市場データ 2026年1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月度産業用電子機器受注統計　統計資料

・2026年 年頭所感　JEITA 電子情報技術産業協会 / JEITAからのお知らせ

JEMA

・2025年10月電気機器 生産/出荷/在庫 実績　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

semi

・2025年第3四半期の電子システム設計業界の売上は56億ドル APAC地域は前年同期比で二桁の成長 | SEMI

IDC

・IDC: China Smartphone Market Declined 0.8% in 4Q25, With Apple Reclaiming the Top Spot with Double-Digit Growth - IDC

・Worldwide Smartphone Market Grows 2.3% in Q4 2025, Driven by Strong Performances from Samsung and Apple, according to IDC - IDC

・2025 Holiday PC Shipments Exceed Expectations as Vendors Accelerate Inventory Purchases Amid Supply Concerns - IDC

TrendForce

・AI Architecture Evolution Set to Drive Memory Market Revenue to a New Peak in 2027, with Annual Growth Exceeding 50%, Says TrendForce

・TCL and Sony’s Joint Venture Could Challenge Samsung Electronics’ TV Market Leadership by 2027, Says TrendForce

・Global AI Server Shipments Forecast to Grow Over 28% YoY in 2026, with a Rising Share of ASIC-Based Systems, Says TrendForce

・Micron’s Acquisition of PSMC’s Tongluo Fab Could Lift Global DRAM Supply Outlook in 2027, Says TrendForce

・Price Hikes on New Models Weigh on Sales, Smartphone Production to Face Clear Headwinds from 2Q26, Says TrendForce

・Rising AI-Driven Demand for Power ICs and Capacity Cuts Fuels Potential 8-Inch Foundry Price Hikes, Says TrendForce

・EV Cells Continue Rising in December 2025; Mild Demand Pullback Expected in 1Q26, Says TrendForce

・EV Cells Continue Rising in December 2025; Mild Demand Pullback Expected in 1Q26, Says TrendForce

・Global EV SiC Inverter Installations Hit Record High in 3Q25, Penetration Rises to 18%, Says TrendForce

・HBM4 Mass Production Delayed to End of 1Q26 By Spec Upgrades and Nvidia Strategy Adjustments, Says TrendForce

Counterpoint

・TSMC to Cut Fab14 Mature-Node Capacity by 15%-20% to Reflect Changing Demand Mix

・Cisco, Telefónica, Verizon Retain ‘Pacesetter’ Positions in 2026 IoT Connectivity Management Platform Rankings

・CES 2026 XR and Smart Glass Announcements Recap

・Counterpoint Conversations: NVIDIA Alpamayo: Accelerating Autonomous Vehicles For Real World Deployment

・China Smartphone Shipments Slip 1.6% YoY in Q4 2025; Apple Leads With 22% Share

・iPhone Tops China Market After Shipments Soar, Counterpoint Says

・The Global Memory-Chip Shortage Will Cost Us All

・AMD AI PCs at CES 2026: Defining Mainstream AI PCs with Ryzen AI 400

・Lenovo’s Aura Edition and Qira Takes the Stage at CES 2026

・AMD’s Full-Stack Vision for the AI Era

・Global Humanoid Robot Installations Reach 16,000 Units in 2025 as Mass Production Picks Up Pace

・Apple – Google Gemini Partnership: A Step Forward for Apple Intelligence

・Counterpoint CES 2026 Report　※DL要

・Global Smartphone Shipments Grew 2% YoY in 2025; Apple Emerged as Market Leader

・Samsung Reasserts TV Leadership at CES 2026

・CES 2026 Automotive Announcements: Day 3 Recap

・CES 2026 IoT Announcements

・CES 2026 Semiconductor Announcements: Day 2 Recap

・CES 2026 Edge AI Announcements

・Qualcomm at CES 2026: Expanding AI PC Playbook with Snapdragon X2 Plus

・CES 2026 Automotive Announcements: Day 2 Recap

・CES 2026 Robotics Announcements Recap

・Samsung Reclaims No. 1 Spot in DRAM with Record-Breaking Performance in Q4

・CES 2026 Semiconductor Announcements: Days 0 and 1 Recap

omdia

・Omdia: Smartphone AMOLED shipments to fall in 2026 as memory prices squeeze smartphone makers’ plans

・Omdia: Telcos scale AI infrastructure investment amid rising sovereignty and compute demand

・Omdia: Industrial display revenues grow 24% YoY in 2025, led by AUO Display Plus

・New Omdia research calls for stronger consumer protections during 2G and 3G network shutdowns

・AI drives semiconductor revenues past $1 trillion for the first time in 2026

・Omdia: Global smartphone market grew 4% in 4Q25 as Apple leads the market for the third consecutive year

・Omdia: Large-area display shipments grew 2.9% year over year in 2025

・Omdia: Global PC shipments grew 9% in 2025 but memory and storage supply issues threaten 2026 outlook

・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

・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