市場データ 2025年3月1回目 （毎月10日、25日更新予定）

JEITA（電子情報技術産業協会）

・電子材料生産実績（2025.02.28更新）電子材料生産実績 | JEITA 電子部品部会

・電子部品24年１２月グローバル出荷統計　電子部品グローバル出荷統計 | JEITA 電子部品部会

・JEITA、AV&IT機器の世界需要動向を発表 　JEITA Press Release

・2025年１月民生用電子機器国内出荷統計　民生用電子機器国内出荷統計

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）1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

IDC

・IDC Adjusts PC and Tablet Forecasts but Still Expects Commercial Demand to Provide Growth

・Worldwide Smartphone Market Forecast to Grow 2.3% in 2025, Led by Android Growth in China and U.S., Amid 10% China Tariffs, According to IDC

TrendForce

・U.S. to Hold Over 20% of Advanced Semiconductor Capacity by 2030, TSMC Expands Investment to US$165 Billion, Says TrendForce

・China’s Supply Chain Reshaping the Global Traction Inverter Industry, Huawei Ranks among Top Five Suppliers, Says TrendForce

・Weak Consumer Electronics Demand Drives 4Q24 NAND Flash Revenue Down 6.2% QoQ, Says TrendForce

・Server DRAM and HBM Continue to Drive Growth, 4Q24 DRAM Industry Revenue Increases by 9.9% QoQ, Says TrendForce

・Global Smartphone Panel Shipments to Grow 11.4% in 2024, with Chinese Manufacturers’ Market Share Approaching 70%, Says TrendForce

・Global New Car Market to Grow 2.4% in 2025; US Faces Tariff Uncertainty, China’s Smart Car Competition Intensifies, Says TrendForce

・Ennostar Consolidates Resources to Drive High-Value Optical Semiconductors Applications in 3+1 Key Areas, Says TrendForce

・Humanoid Robots to Become the Next US-China Battleground, with Price Differentiation and Tiered Applications as Emerging Trends, Says TrendForce

・Global NEV Sales Expected to Grow 18% in 2025, with US Market Facing Uncertainty, Says TrendForce

Counterpoint

・MWC Barcelona 2025: Key Announcements from Day 2

・MWC Barcelona 2025: Key Announcements from Day 1

・China's Smartphone Market: Premiumization Trend Continues to Strengthen in 2024

・HERE Ranks #1 in Location Platform Effectiveness Index for 2024

・Memory Solutions for Gen AI Part 6: Edge Computing

・Ericsson Focuses on Network APIs, FWAs, Service Management & Orchestration and Private Networks at Pre-MWC 2025 Meeting in London

・OPPO Find N5 Launch: New Slimness Benchmark for Foldables

・Global IoT Module Shipments Rise 10% YoY in 2024 as Market Swings to Growth

・Thales, G+D, IDEMIA Emerge as ‘Pacesetters’ in 2025 eSIM Provisioning Rankings

・Ray-Ban Meta Smart Glasses Drive Global Smart Glasses Market Surge in 2024, Fuelling Momentum in 2025 with Projected 60%+ CAGR Through 2029

・Semiconductor Test Equipment Makers’ Revenue Grows 18% YoY in 2024 on Strong AI Compute, HBM DRAM Demand

・MWC 2025 Trend Predictions: 5G + GenAI = Profit?

・Lenovo Revenue Up 20% YoY in Q4 2024; PCs, Smartphones, Tablets Deliver 12% YoY Growth

・Consumption Subsidy Ignites China Smartphone Market in Q1 2025

・Apple Reaches New High in Global Refurbished Market in 2024, But Supply Remains a Challenge

・Global Semiconductor 2024 Revenue Preliminarily Expected to Rise 19% YoY

・China Foldable Smartphone Sales Grow 27% YoY in 2024; Huawei Leads

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

canalys

・Canalys Newsroom - Global wearable band market expands in 2024, driven by China and emerging markets

・Canalys Newsroom - Global smart personal audio devices market achieved a remarkable growth of 11.2% in 2024

・Canalys Newsroom - AI-capable PC shipment share rises to 23% in Q4 2024