ベトナムの半導体市場の評価：タイプ別、コンポーネント別、ノードサイズ別、エンドユーザー別、地域別、機会、予測（2017年～2031年）

ベトナムの半導体の市場規模は、2023年の95億8,000万米ドルから2031年に172億1,000万米ドルに達すると予測され、予測期間の2024年～2031年にCAGRで7.60%の成長が見込まれます。現在、ベトナムは、特に大規模な半導体生産国と他のアジア諸国からの需要の増加により、重要な国となる勢いを増しています。同国は、製造能力を高め、特に米国をはじめとする国外顧客を増やす準備を進めています。政府は、市場成長に向けて税制や投資促進に関する有利な政策を実施しています。

その他の市場成長要因としては、戦略的な立地、競争力のある人件費、熟練した人材などがあり、この地域における半導体製造ハブとしての位置づけをさらに高め、IntelやSamsungといった業界大手による投資を誘致しています。このように、同国はインフラ投資を継続し、地元の人材を育成することで、半導体需要の増加に対応し、経済の多様化と技術の進歩に真摯に寄与する態勢を整えています。

5G接続性への注目の高まりが市場成長を加速

ベトナムの5G接続性への注目は、半導体需要に引き続き拍車をかけ、同国の半導体市場の成長を促進します。政府は5Gインフラに投資しており、ベトナム全土での5G接続性の確立に携わるスタートアップやその他の企業を支援しています。

例えば2023年7月、Viettelがスマート産業向けにベトナム初の5G PNMモバイルネットワークを構築および展開しました。2024年3月のゴールデン周波数帯オークションで2500～2600MHzを落札した最初のネットワーク事業者です。Viettelは5Gのカバー範囲を3700～3800MHzと3800～3900MHzの2つの周波数帯ブロックの1.7倍にすることに寄与しました。Viettelは、2024年末までに全国63の省と都市で広大な商業5Gカバー範囲を提供し、来年まで延長したいとしています。

データ保護への継続的なニーズが市場成長を促進

ベトナムでは、AIやクラウドコンピューティングの発展によりデータ保護のニーズが高まっているため、半導体の需要が劇的に拡大しています。効率的なリアルタイムストレージとプロセッシングソリューションは、毎日膨大な量のデータを処理する組織にとって不可欠なものとなっています。ベトナムの半導体産業は、データセンターと電子機器の拡大するニーズを満たすために、生産能力の増強を余儀なくされています。

例えば、Vietnamese Ministry of Public Securityは2024年2月、Law on Personal Data Protection（PDP）を公布したと発表しました。この動きは、同国におけるデータプライバシーの対策を強化することを意図したものです。この法律の主な動機は、個人データの安全な管理、処理、利用を保証する強力な枠組みと規制を確立することです。したがって、PDP法は国民のプライバシー権を保証し、急成長するデジタル空間における信頼を築くものであることが読み取れます。

コンシューマーエレクトロニクス部門の急成長が市場の活況を加速する

コンシューマーエレクトロニクス部門の拡大がベトナムの半導体市場を拡大しています。都市化と可処分所得の増加により、スマートフォン、タブレット、スマート家電などのガジェットへの需要が伸びています。さらに、政府のプログラムはハイテクビジネスやIoTや5Gなどの最先端技術の採用を奨励しており、このブームに拍車をかけています。

例えば、ベトナム政府は2024年6月、国内63省のうち55省で厳密なテストを行った後、2024年末までに全国で5Gサービスを利用できるようにすると発表しました。Viettel、MobiFone、VNPTなどの大手通信事業者は、Ministry of Information and Communicationsのオークションにかけられる周波数帯に入札しています。政府は、5Gはデジタルインフラを強化することで経済に大きく寄与し、GDP成長率は2025年までに7.34%に達すると予測しています。さらに、2Gネットワークは移行の一部として段階的に廃止され、デジタル社会への移行が容易になります。

当レポートでは、ベトナムの半導体市場について調査分析し、市場規模と予測、市場力学、主要企業の情勢と見通しなどを提供しています。

目次

第1章 プロジェクトの範囲と定義

第2章 調査手法

第3章 エグゼクティブサマリー

第4章 顧客の声

• 製品と市場情報
• ブランド認知度
• 購入決定において考慮される要素
  • 品質
  • 価格
  • 目的
  • 注文数量
  • 寿命
  • 産業での経験
• 経営コスト
• サプライチェーンマネジメント
• 需給のメカニズム
• 購入チャネル

第5章 ベトナムの半導体市場の見通し（2017年～2031年）

• 市場規模の分析と予測
  • 金額
  • 数量
• 市場シェア分析と予測
  • タイプ別
  • コンポーネント別
  • ノードサイズ別
  • エンドユーザー別
  • 地域別
  • 市場シェア分析：企業別（金額）（上位5社とその他 - 2023年）
• 市場マップ分析（2023年）
  • タイプ別
  • コンポーネント別
  • ノードサイズ別
  • エンドユーザー別
  • 地域別

第6章 ポーターのファイブフォース分析

第7章 PESTLE分析

第8章 価格分析

第9章 市場力学

• 市場促進要因
• 市場の課題

第10章 市場の動向と発展

第11章 ケーススタディ

第12章 競合情勢

• マーケットリーダー上位5社の競合マトリクス
• 上位5社のSWOT分析
• 主要企業上位10社の情勢
  • 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 戦略的推奨

第14章 当社について、免責事項

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

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