Electronic Components Industry

Electronic Components Industry is a supporting industry that plays an important role in the development of the Electronics Industry by providing parts and components from which to assemble parts of complete electronic products. Therefore, the development of electronic components industry is associated with the development of electronics.

From 2010 up to now, Vietnam electronics industry has developed rapidly and occupied a high proportion in the whole industry. Industrial production value of electronic components industry in the first three months was estimated at 113.115 billion dong, up 1.7% over the same period of 2017 due to an increase in Samsung’s sales, leading to boost the electronic components production in Vietnam to manufacture chips, semiconductors and mobile processors.

Supporting industries, components production in Vietnam has not developed because this is a sector that requires large capital investment. In addition, for a long time, component import duties of less than 5% (under the AFTA and WTO implementation) were lower than the import tax on supplies for component manufacture. Therefore, imbalance between product assembly and spare, parts production is increasing as domestic enterprises gradually shift to importing and trading products instead of production. However, in 2017, the Government has issued Decision 68/QD-TTg on the supporting industry development Program from 2016 to 2025.

Vietnam’s participation in many trade agreements in the future will help attract foreign investment, especially for direct investment, promote technology transfer, improve the level of business management, and increase productivity of business.

In the first 9 months of 2018, consumption of electronics components reached VND 329,447 billion, a strong increase of 28.4% compared to the same period last year due to the increasing demand for electronic components of multinational electronics groups. in Vietnam such as Samsung, LG, Nokia …

Vietnam is gradually becoming a factory producing and assembling components for electronic products of many big companies in the world such as Samsung, LG, Canon, Toshiba. According to the Vietnam Industrial Planning, up to 2020, the vision of 2030 sets a target for industrial production value of electronics and information technology to reach 17-18% per year by 2020; The period to 2030 is 19-21% per year.

Abbreviations
Executive summary
1. Business environment
1.1. Macroeconomic situation
1.2. Legal framework
2. Industry overview
2.1. Global market
2.1.1. Production and consumption
2.2. Vietnam market
2.2.1. History of industry establishment and development
2.2.2. Value chains in electronics industry
2.2.3. Production
2.2.3. Consumption
2.2.4. Import and export
2.3. Industry development planning
2.3. Outlook and forecasts
2.3.1. Driving forces for industry development
3. Enterprise analysis
3.1. Introduction of enterprises
3.2. Financial analysis
Samsung
Canon
Intel
Seaflex
Interflex Vina
Hosiden
MCNEX
BHflex
Powerlogics

Figure 1: GDP growth rate, 2015 – Q3/2018
Figure 2: Production value of the electronics industry, 2009-2017e
Figure 3: VND/USD exchange rates, 2013 – 9/2018
Figure 4: Interest rates, 2012 – 9M/2018
Figure 5: Labor productivity in Vietnam, 2011-2017e
Figure 6: Total population and population structure in working age from 2010 – 2017
Figure 7: Most exported goods, 9M/2018e
Figure 8: Most imported goods, 9M/2018e
Figure 9: The proportion of  import-export value of electronics, computers,
phones and components, 2010 – 9M/2018e
Figure 10: FDI capital, 2014-9M/2018e
Figure 11: FDI attraction by sectors, 9M/2018e
Figure 12: Production value of semiconductor equipment worldwide, 2010 – 2018f
Figure 13: Structure of global electronic components production by type, 2017e
Figure 14: Growth rates of the global electronics industry from
2016-2018f
Figure 15: Market share of semiconductor devices , 2017e
Figure 16: Sale of semiconductor devices by month, 2016 – 2018f
Figure 17: Sale of semiconductor devices by type, 2017e
Figure 18: Tablet PC sales in the world, 9M/2017-9M/2018
Figure 19: Market share of tablet manufacturers in the first 9 months, 2017-2018
Figure 20: PC sales in the world, 9M/2017-9M/2018
Figure 21: Market share of PC manufacturers, 9M/2018
Figure 22: Smart phones sales on the world in the first 9 months, 2017-2018
Figure 23: Structure of smart phones by product line, 9M/2017 – 9M/2018
Figure 24: Value chain of electronics industry
Figure 25: The localization rate of Japanese electronics companies in some countries, 2015
Figure 26: Global value chain of Sam Sung and Vietnam
Figure 27: Production value of electronics component industry, 2011 – 9M/2018e
Figure 28: Production structure of the electronics industry by type, 9M/2018
Figure 29: Monthly Index-Industry Products of electronic component industry, 2016 – 9M/2018
Figure 30: Supply structure of electronic components in 2015
Figure 31: Production of mobile phones over the months, 2017-2018
Figure 32: The structure of phone production in Vietnam by region, 9M/2018
Figure 33: Number of enterprises and laborers in the electronic components industry, 2010 – 2016
Figure 34: Classification of electronic components businesses by region, 2016
Figure 35: Total investment capital and fixed assets of electronic component industry, 2010-2016
Figure 36: Revenue and profit of electronic components business, 2010 – 2016
Figure 37: Consumption of electronic component, 2010 – 9M/2018e
Figure 38: Rate of using smart phones in Vietnam by region, 2017
Figure 39: Exports of all types of phones and components of Vietnam through months from 2017 to 2018
Figure 40: Structure of phone and component export market, 9M/2018
Figure 41: Vietnam’s cell phone and its components exports, 9M/2018  
Figure 42: Market share of smart phone in EU, 9M/2018
Figure 43: Imports of phones and component, 2010 – 9M/2018e
Figure 44: Supply market structure of phone and phone components to Vietnam, 9M/2018        
Figure 45: Imports of phones and components, 9M/2018
Figure 46: Exports of computers, electronic products and components of Vietnam, 2010-9M/2018
Figure 47: Export structure of computers, electronic products and components by enterprises of Vietnam, 9M/2018
Figure 48: Top 10 export markets of computers, electronic products and components of Vietnam, 9M/2018e
Figure 49: Top 10 export items with the highest FDI, 9M/2018e
Figure 50: Imports of computers, electronic products and components of Vietnam, 2011 – 9M/2018
Figure 51: Import structure of computers, electronic products and components by enterprise in Vietnam, 9M/2018
Figure 52: Top 10 markets supply computers, electronic products and components of Vietnam, 9M/2018
Figure 53: Number of smart phones and function phones, 2013-2019e
Figure 54: Revenue of domestic electronics technology groups, 9M/2018
Figure 55: Revenue and growth of electronics market in Vietnam, Q3/2014 – Q3/2018
Figure 56: Net revenue from sales and services, 2016-2017
Figure 57: Revenue of Bac Ninh and Thai Nguyen Samsung, 2011-2017
Figure 58: Gross profit and gross profit margin, 2016-2017
Figure 59: Selling and administrative expense, 2017
Figure 60: Asset structure, 2017
Figure 61: Capital structure, 2017
Figure 62: Solvency, 2017
Figure 63: Efficiency of asset using, 2017

Table 1: Major FDI projects in electronics industry of Vietnam
Table 2: Requirements of multinational corporations for components vendors
Table 3: Production of electronic components in Vietnam, 2010 – 9M/2018e
Table 4: Production of some types of computers, electronic products and components by region, 8M/2018
Table 5: Some FDI projects invested in electronic components industry, 2014 – 2018
Table 6: Consumption some types of computers, electronic products and components by region, 7M/2018
Table 7: Demand for electronic components of Canon Vietnam
Table 8: Demand for electronic components of Intel
Table 9: Top 15 enterprises export all types of phones and components with the highest turnover rate, 9M/2018
Table 10: Top 10 enterprises import all types of phones and components with over 10 million USD of turnover, 9M/2018
Table 11: Type of main export computers, electronic products and components , 8M/2018e
Table 12: Top 15 enterprises export computers, electronic products and
components with high turnover, 6M/2018
Table 13: Imported computers, electronic products and components, 8M/2018
Table 14: Indicators of performance assessment, 2017