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CIO Bulletin
12 December, 2025
The mobile exports of Vietnam to the U.S. drop significantly, which affects the output of Samsung due to trade uncertainties and low demand.
Samsung is pressured to start with its largest production plant in Vietnam, where the mobile exports to the United States have been reduced to their lowest point in more than five years. Although the U.S. has offered part of the exemptions on smartphone duties, Vietnam export statistics indicate a sharp reduction such that it reaches the supply chain of Samsung amid the volatile market atmosphere.
Reuters said that U.S. imports of mobile phones in Vietnam plummeted in November 2025, indicating declining consumer demand and trade uncertainties. Although Samsung does not provide country-by-country export data, governmental Vietnamese statistics represent the crisis that has challenged the output impetus of the firm.
The first significant slowdown of the mobile market during the year was in August when there was a signing of a U.S.-Vietnamese trade agreement and a 20 percent reciprocal duty, but phones were left out. However, the doubt of the deal caused the Vietnamese mobile exports to the U.S. to fall below 410 million in November.
Vietnamese producers who have been backed by Samsung have been altering the production quantities as the global demand weakens. As one Vietnam-based executive has claimed, Samsung has started renegotiating its manufacturing and export policies to survive in the changing market conditions.
As Vietnam is the biggest production base of Samsung, the recent statistics highlight the increasing pressure on the mobile sector across the globe due to changing trade policies and forecasting defalement of consumer demand.







