Bi-Weekly News Updates: Sep. 15 to Sep. 28, 2025

Vietnam Issues Decree 180 to Boost Innovation and Digital Transformation Through PPPs; Apple Deepens Vietnam Supply Chain as Tariffs Push Diversification from China; Danang Launches $72 Million Fab-Lab to Drive Semiconductor Ambitions; Vingroup Signs Renewable Energy MoU with South Sulawesi Partner in Indonesia; Bosch Engineering and Siam Racing Automobiles Partner to Advance High-Performance EVs in Thailand; Thailand’s DE Ministry Expands Digital Community Centres to Bridge Digital Divide; Thailand Ramps Up EV Ambitions with $6.5 Billion Real Estate Boom by 2030; VNPT Explores AI Home Partnership with True Digital to Accelerate Vietnam’s Smart Living Push; Omoda & Jaecoo Eyes BEV Exports from Thailand Under Incentive Scheme; Suzuki Rejects BEV Production, Focuses on Hybrids and Fuel Cell Vehicles; Apple Urges EU to Repeal Digital Markets Act Citing Security and User Concerns

Vietnam Issues Decree 180 to Boost Innovation and Digital Transformation Through PPPs

越南發布第 180 號法令:透過 PPP 模式加速創新與數位轉型

Vietnam has issued Decree 180, providing detailed guidelines for implementing Resolution No. 193/2025/QH15, which introduces special pilot mechanisms to drive breakthroughs in science, technology, innovation, and digital transformation. Effective from July 1, 2025—except for certain provisions in Articles 6, 19, and 22 that take effect on October 1—the decree aims to mobilize private sector resources for strategic industries through various public-private partnership (PPP) models. Key areas of application include high and strategic technologies, digital infrastructure, shared digital platforms, training of digital human resources, and other projects aligned with national priorities in science, technology, and innovation.

The decree outlines substantial incentives to encourage participation in PPP projects, such as a 200 percent tax deduction on R&D expenses, exemptions and reductions in land use fees, and recognition of ownership rights over research and innovation outcomes. It also introduces risk acceptance mechanisms for research failures and enables government procurement of products developed under PPPs. By providing transparent frameworks for intellectual property rights, revenue sharing, and data access, Decree 180 is expected to strengthen collaboration between government agencies, educational institutions, enterprises, and international stakeholders, solidifying Vietnam’s position as an emerging hub for innovation and digital transformation.

https://www.vietnam-briefing.com/news/vietnams-ppp-framework-for-science-tech-digital-transformation.html

小編點評:越南第 180 號政令將於 2025 年 7 月 1 日正式生效。該政令引入了「試點機制」,旨在透過公私營夥伴關係,加速高科技、數位基礎設施及人力資源開發等戰略領域的創新與數位轉型。為打造越南成為新興的創新樞紐,該政令提供了優渥的激勵措施,包括 200% 的研發稅收抵免、免徵土地使用費以及智慧財產權認定,致力於促進政府、學界、產業與國際夥伴間的深度協作。

Apple Deepens Vietnam Supply Chain as Tariffs Push Diversification from China

Apple 深耕越南供應鏈,生產智慧家居裝置

Apple is rapidly expanding its manufacturing footprint in Vietnam, solidifying the country’s position as its largest Southeast Asian production base and the fourth worldwide after China, Taiwan, and Japan. According to its latest supplier list, the number of Apple suppliers with facilities in Vietnam rose from 27 in 2022 to 35 in 2023, operating 38 factories across provinces such as Bac Ninh, Bac Giang, and Hai Phong. The shift underscores Apple’s strategy to diversify away from China amid tariff uncertainties under renewed U.S. trade policies. In its Q2 2025 earnings announcement, CEO Tim Cook confirmed that the majority of iPads, Macs, Apple Watches, and AirPods sold in the U.S. would soon carry Vietnam as their country of origin, while iPhones would be primarily sourced from India.

Key suppliers driving Apple’s growth in Vietnam include Foxconn, Luxshare Precision, Goertek, and Chinese electronics giant Desay Group, which recently committed an additional US$25 million to expand operations in Bac Ninh. Apple’s Vietnam supply chain has already supported more than 200,000 jobs, with total investments reaching VND 400 trillion (US$16 billion) since 2019. Analysts project Vietnam could account for 65 percent of global AirPods production and 20 percent of iPad and Apple Watch output by 2025. With its deep-sea port in Hai Phong, skilled labor force, and close integration with Chinese supply chains, northern Vietnam has emerged as a strategic hub for Apple’s long-term growth and resilience in global manufacturing.

https://www.vietnam-briefing.com/news/apple-manufacturers-vietnam.html

小編點評:蘋果公司正迅速擴張其在越南的製造基地,該地目前已成為蘋果在東南亞最大、全球第四大的生產中心。在美國關稅壓力下,此舉為蘋果去中國化戰略轉移的重要環節,預計多數 iPad、Mac、Apple Watch 及AirPods 近期內都將轉為「越南製造」。在富士康與立訊精密等核心供應商的支持下,蘋果在越南的營運已創造超過 20 萬個就業機會,並帶來 160 億美元的投資;預測顯示,到 2025 年,越南將供應全球 65% 的AirPods 以及 20% 的iPad 與Apple Watch。

Danang Launches $72 Million Fab-Lab to Drive Semiconductor Ambitions

峴港啟動 7,200 萬美元實驗室,展現半導體封測雄心

Danang marked a milestone in its semiconductor push on August 28 with the launch of a US$72 million Fab-Lab, a facility dedicated to semiconductor packaging technology. Covering more than 5,700 square meters, the lab features both R&D and trial production areas, with an annual design capacity of about 10 million products for domestic and international markets. Funded by VSAP LAB under the leadership of former Synopsys Vietnam technical director Nguyen Bao Anh, the project is seen as a catalyst for building a local semiconductor ecosystem. Officials, including Minister of Science and Technology Nguyen Manh Hung, emphasized that Fab-Lab will serve as a hub for innovation, talent training, technology transfer, and investment attraction, laying the groundwork for Danang’s aspiration to become a national high-tech center.

The city has set a goal of becoming one of Vietnam’s top three semiconductor hubs by 2030, with plans to train 5,000 high-quality engineers in design and packaging-testing. Already, the number of semiconductor-related enterprises in Danang has grown from eight to 25 within a year, supported by favorable policies, transparent governance, and strong university-business collaboration. Nearly 10 local universities and colleges are now offering microchip design majors, while initiatives such as student loan exemptions and expert housing support aim to attract and retain talent. Strategic partnerships with firms like FPT and Marvell, along with backing from international players and the U.S. government, position Danang as a rising hub in the global semiconductor value chain.

https://en.investglobal.vn/article/detail/danang-s-microchip-industry-embraces-increasing-attention.html

小編點評:峴港市(Danang)近日啟動一項耗資 7,200 萬美元、專注於半導體封裝實驗工廠。該計畫旨在透過創新技術、人才培訓及戰略夥伴關係,目標在 2030 年前將峴港打造為越南前三大晶片樞紐。在 VSAP LAB 與國際企業的支持下,該市正迅速擴張產業生態系,目前已集結 25 家半導體公司、10 所設有微晶片專業學系的大學,並積極推動相關措施以吸引專業工程師及全球投資。

Vingroup Signs Renewable Energy MoU with South Sulawesi Partner in Indonesia

Vingroup 進軍印尼,與南蘇拉威西夥伴簽署再生能源合作協議

Vietnam’s Vingroup has signed a memorandum of understanding (MoU) with PT. Sulsel Andalan Energi to jointly develop renewable energy projects in Indonesia’s South Sulawesi province. The agreement, witnessed by Governor Andi Sudirman Sulaiman, outlines plans for solar farms ranging from one megawatt to one gigawatt in capacity, including both land-based and floating installations. The collaboration will also cover energy storage integration and grid connection studies, with Vingroup contributing expertise in green technologies and PT. Sulsel Andalan Energi providing regulatory and infrastructure support. Beyond renewable energy, the two sides are exploring partnerships in smart city initiatives, healthcare infrastructure, and affordable housing.

The MoU reflects Vingroup’s ambition to expand its green energy and sustainable infrastructure portfolio across Southeast Asia while reinforcing Vietnam’s position on the global clean energy map. South Sulawesi authorities are also considering the deployment of VinFast electric buses, promotion of EV adoption among civil servants, and expansion of GSM’s electric taxi services, alongside the rollout of V-Green’s EV charging network. With Indonesia offering strong solar potential and Vingroup already introducing VinFast EVs and preparing an assembly plant in the country, the partnership signals a broader commitment to building a full “For a Green Future” ecosystem across the region.

https://news.tuoitre.vn/vietnams-vingroup-signs-mou-on-renewable-energy-partnership-in-indonesia-10325092014554959.htm

小編點評:越南維納集團(Vingroup)已與印尼南蘇拉威西省政府旗下的地區性國營企業 PT. Sulsel Andalan Energi (SAE) 簽署合作備忘錄。雙方將攜手於南蘇拉威西省開發太陽能電廠及再生能源基礎設施,並進一步探索智慧城市、醫療保健與住房建設等領域的合作機會。此夥伴關係展現了維納集團在區域綠色發展的雄心,計畫內容涵蓋 VinFast 電動車的部署、充電網絡建設以及在地組裝廠的設立,這不僅強化了維納集團的國際佈局,也進一步鞏固了越南在東南亞永續創新領域的領導地位。

Bosch Engineering and Siam Racing Automobiles Partner to Advance High-Performance EVs in Thailand

德商 Bosch Engineering 聯手泰國 SRA:德系技術助陣泰國本土研發高效能電動車

Bosch Engineering and Siam Racing Automobiles (SRA) have signed a memorandum of understanding (MoU) to jointly develop high-performance subsystems for battery-electric vehicles, including hypercars and supercars. The collaboration will focus on electric powertrain architecture, energy systems, vehicle control technologies, and production-oriented engineering, with the goal of accelerating the industrialization of advanced electric mobility solutions. Bosch Engineering President Johannes-Joerg Rueger said the partnership reflects Bosch’s commitment to delivering breakthrough technologies and driving innovation in high-performance electric mobility.

The partnership is also a milestone for Thailand’s automotive industry, reinforcing its role as a hub for advanced mobility and sustainable innovation. By combining Bosch’s global engineering expertise with SRA’s local capabilities, the collaboration is expected to foster transformative growth in the EV segment. Joseph Hong, Managing Director of Bosch Thailand and Laos, highlighted that the initiative would also invest in local talent through training, knowledge exchange, and joint engineering programs, empowering Thai engineers and researchers to shape the future of electric mobility.

https://www.nationthailand.com/business/corporate/40055821

小編點評德商 Bosch Engineering 與泰國 Siam Racing Automobiles (SRA) 已達成合作,將共同研發適用於頂級超跑(Hypercars)與超級跑車(Supercars)的高性能電動車子系統,旨在透過尖端的動力總成與控制技術,加速高端電動交通工具的發展。此次合作是泰國汽車產業的一個重要里程碑,它結合了全球頂尖技術專家與泰國在地人才的培育,致力於將泰國定位為永續創新的核心樞紐。

Thailand’s DE Ministry Expands Digital Community Centres to Bridge Digital Divide

泰國 DE Ministry 擴展數位社區中心,全力彌合數位落差

The Digital Economy and Society Ministry (DE Ministry) has opened a new digital community centre at its Bangkok headquarters as part of its nationwide plan to expand learning hubs and reduce the digital divide. The launch, held under the theme “Digital for All – Local Empowerment,” marked the ministry’s ninth anniversary and was presided over by Permanent Secretary Wisit Wisitsora-at. Located in Building C of the Government Complex on Chaeng Watthana Road, the centre is designed to serve as a public hub for learning and access to online resources, with the ministry expecting strong participation from people of all ages.

So far, 1,722 digital community centres have been established across Thailand, with 500 more under development and another 1,200 planned. These centres provide broadband internet, computers with office software, multifunction printers, and CCTV, supporting grassroots access to e-commerce, lifelong learning, and digital literacy. The initiative underscores the government’s commitment to equipping citizens with essential digital skills while strengthening community participation in the digital economy.

https://www.nationthailand.com/business/tech/40055680

小編點評:泰國數位經濟與社會部正進入「全民數位」戰略的關鍵衝刺期。在慶祝部門成立九週年之際,官方於曼谷啟用了最新的「數位社區中心」(Digital Community Centres, DCC),將其作為全國 3,000 座據點計畫的模範。這不僅是硬體鋪設,更是 2026 年泰國提升全球電子政府發展指數(EGDI)排名的重要基石。透過 DCC,政府將寬頻、現代化電腦與電商培訓直接送入社區,讓偏鄉與基層民眾能從「數位移民」轉型為數位經濟的參與者。

Thailand Ramps Up EV Ambitions with $6.5 Billion Real Estate Boom by 2030

泰國 EV 野心催生 65 億美元房產熱潮:2030 年前工業與研發空間需求噴發

Thailand is accelerating its bid to become Southeast Asia’s leading electric vehicle (EV) hub, powered by government incentives, foreign investment, and a surging demand for industrial real estate. Under the government’s 30@30 policy, which targets 30 percent of domestic vehicle production to be electric by 2030, the EV 3.5 incentive package (2024–2027) has attracted billions in investment from global automakers. Chinese firms, led by BYD, have poured nearly THB 49 billion into EV facilities, while Japanese manufacturers have invested more than THB 150 billion, and Tesla has opened a full-service centre and parts warehouse in Bangkok. Analysts from JLL estimate that the EV industry will create an industrial real estate market worth at least US$6.5 billion (THB 220 billion) by the end of the decade.

Beyond vehicle assembly, Thailand is drawing investment in research, development, and supporting infrastructure, with Hyundai and CATARC already operating R&D centres. Exemptions under the Industrial Estate Authority of Thailand (IEAT) and Board of Investment (BOI) have further boosted land access for foreign-majority firms, particularly in the Eastern Economic Corridor, where developers are consolidating EV-focused estates. With more than 167,000 EVs already on the road by the end of 2023—over a quarter of its 2030 target—Thailand is gaining momentum. Industry experts note that alongside incentives, the nation’s skilled workforce, established auto sector, and expanding consumer market position it strongly to become a long-term global player in electric mobility.

https://www.bangkokpost.com/business/motoring/3112580/thailand-accelerates-ev-hub-ambitions-with-65bn-boost

小編點評:泰國正依循「30@30」政策加速推進其電動車轉型雄心,成功吸引來自比亞迪、特斯拉及多家日系車廠的數十億美元投資。預計到 2030 年,電動車產業將催生價值高達 65 億美元(約新台幣 2,050 億元)的工業房地產熱潮。目前全泰國已有超過 16.7 萬輛電動車行駛,憑藉政府對研發、基礎建設及外資引進的強大支持,泰國正穩步邁向全球電動交通的領先樞紐地位。

VNPT Explores AI Home Partnership with True Digital to Accelerate Vietnam’s Smart Living Push

越南電信龍頭VNPT 攜手泰國 True Digital 探索 AI Home 合作:跨國強聯手加速越南智慧生活佈局

Vietnam Posts and Telecommunications Group (VNPT) is in talks with Thailand’s True Digital and T3 Technology to bring AI-powered home solutions to Vietnam, aiming to accelerate the nation’s smart home ecosystem. The collaboration could introduce advanced applications such as AI voice assistants, smart entertainment platforms, and connected security systems, tapping into Vietnam’s rising internet penetration and growing consumer appetite for smart living. Analysts highlight the potential for Vietnam to become one of Southeast Asia’s most dynamic smart home markets, with the partnership positioning VNPT to expand its service portfolio and enhance customer loyalty.

True Digital, already a leader in Thailand’s AI home sector, has built an ecosystem spanning routers, AI speakers, IoT integration, and multi-language voice interaction, setting a regional benchmark. By adopting these capabilities, VNPT could fast-track the rollout of localized solutions tailored to Vietnamese households while boosting average revenue per user. Observers suggest the partnership could also support cross-border integration of smart homes and smart cities, advancing Southeast Asia’s digital transformation and placing Vietnam at the forefront of the region’s AI-driven smart home revolution.

https://www.bangkokpost.com/business/general/3112529/vnpt-partners-with-true-digital-t3-on-ai-home-solutions

小編點評:這場由越南 VNPT 與泰國 True Digital 及 AIoT 整合商 T3 Technology 發起的跨國聯動,標誌著越南智慧家庭市場從「硬體銷售」正式轉向「生態系經營」。透過引進在泰國已擁有 220 萬次下載、80 萬活躍用戶驗證的TrueX平台技術,VNPT 旨在將傳統的 5G/光纖寬頻升級為全方位的 AIoT 服務。這不僅能大幅縮短產品開發週期,更將推動越南成為區域內智慧生活與智慧城市整合的標竿,精準卡位 2026 年預估達 4.5 億美元的智慧家庭產值紅利。

Omoda & Jaecoo Eyes BEV Exports from Thailand Under Incentive Scheme

Omoda & Jaecoo 羅勇廠 BEV 2026 年起由泰國外銷

Omoda & Jaecoo (Thailand), a subsidiary of China’s Chery Automobile, plans to export battery electric vehicles (BEVs) from its new factory in Rayong to benefit from Thailand’s EV3.5 incentive programme, which rewards manufacturers producing BEVs for export. The move follows a July decision by the National EV Policy Committee to ease local production requirements for companies under the EV3.0 and EV3.5 schemes, allowing exported BEVs to count as 1.5 units toward production quotas. The Rayong plant, built at a cost of 5 billion baht, is set to begin operations in the final quarter of this year with annual production capacity projected at 80,000 units from 2026 to 2030.

Bill Zhang, country director of Omoda & Jaecoo, said the company is finalising its production and export strategy based on global EV demand and supply. Backed by tax incentives under EV3.5, the automaker expects to sell 10,000 vehicles in Thailand this year and aims to reach 25,000 units by 2026. Globally, Omoda & Jaecoo sold 211,682 units between January and August, with operations expanding across three countries—new energy vehicle production in Thailand, plug-in hybrid EVs in Malaysia, and internal combustion engines in Indonesia. The company shares production facilities locally with Chery Automobile, which operates a separate BEV business in Thailand.

https://www.bangkokpost.com/business/motoring/3112376/omoda-jaecoo-to-ramp-up-ev-exports

小編點評:奇瑞(Chery)旗下品牌 Omoda & Jaecoo 正加速將泰國轉型為全球出口樞紐。隨著位於羅勇府、總投資 50 億泰銖的工廠於 2026 年全面運作,該公司成功卡位泰國政府最新的 EV 3.5 獎勵計畫。該計畫最關鍵的紅利在於「出口可抵銷生產義務」——每出口 1 輛泰產 BEV 可按 1.5 倍計入抵換配額。這讓 Omoda & Jaecoo 在泰國、馬來西亞與印尼的佈局能發揮最大稅務效益,目標在 2026 年達成泰國本土銷售 2.5 萬輛,並利用產能餘裕供應全球市場。

Suzuki Rejects BEV Production, Focuses on Hybrids and Fuel Cell Vehicles

Suzuki婉拒全電化轉向,重心鎖定油電(HEV)與氫能(FCEV)。

Suzuki Motor Corporation has reaffirmed its stance against investing in battery electric vehicles (BEVs), despite rising global demand, choosing instead to develop hybrid electric vehicles (HEVs) and fuel cell electric vehicles (FCEVs). Masafumi Harano, the company’s executive general manager for automobile marketing in Asia, Latin America, and Oceania, said BEVs are “not the only solution” to achieving net-zero emissions, noting that HEV demand is increasing while FCEVs offer long-term potential through hydrogen-powered fuel cells.

Harano acknowledged that sluggish auto markets in Southeast Asia, including Thailand, are being weighed down by weak purchasing power, tight lending conditions, and intensifying competition. He expressed hope that government stimulus and eased auto financing could help revive sales. Suzuki, meanwhile, is targeting growth through new models, including the hybrid SUV Fronx, launched yesterday in Thailand with a sales goal of 8,000 units this year — a 41% rise from 2024.

https://www.bangkokpost.com/business/motoring/3110882/suzuki-eschews-battery-evs-for-hybrid-fuel-cells

小編點評:鈴木汽車(Suzuki)正逐步淡出純電動車競賽,轉而將重心放在油電混合動力(HEV)與燃料電池(FCEV)領域;其理由在於油電車需求持續攀升,且氫能驅動的 FCEV 具備長期發展潛力。儘管東南亞汽車市場面臨挑戰,Suzuki 仍力求透過新車款提升銷量,如油電 SUV Fronx,今年在泰國的目標銷量為 8,000 輛——較 2024 年大幅成長 41%。

Apple Urges EU to Repeal Digital Markets Act Citing Security and User Concerns

蘋果公司呼籲歐盟以安全與隱私為由,廢除《數位市場法》

Apple has called on the European Union to scrap its Digital Markets Act (DMA), claiming the law exposes users to security risks and disrupts the seamless operation of its products in the bloc. In a formal submission to the European Commission, the US tech giant argued that the DMA, designed to create a fairer digital market, has forced it to delay features such as live translation for AirPods in Europe. Apple suggested that if the law is not repealed, enforcement should be handled by an independent European agency rather than the commission. The move comes amid broader US pressure on the EU under President Donald Trump, as well as ongoing tensions between Brussels and Big Tech over market dominance.

The DMA requires companies like Apple to enable interoperability with third-party devices and offer alternative options for apps and services, with violations subject to heavy fines. Apple has already appealed a 500-million-euro fine under the law, while separately facing a 1.8-billion-euro fine under other EU competition rules. The company argued that new regulatory obligations have caused delays in rolling out features to European users, with growing complaints cited over DMA-driven changes. The European Commission responded that additional engineering time is normal to ensure compliance and that it is assisting companies in adapting to the law, which has been enforced since March 2024.

https://www.bangkokpost.com/business/general/3110596/apple-asks-eu-to-scrap-digital-competition-law

小編點評:蘋果公司已正式呼籲歐盟廢除其《數位市場法》(DMA),理由是該法案不僅損害了用戶的安全性,更導致多項關鍵產品功能的延遲——例如 AirPods 的「即時翻譯」功能;同時,Apple 建議應改由獨立機構執行監管。面對可能高達數十億美元的罰金與合規義務,Apple 聲稱該法律打亂了產品的無縫運作;然而,歐盟執委會(European Commission)則堅持認為,合規調整是市場標準程序,並強調持續提供技術支持以協助企業對接。