市場データ 2025年9月1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7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6月電子材料生産実績（2025.08.29更新）

　電子材料生産実績 | JEITA 電子部品部会

・2025年6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6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

JEMA

・2025年6月　電気機器 生産/出荷/在庫 実績　官庁統計

　電気機器 生産/出荷/在庫 実績 | 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7月度

　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）

・2025年7月分受注確報　Web用統計一般250828.xlsx

日本ロボット工業会

・マニピュレータ・ロボットの受注・生産・出荷　IR2025-04-06.xlsx

IDC

・Investment in and Adoption of AI Infrastructure Drives Increase in Worldwide Semiconductor Revenue Growth Rate — from 15.5% at the start of 2025 to 17.6% now, according to IDC

・Global Smart Vacuum Market Grows 20.5% Year-over-Year in Q2 2025, According to IDC

・Worldwide Smartphone Market Forecast to Grow 1% in 2025, Driven by Accelerated 3.9% iOS Growth, according to IDC

TrendForce

・Global Traction Inverter Installations Up 19% YoY in 2Q25, Range-Extended EVs Driving Wider SiC Adoption, Says TrendForce

・Smartwatches Drive Micro LED Adoption, Market to Surpass US$461 Million by 2029, Says TrendForce

・AI and General Server Demand Drive 2Q25 Enterprise SSD Revenue Up 12.7%, Says TrendForce

・iPhone 17 Series Shipments to Edge Up in 2025, with “Air” Model Driving Product Line Shake-Up, Says TrendForce

・Global Tech Giants Accelerate Investment, AR Glasses Shipments Projected to Reach 32.1 Million Units by 2030, Says TrendForce

・2Q25 DRAM Revenue Jumps 17.1%, SK hynix Expands Market Share as Taiwanese Vendors Deliver Strong Growth, Says TrendForce

・2Q25 Foundry Revenue Surges 14.6% to Record High, TSMC’s Market Share Hits 70%, Says TrendForce

・NAND Flash Revenue Surged Over 20% in 2Q25, SK Group Market Share Jumped to 21%, Says TrendForce

・NVIDIA Jetson Thor Targets Advanced Humanoid Applications, Driving the Humanoid Robot Chip Market to Exceed US$48 Million by 2028, Says TrendForce

Counterpoint

・Apple iPhone 17 Series: Pro Models Get Major Camera & Cooling Upgrades, New Air Model Redefines Thin and Light Design

・Infographic: Q2 2025 | Smartphones | Mobile Market Monitor

・US Smartphone Market Share: Quarterly

・China Smartphone Market Share: Quarterly

・India Smartphone Market Share: Quarterly

・Global Smartphone Market Share: Quarterly

・Top 5 Smartphone Models Share For 8 Countries

・AI + XR 360 Summit Will Explore Innovations in Semiconductors, Displays

・Apple Snack Pack Report　登録要

・Amdocs, Motive, Ericsson Take Center Stage in 2025 Entitlement Server CORE Rankings

・Global Premium Smartphone Sales Hit Record H1 High in 2025

・Global Smartwatch Shipments Market Share: Quarterly

・OLED Panel Shipments Declined 2% YoY in Q2 2025; Monitors and Notebooks Bright Spots

・LCD TV Panel Prices Stabilizing Ahead of Holiday Season

・Samsung Galaxy S25 Edge Review: A New Era of Slim Phones with Flagship Power

・Global Refurbished Smartphone Sales Growth Slows in H1 2025 as Market Challenges and Macro Uncertainty Increase

・MiniLED Shipments Rise 20% YoY in 2024 Fueled by Expanding TV Applications

・Top 5 Wafer Fab Equipment Makers’ Revenue Grows 20% YoY in Q2 2025; India Offers Strong Opportunity for Long-Term Revenue Growth

・World’s Top AI Cities Focus on Healthcare, Education & City Management According to Counterpoint’s New Study

・From Camera to AI: A Decade of Pixel’s Strategic Evolution

・India EMS Play: Dixon Becomes Largest, Bhagwati Fastest-Growing Smartphone Maker in Q2 2025

・Global Foldable Smartphone Market Recovers, Rising 45% YoY in Q2 2025; Motorola and NAM See Huge Gains

・Southeast Asia EV Sales Double in Q2 2025 as BYD, VinFast Drive Structural Shifts

・Huawei Surpasses Apple in Q2 2025 Smartwatch Shipments for First Time as Global Market Rebounds

・Xiaomi Q2 2025 Results Show Growth Engine Shift Beyond Smartphones

・Global Semiconductor Revenues to Exceed $1 Trillion by 2030 Driven by Agentic AI, Onset of Physical AI

・China’s Share in Global Display Capacity to Reach 75% in 2028

・Google Pixel 10 Series: Tensor G5 Processor Powers New Gemini AI Experiences, Improved Cameras, Pixelsnap Accessories and More

canalys

・Canalys Newsroom - Global cloud infrastructure spending rose 22% in Q2 2025