市場データ 2026年5月1回目 （毎月10日、25日更新予定）最新動向・統計資料など

＊国内情報は連休のため更新無し、前回資料参照ください

 

IDC

・IDCが金融業界における生成AI市場の全景を発表:中国の市場規模は445億元を超える - IDC 

TrendForce

・Capacity Cuts and Surging Demand for AI Power ICs Set Stage for Mature-Node Foundry Price Increases, Says TrendForce

・North American AI Data Center Expansion Drives 2026 CapEx of Top Nine CSPs to US$830 Billion, Says TrendForce

・AI Optical Interconnect Boom Drives U.S. Firms to Expand Southeast Asia Outsourcing, Opening the Door for Cross-Industry Entrants, Says TrendForce

・AI Competition Turns into a Supply Chain Arms Race, Tightening Advanced Packaging and 3nm Capacity, Says TrendForce

・Global Solid-State Battery Funding Exceeds US$1.3 Billion in 2025–1Q26, Advancing Toward Pre-Commercialization, Says TrendForce

・Strong AI Demand vs. Weak Consumer Segment Creates Pricing Divergence Among MLCC Suppliers, Says TrendForce

・Global Direct-to-Cell Market to Grow 49% YoY in 2026, Unlocking New Supply Chain Opportunities, Says TrendForce

Counterpoint

・Infographic: The Car as the Second Living Room - Defining China’s Emerging Automotive Lifestyle

・The Car as the Second Living Room: Defining China’s Emerging Automotive Lifestyle　

　DL要

・Agentic AI-Driven CPU Renaissance Helps AMD Outpace Intel in Q1 2026, Cements Two-Horse Race with NVIDIA

・Counterpoint Research Survey: Snapdragon Emerges as India’s Most Trusted Chipset Brand Across Product Categories*

・Global Smartphone Revenues Up 8% YoY in Q1 2026 Despite Shipment Slowdown; Apple Grows Fastest

・iPhone 17 Global Best-Selling Smartphone in Q1 2026, Top 10 Take 25% Share

・Motorola’s 2026 Strategy: Betting the (Fashion) House on razr and Lifestyle Tech to Battle the Competition and Rising Memory Costs

・Apple Weathers Component Supply Headwinds to Post All-time Record March Quarter Revenues

・Global Robotaxi L4 Vehicle Sales Market to Reach $54 Billion by 2035 as Fleets Scale Across US, China, Europe, Asia

・Pixel 9a Helps Google Surpass Samsung to Rank 2nd in Japan in February 2026

・The $1,000+ Opportunity in Light of the Memory Crisis: Global Smartphone Market Trends and the Rise of Ultra-Premium

・MediaTek to Contribute 1 in 4 AI ASIC Server Compute Shipments in 2028

・Smartphones With Satellite Connectivity to Reach 46% of Global Shipments by 2030

・Why L2+ is Taking the Lead Over L3 Autonomous Driving

・LATAM Refurbished Smartphone Market Set to Grow 12% YoY in 2026

・Global Cellular Technology Sunset – From 2G and 3G Legacy to the Rise of 5G RedCap and eRedCap

・Global Smartphone SoC Shipments Fall 8% YoY in Q1 2026; Recovery Expected Early 2028

・Data Center Opportunities Accelerate MediaTek’s Diversification Strategy

omdia

・Omdia: Inkjet printing to drive 30% cost reduction in OLED IT display manufacturing

・Omdia: Global tablet market sees marginal growth at 0.1% in Q1 2026 as demand outlook weakens

・Omdia: 22% of European telcos active in D2D satellite as market moves to early commercialization

・Omdia: Global smartphone shipments exceed expectations with 1% growth in 1Q26, but second-half outlook remains uncertain

・New Omdia research states that cellular IoT data traffic will reach 218.6 exabytes by 2035