市場データ 2025年5月2回目 （毎月10日、25日更新予定）電子・電機・他 最新動向・統計資料など

JEITA（電子情報技術産業協会）

・2025年4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

・2025年3月電子工業輸出実績表　日本の電子工業の生産・輸出・輸入

・国際競争力強化を実現するための半導体戦略 2025年版

・2025年3月産業用電子機器受注統計　統計資料

・2025年2月電子工業輸出実績表　日本の電子工業の生産・輸出・輸入

・2025年1月電子工業輸出実績表　日本の電子工業の生産・輸出・輸入

・2025年2月電子工業生産実績表　日本の電子工業の生産・輸出・輸入

・2025年1月電子工業生産実績表　日本の電子工業の生産・輸出・輸入

JEMA（日本電機工業会）

・官庁統計（生産/出荷/在庫、輸出入） | JEMA 一般社団法人 日本電機工業会

・民生用電気機器　国内出荷実績データ　民生用電気機器　国内出荷実績データ | JEMA 一般社団法人 日本電機工業会

semi

・2025年第1四半期は通常の季節性変動だが、関税の不確実性により変動パターンが変化する可能性も | SEMI

IDC

・特筆すべき記事なし

TrendForce

・HBM4 Raises the Bar on Manufacturing Complexity, Premium Expected to Exceed 30%, Says TrendForce

・Global NEV Sales Top 4 Million in 1Q25; BYD Remains Dual Leader, Xiaomi Enters Top 10 in BEV Segment, Says TrendForce

・AI Boom Drives Surge in Data Center Interconnect Demand; Global Market Value to Grow 14.3% in 2025, Says TrendForce

・Top 10 OSAT Companies of 2024 Revealed—China Players See Double-Digit Growth, Reshaping the Global Market Landscape, Says TrendForce

・Global SiC Substrate Revenue Declines 9% in 2024; Long-Term Demand Remains Strong as 8-Inch Roadmap Gains Momentum, Says TrendForce

・Mitsubishi Accelerates Electrification, Foxconn Expands Global EV Footprint—A Mutually Beneficial Partnership, Says TrendForce

・OLED Monitor Shipments Surge 175% YoY in the First Quarter; ASUS Rises to Second Place, Says TrendForce

Counterpoint

・Computex 2025 Day 2: AI Innovation Across Infrastructure, Edge, Connectivity

・Infographic: Q1 2025 | Smartphones | Mobile Market Monitor

・Computex 2025 Day 1: NVIDIA, Qualcomm, Arm Set AI & Compute Agenda

・Southeast Asia’s EV Boom: A Story of Government Support and Chinese Strength

・China Accelerates Toward Universal Vehicle Connectivity by 2028

・Top Five Wafer Fab Equipment Manufacturers' Q1 2025 Performance

・Molybdenum – The Metal Enabling Next Big Leap In Chip Manufacturing for the AI Era

・Samsung Galaxy S25 Edge: Snapdragon 8 Elite, Galaxy AI, 200MP Camera and Titanium Body in Ultra-slim Design

・Qualcomm Enables Generative AI for Automotive Connected Services

・Auto Shanghai 2025 – Who is Gaining Most in Automotive User Experience?

・Motorola’s 2024 Smartphone Shipments Hit Record High, Driven by Affordability and Diversification

・GlobalFoundries’ Q1 2025 Revenue Up 2% YoY; Automotive, Data Center Segments to Lead Revenue Growth in 2025

・AMD Revenues Up 36% YoY in Q1 2025; Expects $1.5-bn Impact to Revenues From New Export Controls in 2025

・US Smartphone Shipments in March Surged 30% YoY in Response to Tariffs

・Vietnam Smartphone Shipments Decline in Q1 2025; Apple Fastest-Growing Among Top Brands

・Global In-Car Wireless Smartphone Charging: A Rapidly Expanding Market

・India TWS Shipments Rise 4% YoY in Q1 2025; Consumers Prioritize Value Over Price

・Infineon Acquires Marvell’s Automotive Ethernet Business to Serve Next-Generation E/E Architectures

canalys

・Canalys Newsroom - Global TWS market surges 18% in Q1 2025, boosted by growth across all regions 

・Canalys Newsroom - Muted demand led to a 4% drop in the Middle East smartphone market in Q1 2025 

・Canalys Newsroom - SEA smartphone market faces first decline since 2024, Samsung reclaims lead and Xiaomi surges 

・Canalys Newsroom - Consumer-refresh boosts worldwide tablet market by 9% in Q1 2025