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市場調查報告書
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1559217

越南半導體市場評估:依類型、組件、節點規模、最終用戶、地區、機會、預測 (2017-2031)

Vietnam Semiconductor Market Assessment, By Type, By Components, By Node Size, By End-user, By Region, Opportunities and Forecast, 2017-2031F

出版日期: | 出版商: Market Xcel - Markets and Data | 英文 137 Pages | 商品交期: 3-5個工作天內

價格

越南半導體市場規模預計將從2023年的95.8億美元增至2031年的172.1億美元,預計2024-2031年的年複合成長率為 7.60%。目前,越南成為一個重要國家,特別是由於半導體生產大國和其他亞洲國家不斷成長的需求。該國正準備提高製造能力並吸引更多國際客戶,特別是美國客戶。政府實施了優惠的稅收和投資促進政策來支持市場成長。

其他市場成長因素包括戰略位置、具有競爭力的勞動力成本和熟練人才,進一步將該地區定位為半導體製造中心,並吸引了英特爾和三星等行業巨頭的投資。因此,透過繼續投資基礎設施和培養本地人才,該國準備應對不斷成長的半導體需求,並為經濟多元化和技術進步做出真正的貢獻。

對 5G 連結的日益關注加速了市場成長

越南對 5G 連接的關注將繼續刺激半導體需求並推動該國半導體市場的成長。政府投資 5G 基礎設施,並支持新創公司和其他參與在越南各地建立 5G 連結的公司。

例如,2023年7月,Viettel為智慧工業建造並部署了越南首個5G PNM行動網路。是在2024年 3月黃金頻譜拍賣中第一家贏得 2500-2600MHz 頻譜的網路營運商。 Viettel協助將3700-3800MHz和3800-3900MHz這兩個頻段塊的5G覆蓋範圍增加了1.7倍。 Viettel希望在2024年底在全國63個省市提供廣泛的5G商用覆蓋,並延續到明年。

對資料保護的持續需求推動市場成長

在越南,隨著人工智慧和雲端運算的發展,資料保護的需求不斷增加,對半導體的需求急劇增加。對於每天處理大量資料的組織來說,高效的即時儲存和處理解決方案已變得非常重要。越南半導體產業被迫提高產能,以滿足資料中心和電子設備不斷成長的需求。

例如,Vietnamese Ministry of Public Security於2024年2月宣布頒布Law on Personal Data Protection(PDP)。此舉目的是加強該國的資料隱私措施。該法律的主要動機是建立強有力的框架和法規,以確保個人資料的安全管理、處理和使用。因此,可以看出PDP法案保障了公民的隱私權,並在快速成長的數位空間中建立了信任。

消費性電子產業快速成長加速市場繁榮

消費性電子產業的擴張日益擴大越南的半導體市場。城市化和可支配收入的增加日益增加對智慧型手機、平板電腦和智慧家電等小工具的需求。此外,政府計劃鼓勵高科技企業和採用物聯網和 5G 等尖端技術,推動了這一繁榮。

例如,2024年 6月,越南政府宣布,經過該國 63個省份中的55個省份進行嚴格測試後,將於2024年底在全國範圍內提供 5G 服務。 Viettel、MobiFone 和 VNPT 等主要電信業者競標資訊通訊部將拍賣的頻譜。政府預測,5G將透過加強數位基礎設施對經濟做出重大貢獻,到2025年GDP成長將達到7.34%。此外,作為過渡的一部分,2G 網路將被逐步淘汰,促進向數位社會的過渡。

本報告研究和分析越南半導體市場,提供市場規模和預測、市場動態以及主要公司的現狀和前景。

目錄

第1章 專案範圍與定義

第2章 研究方法

第3章 執行摘要

第4章 顧客回饋

  • 產品與市場訊息
  • 品牌知名度
  • 購買決策時考慮的因素
    • 品質
    • 價格
    • 目的
    • 訂單數量
    • 壽命
    • 產業經驗
  • 管理成本
  • 供應鏈管理
  • 供需機制
  • 購買通路

第5章 越南半導體市場展望 (2017-2031)

  • 市場規模分析與預測
    • 金額
    • 數量
  • 市佔率分析與預測
    • 依類型
    • 依組件
    • 依節點大小
    • 依最終用戶
    • 依地區
    • 市佔率分析:依公司劃分 (金額) (前5名公司及其他 -2023年)
  • 市場地圖分析 (2023年)
    • 依類型
    • 依組件
    • 依節點大小
    • 依最終用戶
    • 依地區

第6章 波特五力分析

第7章 PESTLE 分析

第8章 價格分析

第9章 市場動態

  • 市場驅動因素
  • 市場挑戰

第10章 市場趨勢與發展

第11章 案例研究

第12章 競爭態勢

  • 前5名市場領導者的競爭矩陣
  • 前5名的公司的SWOT 分析
  • 前10名主要企業狀況
    • Intel Corporation
    • Viettel Group
    • FPT Semiconductors JSC
    • Samsung Electronics
    • Qualcomm Technologies Inc.
    • Texas Instruments Incorporated
    • Jabil Circuit, Inc.
    • Amkor Technology, Inc.
    • Hana Micron Inc.
    • Hanmi Semiconductor

第13章 戰略建議

第14章 關於本公司,免責聲明

Product Code: MX11950

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.

Table of Contents

1. Project Scope and Definitions

2. Research Methodology

3. Executive Summary

4. Voice of Customer

  • 4.1. Product and Market Intelligence
  • 4.2. Brand Awareness
  • 4.3. Factors Considered in Purchase Decisions
    • 4.3.1. Quality
    • 4.3.2. Price
    • 4.3.3. Purpose
    • 4.3.4. Order Quantity
    • 4.3.5. Lifespan
    • 4.3.6. Experience in the industry
  • 4.4. Operational Cost
  • 4.5. Supply Chain Management
  • 4.6. Demand and Supply Mechanism
  • 4.7. Channel of Purchase

5. Vietnam Semiconductor Market Outlook, 2017-2031F

  • 5.1. Market Size Analysis & Forecast
    • 5.1.1. By Value
    • 5.1.2. By Volume
  • 5.2. Market Share Analysis & Forecast
    • 5.2.1. By Type
      • 5.2.1.1. Intrinsic
      • 5.2.1.2. Extrinsic
    • 5.2.2. By Components
      • 5.2.2.1. Memory Devices
      • 5.2.2.2. Logic Devices
      • 5.2.2.3. Analog IC
      • 5.2.2.4. MPU
      • 5.2.2.5. Discrete Power Devices
      • 5.2.2.6. MCU Sensors
      • 5.2.2.7. Others
    • 5.2.3. By Node Size
      • 5.2.3.1. 180 nm
      • 5.2.3.2. 130 nm
      • 5.2.3.3. 90 nm
      • 5.2.3.4. 65 nm
      • 5.2.3.5. 45/40 nm
      • 5.2.3.6. 32/28 nm
      • 5.2.3.7. 22/20 nm
      • 5.2.3.8. 16/14 nm
      • 5.2.3.9. 10/7 nm
      • 5.2.3.10. 7/5 nm
      • 5.2.3.11. 5 nm
    • 5.2.4. By End-user
      • 5.2.4.1. Networking and Communications
      • 5.2.4.2. Consumer Electronics
      • 5.2.4.3. Automotive
      • 5.2.4.4. Data Processing
      • 5.2.4.5. Aerospace
      • 5.2.4.6. Medical
      • 5.2.4.7. Military and Defense
      • 5.2.4.8. Others
    • 5.2.5. By Region
      • 5.2.5.1. Northern
      • 5.2.5.2. Southern
      • 5.2.5.3. Central
    • 5.2.6. By Company Market Share Analysis (Top 5 Companies and Others - By Value, 2023)
  • 5.3. Market Map Analysis, 2023
    • 5.3.1. By Type
    • 5.3.2. By Components
    • 5.3.3. By Node Size
    • 5.3.4. By End-user
    • 5.3.5. By Region

6. Porter's Five Forces Analysis

7. PESTLE Analysis

8. Pricing Analysis

9. Market Dynamics

  • 9.1. Market Drivers
  • 9.2. Market Challenges

10. Market Trends and Developments

11. Case Studies

12. Competitive Landscape

  • 12.1. Competition Matrix of Top 5 Market Leaders
  • 12.2. SWOT Analysis for Top 5 Players
  • 12.3. Key Players Landscape for Top 10 Market Players
    • 12.3.1. Intel Corporation
      • 12.3.1.1. Company Details
      • 12.3.1.2. Key Management Personnel
      • 12.3.1.3. Products and Services
      • 12.3.1.4. Financials (As Reported)
      • 12.3.1.5. Key Market Focus and Geographical Presence
      • 12.3.1.6. Recent Developments/Collaborations/Partnerships/Mergers and Acquisition
    • 12.3.2. Viettel Group
    • 12.3.3. FPT Semiconductors JSC
    • 12.3.4. Samsung Electronics
    • 12.3.5. Qualcomm Technologies Inc.
    • 12.3.6. Texas Instruments Incorporated
    • 12.3.7. Jabil Circuit, Inc.
    • 12.3.8. Amkor Technology, Inc.
    • 12.3.9. Hana Micron Inc.
    • 12.3.10. Hanmi Semiconductor

Companies mentioned above DO NOT hold any order as per market share and can be changed as per information available during research work.

13. Strategic Recommendations

14. About Us and Disclaimer

List of Tables

  • Table 1. Pricing Analysis of Products from Key Players
  • Table 2. Competition Matrix of Top 5 Market Leaders
  • Table 3. Mergers & Acquisitions/ Joint Ventures (If Applicable)
  • Table 4. About Us - Regions and Countries Where We Have Executed Client Projects

List of Figures

  • Figure 1. Vietnam Semiconductor Market, By Value, In USD Billion, 2017-2031F
  • Figure 2. Vietnam Semiconductor Market, By Volume, In Units, 2017-2031F
  • Figure 3. Vietnam Semiconductor Market Share (%), By Type, 2017-2031F
  • Figure 4. Vietnam Semiconductor Market Share (%), By Components, 2017-2031F
  • Figure 5. Vietnam Semiconductor Market Share (%), By Node Size, 2017-2031F
  • Figure 6. Vietnam Semiconductor Market Share (%), By End-user, 2017-2031F
  • Figure 7. Vietnam Semiconductor Market Share (%), By Region, 2017-2031F
  • Figure 8. By Type Map-Market Size (USD Billion) & Growth Rate (%), 2023
  • Figure 9. By Components Map-Market Size (USD Billion) & Growth Rate (%), 2023
  • Figure 10. By Node Size Map-Market Size (USD Billion) & Growth Rate (%), 2023
  • Figure 11. By End-user Map-Market Size (USD Billion) & Growth Rate (%), 2023
  • Figure 12. By Region Map-Market Size (USD Billion) & Growth Rate (%), 2023