ベトナムの半導体市場の概要

According to data from Statista Market Insights, Vietnam’s semiconductor market revenue is projected to reach $18.23 billion in 2024 and climb to $31.39 billion by 2029, with a compound annual growth rate (CAGR) of 11.48% between 2024 and 2029.[1] 世界的に、半導体業界は旺盛な需要に牽引され、2030 年までに 1 兆ドル規模の市場となる見込みです。しかし、この業界は、特に労働力不足とサプライ チェーンの制約という重大な課題に直面しています。 [2]

Revenue of the semiconductor industry in Vietnam （10億米ドル）

資料: Statista [1]

熟練した人材の需要の高まり

チップ設計の分野では、中国、台湾、米国などの国からの投資によって増加している新興企業を除いて、ベトナムには約 50 ～ 60 社の企業が拠点を置いています。この成長にもかかわらず、ベトナムは熟練したエンジニアの需要を満たす上で大きな課題に直面しています。現在、ベトナムには 5,000 人以上の半導体設計エンジニアがおり、その大部分は 30 社を超える企業が拠点を置くホーチミン市に集中しています。世界的な設計会社のベトナムへの流入により、人材のニーズはさらに高まると予想されます。[3]

Globally, the semiconductor supply chain can be categorized into four segments: chip design, fabrication, assembly/testing, and equipment manufacturing. Vietnam primarily contributes to the design and assembly/testing stages, with global revenues for chip design alone reaching $215 billion in 2022. However, Vietnam’s workforce capacity remains limited, underscoring the urgency for workforce development.[4]

政府の政策と研修の取り組み

2024年9月、首相は、2050年までの長期ビジョンを掲げ、2030年までに国家半導体開発戦略と半導体人材育成プログラムを概説した決定1017/QD-TTgを承認しました。[5]

• – The goals include training 50,000 semiconductor engineers with a university-level education or higher by 2028 (15,000 design engineers and 35,000 manufacturing and packaging engineers), increasing to over 100,000 by 2038. [6]
• – Additionally, the government aims to develop at least 5,000 specialists in artificial intelligence to support the semiconductor industry. [7]
• – In-depth training on semiconductor industry for 1,300 Vietnamese lecturers teaching at research institutes, universities, training support facilities and enterprises.[8]
• – Educational institutions are actively tailoring their curricula to meet industry demands. Notably, 18 public universities and institutions nationwide have been prioritized by the government for investment in semiconductor laboratories to support training efforts. These include institutions such as Vietnam National University Ho Chi Minh City, Vietnam National University Hanoi, Hue University, and Danang University, among others.[9]

世界的なテクノロジーリーダーとのコラボレーションも重要な焦点です。ケーススタディの中には、次のような企業と教育機関の協力を強調しているものもあります。

• – The University of Science and Technology, University of Danang, discussed collaboration with Marvell Group, a global leader in semiconductor chip design and data infrastructure. Key topics included Marvell’s involvement in Capstone projects, student internships, graduation support, equipment provision for training, and recruitment of graduates.
• – The University of Technical Education, University of Danang, recently launched a three-month microchip design training course with nearly 30 participants. The program was developed with significant support from Acronic Solutions Company Limited, the only Vietnamese private firm in Central Vietnam specializing in FPGA-based microchip design and complete product integration.
• – The University of Science and Technology, University of Danang, hosted a basic VLSI microchip physical design training course for the Central region. This initiative was organized by the Vietnam National Innovation Center (NIC) under the Ministry of Planning and Investment, in collaboration with FPT Corporation, Tresemi Organization (Silicon Valley), and Cadence Corporation.[10]

結論

ベトナムは地政学的に安定しており、コスト競争力もあるため、国際的な半導体企業にとって魅力的な進出先となっています。ベトナムのエンジニアは、強固な学術的基盤、適応力、協調精神で知られており、この急成長産業で活躍するのに適した立場にあります。[11]

政府支援による研修プログラムと民間部門の協力により、ベトナムは1兆ドル規模の半導体産業の主要プレーヤーとなり、世界市場での競争優位性を確保する潜在力を持っています。

[1] https://www.statista.com/outlook/tmo/semiconductors/vietnam#revenue

[2] https://en.vneconomy.vn/vietnam-holds-promise-in-chip-design.htm

[3] https://vneconomy.vn/con-so-muc-tieu-ky-su-ban-dan-cua-viet-nam-du-hap-dan-cac-tap-doan-chip-toan-cau.htm

[4] https://vneconomy.vn/viet-nam-thieu-hut-tram-trong-nguon-nhan-luc-nganh-ban-dan.htm

[5] https://baochinhphu.vn/day-manh-dao-tao-nhan-luc-cho-nganh-cong-nghiep-ban-dan-va-mot-so-nganh-cong-nghe-so-cot-loi-10224120419070798.htm

[6] https://vneconomy.vn/con-so-muc-tieu-ky-su-ban-dan-cua-viet-nam-du-hap-dan-cac-tap-doan-chip-toan-cau.htm

[7]https://phongthanhtra.neu.edu.vn/Resources/Docs/SubDomain/phongthanhtra/Th%C3%B4ng%20bao/625371.pdf

[8]https://phongthanhtra.neu.edu.vn/Resources/Docs/SubDomain/phongthanhtra/Th%C3%B4ng%20bao/625371.pdf

[9] https://phongthanhtra.neu.edu.vn/Resources/Docs/SubDomain/phongthanhtra/Th%C3%B4ng%20bao/625371.pdf

[10] https://giaoducthoidai.vn/doanh-nghiep-cung-tham-gia-dao-tao-nhan-luc-nganh-cong-nghiep-ban-dan-post675283.html

[11] https://vneconomy.vn/con-so-muc-tieu-ky-su-ban-dan-cua-viet-nam-du-hap-dan-cac-tap-doan-chip-toan-cau.htm

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