市場データ 2025年9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8月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

・2025年7月産業用電子機器受注統計　統計資料

JEMA

・2025年7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

IDC

・From Gaming to Gaining: AR/VR Headsets and Smart Glasses Go Mainstream, says IDC

・Enterprise WLAN Market Grew 13.2% in the Second Quarter of 2025, according to IDC Worldwide WLAN Tracker

・Worldwide Ethernet Switch Market Grew 42.1% in the Second Quarter of 2025, according to IDC’s Quarterly Ethernet Switch Tracker

TrendForce

・Inference AI Driving Structural Shifts in High-Capacity Storage, Nearline SSD Demand Surges, Says TrendForce

・Meta’s New AR Device to Lift LCoS Share to 13% by 2026, Intensifying Competition with LEDoS, Says TrendForce

・NVIDIA Seeks to Raise HBM4 Specs in Response to AMD Competition; SK hynix Expected to Remain Largest Supplier in 2026, Says TrendForce

・Global Notebook Shipments to Grow 2.2% in 2025 as Southeast Asia Production Capacity Expands, Says TrendForce

・Soaring Inference AI Demand Triggers Severe Nearline HDD Shortages; QLC SSD Shipments Poised for Breakout in 2026, Says TrendForce

・Smartphone Production Rises 4% QoQ in 2Q25 as Inventory Adjustment Ends, Says TrendForce

Counterpoint

・MediaTek Dimensity 9500: Powering Next-Gen Flagship Smartphones with On-Device GenAI, 100 TOPS, Gaming Excellence

・Meta Connect 2025: Advancing the Convergence of AI and Augmented Reality

・Global Smartphone ASP to Reach $412 in 2029 from $370 in 2025

・Global Smartphone Sales Share by Operating System

・Cellular IoT Connections to Continue Growing Amid IoT Landscape Transformation

・Qualcomm, Google Partner on Framework to Help Automakers Bring Custom AI Agents to Cars

・Domestic EV Makers Push Foreign Rivals to the Sidelines in China

・China Smartphone Sales Decline 2% YoY in First 8 Weeks of Q3 2025 as Market Takes Breather

・Cellular IoT Module Shipments Up 17% YoY in Q2 2025; 5G RedCap Shipments Signal Start of Commercial Ramp

・IAA Mobility 2025: Key Autonomous Driving, ADAS Trends Shaping Smart Mobility Industry

・Apple’s Sept 2025 Event: A New Era for iPhones, Apple Watches

・Q2 2025 Flat Panel Display Financials Review: Profits Trimmed in a Slow Quarter

・Infographic: XREAL One BoM Cost Share

・Global Semiconductor Foundry 2.0 Market’s Q2 2025 Revenue Up 19% YoY Driven by Advanced Process and Packaging

・Custom XPUs Driving Broadcom’s Growth into 2026 and Beyond

・Q2 2025 Global Smartphone Sales, Top 10 Best Sellers

・Global XR (AR & VR Headsets) Market Share: Quarterly

・Apple Unveils New Watch Lineup Alongside the Advanced AirPods Pro 3

・Samsung’s Galaxy Z Fold7 Makes Foldables Mainstream in Western Europe