TPP#NEGOTIATION## OPPORTUNITIES#AND#CHALLENGES#FOR# VIETNAM#TEXTILE#&#APPAREL#INDUSTRY#



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TPP#NEGOTIATION## OPPORTUNITIES#AND#CHALLENGES#FOR# VIETNAM#TEXTILE#&#APPAREL#INDUSTRY# Vietnam Textile & Apparel Association Hanoi, March 2013

INDUSTRY INTRODUCTION ROLE OF T&A INDUSTRY IN VIETNAM INTEGRATING THE GLOBAL TEXTILE & APPAREL SUPPLY CHAIN TPP: OPPORTUNITIES & CHALLENGES FOR VIETNAM T&A INDUSTRY

INDUSTRY INTRODUCTION

! Number of companies: 5,982 State( owned,( 1% Textile and Apparel Companies Private FDI State(owned FDI,( 15% Private( 84% " Capital Structure Comprehensively diversified with involvement of multiple economic sectors; Only 1% of companies are state owned and they are in the process of equitization; The mother holding company of Vinatex will also be equitized by the middle of 2013; About 60% of textile and garment export turnovers come from FDI companies.

! Number of companies: 5,982 Textile'&'Apparel'Companies' 'By'Categories Spinning 6% Supporting8 Industry 3% Weaving 17% Companies by location: " Northern provinces: 30% Dyeing 4% " Central& highland provinces : 8% Apparel 70% " Southern provinces: 62% Spinning Weaving Dyeing Apparel Supporting8Industry

# In 2012, textile and apparel export turnover reached US$17.2 billion making about 15% of the country s total export revenues; # Together with mobile & spare parts, textile & apparel industry has been in top 2 biggest foreign currency earners (ranked number 1 in recent years); # Continue to be a crucial industry in the national economy in the future.!!!!!main Export Markets (2012) 1. US: US$ 7.5 billion 2. EU: US$ 2.5 billion! 3. Japan: US$ 2.02 billion

! Number of employees: 2.5 millions (calendar year 2011) 3.1 Mil 3 2.9 2.8 2.7 2.6 2.5 2.4 2.3 2.2 Number of employees 2011 2015 (E) 2020 (E)! 10% of Vietnam industrial workforce; Intensive use of labors, especially females; Every US$ 1 billion increase in export turnover expected to create about 150,000-200,000 jobs; Average annual income: US$2000 per worker per year in 2010, and estimated US$3000 in 2015, nearly double the Vietnam s GDP per capita (Vietnam s GDP per capita in 2012: US $1500)

! Textile & Apparel - a key industry for socioeconomic development and poverty reduction in Vietnam! Play an important role in terms of export revenues;! Greatly contribute to efforts in poverty alleviation and society stabilization by creating a large number of jobs;! Develop independently and is one of the key industries in the industrialization and modernization process of Vietnam s traditionally agriculture-based economy.

$ Global integration is a key factor in the development of Vietnam textile & apparel industry. $ 3 important occasions for Vietnam textile & apparel to integrate into the global supply chain 2000 Signed Vietnam US Bilateral Trade Agreement (BTA) 2007 Joined WTO 2008 Signed Free Trade Agreement (FTA) Vietnam Japan in 2008

" Boost to Vietnam textile and apparel export Vietnam textile & apparel export revenues US$ 7.8 billion US$ 9.1 billion US$ 17.2 billion US$ 1.8 billion 2000 (Signed BTA Vietnam US) 2008 (Signed FTA Vietnam - Japan) 2007 (Joined WTO) 2012

# Vietnam becomes the 2 nd largest textile and garment exporter to the US, the 3 rd largest textile and garment exporter to Japan and the 5 th largest textile and garment exporter to the EU. # Vietnam s textile & apparel is placed at higher priority by suppliers in the global textile & apparel supply chain # Create more jobs, poverty reduction. # Make more room for Vietnam textile and apparel producers.

# Trade barrier policies, quota, textile monitoring program. # Strong competition from rivals, especially from China, India, # No government subsidies. # Rely heavily on the global textile & apparel supply chain. # Strong demand for upgrading technology, production management.

Canada US Vietnam Malaysia Brunei Singapore Mexico Peru Australia Chile New Zealand 16

# Chance to eliminate tariff and non-tariff barriers to trade and investment among TPP countries. # The tariff rates of about 1,000 8-digit-HTS textile & apparel tariff lines exporting to the US can be reduced from an average of 17.3% to 0%. MFN Tariff FTA

# Increase textile & apparel export to TPP countries, mostly to the US. # If the TPP concluded favorably, Vietnam s textile & apparel exports to the US could increase 12%-13% per year instead of the current 7%, and could reach USD 30 billion in 2025. # Thanks to the TPP, the US market could account for 55% of Vietnam s total textile and apparel exports, instead of the current 49%. # With TPP, Vietnam s total textile and apparel exports in 2025 could potentially reach USD 55 billion. # These are optimistic theoretical estimates, not taking into account a lot of variables, such as: the US textile and apparel market size; factors of textile and apparel production in Vietnam; expansion of the TPP and proliferation of other FTAs, etc.

35,000 Vietnam textile & apparel exports to the US 30,000 25,000 Million USD 20,000 15,000 10,000 normal with TPP, potentially 5,000 0 2000 2005 2010 2015E 2020E 2025E

# Possibility of attracting investment in Vietnam textile & apparel industry, especially in Weaving/Knitting and Dyeing-Finishing # Raise added value of local textile & apparel products. # Improve competitive advantages # Sustainable Development

# US government officials insist on yarn forward rule and other restrictive regulations. # Major US buyers and their vendors have expressed little interest in investing in Vietnam to benefit from TPP. # Even the Fabric Forward rule in Japan Vietnam EPA, which is more liberal than Yarn Forward, has not been effective in drawing investment into Vietnam. # The burdens (records keeping, paperwork, time, speed to market, costs, etc.) might outweigh tariff cuts. # TPP customs regulations may also apply to non-tpp-preferenceclaiming shipments and thus adversely affect current non-tpp normal textile and apparel trade.

US Textile & Apparel Imports from some FTA partners (million USD) 300# 250# 200# 150# 100# Morocco#(FTA#since#2006)# Australia#(FTA#since#2005)# Singapore#(FTA#since#2004)# Chile#(FTA#since#2004)# 50# 0# 2004# 2005# 2006# 2007# 2008# 2009# 2010# 2011#

# Yarns: domestic production at 500,000-600,000 tons - but mostly of low-to-medium quality, suitable for towels, not for fabrics in exported garment; exporting lower-quality yarns while importing higher-quality yarns. # Fabrics: domestic production: 80,000 tons of knitted fabrics and 700 million m of woven fabrics of low-to-medium quality, mostly for garment in domestic market, not for exported garment. Import 180,000 tons of knitted fabrics and 2,200 million m of woven fabrics. # Dyeing and Finishing: 120,000 tons of knitted fabrics and 300 million m of woven fabrics only 20-25% of these woven fabrics are good enough for exported garment; knitted fabrics are a little better but far from enough.

% The integration of textiles and apparel into normal trading rules % The timely elimination of Tariffs and Non-Tariff Barriers Tariffs + TPP provides the timely elimination of duties on all consumer goods, including all textile and apparel products. Non-Tariff Barriers + TPP adopts a simple rule of origin for T&A, reflecting the global supply/ value chains, without restrictive yarn forward rules. + Vietnam T&A Industry supports the harmonization, transparency and streamlining of customs procedures among participating countries along with the strengthening of customs systems to prevent fraudulent activities. + However, burdensome requirements, mechanism, procedures or barriers to importers/exporters should not be incurred or created

THANK YOU FOR YOUR ATTENTION!