市場データ 2025年12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9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9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年秋季WSTS 2025年秋季半導体市場予測について　20251202WSTS.pdf

・2025年10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

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10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10月分受注確報　統計情報 | 一般社団法人 日本工作機械工業会

semi

・2025年第3四半期の世界半導体製造装置販売額は前年同期比11%増 | SEMI

IDC

・Worldwide Foldable Smartphone Market to Grow 30% YoY in 2026, Boosted by the First Apple Foldable iPhone, according to IDC

・Worldwide IT Market on Course for Strongest Performance Since 1996

・Worldwide Smartphone Market to Grow 1.5% in 2025, Boosted by Record Apple Shipments in 2025 of 247.4 Million Units and 6.1% YoY Growth, according to IDC

・Asia/Pacific* Datacenter Market to Grow 3x by 2029, Driven by Cloud, AI, and Hyperscale Growth

・AI, Wi-Fi 7, and Campus Network Modernization to Power Asia/Pacific WLAN Market Past US$1 Billion in 2025

TrendForce

・China’s CSPs and OEMs likely to Actively Procure H200, but Domestic AI Chip Development Continues to Accelerate, Says TrendForce

・Diverging Humanoid Robot Strategies: Japan Advances Core Components, While the U.S. and China Scale Full-System Applications, Says TrendForce

・AI Data Centers Ignite a Laser Shortage Wave; Nvidia’s Strategic Lock-In Reshapes the Global Laser Supply Chain, Says TrendForce

・Enterprise SSD Prices and Shipments Surge in 3Q25, Industry Revenue Climbs 28%, Says TrendForce

・Seasonal Demand and New Product Releases Drive 3Q25 Global Smartphone Production Up 9%, Says TrendForce

・AI Infrastructure Continues to Strengthen NAND Flash Demand; Kioxia Posts Highest QoQ Growth of 33.1% in 3Q25, Says TrendForce

・Memory Price Surge Squeezes Game Console Margins; 2026 Shipment Forecast Revised Downward, Says TrendForce

・NAND Flash Wafer Supply Tightens Further, Some Products See Over 60% Contract Price Hikes in November, Says TrendForce

・AI to Reshape the Global Technology Landscape in 2026, Says TrendForce

・Global DRAM Revenue Jumps 30.9% in 3Q25, Micron’s Market Share Climbs by 3.7 Percentage Points, Says TrendForce

・Competition Among AR Displays Intensifies Due to Brands’ Strategies; LEDoS Penetration Expected to Reach 65% by 2030, Says TrendForce

・AI Boom Drives Demand for Ultra-Large Packaging as ASICs Expected to Shift from CoWoS to EMIB, Says TrendForce

Counterpoint

・Apple iPhone Market Share

・China Smartphone Market Share: Quarterly

・Global Electric Vehicle Market Share: Quarterly

・Google Led US Pre-Black Friday Smartphone Promotions, Apple Crossed Finish Line Leading

・Apple’s Premium-Driven iPad Strategy Drives 4% YoY Shipment Growth in Q3 2025, Strong 2026 Outlook

・iPhone 16 Best-Selling Smartphone Globally in Q3 2025

・Counterpoint Conversations: Qualcomm on 6G, Edge AI and the Multi-Device Future

・Global Foldable Smartphone Shipments Hit Record in Q3 2025, Setting Stage for a Breakout 2026

・US Smartphone Market Share: Quarterly

・A Closer Look into North America’s Fast Evolving Video Codec Landscape

・Apple Hits Highest-Ever Single-Month Market Share

・Nvidia’s NVQLink Set To Become De-Facto Quantum-Classical Computing Interface Standard?

・Apple Powers China Singles’ Day Smartphone Sales to 3% YoY Growth

・Counterpoint Conversations: Discussing 50G PON, Use Cases and Operator Strategies with Nokia

・Global Smartphone Forecast for 2025: Apple Set to Surpass Samsung in Shipments for the First Time in 14 Years

・Snapdragon X2 Elite & X2 Elite Extreme: Qualcomm’s Boldest Step Yet Toward the AI PC Future

Omdia

・Omdia: US PC shipments see 1% annual drop for a second consecutive quarter

・Omdia forecasts cellular IoT connections to reach 5.9 billion by 2035

・Omdia: China’s PC market growth softened in Q3 2025 as consumer subsidy effects diminished

・Omdia: Global wearable band shipments up 3% setting stage for strong holiday season