市場データ 2025年10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年上半期ドライブレコーダー国内出荷実績

　JEITA電子情報技術産業協会 / 統計データ

・2025年9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8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8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８月産業用電子機器受注統計　統計資料

・2025年7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8月　電気機器 生産/出荷/在庫 実績　官庁統計

　　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、300mmファブ装置の今後3年間の世界投資額が 3,740億ドルに到達すると予測 | SEMI

IDC　

・IDC: China Smartphone Market Narrowed Its Decline to 0.6% in 3Q25, With Apple Leaping to the Second Spot

・Worldwide Smartphone Market Grows 2.6% in Q3 2025 as Upgrades Accelerate, Driven by New Innovative Products, according to IDC

・PC Shipments Accelerate in Q3 Signaling Steady Refresh of Existing Installed Base

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

TrendForce

・4Q25 holiday Demand May Weaken as Polarization of MLCC Supply Intensifies, Says TrendForce

・Supply Chain and Application Breakthroughs to Drive OLEDoS Penetration in VR/MR to 58% by 2030, Says TrendForce

・2H25 Foundry Utilization Exceeds Expectations, Some Players Are Prepared for Price Hikes, Says TrendForce

・AI Storage Demand Accelerates HDD Replacement as NAND Flash Suppliers Shift Toward High-Capacity Nearline SSDs, Says TrendForce

・CSP CapEx to Soar Past US$520 Billion in 2026, Driven by GPU Procurement and ASIC Development, Says TrendForce

Counterpoint

・iPhone 17 Far Outpaces iPhone 16 Sales in China and US During First 10 Days of Availability

・TSMC Strengthening Foundry 2.0 Leadership Amid Strong AI and Packaging Demand

・NVIDIA's Robotics Strategy: Architecting the Future of Physical AI

・Global NAND Memory Market Share: Quarterly

・Global DRAM and HBM Market Share: Quarterly

・Global Shifts in ADAS and Autonomous Vehicles to Reshape Competitive SoC Suppliers Landscape by 2035

・Samsung Reclaims Global Memory Market Top Spot in Q3 2025 Driven by Robust DRAM, NAND Demand

・Global Smartphone Shipments Up 4% YoY in Q3 2025 With Samsung, Apple in Lead; Asia-Pacific Drives Growth

・Smart Glasses Shouldn’t Replace Smartphones

・From Saturation to Surge: The Global Pre-owned Smartphone Landscape in Transition

・Samsung profit surges 30% in Q3 on strong memory chip demand

・Counterpoint Tech Seminar in Japan - November 19, 2025

・Samsung Expects Strongest Profit in Three Years on AI-Driven Chip Demand

・Tata Group company buys Chinese iPhone supplier Justech's India unit

・Global Notebook PC Panel Shipments to Grow 4% in 2025 Helped by Strong Demand for New AI Products

・Counterpoint Quarterly Q3 2025: Semiconductors　DL要

・OLED Panel Revenues to Slip in 2025 Before Strong 2026 Rebound

Omdia

・5G Fixed Wireless Access to reach 150 million subscriptions globally by 2030, Omdia forecasts

・Omdia: India smartphone market grew 3% as brands gear up for festive season

・Omdia: AMOLED 2H25 display revenues to reach $29 billion, falling short of 2H24

・Omdia: New AI regulations in the EU and South Korea signal rising compliance costs for telcos

・Omdia: Mainland China’s smartphone market declined 3% in 3Q25 as vivo regained top position amid intensifying competition

・Apple hit highest ever third quarter as global smartphone market grew 3% in 3Q25 says Omdia

・Omdia: Global PC market grew 7% in Q3 2025 as Windows 10 end-of-service deadline nears

・Hyperscaler cloud marketplace sales to hit $163 billion by 2030