Raw cashew price in Vietnam is around ₹110-115/kilo for the undried and ₹125-130 for the dry 25% filling out-turn plantation nuts. This is the big difference between India and Vietnam.
Wages difference is now only 10%.
There is a slight rise in the F.O.B Kernel market but the big increase is possible only after Vietnamese processors exhaust most of their local purchases.
Cost of the import from Africa to India is less and the quality-related advantage also favors India, considering the transit time.