市場データ 2025年11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8月電子材料生産実績　電子材料生産実績 | JEITA 電子部品部会

・2025年8月電子部品グローバル出荷統計　JEITA 電子情報技術産業協会 / TOPICS

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9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9月分受注確報　kakuhou2510.pdf

日本ロボット工業会

・2025年7～9月四半期統計　IR2025-07-09.xlsx

semi

・2025年第3四半期の世界シリコンウェーハ出荷面積は前年同期比3%増 | SEMI

・Silicon Wafer Market Growth Forecast 2025-2028 | SEMI

IDC

・With Telecom Services Spending Growing Less than 2% Annually, Operators Turn to AI to Boost EBITDA Margins

・Artificial Intelligence Infrastructure Spending to Reach $758Bn USD Mark by 2029, according to IDC

TrendForce

・Global Channel SSD Shipments Fall 14% in 2024; Market Becomes More Consolidated, Says TrendForce

・CSP CapEx Expected to Exceed US$600 Billion in 2026, Ushering in a New Growth Cycle for the AI Hardware Ecosystem, Says TrendForce

・TrendForce Roadshow Korea Highlights How Emerging Technologies Are Reshaping Industries Toward an AI-Native Future, Says TrendForce

・Solid-State Battery Demand to Surge to 740 GWh by 2035, Driven by Rapid Tech Upgrades, Says TrendForce

・Pull-In Demand and Fading China Subsidies Push 3Q25 Global TV Shipments Below 50 Million Units for the First Time, Down 4.9% YoY, Says TrendForce

・Strong Demand from CSPs and Sovereign Cloud to Drive Over 20% Growth in AI Server Shipments by 2026, Says TrendForce

・Tight DRAM Supply to Boost DDR5 Contract Prices—Profitability in 2026 Expected to Surpass HBM3e, Says TrendForce

・Large-Generation OLED Competition Heats Up in the IT Market—FMM leads as FMM-Free Accelerates, Says TrendForce

・Large-Generation OLED Competition Heats Up in the IT Market—FMM leads as FMM-Free Accelerates, Says TrendForce

Counterpoint

・China Smartphone Sell-Out Slips 2.7% YoY in Q3 2025; Q4 Momentum Picks Up On iPhone 17 Demand

・NVIDIA Advances Frontier of Level 4 Autonomous Driving With DRIVE AGX Hyperion 10, Robotaxi Play

・Google Sees Record Single-Month Pixel Sales in US During September 2025

・Motorola, Google Change Conversation in W Europe Foldables Market

・Counterpoint Quarterly Q3 China Digest　登録要

・India’s Smartphone Shipments up 5% YoY in July-September; Apple Breaks into Top 5

・GenAI Smartphone Cumulative Shipments Surpass 500 Million

・Apple Revenues Cross $100Bn in Sept Quarter for the First Time

・China Smartphone Market off to Strong Q4 on Stellar iPhone Sales

・Assessing the State of AI-Powered Mobile Security

・Amazon Brings AI + AR Glasses to Delivery Drivers

・SK hynix Tops DRAM Market for Three Consecutive Quarters

・Humanoid Robots, Autonomous Vehicles Pushing AI into Physical World

・Chinese Smartphone Brands’ Annual Flagship Launches Speckle Late September-October

・US Foldable Smartphone Market Poised for New Phase: Apple to Reshape 2026 Landscape

・Global PC Shipments Rise 8.1% YoY in Q3 2025 as Windows 10 Sunset, Tariff Dynamics Spur Market Recovery

Omdia

・Omdia: Global tablet shipments rose 5% in Q3 2025, extending two-year growth streak

・Omdia: Display glass revenue reached a record high of JPY 270 billion in 3Q 2025

・Omdia: Global TV and video market to reach $1 trillion by 2030 as online video surges

・Omdia: Global smartphone market grows 3% in Q3 2025, led by emerging economies

・6G and AI investment to drive global communications industry growth Omdia forecasts

・Automotive display market in 1H 2025: Growth slows, but technology upgrades accelerate

・Omdia: AI and cloud-native transformation to drive global telco network to $24.8bn by 2030