市場データ 2026年3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12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12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

・2026年1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12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）

・2026年1月分受注確報　統計情報

　統計情報 | 一般社団法人 日本工作機械工業会

IDC

・Worldwide Smartphone Market to Decline 13% in 2026, Marking the Largest Drop Ever Due to the Memory Shortage Crisis, according to IDC - IDC

・Edge Computing Global Spending to Grow at 15%, reaching $450 Billion by 2029 - IDC

・Global ICT Spend to Reach $4 Trillion in 2026, Driven by Accelerated AI Platform Investments in Aerospace and Defense  - IDC

TrendForce

・Supply Chain Control Enables Apple to Launch Lower-Priced Notebooks Amid Industry Downturn to Fill Pricing Gap, Says TrendForce

・Memory Price Surge Disrupts Supply Chain; Global Smartphone Panel Shipments Forecast to Fall 7.3% in 2026, Says TrendForce

・Power Consumption Reduced to 5% of Copper Cables as Micro LED CPOs Open New Path for Data Center Interconnects, Says TrendForce

・AI Server Storage Demand Surges; Top Five NAND Flash Suppliers Post 23.8% QoQ Revenue Growth in 4Q25, Says TrendForce

・Global NEV Sales to Grow 14% in 2026; USMCA Renegotiation Poses Critical Risk to Auto Industry, Says TrendForce

・Price Rally Drives 4Q25 DRAM Revenue Up 29.4%; Samsung Regains No. 1 Market Share, Says TrendForce

・Combined CapEx of Top Eight CSPs to Exceed $710 Billion in 2026; Google Leads ASIC Deployment with TPUs, Says TrendForce

・Rising Material and Labor Costs to Lift 1Q26 UV LED Prices by 5% QoQ; Full-Year Market Size to Surpass US$200 Million, Says TrendForce

Counterpoint

・Neo Brings A-Series Chip to MacBook, Releases with Price of Entry-Level iPhone

・MWC 2026: Key Announcements from Day 0 and Day 1

・MWC 2026: Auto Industry Focuses on NTN Solutions, 6G

・MWC 2026: Key Satellite Connectivity Announcements (Day 0–2)

・iPhone 17e: Entry-Level iPhone With Strong Value Proposition

・Integration of AI and FWA: Shaping a New Era of Wireless Broadband　DL要

・ Global 5G FWA CPE Market grows 18.2% YoY, reaching a new peak in 2025

・India’s TWS Market Remains Flat in 2025, But Q4 Delivers Strong 12% YoY Growth

・Smartphone Shipments in 2026 to See Sharpest Decline on Record as Memory Crisis Deepens

・Global Smart Glasses Shipments Grew 139% YoY in H2 2025; Meta Expanded Market Share to 82%

・Thales, G+D, IDEMIA, Valid Emerge as ‘Pacesetters’ in eSIM Provisioning CORE Report 2026

・Global Smartphone Average DRAM Hits Record 8.4GB in 2025, Memory Shortages Set to Hinder Growth

・Global Smartwatch Shipments Swing to Growth in 2025 Led by China

・Samsung Galaxy S25 Series’ Sales Outpace S24 Series; S26 Series Launch a Key Flagship Indicator for 2026

・Chinese Enterprises Leading Global Commercialization Wave of Humanoid Robots

・OLED to Take 67% of 2023-2030 Display Equipment Spending as Gen 8.7 IT OLED Nears Mass Production

・Global Smartphone Market Share: Quarterly

omdia

・Omdia: Global AI glasses shipments reach 8.7 million units with Mainland China emerging as the fastest-growing market

・Omdia: Global smartphone shipments to fall 7% in 2026 amid memory constraints and geopolitical pressures

・Omdia: Global TV shipments remain flat at 61.5 million in 4Q25 despite 25% decline in China

・Omdia: Smartphone satellite direct-to-device service revenue to approach $12 billion by 2030

・Omdia: Xiaomi reclaims wearable band crown for the first time since 2020

・Omdia: Apple and HONOR claim record market shares as Europe’s smartphone shipment dips 1% in 2025