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01 / Overview

Vietnam's Port + Production Ecosystem

Ports only matter because of who's sitting behind them in the industrial parks. This story connects Vietnam's factories to their maritime gateways.

3
Port + Production Regions
5
Major Gateways

Vietnam runs as three big "port + production region" pairs: North (Hải Phòng ↔ Bắc Ninh electronics belt), South (Cát Lái + Cái Mép ↔ HCMC–Bình Dương–Đồng Nai), and Center (Đà Nẵng + Quy Nhơn ↔ Central Highlands + EWEC).

Northern Region 02 / Hải Phòng Gateway

Hải Phòng / Lạch Huyện

Container gateway for the Northern high‑tech belt.

Serving Hà Nội, Hải Phòng, Quảng Ninh and the Bắc Ninh electronics cluster, this port moves smartphones, displays and IT hardware out to the world.

7.1M
TEU (2024)
100–110km
To Bắc Ninh IZs
Data: Vietnam Seaports Association, Vietnam Briefing.
Northern Region 03 / Lạch Huyện Port

Lạch Huyện Terminal Close‑Up

Zooming into Lạch Huyện shows the deep‑water berths and yard space that handle the North's container flows.

This is where boxes from Bắc Ninh, Bắc Giang and Thái Nguyên finally hit the quay before heading to the US, Europe and the rest of Asia.

Northern Region 04 / Nội Bài Air Cargo

Nội Bài Airport & Quang Minh

Nội Bài is the North's air‑freight valve — handling hundreds of thousands of tonnes of cargo per year, much of it electronics, components and high‑value goods.

Right off the runway, Quang Minh Industrial Park concentrates light industry, electronics assembly and logistics yards that can be on a freighter stand in under an hour.

From here, trucks run south into Hà Nội and east toward Bắc Ninh, Yên Phong and VSIP, tying the airport tightly into the same corridor that feeds containers into Hải Phòng / Lạch Huyện and north toward the Lạng Sơn border gates into China.

Northern Region 05 / Electronics Hinterland

The Bắc Ninh–Bắc Giang Electronics Monster

Samsung

Samsung SEV Samsung Display SEVT Thái Nguyên

Together these plants produce >50% of Samsung's global smartphones and employ more than 110,000 workers — a small city feeding boxes into Hải Phòng. At this zoom level you can literally see the footprint of the SEV campus on satellite.

Apple Supply Chain

Wireless earbuds ready for export
Foxconn (Bắc Giang) Luxshare Goertek

EMS giants in Bắc Ninh/Bắc Giang ship iPhone, AirPods and component volumes through the same Hai Phong gateways.

Just up the road, Yên Phong and VSIP Bắc Ninh push this electronics belt toward National Highway 1 and the Lạng Sơn / Hữu Nghị border gate, wiring the North into both seaport and overland China trade lanes.

Northern Region 06 / Samsung SEV Close‑Up

Inside Samsung SEV Campus

Scroll one step further and we dive all the way into Samsung SEV + Samsung Display in Bắc Ninh. At this zoom the factory blocks, dorms and logistics yards read like their own mini‑city.

$33.5B
2024 Samsung Vietnam Exports (Jan-July)
50%
Of Samsung's Global Smartphone Production

Together with Thái Nguyên, this northern Samsung cluster ships $33.5 billion in 2024 alone — enough to represent 50% of Samsung's global smartphone output. A single corporate ecosystem large enough to move Vietnam's national trade numbers. At peak (2021), the cluster shipped $65.5 billion.

The line on the map is the real journey: finished smartphones leave SEV's gates by truck, run down the highway, and end up in containers at Hải Phòng / Lạch Huyện before heading to the US, Europe and beyond.

Northern Region 07 / Samsung SEVT Thái Nguyên

Samsung SEVT Campus, Thái Nguyên

Further up the corridor, Samsung SEVT in Thái Nguyên anchors another massive complex in the Yên Bình industrial area.

This campus turns out phones and electronics that ride the same highway down toward Lạch Huyện, sharing export infrastructure with the Bắc Ninh belt.

Seen at this scale, Bắc Ninh + Thái Nguyên read as a single northern Samsung mega‑cluster.

Southern Region 08 / HCMC Port System

Cát Lái + Cái Mép–Thị Vải

Where your Nike shoes actually leave Vietnam.

The Southern Key Economic Region — HCMC, Bình Dương, Đồng Nai and Bà Rịa–Vũng Tàu — is Vietnam's export engine for footwear, apparel, furniture and consumer electronics.

9.1M
Cát Lái TEU (2024)
7.0M
Cái Mép–Thị Vải TEU
Source: justintimevn.com, Vietnam Seaports Association.
Southern Region 09 / Cát Lái Port

Cát Lái Terminal Close‑Up

Here at Cát Lái, boxes from Bình Dương and Đồng Nai converge into Vietnam's busiest container gateway.

5.5M+
TEU Handled Annually
~1/3
Of Vietnam's Total Container Volume

Yard stacks, barge berths and truck gates all compress into one node that feeds the deep‑sea services at Cái Mép–Thị Vải. The terminal's designed capacity is 2.5M TEU/year, but it consistently handles over 5.5 million TEU annually — operating well above design limits. It accounts for nearly 90% of HCMC's export volume and roughly one-third of Vietnam's total container traffic.

Southern Region 10 / Footwear & Furniture Belt

Bình Dương + Đồng Nai Industrial Parks

Global Footwear Base

Nike Adidas Puma New Balance

Vietnam is now Nike's #1 manufacturing base globally, with giants like Chang Shin, Taekwang and Pou Chen concentrated in Đồng Nai.

Furniture & Packaging

Bình Dương exports over US$4.2B of furniture (Jan–Aug 2024) across 1,200+ enterprises, anchored by parks like VSIP I & II, Mỹ Phước, Sóng Thần and Đồng An, plus a dense ecosystem in packaging and plastics.

Much of this cargo travels via a river barge network on the Sài Gòn and Đồng Nai Rivers, feeding containers into Cát Lái more cheaply than trucking alone.

Southern Region 11 / Inside VSIP Bình Dương

Inside VSIP I–II, Bình Dương

Zooming into VSIP I & II you can see the dense grid of factories, warehouses and feeder suppliers that underpin Bình Dương's export numbers.

These parks host a mix of footwear, furniture, packaging, electronics and light engineering, with containers flowing by truck and barge toward Cát Lái and Cái Mép–Thị Vải.

7M
Tons/Year via Inland Waterways (An Tay by 2030)
100k–170k
TEU/Year (Thanh Phuoc Dry Port)

At this scale you can read how individual sheds and yards aggregate into a single export engine. Bình Dương's river barge infrastructure on the Sài Gòn and Đồng Nai Rivers provides cost-effective transport to Cát Lái, with planned capacity upgrades to reach 7 million tons/year by 2030.

Southern Region 11 / Brand Diversity

The Southern Manufacturing Megaport

HCMC and Bình Dương form a diversified manufacturing ecosystem — far broader than the north's Samsung dominance. Nike, Adidas, Toyota, Honda, LG, and countless tier-1 suppliers operate in parallel ecosystems, each with its own supply chains funneling to the two southern ports.

$72.5B
HCMC + Bình Dương 2023 Exports
$5B
Đồng Nai Footwear Annually

40–50% of all Nike and Adidas shoes globally are made in Vietnam, with the largest concentration in Đồng Nai. Alongside footwear, HCMC's port handles automotive (Toyota, Honda parts), consumer electronics, furniture, and agricultural exports. This diversification makes the South more resilient than single-industry regions.

👟 Nike 👟 Adidas 🚗 Toyota 🚗 Honda 📱 LG Display 📱 Canon 🪑 Puma 🏭 Tier-1 Suppliers
Southern Region 12 / Cold-Chain Gateway

The Mekong's Cold-Chain Gateway

The entire Mekong Delta — Vietnam's agricultural heartland — is behind $9+ billion in seafood exports, anchored by shrimp and pangasius processing clusters spread across the Delta.

$4B
Shrimp Exports
$2B
Pangasius Catfish

Today, most exporters still rely on multi‑leg logistics to reach deep‑sea cold-chain berths — moving product from Delta plants into the HCMC gateway system before it can catch mainline reefer services.

🍤 Shrimp ($4B) 🐟 Pangasius ($2B) 🍚 Rice & Produce ❄️ Cold-Chain
Mekong Delta 13 / Seafood & Rice Engine

Cần Thơ & Mekong Seafood Exports

The Mekong Delta is Vietnam's rice and aquaculture heartland — and a $9+ billion annual export engine. Around Cần Thơ, pangasius processing plants, rice mills and shrimp farms line the river system, producing over 2 million tonnes of seafood annually.

$9.2B
Total Seafood Exports (2024)
65%
Of Vietnam's Total Seafood Exports

Major Products

Pangasius (Catfish): $2 billion annually — Vietnam is the world's #1 producer. Shrimp: Expected to reach ~$4 billion in 2024, growing 22% year-over-year. Together, these two species dominate the Delta's cold-chain exports.

🐟 Pangasius / Catfish ($2B) 🍤 Shrimp (~$4B) 🍚 Rice
Mekong Delta 14 / River Logistics Reality

How Mekong Cargo Actually Moves

Despite the Delta's production scale, most exporters still cannot ship directly from local river ports. Export boxes typically have to move inland toward the HCMC gateway system before they can access deep‑sea cold‑chain services.

That dependence on distant gateways is both a cost penalty and an investment opportunity — whoever solves modern export infrastructure inside the Delta itself will unlock a lot of trapped value in the seafood and rice engine.

Local Mekong river ports currently capture a small share of export flows; most value still leaves Vietnam via gateway ports outside the Delta.

Southern Region 15 / Deep-Sea Extension

Cái Mép–Thị Vải Deep-Sea Port Close‑Up

Same hinterland as Cát Lái — Bình Dương and Đồng Nai — but with 14–16m draft and room for ultra-large vessels up to 24,000 TEU capacity on Asia–US and Asia–Europe mainline rotations.

6.5M
TEU in 2024 (33% growth YoY)
22km
Total Berth Length by 2030

Future Development Vision (2024–2030)

Gemalink extension adds 390m of wharf, forming a continuous 3.5km wharf line by 2030. Combined with SSIT and CMH terminals, the entire cluster could reach a 22km berth lengthsurpassing Singapore Port's scale in berth infrastructure. The port is positioned to become a world-class international transshipment hub for Southeast Asia.

👟 Footwear 👕 Apparel 🪑 Furniture 📺 Electronics 🚢 Ultra-Large Vessels

Cát Lái concentrates feeder flows from industrial parks; Cái Mép handles mainline mega-ships and transshipment. Together they form Vietnam's complete port ecosystem.

Central Region 16 / EWEC Gateway

Đà Nẵng & THACO Chu Lai

Đà Nẵng is the maritime end of the East‑West Economic Corridor, linking Vietnam to Laos, Thailand and Myanmar.

Just to the south, THACO's Chu Lai complex concentrates automotive production — buses, trucks, passenger cars and parts — for domestic and regional markets.

Central Region 17 / Central Highlands Export Pipe

Quy Nhơn & Coffee/Rubber Flows

Quy Nhơn acts as the outlet for the Central Highlands and parts of Laos/Cambodia, moving coffee, rubber and woodchips through Route 19 to the coast.

This is where bulk agricultural Vietnam — not just electronics and shoes — meets blue water.

18 / Putting It Together

From Factory Gate to Ship Rail

When you see a Nike shoe in the US or EU, there's a good chance the box moved from Đồng Nai or Bình Dương, onto a barge, through Cát Lái, and finally onto a deep‑sea vessel at Cái Mép.

When you see a Samsung phone or LG TV, the journey likely started in Bắc Ninh, Bắc Giang or Hải Phòng's industrial parks before hitting a container stack at Lạch Huyện.

Vietnam's story is simple: ports are just the visible edge of a much bigger industrial machine spread across three regions and dozens of specialized zones.

19 / GA Capital

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