This was the assessment of experts and businesses at the "Smart Electronics Supply Chain Connection 2026" Forum organized by the Vietnam Electronics Industry Association (VEIA) in Ho Chi Minh City on May 28th.
According to Ms. Nguyen Thi Nhu Phuong, Head of the VEIA Representative Office in Ho Chi Minh City, geopolitical shifts, supply chain restructuring trends, technological competition among major powers, and the explosion of artificial intelligence (AI), semiconductors, and smart manufacturing are changing the global electronics industry landscape. While previously the electronics supply chain primarily revolved around manufacturing and logistics, the smart supply chain has now become a strategic foundation of the global digital economy.
Ms. Phuong pointed out that AI, big data, automation, ESG (environment, social, governance), geopolitical resilience, and technological innovation capacity are becoming decisive factors in determining the competitive position of each country and each enterprise in the global technology ecosystem. In this context, Vietnam has many favorable conditions to reposition its role in the global electronics value chain.
Sharing this view, several experts emphasize that, in the era of AI and global digital transformation, each country's competitiveness will increasingly depend on its ability to participate deeply in high-tech supply chains. Vietnam has the potential to become a new hub for the smart electronics industry in Asia if it effectively leverages the wave of investment shifts, enhances the capacity of domestic businesses, and promotes linkages between domestic businesses and global technology corporations.
From the perspective of FDI enterprises, Ms. Cong Tang Ton Nu Thuy Trang - General Director of ITO Vietnam - analyzed that the electronics industry is not only an important sector but has become the core foundation of the digital economy and the new industrial revolution. With increasing international technological competition, large corporations are accelerating the restructuring of their supply chains towards diversification, flexibility, and prioritizing countries with stable investment environments, high connectivity, and potential for developing modern technology.
However, Ms. Trang also stated that global technological competition is fierce, and new requirements regarding ESG, international standards, data security, automation, and innovation capabilities are posing many challenges for the business community. Therefore, building a smart, highly adaptable electronic supply chain ecosystem that effectively connects domestic businesses, FDI companies, and international partners is crucial in the current period.
Meanwhile, Mr. Thai Tran, Founder and Chairman of Hanam Group, stated that Vietnamese electronics businesses do not necessarily have to comply with all ESG standards. Instead, when targeting a specific export market, they only need to adhere to the regulations of that market. Each country has different ESG regulations, and businesses only need to meet the requirements of their customers.
In fact, ESG is becoming a new standard for global supply chains and an increasingly important factor in the development strategy of the international electronics industry. At the same time, to explore the potential of carbon credits and green finance, businesses need to reduce CO2 emissions and invest in new technologies.
Vietnam's electronics industry is currently making a significant contribution to export turnover, with approximately US$164 billion projected for 2025 and expected to reach US$200 billion in 2026. This industry is also strongly driving double-digit growth, in line with the government's targets, contributing to job creation and strengthening the national economic restructuring.
Source: https://baotintuc.vn/kinh-te/ket-noi-chuoi-cung-ung-dien-tu-thong-minh-20260528133439323.htm
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