市場データ 2026年2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）

・JEITAだより　vol56（2026年2月5日発行　JEITA電子情報技術産業協会

・2025年度Q3IAサーバ出荷実績　2024年度サーバ出荷実績 | サーバ・ワークステーション

・2025年11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11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年度Q3ドライブレコーダー国内出荷実績　JEITA電子情報技術産業協会 / 統計データ

・2025年12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

JEMA

・2025年11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

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12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12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

　　統計情報 | 一般社団法人 日本工作機械工業会

日本ロボット工業会

・2025年Q3統計　IR2025-10-12.xlsx

semi

・SEMIマーケット情報ニュースレター　MARKET DATA PULSE 2025年第4四半期号 | SEMI

IDC

・AI Infrastructure Spending Reached a Record $86B in Q3 2025, According to IDC - IDC

・IT Distribution Revenues Reached a Record $24.3B in Q4 2025, according to IDC  - IDC

・2025年中国智能手机市场出货维稳，Huawei重登榜首 - IDC

TrendForce

・MLCC Market Polarizes in 1Q26 as Embodied AI Ignites High-End Demand While Consumer Electronics Slump Under Cost Pressures, Says TrendForce

・Memory Price Outlook for 1Q26 Sharply Upgraded; QoQ Increases of All Product Categories to Hit Record Highs, Says TrendForce

・Component Orders for Meta Ray-Ban Display Glasses Revised Up Twice, Driving Global AR Glasses Shipments to 950,000 Units in 2026, Says TrendForce

・Surging Memory, Panel, and Precious Metal Prices Weigh on TV Brand Profitability; 2026 Global Shipments Face Further Downward Revision, Says TrendForce

・Humanoid Robots Move Toward Commercialization; Solid-State Batteries Set to Break Through Power Bottlenecks, Says TrendForce

・EU’s Relaxation of ICE Ban Set to Double REEV Sales by 2030, Says TrendForce

・Dual Pressure from Rising CPU and Memory Prices to Drive Global Notebook Shipments Down 14.8% QoQ in 1Q26, Says TrendForce

Counterpoint

・Update on Intel’s Fab52, Panther Lake: Mass Production on in Arizona, Oregon

・Memory Prices Surge Up to 90% From Q4 2025

・Qualcomm shares slide as memory chip shortage hits smartphone market

・Q4 2025: Apple Share Grows to Historic Levels as US Smartphone Market Up 1% YoY

・Beyond Compute: How Memory Costs Are Reshaping the Smartphone SoC Landscape

・Over One in Every Five Smartphones Shipped in India is Now Premium; Apple Records its Highest Ever Value Share

・ASML’s 2025 Revenue Up 16% YoY As Strong EUV Shipments Boost Systems and Service Performance

・Shrinkflation or Exit? Tough Choices Ahead for Smartphone Brands in Europe

・Cisco, IDEMIA Emerge as ‘Pacesetters’ in IoT eSIM Orchestration CORE Report 2026

・Global Smartphone Average Selling Price Breaches $400 for First Time in a Quarter

・Apple Reaches All-time Revenue Record Driven by iPhones

・TCL-Sony JV Marks a Shift in Global TV Industry, Serious Challenge for Samsung

・ASUS’ New ROG Xbox Ally Series: Xbox-style Gaming and PC-like Performance in a Handheld

・Q4 2025: Samsung Reclaims Top Memory Spot With $26 Bn in Revenue, Record Operating Profit Margin for SK hynix

・iPhone 16 World’s Best-selling Smartphone in 2025; Apple Takes 7 Spots in Top 10 Models

・White Paper: FPD Makers Consider 6 Factors in Vendor Selection As China Sees 75% of Global Display Glass Demand

・Global Annual Cloud Service Provider Capex Share

・The Display Glass Industry Part 2: Vendor Selection & China Shift　DL要

・CES 2026 Hearables Outlook: Rise in High-Fidelity Sound, Immersive Audio, and New Form Factors

・Smartphone SoC Market to Record Double-Digit Revenue Growth, 7% Fall in Shipments in 2026

・Humanoid Robotics Leans on Automotive Industry for Future Growth

・Monthly TV Market Tracker Reveals Shifting Leadership

・AI Server Compute ASIC Shipments to Triple by 2027 as Custom Silicon Enters Hyper-Growth Phase

・Harman to Build its Portfolio with Proposed Acquisition of ZF’s ADAS Division

・Samsung Galaxy Z TriFold First Impressions: A Powerful 10-inch Tablet That Folds and Fits in Your Pocket

・Counterpoint Memory Solutions Series　DL要

・CES 2026 Wearables Market Overview: From One-device Solutions to Specialization

omdia

・Omdia: Global tablet shipments grew 10% in 2025 as market nears slowdown

・Omdia: Subsea Optoelectronics Market Grows 32.5% in 3Q25 as PTC’26 Showcases Shift to Mesh Networks

・Omdia: Global smartphone market grew 2% in 2025, while memory headwinds set the stage for a challenging 2026

・YouTube 2025 growth, YouTube Shorts statistics, Omdia video research, AI content, Google Gemini training, streaming trends.

・Omdia: AI and Micro-LED innovation to shape professional AV at ISE Barcelona 2026