市場データ 2026年3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月電子工業生産実績表　日本の電子工業の生産・輸出・輸入

・2026年1月産業用電子機器受注統計　統計資料

・JEITA、AV&IT機器の世界需要動向を発表　JEITA Press Release

・Green x Digital コンソーシアム、製造業における脱炭素の高度化に向けたCFP自動収集・算定ガイダンスを公開　Green x Digitalコンソーシアム

・茨城県神栖市の津波避難訓練で、IoT・発話対応の家電および 住設機器を通じた避難指示の伝達効果を検証する実証実験を実施　0227.pdf

SEAJ

・半導体製造装置（日本製）、FPD製造装置（日本製）2026年1月度

　統計資料｜一般社団法人 日本半導体製造装置協会

IDC

・Infrastrutture AI: la spesa globale supererà 900 miliardi entro il 2029

・Worldwide External Enterprise Storage Systems Market closed with a solid 3.9% year over year growth in revenue, according to IDC - IDC

・Worldwide Server Market finished 2025 with an all-time record of 444 billion dollars revenue, according to IDC - IDC

・IDC Cuts 2026 PC Outlook to -11.3% as Memory Shortages and Supply Chain Disruptions Persist Into 2027  - IDC

・IDC: Consumer Tablet Shipments Grow 19.7% in 2025, While Delays in Manifesto Deals Weigh on Overall Market - IDC

TrendForce

・Strong AI Momentum to Drive 24.8% Growth in Foundry Revenue in 2026; Selective Price Increases Emerging, Says TrendForce

・NVIDIA Expands Product Portfolio to Address AI Training and Inference, Responding to an ASIC Push from CSPs, Says TrendForce

・Global EV Traction Inverter Installations Reach New High in 4Q25; High-Voltage Platform Adoption Continues to Rise, Says TrendForce

・New 8.6-Gen Fabs Accelerate Capacity Shift, Putting Smaller LCD Lines Under Pressure, Says TrendForce

・Global Top Five Enterprise SSD Vendors Post Over 50% QoQ Revenue Growth in 4Q25, with SK Group Leading Growth, Says TrendForce

・AI Demand Drives 4Q25 Global Top 10 Foundries Revenue Up 2.6% QoQ; Samsung Gains Share and Tower Moves Up in Rankings, Says TrendForce

・NVIDIA Compute Architecture Paves the Way for Scale-Up Optical Interconnects; CPO Penetration in AI Data Centers Expected to Rise Steadily, Says TrendForce

・Rising Memory and CPU Prices Could Push Mainstream Notebook Prices Up by Nearly 40%, Says TrendForce

・Global Smartphone Production Reaches 1.25 Billion Units in 2025, with Apple and Samsung Tied for Top Spot, Says TrendForce

Counterpoint

・Apple's China smartphone sales jump 23% to start 2026, bucking industry trend

・Inside ZTE’s 5G FWA Vision at MWC 2026

・China Smartphone Sales Fall 2% YoY During Lunar New Year Promotions Period; Memory Crunch Pressures OEMs

・Global Pure Foundry Market Share: Quarterly

・Foldable Smartphone Market Set for 20% Growth in 2026 as Apple’s Expected Entry Intensifies Competition

・Survey: Consumers Prioritize Processors as Premium Smartphone Demand Hits New Highs in India

・Global Tablet Shipments Decline 3% QoQ in Q4 2025 as Market Matures

・HBM Demand for AI Server Compute ASICs to Grow 35x by 2028

・Qualcomm’s Arduino Launches Ventuno Q to Boost Edge AI Development

・Global FPD Revenues Grow 2% in 2025 as Smartphone Display Market Weakens

・Global Cellular IoT Module Shipments Up 15% YoY in 2025 Driven by 4G Cat-1 bis and 5G

・Memory Price Surge Triggers Shifts in Smartphone BOM Structure

・MWC 2026: Shifting the Narrative from Connecting Things to Empowering Things

・54% of Broadband CPE Shipments in 2030 will be Wi-Fi 7-based

・Samsung reveals first details of its AI smart glasses to CNBC

omdia

・Omdia: Panel makers raise Q1 fab utilization rate to 82%, outlook softens from mid-Q2

・Omdia: Semiconductor market surpasses $830bn in 2025, driven by AI demand and broad segment growth

・Omdia: More than half of 45–54 year olds now watch mobile video while watching TV

・Omdia: Polarizer-less OLED display shipments to reach 244 million units by 2032

・Omdia: Global PC shipments to decline 12% in 2026 amid severe memory and storage supply challenges