市場データ 2025年8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　電子材料生産実績 | JEITA 電子部品部会

・2025年5月　電子部品グローバル出荷統計 | JEITA 電子部品部会

JMTBA（日本工作機械工業会）

・2025年6月分受注確報　Web用統計一般250730.xlsx

日本ロボット工業会

・2025年4-5月　産業用ロボットの受注・生産・出荷　IR2025-04-06.xlsx

SEMI

・2025年第2四半期の世界シリコンウェーハ出荷面積は10%増加 ―前期からの成長はメモリ分野を超え回復傾向― | SEMI

IDC

・Product Refreshes and Inventory Pull-In Ahead of Tariffs led to Growth in Tablet Market by 13.1% in the Second Quarter, according to IDC

・IDC Forecasts 22.2% CAGR for Asia/Pacific Whole Cloud Market, Hitting $471.2B by 2028

・2024年 国内ITサービス市場ベンダー - 売上ランキングを発表

・European Public Cloud Spending Holds Strong Amid U.S. Tariffs, Driven by Finance, Healthcare, and Software and Information Services

TrendForce

・Early Shipments by TV Brands Push Global 1H25 Volume Up 2%, But Raise Concerns for Second-Half Peak Season, Says TrendForce | TrendForce

・San’an Optoelectronics to Acquire Lumileds; Reshaping Global LED Market Dynamics, Says TrendForce | TrendForce

・Sulfide-Based Electrolytes in the Spotlight as Solid-State Battery Commercialization Accelerates, Says TrendForce | TrendForce

・AI Demand Stands Out While Consumer Electronics Face Tariff Headwinds; 2H25 MLCC Peak Season at Risk, Says TrendForce | TrendForce

・Blackwell to Account for Over 80% of NVIDIA’s High-End GPU Shipments in 2025: Liquid Cooling Adoption Continues to Rise, Says TrendForce | TrendForce

Counterpoint

・Signs of Change in Global OLED Evaporation Material Market as Chinese Companies Forge Ahead

・Global Smartphone Revenues Exceed $100 Billion in Q2 2025, First Time During a 2nd Quarter

・Harman and Bose Dominate, but Chinese Players and EV Trends Reshape the Global Car Audio Market

・Apple Posts Record June Quarter Revenues

・Samsung’s Q2 2025 Memory Performance Disappoints but Signals H2 Recovery

・Singapore Named World's Top AI City in Counterpoint Research's 2025 AI City Index

・India Smartphone Shipments Rise 8% YoY in Q2 2025 With iPhone 16 as Most-shipped Device

canalys

・Canalys Newsroom - Global tablet shipments up for sixth quarter, Chromebook demand rebounded in Q2 2025 

・Canalys Newsroom - Global smartphone market dips slightly in Q2 as vendors respond to tariffs and stagnant demand 

・Canalys Newsroom - Huawei reclaims throne as China’s smartphone market dips 4% in Q2 2025 

・Canalys Newsroom - US smartphone market grows 1% in Q2 2025, as Made-in-India shipments surge amid tariff risks