose from $4.11 billion to $4.35 billion, driven by a 22% month-over-month increase in June. This pattern reflects typical electronics industry cycles, where mid-year demand often spikes due to seasonal inventory build-ups for back-to-school and holiday preparation, rather than external disruptions. The stability in April and May at $1.35 billion each indicates consistent production output, aligning with Vietnam's robust manufacturing base for recorded media components.

External Context and Outlook

The growth in Vietnam's HS Code 8524 exports during Q2 was supported by record electronics trade expansion, as noted in industry reports [Vietnam Export Data]. However, the impending U.S. reciprocal tariffs of 20% effective August 7, 2025 (DSV) loom over future quarters, potentially prompting shifts in export timing or supply chains. Increased origin verification measures by Vietnamese authorities add compliance layers but did not hinder Q2's upward trajectory, suggesting adaptability in trade flows.

Vietnam Recorded Media (HS 8524) 2025 Q2 Export: HS Code Breakdown

Product Specialization and Concentration

Vietnam's Recorded Media HS Code 8524 Export in 2025 Q2 is overwhelmingly dominated by OLED display modules with drivers or control circuits (HS 85249200), which account for 90% of total export value. This product's high value share, despite minimal weight, confirms its role as a high-value finished good rather than a bulk commodity. The extreme price logic—where value vastly outweighs physical mass—is a defining feature of this specialized electronics trade.

Value-Chain Structure and Grade Analysis

The remaining sub-codes fall into two clear tiers: liquid crystal display modules with drivers (HS 85249100) represent a secondary finished product segment with nearly 10% value share, while modules without drivers (e.g., HS 85241200, 85241100) form a minor semi-finished component category, together contributing less than 0.2% of total value. This structure confirms a trade in differentiated manufactured goods, not fungible commodities, with value concentrated in integrated, ready-to-use modules.

Strategic Implication and Pricing Power

Exporters of Vietnam's HS Code 8524 products face compressed pricing power due to U.S. reciprocal tariffs—a 20% duty applied to most Vietnamese goods, including these displays, effective August 2025 [Vietnam Briefing], with further confirmation from DSV. Strategic focus must shift toward cost efficiency and supply chain optimization to offset tariff impacts, while maintaining quality to leverage the high-value, finished nature of these goods.

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Vietnam Recorded Media (HS 8524) 2025 Q2 Export: Market Concentration

Geographic Concentration and Dominant Role

In 2025 Q2, China Mainland is the dominant importer for Vietnam Recorded Media HS Code 8524 Export, holding 55.95% of the value share and 61.86% of the quantity share. The value ratio is lower than the quantity ratio, indicating a lower unit value and suggesting that exports to China consist of bulk, lower-grade products typical for commodity-like items in early assembly stages.

Partner Countries Clusters and Underlying Causes

Two main clusters appear: first, Asian nations like China, Vietnam, and India import high volumes at lower unit values, likely due to regional manufacturing demand for cost-effective components. Second, European countries such as Slovakia and Hungary import smaller quantities but higher unit values, reflecting demand for premium or specialized products in advanced markets.

Forward Strategy and Supply Chain Implications

Vietnam should maintain its export strength with China while expanding into high-value European markets to reduce reliance on any single region. US reciprocal tariffs could impact future trade [DSV], so diversifying supply chains and focusing on value-added products is advised for stability.

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Vietnam Recorded Media (HS 8524) 2025 Q2 Export: Action Plan for Recorded Media Market Expansion

Strategic Supply Chain Overview

The Vietnam Recorded Media Export 2025 Q2 under HS Code 8524 is defined by high-value manufactured electronics. Price is driven by product specification—specifically OLED technology—and large-volume OEM contracts. The supply chain implication is Vietnam’s role as an assembly hub for integrated modules, with heavy dependence on key buyers and technology partners. This creates vulnerability to tariffs and demand shifts.

Action Plan: Data-Driven Steps for Recorded Media Market Execution

• Use HS Code sub-category data to track OLED versus LCD unit values. This enables price negotiation based on precise product specs.
• Analyze buyer frequency reports to lock in long-term contracts with high-volume clients. This secures stable revenue despite tariff pressures.
• Map export destinations by unit value to target European buyers. This diversifies away from bulk Asian markets and increases margins.
• Monitor U.S. tariff updates and model cost-pass-through options. This protects profitability in a volatile trade environment.

Take Action Now —— Explore Vietnam Recorded Media Export Data

Frequently Asked Questions

Q1. What is driving the recent changes in Vietnam Recorded Media Export 2025 Q2?

Vietnam's Recorded Media exports surged in June 2025 to $1.65 billion, reflecting seasonal demand spikes for electronics ahead of back-to-school and holiday seasons. The growth aligns with Vietnam's strong manufacturing base for high-value display modules, particularly OLED modules (HS 85249200), which dominate exports.

Q2. Who are the main partner countries in this Vietnam Recorded Media Export 2025 Q2?

China Mainland is the top importer, accounting for 55.95% of export value, followed by European markets like Slovakia and Hungary. Asian buyers focus on bulk, lower-grade components, while European partners import smaller volumes of higher-value specialized products.

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

Price differences stem from product specialization: OLED display modules (HS 85249200) command premium prices in Europe, while China imports cheaper liquid crystal modules (HS 85249100) and semi-finished components for regional manufacturing.

Q4. What should exporters in Vietnam focus on in the current Recorded Media export market?

Exporters must prioritize relationships with high-frequency, high-value buyers (99.97% of trade) and optimize costs to offset impending U.S. tariffs. Diversifying into European premium markets can reduce reliance on China’s bulk demand.

Q5. What does this Vietnam Recorded Media export pattern mean for buyers in partner countries?

Asian buyers benefit from steady bulk supply of cost-effective components, while European buyers access specialized high-end modules. All partners face potential price adjustments due to U.S. tariffs effective August 2025.

Q6. How is Recorded Media typically used in this trade flow?

Exports are dominated by finished display modules (e.g., OLED with drivers) ready for integration into consumer electronics, reflecting Vietnam’s role as a supplier of high-value manufactured goods, not raw commodities.

Detailed Monthly Report

Vietnam HS8524 Export Snapshot 2025 APR

Vietnam HS8524 Export Snapshot 2025 MAY

Vietnam HS8524 Export Snapshot 2025 JUN