市場データ 2025年12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11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10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10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10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10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9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10月産業用電子機器受注統計　統計資料

・データセンターサービスの市場見通しを発表　JEITA Press Release

・JEITA、電子情報産業の世界生産見通しを発表　JEITA Press Release

JEMA

・2025年10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

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11月度

　統計資料｜一般社団法人 日本半導体製造装置協会

semi

・世界半導体製造装置の2025年末市場予測発表 半導体製造装置市場は2027年に過去最高の1,560億ドルへ到達 | SEMI

IDC

・Worldwide External Enterprise Storage Systems Market Revenue Increased 2.1% During the Third Quarter of 2025, according to IDC - IDC

・Worldwide Server Market Revenue Increased 61% During the Third Quarter of 2025, according to IDC - IDC

・Enterprise WLAN Market Grew 7.8% in the Third Quarter of 2025, according to IDC Worldwide WLAN Tracker - IDC

・Worldwide Ethernet Switch Market Grew 35.2% in the Third Quarter of 2025, according to IDC’s Quarterly Ethernet Switch Tracker - IDC

・Global XR Shipments Rebound Behind Glasses-First Momentum, IDC Reports - IDC

TrendForce

・Reusable Rocket Technologies Poised to Cut Launch Costs as Global Players Accelerate Development, Says TrendForce

・PlayNitride to Acquire Lumiode, Accelerating Micro LED Development for Near-Eye Displays, Says TrendForce

・Higher DDR5 Profitability Intensifies Capacity Crowding, Strengthening HBM3e Pricing Momentum in 2026, Says TrendForce

・Accelerating Vehicle Electrification and Intelligence to Drive Automotive Semiconductor Market to Nearly US$100 Billion by 2029, Says TrendForce

・China’s EV Cell Prices Rebound; Modest Increase Expected in 2026, Says TrendForce

・Consumer Electronics and AI Product Launches Lift 3Q25 Top-10 Foundry Revenue by 8.1%, Says TrendForce

・Memory Price Surge to Persist in 1Q26; Smartphone and Notebook Brands Begin Raising Prices and Downgrading Specs, Says TrendForce

Counterpoint

・Global EV Transition at Crossroads: Diverging Paths Across China, EU, US

・Doubao AI Smartphone’s Rise Challenges Existing App Ecosystems

・Celestial AI Acquisition Perfectly Positions Marvell For Upcoming Multi-Rack Scale-Up Boom

・Can NVIDIA GPUs Fit into China’s AI Chip Self-sufficiency Plan?

・Warehousing and Logistics Applications Moving Humanoid Robots from Technical Verification to Commercialization

・Global Smartwatch Market Set to Swing to Growth in 2025, Led by Huawei, Apple

・Global ‘Foundry 2.0’ Market’s Q3 2025 Revenue Surges 17% YoY to $85 Billion on TSMC and ASE Show

・Assessing Verizon’s Recent Pricing and Discounting Activities

・China Market L3 Mass-Production Vehicle Access: Symbolic or Significant Industry Opportunity?

・Apple Global Market Share by Product Segments (Volume & Revenue)

・Global DRAM and HBM Market Share: Quarterly

・Micron Achieves Record Performance Amid Surging Memory Prices

・China Widens Leadership in Display Glass Substrate Sector with Key Advancements in Flat Panel Displays

・Counterpoint Conversations: Ericsson 5G Advanced Software – Accelerating Performance and AI-Powered Intent-Driven Mobile Networks on the Road to 6G

・Global Generative AI Consumer Spending to Skyrocket, Approaching $700 Billion by 2030, But Will it Be Enough to Satisfy Investors?

・China’s Digital Cockpit Application Processor Market Heats Up: Qualcomm Leads, Local Brands Close In

・Global Smartphone AP-SoC Market Share: Quarterly

・Global Smartphone Sales, Top 10 Best Sellers

・China's Smartphone Market Forecast to Drop 5% YoY in 2026

・Local OEMs Capture Two-Thirds of China’s Connected Car Market

・2026 Smartphone Shipment Forecasts Revised Down as Memory Shortage Drives BoM Costs Up

・Global Smartwatch Shipments Market Share: Quarterly

・Global Pure Foundry Market Share: Quarterly

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

・Global Power Shift in Auto: Volkswagen to Begin Exporting China-engineered EVs

・Global Cellular IoT Module Shipments Up 10% YoY in Q3 2025 With India Leading Market Expansion

・Qualcomm Snapdragon 8 Gen 5: Custom Oryon Core in Entry-level Premium Segment

・Foldable Panel Shipments to Grow 46% in 2026; Samsung Display to be Big Winner

・Global Electric Vehicle Market Share: Quarterly

Omdia

・Omdia: Global cloud infrastructure spending hits $102.6 billion, up 25% in Q3 2025

・Omdia: Global TV set shipments to exceed 210 million in 2026 as FIFA World Cup promotions boost demand

・Omdia: Automotive OLED panel shipments to grow 11.8% YoY in 2025

・Omdia: Transparent display revenue to reach $100.2 million by 2032

・Omdia: Global LED video display shipments grow 8.3% YoY in 3Q25, driven by regional diversification

・Omdia: YouTube TV on track to become the largest US Pay-TV operator by 2027

・Omdia: Semiconductor quarterly revenue surpasses $200bn for the first time as industry-wide growth accelerates

・Omdia: GenAI and AI agents drive shift to new telecom customer experience framework

・Omdia: OWS crosses 10-million-unit milestone as TWS market pivots to value creation