市場データ 2025年6月1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）

・WSTS 2025年春季半導体市場予測について　20250603WSTS.pdf

・電子材料生産実績（2024.05.30更新）　電子材料生産実績 | JEITA 電子部品部会

・電子部品グローバル出荷統計（2025年3月分）　電子部品グローバル出荷統計 | JEITA 電子部品部会

・2024年度 金融端末出荷統計　金融端末出荷統計

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

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4月度、世界統計更新

　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

・受注統計　確報　kakuhou2504.pdf

日本ロボット工業会

・四半期統計　25年Q1　IR2025-01-03re1.xlsx

semi

・2025年第1四半期の世界半導体製造装置販売額は前年同期比21%増 | SEMI

IDC

・IDC Decreases its Worldwide Smartphone Forecast to 0.6% for 2025 Amidst Uncertainty and Tariff Volatility

・IDC Increases its PC and Tablet Forecasts Despite Tariff Uncertainty

・IDC Introduces the Enterprise PC Trust Perception Index

・IDC Expects Worldwide Telecom Services Market Growth to Slow Due to Uncertainty

TrendForce

・Growing Demand for Mid-Size Displays Opens New Opportunities for FMM-Free OLED Technologies, Says TrendForce

・Rising Demand and EOL Plans from Suppliers Drive Strong DDR4 Contract Price Hikes in 2Q25 for Server and PC Markets, Says TrendForce

・DRAM Revenue Drops 5.5% in the First Quarter of 2025; SK hynix Overtakes Samsung for Top Spot, Says TrendForce

・Off-Season Slowdown and Inventory Pressure Drive Over 20% QoQ Revenue Drop for Top Five NAND Flash Brands in 1Q25, Says TrendForce

・Micro LED Expands Beyond Displays, Unlocking New Opportunities in Transparent and Non-Display Applications, Says TrendForce

・NVIDIA Expected to Launch RTX PRO 6000 Special Edition for China’s AI Market, Potentially Boosting Future GDDR7 Demand, Says TrendForce

・AI Demand Fuels Enterprise SSD Growth; 3Q25 NAND Flash Prices Likely to Rise Further, Says TrendForce

Counterpoint

・Global Smartphone Manufacturing to Weaken in 2025, India to Buck Trend

・Europe’s Foldable Smartphone Market is Flatlining, but Competition Continues to Intensify

・US Fast-charging Point Installations Hit Share Milestone in 2024; Long-Term EV Growth Looks Positive

・WWDC 2025: Apple Needs to Showcase the Best AI Companion

・Beyond Productivity: How AI is Shaping Next-Generation Tablets

・Counterpoint Lowers 2025 Global Smartphone Shipment Forecast on US Tariff Uncertainty

・Battery Installations in New EVs Grew 22% YoY in 2024, Led by Chinese Vendors; Tariffs Triggering Supply Chain Shifts

・TVs, Tablets Help Flat Panel Display Market Recover in 2024; Automotive to Drive Future Growth

・iPhone 16 Leads Global Smartphone Sales in Q1 2025

・Automakers Offering Feature-Rich Connected Car Services in India to Beat Competition

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

canalys

・Canalys Newsroom - Global wearable band market up 13% in Q1 2025 as Xiaomi takes top spot