市場データ 2025年7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）

・2025年5月電子工業輸出実績　日本の電子工業の生産・輸出・輸入

・2025年4月電子材料生産実績　　電子材料生産実績 | JEITA 電子部品部会

・2025年4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

・2025年4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

・2025年4月官庁統計（生産/出荷/在庫、輸出入）

　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

SEMI

・SEMIとLinx Consulting、 ウェーハファブ材料の新たな四半期レポートを発表 | SEMI

・AI需要により300mmファブ生産能力は2028年にかけて69%成長へ | SEMI

IDC

・PC Shipments Remained Strong in Q2 Signaling Vendors Getting Ahead of Tariff Deadlines, according to IDC

・Worldwide Server Market Value Will Reach 366 billion in 2025, Representing a 45% Growth Compared to 2024, according to IDC

TrendForce

・Tesla Reportedly Halts Optimus Production; Technical Bottlenecks Signal a Turning Point for the Humanoid Robot Industry, Says TrendForce

・Transition between DRAM Generations Drives Diverging 3Q25 Price Trends; Consumer DDR4 Prices Expected to Surge Over 40%, Says TrendForce

・Geopolitical Tensions and US Export Restrictions Slightly Temper AI Server Shipment Growth in 2025, Says TrendForce

Counterpoint

・eyeo Eyes $25 Billion Image Sensor Market with Revolutionary Color-Splitting Technology

・China Smartphone Market Expected to Grow YoY in H1 2025: Five Shifts Reshaping the Competitive Landscape

・AirPods Cumulative Revenue to Cross $100 Billion in 2026

・Counterpoint Quarterly Q2 2025: Smartphones  登録→DL

・Samsung Galaxy S25 Edge First Week Sales in Western Europe Higher Than Every Plus Variant After 2021

・China Q2 2025 Smartphone Sell-through: Huawei, Apple Enjoy Strong YoY Growth in Muted Market

・Global Smartwatch Market Shipments Down 2% YoY in Q1 2025; China Maintains Upward Momentum

・Qualcomm to Acquire Alphawave Semi for $2.4 billion

・Japan Connected Car Sales Jump 34% YoY in Q1 2025 as Domestic OEMs Accelerate Digital Push

・Global In-car Wireless Charging Sales Up 14% YoY in Q1 2025 Driven by Chinese EV Momentum, Expanding Regional Adoption

・Galaxy A56 brings Welcome Boost to Samsung in Western Europe

・Global NAD Module Trends: China's Growth Accelerates in 5G, Satellite-NTN Expands in Automotive

・Counterpoint Quarterly Q2 2025: Automotive　登録→DL

・Arm Launches Zena CSS to Accelerate Next-Gen Automotive Semiconductor Development