베트남의 인공지능(AI) 시장은 동남아시아에서 가장 빠르게 성장하는 AI 허브로 부상했으며, WIN 세계 AI 지수 2025에서 6위를 차지해 AI 준비도와 도입 측면에서 전 세계 상위 10개국에 포함되었습니다. 2025년 12월 통과된 인공지능법을 비롯한 획기적인 법제화, 강력한 정부 지원, 그리고 2025년 1분기에만 $130백만의 투자를 유치한 약 300개의 활동 중인 AI 스타트업을 기반으로 베트남은 동남아시아 최고의 AI 혁신 허브로 자리매김하고 있습니다.

시장 개요

시장 규모 및 성장 궤적

베트남의 AI 시장은 2024년 $0.75십억 달러 규모에 도달했으며, 2033년에는 $2.81십억 달러에 이를 것으로 예상됩니다. 2025~2033년 동안 연평균성장률(CAGR)은 14.96%로 전망됩니다[1]. Oxford Insights의 글로벌 AI 준비도 지수 2024에 따르면, 베트남은 193개국 중 59위를 차지해 ASEAN 상위 5개국에 포함되었으며, 3년 연속 글로벌 평균을 상회했습니다[2]. 이러한 성과는 베트남 정부와 기업, 국가 AI 인재 풀이 추진해 온 전략적 비전과 지속적인 노력을 반영합니다. 또한 세계 AI 지수 2025(WIN)는 40개국 중 베트남을 59.2점으로 6위에 선정했으며, AI 신뢰도에서는 전 세계 3위, AI 수용도에서는 5위를 기록했습니다. 이는 AI 기반 혁신을 수용하는 베트남의 개방성과 자신감을 보여줍니다[3].

베트남 인공지능 시장 규모(2024~2033년)

단위: 미화 10억 달러

출처: 이마크

경제적 중요성은 단기적인 시장 규모를 넘어섭니다. Google은 AI가 베트남 경제에 기여할 잠재력이 2030년까지 $79.3십억 달러에 달해 GDP의 약 12%를 차지할 것으로 전망했습니다[4]. 이에 따라 베트남의 인공지능 생태계는 단순한 기술 발전을 넘어 국가 경제 전략의 핵심 축으로 자리매김하고 있습니다. 베트남에서는 AI에 대한 투자와 도입도 빠르게 확대되고 있습니다. 불과 1년 만에 베트남 AI 기업에 대한 투자금은 2023년 1,000만 달러에서 2024년 8,000만 달러로 급증해 8배 증가했습니다[5].

베트남의 AI 도입 현황

베트남의 AI 도입은 2024년에 급증했습니다. 47,000개의 신규 기업이 AI를 도입하면서 총 도입 기업 수는 약 170,000개에 이르렀고, 이는 전국 전체 기업의 약 18%를 차지합니다. 전년 대비 13% 증가했으며, AI 도입률의 전년 대비 성장률은 약 39%에 달했습니다. AI 솔루션 공급은 주로 IT 부문에 집중되어 있으며, IT 부문이 31%를 차지하고 금융 및 은행(22%), 교육(17%), 헬스케어 및 전자상거래(15%)가 그 뒤를 이었습니다[6].

강력한 성장세에도 불구하고 베트남의 AI 시장은 장기적인 확장성과 경쟁력을 제약할 수 있는 여러 구조적 과제에 직면해 있습니다. 베트남국립대학교 정보기술연구소의 베트남 인공지능 연례 보고서 2025에 따르면, 2025년 7월 약 500개 기업 및 기관을 대상으로 실시한 조사에서 AI 솔루션 제공업체가 직면한 가장 큰 과제는 고급 인재 부족(45%)이었으며, 23%는 데이터 및 컴퓨팅 인프라 제약으로 어려움을 겪고 있는 것으로 나타났습니다.

베트남 AI 공급업체가 AI 솔루션의 연구·개발·배포 과정에서 직면한 주요 어려움과 과제(2025년 7월)

100% = 500개 기업

출처: 베트남국립대학교 정보기술연구소의 베트남 인공지능 연례 보고서 2025

주요 플레이어

베트남 시장은 상당한 자원을 보유한 기존 기술 대기업(FPT, Viettel, VNPT, VinGroup)과 전문 애플리케이션에 집중하는 신흥 스타트업 간에 뚜렷하게 세분화되어 있습니다. 대기업은 인프라와 연구 역량 측면에서 선도하고 있지만, 애플리케이션을 자체 생태계 내로 제한하는 경우가 많습니다.

베트남 AI 기업들은 글로벌 인지도를 확보하고 있습니다. Abivin은 2019년 샌프란시스코에서 열린 Startup World Cup에서 우승하며 AI 기반 물류 최적화 부문에서 $1백만 달러의 상금을 획득했습니다[7]. VinAI는 정기적으로 세계 최고 수준의 국제 학술지에 논문을 게재하며, VinBrain의 NVIDIA 인수는 베트남의 헬스케어 AI 역량을 입증합니다. 성공적인 기업들은 수평적 플랫폼보다 도메인 특화 솔루션에 점점 더 집중하고 있습니다. ELSA Speak는 AI 기반 영어 학습을 선도하고, VinBrain은 의료 진단 분야를 이끌며, Trusting Social은 대안적 신용평가에서 탁월한 성과를 보이고 있습니다. 이는 전문화된 역량이 방어 가능한 경쟁우위를 창출한다는 점을 보여줍니다. 대형 기업들은 인프라 투자에서 우위를 점하고 있습니다. FPT, Viettel, VNPT, VinGroup은 상당한 R&D 예산을 투입하는 전담 AI 센터를 운영하고 있습니다. 그러나 이들의 제품은 대부분 자체 생태계 내에 국한되어 있으며, 중소기업이나 공공 부문으로의 확산은 제한적입니다.

표 1. 베트남의 주요 AI 솔루션 제공업체

B&Company의 종합

표 2. 운영에 AI를 활용하는 주요 기업

B&Company의 종합

정부 정책

Law on Artificial Intelligence (2025)

In December 2025, the Vietnamese National Assembly officially passed the Law on Artificial Intelligence (AI), marking the first comprehensive legislation in Vietnam dedicated to AI and positioning the country among a small group of nations with a full legal framework for this technology. Scheduled to take effect on March 1, 2026, the law spans 35 articles and applies to all organizations and individuals involved in AI research, development, deployment, and use in Vietnam. It emphasizes a “management-for-development” approach that proactively supports AI commercialization, ecosystem growth, and international integration while safeguarding societal and ethical considerations[16].

. National AI Development Fund is a non-profit, off-budget state financial fund designed to mobilize and allocate resources for the development of AI infrastructure, core technology research, and high-quality human capital, thereby supporting national technological autonomy and the growth of Vietnam’s AI ecosystem. AI Law also outlines civil and administrative responsibilities and prohibits misuse of AI systems for unlawful or harmful activities. Provisions also address AI-generated content, algorithmic ethics, cross-border platform responsibilities, and state secrets protection.

Digital Technology Industry Law (2025)

On June 14, 2025, Vietnam became the first country to enact a standalone law dedicated exclusively to the digital technology industry. The Law on Digital Technology Industry (DTI Law) taking effect on January 1, 2026 establishes Vietnam’s first comprehensive legal framework for AI, digital assets, semiconductors, and data services. AI systems are categorized into , with high-risk applications subject to stringent compliance obligations, technical standards, and oversight[17].

High-risk AI systems are those that pose a serious risk to protected interests such as human health, fundamental rights, public interests, or social order and safety, and are therefore subject to stringent compliance, technical standards, and regulatory oversight. Large-impact AI systems refer to AI models or systems with large-scale deployment or general-purpose capabilities, such as those involving many users, parameters, or datasets which may generate widespread societal effects depending on their use cases. All AI-powered products must be clearly labeled to ensure transparency and accountability[18].

The law also creates several investment incentives for tech companies. For digital tech companies with projects exceeding 6 trillion VND (around $235 million) capital, the law offers 5% corporate income tax rate for 37 years, six-year tax exemption, and 50% tax reduction for the following 13 years. These projects benefit from up to 22 years of land rent exemption and 75% reduction thereafter. Foreign-invested enterprises are encouraged to transfer advanced technologies and collaborate with domestic firms, receiving long-term corporate income tax reductions and investment incentives. Foreign experts receive five-year visas and exemption from work permit requirements.

Personal Data Protection Law (2025)

In June 2025, the National Assembly passed the Personal Data Protection (PDP) Law, superseding the earlier 2023 decree. This legislation establishes comprehensive data protection measures crucial for responsible AI development. The PDP Law requires strict consent-based data handling practices and gives individuals control over their personal information. Organizations developing AI systems must inform data subjects about how AI algorithms impact their rights and allow subjects to withdraw from R&D activities involving their data[19].

Regulatory Sandbox

Vietnam introduced a regulatory sandbox allowing companies to develop and test new digital technology products and services for up to 2 years without rigid legal restrictions. This mechanism enables controlled experimentation while maintaining regulatory oversight, reducing market entry barriers for innovative AI applications. For digital assets, Government Resolution No. 05/2025/NQ-CP issued on September 9, 2025, initiated a five-year pilot program covering crypto asset issuance, trading markets, and state supervision[20].

Startup Ecosystem in Vietnam AI landscape

Ecosystem Scale and Growth

Vietnam’s AI startup ecosystem has experienced remarkable expansion, establishing the country as Southeast Asia’s second-largest Generative AI hub by startup volume. According to PitchBook Data Inc., Vietnam currently has 765 startups operating in the AI and machine learning space, ranking second in Southeast Asia after Singapore. These companies account for around 25% of the country’s total tech startups, highlighting AI as a rapidly emerging and highly attractive sector. The number of AI-focused startups grew from 60 in 2021 to nearly 300 by end-2024 – a 450% increase within three years[21].

Funding Landscape

Investment flows into Vietnamese AI startups demonstrate accelerating momentum despite global economic uncertainties. Investments into Vietnamese AI startups grew from $80 million in 2024 to over $130 million in Q1 2025 alone[22], with major investors including GGV Capital, Sequoia, and regional VCs from Singapore and Japan.

For instance, Filum AI secured $1 million in Series A funding (March 2025) from Nextrans, VinVentures, and TheVentures to accelerate R&D and commercial deployment[23]. AI Hay completed a $10 million Series A round in July 2025 led by Argor Capital, pushing total funding beyond $18 million[24]. Techcoop raised $70 million in Series A (February 2025) led by TNB Aura and Ascend Vietnam Ventures[25].

Google for Startups supports Vietnamese AI startups through AI Bootcamp and AI Solutions Lab, combining hands-on AI training, mentorship from Google engineers, and up to USD 350,000 in Cloud credits per startup. To date, the programs have trained around 120 startups and helped develop 50 GenAI MVPs addressing economic, social, and environmental challenges.

established in June 2025 as an off-budget state financial fund under Decree No.160/2025/ND-CP provides grants, loans, and preferential financing to domestic startups, SMEs, and foreign investors developing AI capabilities in Vietnam with an initial capital of 1 trillion VND (38.4 billion USD), to strengthen digital infrastructure and promote data governance[26].

Government Support Infrastructure

National Innovation Center (NIC) serves as the primary coordinator for startup ecosystem development. In July 2024, NIC partnered with Google to launch the ‘Build for the AI Future’ initiative, focusing on building talent and supporting startups[27].

NIC and the Vietnam Private Capital Association signed MoUs at the VIPC Summit 2025 with the Korea Venture Capital Association, Singapore Venture & Private Capital Association, and Hong Kong Venture Capital and Private Equity Association – representing combined assets under management of over $5 trillion.

Challenges and Bottlenecks

Despite rapid growth, Vietnam’s AI ecosystem faces several structural challenges. A major bottleneck is the lack of late-stage funding, as domestic capital is largely limited to seed and early rounds, making it difficult for AI startups to scale beyond Series B. At the same time, shortages of specialized AI talent persist, leading the government to expand and strengthen existing programs aimed at training internationally qualified AI experts by 2030.

On the demand and infrastructure sides, AI adoption among SMEs remains limited, with low sustained usage due to high costs, skill gaps, and weak implementation support. In addition, Vietnam’s AI computing infrastructure is still underdeveloped, forcing firms to rely on foreign cloud and GPU providers, which raises costs and creates dependency risks.

* 이 기사에서 어떤 정보를 인용하고자 하시면, 저작권을 존중하기 위해 원본 기사의 링크와 함께 출처를 꼭 기재해 주시기 바랍니다.

[1] IMARC, Vietnam Artificial Intelligence Market Report, (https://www.imarcgroup.com/vietnam-artificial-intelligence-market

[2] VnEconomy, Muốn phát triển AI, phải tạo ra thị truang cho AI, https://vneconomy.vn/muon-phat-trien-ai-phai-tao-ra-thi-truong-cho-ai.htm

[3] Nhan Dan, Việt Nam đứng thứ 6/40 thế giới về Chỉ số AI toàn cầu, https://nhandan.vn/viet-nam-dung-thu-640-the-gioi-ve-chi-so-ai-toan-cau-post895822.html

[4] VnEconomy, More and More AI Products to Be Developed in Vietnam, https://en.vneconomy.vn/more-and-more-ai-products-to-be-developed-in-vietnam.htm

[5] Bao Chinh Phu (Vietnam Government Portal), Investment in Domestic AI Enterprises Increases Eightfold, https://baochinhphu.vn/von-dau-tu-vao-doanh-nghiep-ai-trong-nuoc-tang-8-lan-102251009151731869.htm

[6] VnEconomy, “To Develop AI, a Market Must Be Created for AI”, https://vneconomy.vn/muon-phat-trien-ai-phai-tao-ra-thi-truong-cho-ai.htm

[7] VietnamPlus, “Abivin Crowns Start-Up World Cup Champions”, https://en.vietnamplus.vn/abivin-crowns-start-up-world-cup-champions-post152853.vnp

[8] VietnamNet, “CMC’s Vietnamese AI Model Ranks Top 12 Globally in Document Understanding”
https://vietnamnet.vn/en/cmc-s-vietnamese-ai-model-ranks-top-12-globally-in-document-understanding-2417697.html

[9] FPT Software, “FPT Global IT Services Signed; Revenue Surpassed USD 1.3 Billion”
https://fptsoftware.com/newsroom/news-and-press-releases/news/fpt-global-it-services-signed-revenue-surpassed-1-3-b-usd

[10] Second Talent, “Top AI Companies in Vietnam”
https://www.secondtalent.com/resources/vietnam-ai-companies/

[11] VinAI, “VinAI Recognized as a Beacon of Innovation in Deloitte’s Edges of Southeast Asia 2024”
https://www.vinai.io/vinai-recognized-as-beacon-of-innovation-in-deloittes-edges-of-southeast-asia-2024/

[12] Med-Tech World, “NVIDIA Acquires VinBrain, Accelerating AI Healthcare”
https://med-tech.world/news/nvidia-acquires-vinbrain-accelerating-ai-healthcare/

[13] MoMo, “15 Years of MoMo: Journey of Transformation and Growth”
https://www.momo.vn/tin-tuc/thong-cao-bao-chi/15-nam-momo-hanh-trinh-chuyen-minh-cung-su-lon-8211

[14] Second Talent, https://www.secondtalent.com/resources/vietnam-ai-companies/

[15] VnExpress International, “How Vietnamese Entrepreneur Utilizes AI to Teach English to 50 Million Learners Worldwide”
https://e.vnexpress.net/news/tech/how-vietnamese-entrepreneur-utilizes-ai-to-teach-english-to-50-million-learners-worldwide-4849115.html

[16] MIC (Ministry of Information and Communications), “First-Ever Law on Artificial Intelligence Approved”
https://beta-en.mic.gov.vn/first-ever-law-on-artificial-intelligence-approved-197251215231241888.htm

[17] LuatVietnam, “Law on the Digital Technology Industry No. 71/2025/QH15 Dated June 14, 2025 of the National Assembly”
https://english.luatvietnam.vn/lawonthedigitaltechnologyindustryno71-2025-qh15datedjune142025ofthenationalassembly-405695-doc1.html

[18] People’s Representatives. https://daibieunhandan.vn/phan-loai-he-thong-ai-theo-muc-do-rui-ro-10373456.html

[19] LuatVietnam, “Law on Personal Data Protection (Law No. 91/2025/QH15)”
https://english.luatvietnam.vn/dan-su/law-on-personal-data-protection-law-no-91-2025-qh15-405135-d1.html

[20] Vietnam.vn, “Urgently Improving the Legal Framework for Digital Assets”
https://www.vietnam.vn/en/cap-bach-hoan-thien-khung-phap-ly-cho-tai-san-so

[21] MIC (Ministry of Information and Communications), “Vietnamese AI for Vietnamese People”
https://beta-en.mic.gov.vn/vietnamese-ai-for-vietnamese-people-197250206103526407.htm

[22] Invest Vietnam Blog, “The State of AI in Vietnam for 2025 – Foreign Direct Investment (FDI) and Venture Capital (VC) Trends in AI Startups”
https://blog.investvietnam.co/the-state-of-ai-in-vietnam-for-2025/#Foreign-Direct-Investment-(FDI)-and-Venture-Capital-(VC)-Trends-in-AI-Startups

[23] VIR, “Filum AI Raises USD 1 Million from Investment Funds”
https://vir.com.vn/filum-ai-raises-1-million-from-investment-funds-124712.html&link=autochanger

[24] VIR, “Vietnam Sees USD 786 Million in July M&A Across Key Sectors”
https://vir.com.vn/vietnam-sees-786-million-in-july-ma-across-key-sectors-134657.html

[25] VnEconomy, “Vietnamese AgTech Startup Secures USD 70 Million in Funding”
https://vneconomy.vn/mot-startup-cong-nghe-nong-nghiep-viet-goi-von-thanh-cong-70-trieu-usd.htm

[26] 베트남플러스. https://en.vietnamplus.vn/vietnam-launches-384-billion-usd-national-data-development-fund-to-fuel-digital-transformation-post321846.vnp

[27] Vietnam News, “NIC, Google Launch ‘Build for the AI Future’ Initiative to Propel AI Development in Vietnam”
https://vietnamnews.vn/economy/1659103/nic-google-launch-build-for-the-ai-future-initiative-to-propel-ai-development-in-viet-nam.html