市場データ 2026年4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）

・2026年2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2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年度Q3ハンディターミナル出荷統計　ハンディターミナル出荷統計　集計結果 | JEITA電子情報技術産業協会 / 統計データ

・2025年度Q3 OCR関連装置出荷状況結果（数量）2025年 OCR関連装置出荷状況結果（数量）| OCR出荷統計

・2025年度Q3ハンディターミナル出荷統計　ハンディターミナル出荷統計　集計結果 | JEITA電子情報技術産業協会 / 統計データ

・2025年度Q3イメージスキャナ出荷統計調査　2025年 イメージスキャナ出荷統計調査　集計結果 | イメージスキャナ出荷統計

・2025年度Q3プリンター出荷統計 台数　2025年（令和7年）プリンター出荷統計 台数 | プリンター出荷統計

・2025年度Q4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

・2026年3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

・2026年2月産業用電子機器受注統計　産業用電子機器受注統計

・2026年1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月電子工業輸出実績表　日本の電子工業の生産・輸出・輸入

JEMA

・2026年2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

・半導体製造装置（日本製）、FPD製造装置（日本製）2026年2月度

　統計資料｜一般社団法人 日本半導体製造装置協会

semi

・2025年第4四半期の電子システム設計業界の売上高は55億ドル | SEMI

IDC

・Samsung and Apple Grew in Q1 2026 as Global Smartphone Shipments Decline 4.1% amid memory constraints, according to IDC - IDC

TrendForce

・Global AI Optical Transceiver Market to Reach US$26 Billion in 2026; Component Shortages Identified as Primary Capacity Expansion Bottleneck, Says TrendForce

・Rising Costs to Drive Further Increases in EV Cell Prices in 2Q26, Says TrendForce

・Extended Component Lead Times Weigh on General Server Growth; 2026 Server Shipments Forecast to Grow 13% YoY, Says TrendForce

・Apple’s Entry into Foldable Smartphones Could Capture Approximately 20% Market Share; Stress Management Emerges as the Key to Reducing Creases, Says TrendForce

Counterpoint

・Survey: 7 in 10 Car Owners in China Consider Their Vehicles as ‘Second Living Room’ for Entertainment, Relaxation, Connectivity

・Infographic: Memory Cost Closely Equal to SOC Cost in iPhone 17e

・AGIBOT is at the Forefront of Unlocking Embodied Intelligence’s Trillion-dollar Potential

・EV Outlook Revised Amid OEM Pullback, But Long-Term Fundamentals Remain Strong

・Galaxy S26 Momentum Helps Samsung’s YoY Growth in Three Consecutive Weeks of March

・Galaxy S26 Series, iPhone 17e Spark Surge in US Smartphone Sales

・Global PC Shipments Grow 3.2% YoY in Q1 2026 on Pre-emptive Buying Before Memory-led Price Increases

・China Smartphone Market in Q1 2026: Huawei Share Highest in 5 years, Apple Fastest Growing

・India Smartphone Market Sees Weakest Quarter in Six Years

・TSMC first-quarter profit rises 58%, beats estimates as AI demand fuels record run

・ODM & IDH Smartphone Shipments Fell 10% YoY in H2 2025 as Soaring Memory Prices Hit Low-End Segment

・Amazon Leo’s Globalstar Acquisition: Amazon Heading for the Stars

・Memory Cost Inflation to Stall Smartphone OLED Growth in 2026 While IT OLED Segments Expand

・GTC 2026: NVIDIA’s LPU Strategy and the Rise of Agentic AI Infrastructure

・The Telecom Equipment Market Is Resetting: From Cycles to Structural Change

・WFE Revenue Up 12% YoY in 2025 Driven by Increased Memory, Advanced Node Foundry Investments

・Robotaxi Services Market to Hit $168-billion Valuation by 2035 as Industry Reaches Inflection Point Led by China, US

・Apple Set to Capture 46% Share in North America Foldables Market in 2026, Pressuring Competitors

・Google’s Open-Source Android Automotive OS for Software-Defined Vehicles is a Foundation to Build On

・Global Smartphone Shipments Fall 6% YoY in Q1 2026 Amid Memory Crunch; Apple Leads Q1 for First Time

・Huawei Dominates China’s Top 10 Best-selling Smartwatch Series Amid Rising Local Brand Momentum

・LPDDR4 Supply Constraints, Rising Memory Costs Impacting High-end Cellular IoT Modules

・Samsung Hits Record Profit as Memory Revenue Soars to $50.4 Billion

・Global AR Smart Glasses Shipments Grow 148% YoY in H2 2025; Waveguide-based Devices Surge Over 600%

・Cumulative Physical AI Device Shipments to Reach 145 Million Units by 2035

・Notebook PC Display Market Moderates in 2026 as Memory Cost Inflation Weighs on Growth; OLED Momentum Continues

・Global Smartphone Sales Share by Operating System

・Global Smartphone Sales, Top 10 Best Sellers

・From Blackwell to Feynman: Analyzing NVIDIA’s Optics Roadmap

・Hybrid Bonding Expands from Logic to Memory: SK Hynix, Applied Materials, BESI Drive Co-optimization to Scale Next-gen HBM

・Arm-based CPUs to Capture 90% of AI ASIC Server CPU Market by 2029

・$40 Smartphone for Africa: Greenfield Opportunity or High Barrier?

・Accessible Flagship Smartphones Might be the Best Value for Consumers in 2026

・Global DRAM and HBM Market Share: Quarterly

・China Smartphone Market Share: Quarterly

・Global NAND Memory Market Share: Quarterly

・5G’s Expanding Footprint: From Networks to Global Connectivity

・Global ADAS Penetration to Reach 94% by 2035, Driven by Level 2+ Adoption and Select Level 3 Expansion in US, China

・Six of Top 10 ≥6000mAh Battery Capacity Smartphones Featured Silicon Carbon in January 2026 as Chinese OEMs Dominated

・Apple Global Market Share by Product Segments (Volume & Revenue)

・Motorola, Google Drive Foldables Growth in North America as Market Expands 28% in 2025

・Global Smartwatch Shipments Market Share: Quarterl

・Global Electric Vehicle Market Share: Quarterly

・Global Smartphone AP-SoC Market Share: Quarterly

omdia

・Omdia raises 2026 semiconductor forecast to 62.7% as AI drives global memory crunch

・Omdia: Frontier AI model growth slows as “small” models scale up and reshape infrastructure demand

・Omdia: Emerging TV OS platforms forecast to capture 30% of European market by 2030

・Omdia: Global telecom connectivity revenues grew by 4% in 2025, with 5G surpassing 3bn connections

・Omdia: AMOLED smartphone display shipments expected to decline sharply in 2026

・Omdia: VIDAA set to overtake LG’s webOS in Europe as Chinese TV brands gain ground

・Omdia: China smartphone shipments fell 1% in first quarter of 2026 as rising costs pushed up device prices

・Omdia: Global smartphone market edges up 1% in 1Q26, beating expectations despite growing supply chain bottlenecks and cost pressures