越南半导体行业简报

半导体行业正处于快速发展阶段，这得益于政府的扶持政策、丰富的资源和较低的劳动力成本。尽管仍处于发展初期，但它正在逐步成为区域性的重要参与者。.

机构与政策

Vietnam is shifting from broad high-tech promotion to a strategy specifically focused on semiconductors under a series of policies. The national roadmap outlined in Decision 1018/2024 presents the vision “C = SET + 1” (Specialized chips・Electronics・Talent+Execution), setting 2050 targets of over 100,000 engineers, 300 design and research companies, 3 fabs and 30 assembly plants, and annual sales of 100 billion USD. Complementary Decision 1017/2024 aims to cultivate 50,000 skilled personnel by 2030 (including 42,000 engineers and 15,000 design/research personnel). It targets establishing four national-level semiconductor research hubs (two in Hanoi, one in Ho Chi Minh City, and one in Da Nang), creating/upgrading 18 university research centers, training 1,300 faculty members (professors, etc.), upgrade 18 university laboratories, train 1,300 faculty members (including professors), and expand international exchange programs. The policy provides investors with a roadmap for growth. Companies focusing on chip design and EDA (Electronic Design Automation) can accelerate their launch by leveraging R&D support, talent development assistance, and collaboration with university research institutes. Meanwhile, companies engaged in assembly, testing, and packaging can improve their return on investment by combining support for production activities with joint funding for equipment investment. Market size of 21 billion USD by 2025 The semiconductor market grew by 18% from 2024 and by 49% over the past five years. It is projected to reach approximately 21 billion USD in 2025, continuing to expand at a compound annual growth rate (CAGR) of 10% from 2025 to 2029, and is expected to reach 31 billion USD by 2029.

2020年至2024年，集成电路（IC）占据市场的主要份额，2020年为81%，2024年为85%。其他细分市场——光电子（光学半导体）、6 Statista（2025）分立半导体以及传感器/执行器——保持平稳或略有增长，但其在整体市场中的份额有所下降。.

据计划与投资部（现已并入财政部）称，2024年约有116亿美元销售额由投资于该领域的外商直接投资（FDI）企业所支撑。已注册的174个FDI项目主要涉及IC设计、制造和组装。国内企业目前在后端环节中的作用仍然有限。.