1/23 市場データ （毎月10、25日更新予定）

JEITA（電子情報技術産業協会）

・2024年11月産業用電子機器受注統計　統計資料

・2024年11月電子工業輸出実績表　日本の電子工業の生産・輸出・輸入

・2024年（令和6年）9月　プリンター出荷統計 台数　2024年（令和6年）プリンター出荷統計 台数 | プリンター出荷統計

・2024年度9月流通POS端末出荷統計　2023年度流通POS端末出荷統計

・2024年9月OCR関連装置出荷状況結果　2024年 OCR関連装置出荷状況結果（数量）| OCR出荷統計

・2024年9月流通POS端末出荷統計　2023年度流通POS端末出荷統計

・2024年9月OCR関連装置出荷状況結果　2024年 OCR関連装置出荷状況結果（数量）| OCR出荷統計

・2024年9月ハンディターミナル出荷統計　ハンディターミナル出荷統計　集計結果 | JEITA電子情報技術産業協会 / 統計データ

JEMA（日本電機工業会）

・電気機器　生産・在庫・出荷　官公庁統計1/21更新　電気機器 生産・出荷・在庫　実績│官庁統計（生産、輸出入）│各種統計データ│JEMA 一般社団法人　日本電機工業会

SEAJ（日本半導体製造装置協会）

・半導体製造装置（日本製）FPD製造装置（日本製）11月度速報値

　統計資料｜一般社団法人 日本半導体製造装置協会

・２０２５年１月発表 半導体・FPD製造装置需要予測 (2024 年度～2026年度) seajforecastjan2025_japanese_for press.pdf

JMTBA（日本工作機器協会）

・2024年12月分　受注速報　無題ドキュメント

・2024年10月分受注確報　kakuhou2410.pdf

日本ロボット工業会

・2024年7-9　マニピュレータ、ロボット統計 受注・生産・出荷

　IR2024-07-09.pdf

IDC

・Worldwide Smartphone Shipments Grew 6.4% in 2024, Despite Macro Challenges according to IDC

・The PC Market Closed out 2024 with Slight Growth and Mixed Views on What 2025 Will Bring, according to IDC

・IDC: China Becomes the Largest Wrist-Worn Device Market, Leading Global Growth

・Meta Sets the Bar in AR/VR, but Competition is Gearing Up for a Reality Check, According to IDC

・Wearables to Face Continued Growth While Giving Way to New Form Factors, According to IDC

・IDC's Worldwide Quarterly Ethernet Switch Tracker Shows Moderate Declines in 3Q24

・Enterprise WLAN Market Grows 5.8% From Second to Third Quarter of 2024, IDC Worldwide WLAN Tracker Shows

・IDC: Global Semiconductor Market to Grow by 15% in 2025, Driven by AI

・PCs and Tablets Expected to Grow in 2024, but AI Isn’t the Main Driver -Yet, Says IDC

・Worldwide Smartphone Market Forecast to Grow 6.2% in 2024, Fueled by Robust Growth for Android in Emerging Markets and China, According to IDC

TrendForce

・NAND Flash Manufacturers to Resume Production Cuts in 2025 to Ease Supply-Demand Imbalance and Stabilize Prices, Says TrendForce

・LiDAR Market Projected to Reach US$5.352 Billion by 2029 Thanks to Advanced Autonomous Driving and Logistics Demand, Says TrendForce

・AI Infrastructure to Dominate MLCC Demand in 2025 amid Persistent Oversupply Challenges, Says TrendForce

・Technological and Regulatory Hurdles Expected to Be Addressed, Level 3 Autonomous EVs to Represent 10% of New Models by 2030, Says TrendForce

・TrendForce: AI Server Market Will Keep Growing Through 2025, with Related Industry Value Projected to Reach US$298 Billion

・China and South Korea Tailgating in Commercialization behind Japan’s Subsidy of Over US$660 Million for All-Solid-State Batteries in 2024, Says TrendForce

・Passive Buyer Strategies Drive DRAM Contract Prices Down Across the Board in 1Q25, Says TrendForce

・Apple’s Vision Pro Reshapes the VR/MR Landscape, Driving Applications from Entertainment to Productivity Tools, Says TrendForce

・High-Generation Panel Production Expected to Drive OLED Notebook Penetration Rate Past 5% by 2027, Says TrendForce

・Enterprise SSD Market Sees Strong 3Q24 Growth, Revenue Soars 28.6% on Surging Demand for High-Capacity Models, Says TrendForce

Counterpoint

・China Smartphone Sales Fall 3.2% YoY in Q4, Only Quarter With YoY Decline in 2024

・Counterpoint Conversations: Qualcomm’s Vision of AI-XR-powered Future

・Over 25% of Laptop PCs Shipped in 2024 Were GenAI Capable

・5G, 5G Redcap to Drive China Cellular IoT Module Industry to Next Phase

・u-blox Exits Cellular IoT Module Business to Focus on GNSS

・Key Wearables Themes at CES 2025: AI, Health, Luxury

・Smartphone Market Recovers In 2024 After Two Years Of Decline

・Robotaxi Industry Records Big Gains in 2024

・Infographic: Q3 2024 | Semiconductors, Foundry Share and Smartphone AP Share

・NVIDIA’s Bold New Telecommunications Strategy Starting with Japan

・C-V2X Technology: Ecosystem, Use Cases and Opportunities

・Chinese Automakers Leading the Charge in EV Innovation

canalys

・Canalys Newsroom - Mainland China’s smartphone market records 4% full-year growth in 2024, led by vivo 

・Canalys Newsroom - Global smartphone market grew by 3% in Q4 2024, with Apple leading for the full year 

・Canalys Newsroom - Global PC shipments grew 3.8% to 255 million in 2024 

・Canalys Newsroom - Global wearable band market up 3% in Q3 2024 as Xiaomi ties with Apple for the top spot 

・Canalys Newsroom - Chinese-owned brands’ passenger vehicle exports expected to reach 4.5 million in 2024