市場データ 2025年2月2回目 （毎月10日、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12月電子工業輸出実績表　日本の電子工業の生産・輸出・輸入

JEMA（日本電機工業会）

・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

SEMI

・2024年第4四半期の世界半導体製造産業は好調な業績を記録 | SEMI

・シリコンウェーハ世界出荷面積および売上高が2024年下半期から回復に転じる | SEMI

IDC

・Artificial Intelligence Infrastructure Spending to Surpass the $200Bn USD Mark in the Next 5 years, According to IDC

・IDC Predicts AI Spending Will Grow 1.7x Faster Than Overall Digital Tech Investments, Driving an Asia Pacific* Economic Impact of Over $1.6 Trillion by 2027

TrendForce

・Gaming Monitor Panel Growth to Slow in 2025—LCD Up 5%, OLED Up 40%, Says TrendForce

・AI Server Growth in 2025 Faces Uncertainties, DeepSeek Effect to Boost AI Inference Share, Says TrendForce

・DeepSeek's Low-Cost AI Model to Spur Demand for Optical Communication, with Optical Transceiver Shipments Projected to Grow by 56.5% in 2025, Says TrendForce

・Semi-Solid State Battery Adoption in EVs Gradually Rises, Projected to Exceed 1% Market Penetration by 2027, Says TrendForce

Counterpoint
・iPhone Pro Users Replacing Phones Faster Than Non-Pro Users

・DLSS 4, Zorah, Reflex 2, G-Assist: NVIDIA’s RTX 50 Series-powered AI Gaming Innovations Shine at CES 2025

・G+D, Thales, Idemia Deemed ‘Pacesetters’ in 2025 eSIM Enablement Rankings

・Bigger or Smaller? – Chinese OEMs Rethink On-device AI

・Memory Solutions for Generative AI Part 5: DeepSeek Moment in Chips

・Ericsson & Nokia See 2024 Revenue Decline, But H2 Recovery Signals Optimism

・Global Premium Smartphone Share Climbs to 25% in 2024 as Premiumization Continues

・Waymo and Uber – Will Courtship Lead to Marriage?

・AMD Revenues Up 14% YoY in 2024; PC TAM Expected to Grow Mid-Single-Digit % in 2025

・Samsung’s Q4 2024 Earnings: With $30 Billion+ AI Opportunity Loss, Redemption on the Horizon?

canalys

・Canalys Newsroom - Global tablet shipments grew 9% in 2024