市場データ 2025年8月2回目 （毎月10日、25日更新予定）最新動向・統計資料など

JEITA（電子情報技術産業協会）

・2025年6月産業用電子機器受注統計　統計資料

・2025年6月電子工業輸出実績表　日本の電子工業の生産・輸出・輸入

NTTドコモ　テクニカルデータ Vol33　No2　

・NTTドコモ テクニカル・ジャーナル Vol.33 No.2 | NTTドコモ テクニカル・ジャーナル | NTTドコモ

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

TrendForce

・Liquid Cooling to Scale in AI Data Centers, Penetration to Surpass 30% in 2025, Says TrendForce

・Standardized Hinges and Apple’s Entry Expected to Push Foldable Phone Penetration Beyond 3% by 2027, Says TrendForce

・Global NEV Sales Grow 30% in 2Q25, BYD Leads While Tesla Declines, Says TrendForce

・Gaming Demand to Drive 86% YoY Growth in OLED Monitor Shipments in 2025; Share in North America to Decline While Europe and China to Rise, Says TrendForce

・AI to Dominate Demand in 2025, While the Electronics Industry Faces Slow Growth in 2026, Says TrendForce

・DDR4 and LPDDR4 Supply Tightens Sharply in 2H25 as Structural Shortage Drives Strong Price Surge, Says TrendForce

Counterpoint

・India’s Smartphone Exports Surge 30% YoY in H1 2025 to Reach 40 Million Units

・Top Five Wafer Fab Equipment Manufacturers' Q2 2025 Performance

・Global Display Equipment Spending to Climb to $76 Billion During 2020-2027

・US Smartphone Sell-through up 9% YoY in Q2 2025, Driven by Strong Performance from Big 3 Carriers

・Samsung Looks to Chip Away at TSMC Position With Tesla Deal

・Global POS Device Shipments Slip 3% YoY in 2024; Mobile, Cellular POS Adoption Reshaping POS Landscape

・Lam Research Posts Record FY 2025 Revenue Driven by Strong Systems Sales

・Dimensity Gaining Traction in Flagship Devices

・Europe Poised for Foldable Smartphone Growth on Surge in Innovation

・Global Smart Glasses Shipments Soared 110% YoY in H1 2025, With Meta Capturing Over 70% Share

canalys

・Canalys Newsroom - Xiaomi regains SEA smartphone crown after a four-year gap amid a flat market