베트남 반도체 시장 규모는 2023년 95억 8,000만 달러에서 2031년 172억 1,000만 달러에 이를 것으로 예측되며, 예측 기간 동안 복합 연간 성장률(CAGR) 7.60%의 성장이 예상됩니다. 현재 베트남은 특히 대규모 반도체 생산국과 다른 아시아 국가들에서의 수요가 증가함에 따라 중요한 국가가 되고 있습니다. 이 나라는 제조 능력을 높이고, 특히 미국을 비롯한 국외 고객을 늘릴 준비를 추진하고 있습니다. 정부는 시장 성장을 위해 세제 및 투자 촉진에 관한 유리한 정책을 시행하고 있습니다.
기타 시장 성장 요인으로는 전략적 입지, 경쟁력 있는 인건비, 숙련된 인재 등이 있으며, 이 지역에서의 반도체 제조 허브로서의 자리매김을 더욱 높여 인텔이나 삼성 등 업계 선도적인 투자를 유치 하고 있습니다. 이와 같이 이 나라는 인프라 투자를 계속하고 현지 인력을 육성함으로써 반도체 수요 증가에 대응하여 경제의 다양화와 기술의 진보에 진지하게 기여하는 태세를 정비하고 있습니다.
5G 접속성에 대한 주목의 고조가 시장 성장을 가속
베트남의 5G 연결성에 대한 주목은 반도체 수요에 계속 박차를 가해, 이 나라의 반도체 시장의 성장을 가속합니다. 정부는 5G 인프라에 투자하고 있으며 베트남 전역에서 5G 연결성 구축에 종사하는 신생 기업 및 기타 기업을 지원합니다.
예를 들어 2023년 7월, Viettel은 스마트 산업을 위한 베트남 최초의 5G PNM 모바일 네트워크를 구축하고 배포했습니다. 2024년 3월 골든 주파수대 경매에서 2500-2600MHz를 낙찰한 최초의 네트워크 사업자입니다. Viettel은 5G 커버 범위를 3700-3800MHz와 3800-3900MHz의 두 주파수 대역 블록의 1.7배로 만드는 데 기여했습니다. Viettel은 2024년 말까지 전국 63개 성과 도시에서 광대한 상업 5G 커버 범위를 제공하고 내년까지 연장하고자 합니다.
데이터 보호에 대한 지속적인 요구가 시장 성장을 가속
베트남에서는 AI와 클라우드 컴퓨팅의 발전으로 데이터 보호 요구가 커지고 있기 때문에 반도체 수요가 극적으로 확대되어 있습니다. 효율적인 실시간 스토리지 및 프로세싱 솔루션은 매일 엄청난 양의 데이터를 처리하는 조직에 필수적입니다. 베트남의 반도체 산업은 데이터센터와 전자기기의 확대 요구를 충족시키기 위해 생산 능력을 강화해야 합니다.
예를 들어, Vietnamese Ministry of Public Security는 2024년 2월 PDP(Law on Personal Data Protection)를 발표했다고 발표했습니다. 이 움직임은 일본의 데이터 프라이버시 대책을 강화하기 위한 것입니다. 이 법의 주요 동기는 개인 데이터의 안전한 관리, 처리 및 이용을 보장하는 강력한 틀과 규정을 수립하는 것입니다. 따라서 PDP법은 국민의 프라이버시권을 보증하고, 급성장하는 디지털 공간에서의 신뢰를 구축하는 것임을 읽을 수 있습니다.
소비자 일렉트로닉스 부문의 급성장은 시장 활황을 가속화
소비자 일렉트로닉스 부문의 확대가 베트남 반도체 시장을 확대하고 있습니다. 도시화와 가처분 소득 증가로 스마트폰, 태블릿, 스마트 가전 등 가젯에 대한 수요가 증가하고 있습니다. 또한 정부 프로그램은 하이테크 비즈니스, IoT 및 5G와 같은 최첨단 기술의 채택을 장려하고 있으며,이 붐에 박차를 가하고 있습니다.
예를 들어, 베트남 정부는 2024년 6월 국내 63성 중 55성에서 엄격한 테스트를 실시한 후 2024년 말까지 전국에서 5G 서비스를 이용할 수 있도록 한다고 발표했습니다. Viettel, MobiFone, VNPT와 같은 주요 통신 사업자는 Ministry of Information and Communications 경매에 적용되는 주파수 대역에 입찰합니다. 정부는 5G는 디지털 인프라를 강화함으로써 경제에 크게 기여하고 GDP 성장률은 2025년까지 7.34%를 나타낼 것으로 예측했습니다. 또한 2G 네트워크는 전환의 일부로 단계적으로 폐지되어 디지털 사회로의 전환이 용이해집니다.
이 보고서는 베트남 반도체 시장에 대한 조사 분석을 통해 시장 규모와 예측, 시장 역학, 주요 기업 현황과 전망 등의 정보를 제공합니다.
Vietnam semiconductor market is projected to witness a CAGR of 7.60% during the forecast period 2024-2031, growing from USD 9.58 billion in 2023 to USD 17.21 billion in 2031. Nowadays, Vietnam is gaining momentum to become a country of considerable importance, particularly due to its large semiconductor producers and increased demand from other Asian countries. The country is gearing up to increase its manufacturing capacity and overseas customers, notably from the United States. The government has implemented favorable policies related to taxation and investment promotions for market growth.
Other market growth factors include strategic location, competitive labor costs, and skilled manpower, further positioning it as a hub for semiconductor manufacturing in the region and attracting investments by industry giants such as Intel and Samsung. Thus, with the country continuing infrastructure investments and developing local talent, it is well positioned to meet this increased demand in semiconductors and earnestly contribute towards economic diversification and technological advancement.
Increasing Focus on 5G Connectivity is Amplifying Market Growth
A focus on 5G connectivity in Vietnam will continue to spur demand for semiconductors and drive growth in the country's semiconductor market. The government has invested in 5G infrastructure and supports startups and other players engaged in establishing 5G connectivity across Vietnam.
For instance, in July 2023, the 1st 5G PNM mobile network was created and deployed in Vietnam by Viettel for smart industries. The 1st network operator to win the 2500-2600 MHz at golden frequency band auction in March 2024. Viettel contributed to 5G coverage being 1.7 times greater than the two frequency band blocks of 3700-3800-MHz and 3800-3900-MHz. As per Viettel, the company hopes to offer widespread commercial 5G coverage in 63 provinces and cities of the nation, by the end of 2024, extending till next year.
A Continuous Need for Data Protection is Proliferating the Market Growth
The demand for semiconductors is expanding dramatically in Vietnam due to the growing need for data protection generated by artificial intelligence and cloud computing developments. Efficient real-time storage and processing solutions are becoming indispensable for organizations to handle enormous volumes of data daily. The Vietnamese semiconductor industry is being forced to increase production capacity to fulfill the expanding needs of data centers and electronic gadgets.
For instance, in February 2024, The Vietnamese Ministry of Public Security, announced that it had promulgated the Law on Personal Data Protection (PDP). This move was meant to strengthen measures for data privacy in the country. The main motive of this law is to establish strong frameworks and regulations that ensure the secure management, processing, and use of personal data. Hence, it can be deciphered that the PDP Law assures the country's citizens of their rights to privacy, therefore building trust in the fast-growing digital space.
A Rapid Growth in the Consumer Electronics Sector is Amplifying the Market Prosperity
The expansion of the consumer electronics sector is proliferating the semiconductor market in Vietnam. The demand for gadgets, such as smartphones, tablets, and smart home appliances, is growing due to urbanization and increased disposable incomes. Moreover, the government programs encourage high-tech businesses and the adoption of cutting-edge technology such as IoT and 5G, fueling this boom.
For instance, in June 2024, The Vietnamese government stated, after rigorous testing in 55 of the country's 63 provinces, 5G services will be made available nationally by the end of 2024. Major telecom providers such as Viettel, MobiFone, and VNPT are bidding for frequency bands that are up for auction from the Ministry of Information and Communications. The government delineated that 5G will contribute considerably to the economy by enhancing digital infrastructure, with GDP growth expected to reach 7.34% by 2025. In addition, 2G networks will be phased out as part of the transition, thereby easing the move toward a digital society.
Launch of Training Programs in Vietnam is Expediting the Market Prospects
Vietnam is prioritizing training programs in semiconductors to meet the increasing need for qualified engineers in this field. The training program is essential for fostering technological progress, especially in the areas of 5G and microchip manufacturing, as Vietnam looks to improve its position in the global semiconductor market.
For instance, in July 2024, through a collaboration with American companies Qorvo and Cadence, the Vietnamese government planned to expand its semiconductor sector by introducing new training courses in analog IC design. Forty trainees are presently enrolled in an intense program at the National Innovation Center, which seeks to teach 50,000 engineers in total. This program is expected to help in closing the skill gap in the semiconductor industry worldwide and facilitates Vietnam's incorporation in the international supply chain. Along with workforce development and infrastructural expenditures, the partnership promotes innovation and industry growth.
Government Initiatives Acting as a Catalyst
The government initiatives and policies towards the improvisation of semiconductors are aiding the market growth extensively. The government is focusing on the technological advancements of semiconductors via substantial investments in the sector. For instance, in May 2024, to encourage semiconductor investments in Ho Chi Minh City, the Vietnamese government strictly announced that the projects must have an initial investment of around USD 1.6 billion. Strategic investors will benefit from this effort by receiving tax advantages, accelerated customs processing, and assistance with equipment acquisitions. Vietnam's dedication to expanding its semiconductor sector intends to improve collaboration with global enterprises and expedite investment processes.
Southern Vietnam to Dominate the Semiconductor Market Share
Southern Vietnam dominated the share of the semiconductor market in the country due to its strategic location, qualified labor force, and governmental policies that attract FDI. Major companies such as Intel and Samsung have opened important operations in Ho Chi Minh City, which offers tax breaks and competitive advantages in electronics manufacturing.
Moreover, competitive labor costs and proximity to growth further enhance the appeal of the region, reinforcing semiconductor production and assembly. Besides the high-tech industry development promoted vigorously by the government, the position of Southern Vietnam as a critical node in the global semiconductor market is expected due to increased demand for 5G and AI in the region.
Future Market Scenario (2024 - 2031F)
Vietnam's advantageous location in Southeast Asia makes it easier for the country to access key markets, resulting in a desirable center for manufacturing, and gaining significant profits for Vietnam semiconductor market in the forecast years.
To attract international investments, which could meet the market's wide future potential, Vietnamese government is actively encouraging the semiconductor market through tax benefits, promotion of investment programs, and the creation of a national steering council, thereby creating a possibility of yielding a plethora of opportunities for market enhancement in the future.
There is a growing need for semiconductor solutions in a number of industries, including consumer electronics and telecoms, due to the emergence of cutting-edge technologies such as 5G, AI, and the Internet of Things.
Key Players Landscape and Outlook
As Vietnam is an emerging market in semiconductors, the key players operating in the market are continuously competing against each other to gain a competitive edge. Moreover, the increase in collaborations among the big players for semiconductor projects in Vietnam is expected to cater to extensive possibilities of market growth at present and in the future.
In February 2023, the United States-based global semiconductor player, Intel Corporation, announced that it is planning to spend a hefty sum in fast-growing semiconductor industry segment of Vietnam. The biggest assembly and test factory of the company so far was in Ho Chi Minh City, but now it will look for opportunities to take full advantage of Vietnam's strategic position, skilled workforce, and encouraging government policies. The plan for expansion would go in line with Intel's general strategy to further diversify its manufacturing footprint and boost its competitive edge in the dynamic Asian market.
Companies mentioned above DO NOT hold any order as per market share and can be changed as per information available during research work.