In a staggering display of rapid industrialisation and domestic market dominance, Vietnam’s electric vehicle champion, VinFast, has cemented its position as a major global player. The company officially became the first automaker in Vietnamese history to surpass 100,000 vehicle sales within the first three quarters of a single year, achieving a cumulative total of 103,884 units by the end of September 2025. This record has since been extended, with October deliveries pushing the total past 124,000 units for the first ten months of the year.

This achievement is more than just a domestic victory; it is a powerful statement about VinFast’s scale, production capability, and the aggressive customer-centric philosophy driving its global ambitions, particularly its long-awaited entry into the Australian EV market.

The Vietnamese Victory: A Full-Spectrum EV Assault

VinFast’s success at home is built on a diverse, full-spectrum product strategy that directly addresses the Vietnamese consumer base, from budget-conscious city dwellers to commercial fleet operators.

• The People’s EVs: The sales surge is led by the VF 3 (dubbed “the national electric car”), with over 36,000 units sold year-to-date, and the VF 5, a compact model optimised for urban use, which has also surpassed 35,000 units. These models have become national best-sellers, decisively outselling domestic competitors and demonstrating that EVs are now the mainstream choice in Vietnam.
• Commercial Fleets: VinFast has strategically leveraged its parent company, Vingroup, to fuel its growth. Its dedicated ride-hailing and premium transport fleet, Xanh SM, drives massive volume, with the seven-seater MPV Limo Green seeing huge adoption in commercial operations.
• The Full Lineup: Strong sales across the mid-size VF 6 and VF 7 SUVs, and the flagship VF 9, show VinFast is not reliant on a single model but is building market share across every major segment.

This rapid-fire, vertically integrated approach—backed by massive manufacturing complexes in Hai Phong and Ha Tinh—proves the company can achieve the volume and speed required to compete on a global scale.

🌐 VinFast’s Global Warpath: The Three Pillars of Expansion

The 100,000-unit milestone is a foundation for VinFast’s ambitious expansion into markets like North America, Europe, India, and crucially for Australians, the rest of the Asia-Pacific. The global strategy rests on three key pillars:

1. Premium Quality & Advanced Tech: VinFast partners with global design houses (like Pininfarina) and leverages advanced technology to position its products as premium yet accessible.
2. Inclusive Pricing: While global pricing remains volatile, the core value proposition is to undercut or match established rivals while offering superior standard features.
3. Exceptional After-Sales Policies: This is arguably VinFast’s most important tool for building global trust. The company offers an industry-leading 10-year/200,000 km New Vehicle Warranty and a robust battery warranty, a clear commitment designed to remove the “risk factor” for consumers buying a new brand.

Recent moves in other RHD markets, such as the launch of a Residual Value Guarantee Program in the Philippines (offering value protection up to 90 percent) and the acceleration of dealer networks in India and Indonesia, show VinFast is using sophisticated, market-specific financial tools to reinforce buyer confidence—a strategy it is likely to deploy in Australia.

🇦🇺 Australia: The Waiting Game for the VF9

For Australian EV enthusiasts, VinFast’s presence in Vietnam has always been a source of intrigue, given the company’s past ties to the Australian automotive industry (including the purchase of the former Holden Lang Lang proving ground). Now, the signals for a definitive launch are stronger than ever:

• Patent Filings Confirmed: VinFast recently filed design patents with the Australian intellectual property office for a facelifted version of its flagship three-row electric SUV, the 2026 VF9. This crucial step indicates a right-hand-drive (RHD) model is prepared and earmarked for the Australian market, where it would directly challenge the Kia EV9 and the upcoming Volvo EX90.
• RHD Commitment: VinFast has already shown RHD versions of its core models at international shows, demonstrating that the engineering work required for the Australian market is well underway.
• A Strategic Entrance: The VF9, with its generous size (5.1-metres long) and impressive potential range (up to 594 km WLTP with the large battery), offers a unique value proposition in the E-segment—luxury size at a competitive price point. Launching with the VF9, backed by the 10-year warranty, allows VinFast to target the prestige end of the market before potentially rolling out high-volume models like the VF 6 and VF 7.

While an official launch date remains pending—with analysts suggesting a 2026 model year debut is most likely—the constant stream of global expansion news and the Australian-specific patent activity confirm that VinFast is closing in.

The Value of Volume: What 100,000 Sales Means for Australia

The record-breaking sales in Vietnam are not just vanity metrics; they are essential for the global strategy, including Australia:

1. Proof of Production Scale: Selling over 124,000 units in 10 months demonstrates that VinFast has achieved the production reliability and scale to support high-volume export markets like Australia without the extensive delays that plagued some early EV startups.
2. Cost Efficiency: Massive domestic volume helps drive down the cost of components (batteries, motors, software) through economies of scale, directly supporting the “inclusive pricing” strategy needed to be competitive against the budget-focused BYD and established OEMs in Australia.
3. Software and Reliability Maturity: Every car delivered in Vietnam acts as a testing platform, allowing VinFast to rapidly iterate on its software, fix bugs, and refine its vehicles for improved global reliability—a critical factor given initial mixed reviews in North America.

The unprecedented success of VinFast in its home market is the necessary fuel for its international charge. When the VF9 finally hits Australian showrooms, it will not arrive as a tentative startup but as a product backed by a proven ability to dominate a national market and an unwavering, decade-long commitment to customer satisfaction.

What model should VinFast launch in Australia first—the large VF9, or the high-volume VF6? Let us know your thoughts, and stay tuned for our next deep-dive comparison!

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