Vietnam Information Technology Q3 2018
We envisage sustained growth in IT spending in Vietnam over the forecast period 2018-2022, but with a widedivergence in performance by segment. We expect trends from 2015-2017, with weak hardware segment performance due to thecannibalisation of PC use cases by smartphones offset by strong growth in software and services demand in both the public andprivate sector. Meanwhile, the domestic industry continues to be well positioned as a leading assembly and export centre forhardware products such as PCs and printers, and is emerging as an important regional centre for software and services outsourcing.
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