市場データ 2025年5月1回目 （毎月10日、25日更新予定）電子・電機・他 統計資料他

JEITA（電子情報技術産業協会）

・電子材料２月生産実績電子材料生産実績 | JEITA 電子部品部会

・ 電子部品グローバル2月出荷統計　電子部品グローバル出荷統計 | JEITA 電子部品部会

・JEITAだより　２０２５年　春号　jeita53_spring.pdf

JEMA（日本電機工業会）

・「電機」５月号　「電機」2025年5月号 (第846号)

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）2025年3月度

　統計資料｜一般社団法人 日本半導体製造装置協会

semi

・2025年第1四半期の世界シリコンウェーハ出荷面積は2%増加 | SEMI
・2024年の半導体材料世界市場は675億ドルを記録 | SEMI

IDC

・Slow Q4 Drags Industrial Printer Shipments Lower in 2024, According to IDC

TrendForce

・U.S. Tariff Uncertainty and Weakening Demand Pose Major Risks to 2H25 MLCC Market, Says TrendForce

・Localized Automation Becomes a Tariff Storm Safe Haven, but U.S. Smart Factory Build-Out Costs Far Exceed China’s, Says TrendForce

・TV Brands May Pass U.S. Tariff Costs to Consumers; 2025 Shipments Expected to Drop 0.7%, Says TrendForce

・Panel Driver IC Price Decline Slows in 1H25; Gold Prices, China Subsidies, and U.S.-China Tariffs Emerge as Key Variables, Says TrendForce

Counterpoint

・TSMC Leading-Edge Node Utilization Rates Show Sustained Strength

・Premium Smartphone SoC Revenues Rise 34% YoY in 2024, Account for Half of Total Android Smartphone SoC Revenues

・AI 360 Pulse　DL時登録要

・Apple Watch Shipments’ Continuous Decline: New Models, Significant Upgrades Needed

・US Smartphone Sales Fall 2% YoY in Q1 2025 on Drop in Premium Segment

・Momenta: Underrated Leader in Autonomous Driving

・XR Display Market to Grow 6% YoY as AR Smart Glasses Gain Momentum

・Global Smartphone Market Revenue Grew 3% YoY in Q1 2025; Apple, vivo Only Brands to Grow Among Top 5

・Apple Navigates Tariff Uncertainties Posting 5% YoY Revenue Growth in March Quarter

・EV Ambitions, Export Headwinds: India’s Auto Sector at Crossroads

・Power on Wheels: China Transforming EVs into National Grid Assets

・Motorola’s Strategic Portfolio Expansion: Three Tiers of Razr 60, Enhanced Edge 60 Lineup, Moto AI Across Ecosystem

・Tesla Misses Q1 2025 Expectations with Model Y Refresh and Anti-Musk Sentiment Impacting Deliveries

・Strategic Edge Drives Motorola’s Highest-Ever Annual Smartphone Sales

・SK hynix Beats Expectations With AI-driven Innovations

・China Smartphone Sales Rise 2.5% YoY in Q1 2025, Driven by Government Subsidies

canalys

・Canalys Newsroom - Global smartphone market grew by a modest 0.2% in Q1 2025, despite regional declines 

・Canalys Newsroom - Mainland China’s smartphone market grew 5% in Q1 2025, Xiaomi returned to top after decade