市場データ 2025年4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）

・循環型社会形成自主行動計画（2024年度フォローアップ調査結果）個別業種版_電機・電子パート を公開　　JEITA 電子情報技術産業協会 / 部会･委員会情報

・電子材料生産実績（2025.03.31更新）　電子材料生産実績 | JEITA 電子部品部会

・24年1月電子部品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

JEMA（日本電機工業会）

・24年1月電気機器 生産/出荷/在庫 実績

　電気機器 生産/出荷/在庫 実績 | 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）2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

JMTBA（日本工作機械工業会）

・2025年2月分受注確報　kakuhou2502.pdf

semi

・2025年のファブ装置投資額は1,100億ドルに到達の見込み | SEMI

IDC

・The PC Market Enters Volatile 2025 on Strong Results, According to IDC

・Cloud Infrastructure Spending continued in accelerated mode in the Fourth Quarter of 2024 as AI investment path surpasses the most positive expectations.

・Growth Expected to Pause for AR/VR Headsets, according to IDC

・IDC: Semiconductor Foundry 2.0 Market is Entering the Growth Phase from Recovery with 11% YoY Growth in 2025

・Worldwide Server Market Revenue Increased 91% During the Fourth Quarter of 2024, according to IDC - Nvidia continues dominating the GPU server space

TrendForce

・U.S. Tariffs to Curb Investment and Consumption Momentum; 2025 Global End-Market Outlook Downgraded, Says TrendForce

・LG Display’s Guangzhou LCD Plant Officially Transferred to CSOT, Boosting Its Share of Large-Generation LCD Capacity to 22.9%, Says TrendForce

・NAND Flash Prices Begin to Recover in 2Q25 as Production Cuts and Inventory Rebuilding Take Effect, Says TrendForce

・Downstream Inventory Reduction Eases DRAM Price Decline in 2Q25, Says TrendForce

Counterpoint

・Half of All Cars Sold in 2024 Featured Embedded In-car Wireless Charging

・SK Hynix Takes Top Spot For First Time on Continued HBM Demand

・Automakers Swerve To Minimize Impact Of US Tariffs

・Embracing Standardization: Proprietary Satellite Providers Now Offering Standard NTN Services, Open Ecosystem Collaboration

・Mobileye’s Surround ADAS: Democratizing Automated Driving

・DeepSeek-R1 vs Grok-3: What Can They Tell About AI Scaling?

・Counterpoint First Take: Impact of Trump Tariffs on Global Trade, Tech Industry

・Counterpoint Quarterly Q1 2025: Smartphones　登録→無料

・BYD Eyes Global ADAS Revolution With ‘God’s Eye’

・How Smartphone OEMs Can Stay Competitive in Era of AI Agents

・BYD to Surpass Tesla as Global BEV Leader in 2025 for First Time

・Display Capex Forecast Raised on OLED Demand

・Foldable Smartphone Market to See its First Decline in 2025 Before Robust Comeback in 2026

・Top 5 Smartphone Models Share For 8 Countries

・AMD's 9000 Series GPU Launch Combines Performance and Pricing to Challenge Nvidia's Mid-Range GPU Dominance

・MWC 2025 Spotlight: Next Wave of Innovation in CIoT, Smart Devices

・China’s Secondary Smartphone Market Now Makes Up 20% of Its Total Smartphone Industry as Organized, Unorganized Sectors Grow

・Harman, Panasonic Lose Some Share to China Suppliers as 2024 Global PV Infotainment System Sales Grow 3% YoY

・Global Smartphone AP-SoC Market Share: Quarterly

・NVIDIA GTC 2025: GPU, Tokens, Collaborations

canalys

・Canalys Newsroom - Worldwide PC shipments up 9% in Q1 2025 but tariffs threaten future market performance