市場データ 2025年11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）

・JEITAだより　vol55（2025年11月18日発行）　JEITA電子情報技術産業協会

・2025年9月産業用電子機器受注統計　統計資料

・2025年9月電子工業輸出実績表　日本の電子工業の生産・輸出・輸入

JEMA

・2025年9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

・Tablet Market Levels Off in 3Q 2025 Following Six Quarters of Growth Driven by Replacement Demand, according to IDC

TrendForce

・Global NEV Sales Up 31% in 3Q25; Full-Year Growth Expected to Reach 25%, Says TrendForce

・Rubin’s Cableless Architecture and ASIC High-Layer HDI Designs Push PCBs to the Center of AI Compute Power, Says TrendForce

・Global OLED Monitor Shipments Surge 65% YoY in 3Q25, Redefining Market Landscape, Says TrendForce

・Rising Memory Prices Weigh on Consumer Markets; 2026 Smartphone and Notebook Outlook Revised Downward, Says TrendForce

・Memory Industry to Maintain Cautious CapEx in 2026, with Limited Impact on Bit Supply Growth, Says TrendForce

・New Product Launches Spur Demand Recovery as Global Smartphone Panel Shipments Rise 8.1% in 3Q25, Says TrendForce

Counterpoint

・Global Smartphone Sales Share by Operating System

・How AI is Accelerating ADAS and Autonomous Driving Development

・Smartwatches Enter a New Era of Satellite Connectivity and Global Coverage

・Global Smartphone Market Share: Quarterly

・Advanced Memory Prices Likely to Double as DRAM Crunch Spreads on NVIDIA Pivot, Structural Factors

・China Smartphone Sales up 8% YoY in Oct; iPhone Continues Run Towards Record Q4

・China Finally Embraces eSIMs: Apple Spearheads a New Era for Smartphones

・iPhone 17 and Xiaomi 17 Series Help Drive Brands’ China Sell-Out in First Month of Availability

・How Ericsson 5G-Advanced + AI is Driving Network Efficiency, Experiences & Earnings

・Auto Industry Represents Great Potential for Humanoid Robot Installations

・Global Smart Meter Installations Set to Surpass 3 Billion by 2030 Amid Accelerating Adoption

・Huawei’s AI-Native 5G-Advanced Vision

Omdia

・Omdia: Global TV shipments dip 0.6% in 3Q25, with international growth balancing China weakness

・Omdia forecasts tablet OLED panel shipments will grow 39% YoY in 2026 to 15 million units, becoming the main driver of market growth, while LCD shipments remain stable.

・Omdia: 41% of CSPs see Agentic AI driving autonomous network operations

・Omdia: Display demand expected to grow 6% in area by 2026