市場データ 2026年2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12月産業用電子機器受注統計　統計資料

・衆議院選挙の結果について　0209.pdf

・2025年12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11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11月電子工業輸出実績表　日本の電子工業の生産・輸出・輸入

JMTBA（日本工作機械工業会）

・2027年1月受注統計速報　<5765629770939D8C7688EA94CA8EF3928D91AC95F13236303231302E786C7378>　

semi

・Silicon Wafer Market Growth Forecast 2025-2028 | SEMI

・MARKET DATA PULSE 2025年第4四半期号 | SEMI

IDC

・IDC: India Smartphone Market Flat at 152 Million Units in 2025, With 2026 Volumes Expected to Fall - IDC

・3376万台！2025中国平板市场双位数增长，背后是“国补”与换机的双重推力 - IDC

・人形机器人规模化元年已至，中国厂商抢占先发优势 - IDC

TrendForce

・HBM4 Validation Expected in 2Q26; Three Major Suppliers Poised to Shape NVIDIA Supply Landscape, Says TrendForce

・Sharp to Halt Kameyama K2 Plant Operations in August, Potentially Disrupting the Supply of Apple IT Panels and E-Paper, Says TrendForce

・Memory Price Surge Intensifies Retail Pricing Pressure, Putting Global Smartphone Production at Risk of a Sharp Decline in 2026, says TrendForce

・Google’s High-Speed Interconnect Architecture to Push 800G+ Optical Transceiver Share Past 60% by 2026, Says TrendForce

・AI-Fueled Supercycle Propels Memory Market Revenue to More Than Twice That of Foundry Industry, Says TrendForce

Counterpoint

・Key Themes at MWC 2026: AI, Semi, Foldables, IoT, eSIM, Wi-Fi

・India’s Mahindra Ups ADAS Game with Mobileye Tie-up; Challenges to Adoption Remain

・Ford Looks for Model-T Redux with UEV Plan

・TCL Takes Top Position in Dec Global TV Shipments

・Counterpoint Conversations: Analog Devices Demos A2B 2.0’s Advantages

・NVIDIA GeForce NOW: A Full RTX 5080 Low-Latency Gaming PC Experience in the Cloud

・India Smartphone Market Share: Quarterly

・China Smartphone Sales Fall 23% YoY in Jan on High Base; Huawei Leads, Apple Posts Growth

・600% Memory Price Surge Threatens Telcos’ Broadband Router, Set-Top Box Supply

・Counterpoint’s Advanced TV Cost Report Tracks Displays From QD-OLEDs to 130” LCDs

・Infographic: Li Auto Livis AI Glasses BoM Cost Share

・MicroLED Display Revenues Grow 150% in 2025, Boosted by AR Smart Glasses

・Active Installed Base: 8 Smartphone OEMs Top 200 mn; Nearly 1 in 4 is an iPhone

・Counterpoint Macro Index

omdia

・Omdia: Global DDIC market set to decline 1% YoY in 2025 before stabilizing in 2026

・Omdia: Micro LED display revenue to double to $105 million in 2026 driven by near-eye smart watch and public display applications

・Omdia: Samsung regains Southeast Asia leadership in 2025 as smartphone shipments dip 1%

・Omdia, flat panel display, FPD manufacturing, OLED, LCD, depreciation, Charles Annis, display research, manufacturing capacity.