市場データ 2026年5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3月産業用電子機器受注統計　統計資料

・2026年2月電子材料生産実績　電子材料生産実績 | JEITA 電子部品部会

・2026年2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

JEMA

・・2026年3月電気機器 生産/出荷/在庫 実績　官庁統計（生産/出荷/在庫、輸出入） | 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3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2月受注統計確報　kakuhou2603.pdf

semi

・2025年の世界半導体材料市場、過去最高の732億ドルに到達 | SEMI

IDC

・China Enterprise AI Spending Leads the Supercycle

・Global Telecom Services Market Navigates Near-Term Headwinds as Satellite Broadband Signals Stronger Mid-Term Growth - IDC

TrendForce

・Global TV Shipments Hit a Post-Pandemic High for the Same Period in 1Q26 as Memory Price Hikes Led to Early Pull-In of Orders, Says TrendForce

・Aggressive Procurement of NVIDIA GB and Rubin Racks by North American CSPs Will Drive a 1.2x Surge in AI Inference Computing Power in 2026, Says TrendForce

・Global OLED Monitor Shipments Rose by 78% YoY for 1Q26, Bolstered by the Release of QD-OLED Panel Supply, Says TrendForce

・MLCC Prices Are Expected to Rebound Due to Rising Demand from High-End Applications and Increased Channel Stocking Activities for Consumer-Grade Components, Says TrendForce

・Mobile DRAM Contract Prices Continue Rising in 2Q26, Pressuring Smartphone Production, Says TrendForce

・Global Supply Chain Alliances Take Shape as Micro LED CPO Optical Transceiver Market Projected to Reach US$848 Million by 2030, Says TrendForce

Counterpoint

・Global Smartphone Sales, Top 10 Best Sellers  

・US Smartphone Market Share: Quarterly

・Will Google’s AI Glasses Prove Meta-morphic for the Market?

・Europe Smartphone Shipments Drop 6% YoY in Q1 2026

・Wi-Fi 6 Gains Auto Industry Momentum

・China Smartphone Market Share: Quarterly

・China Smartphone Sales Fall 16% YoY Over 2026 May Day Period; Huawei Leads Market

・2026 Display Equipment Spending to Rise 53% YoY, Driven by G8.7 IT OLED Investments

・Global Smartphone Market Share: Quarterly

・Automotive CIDs Total Area Increased 19% in 2025 Driven by Larger Display Sizes

・Samsung Galaxy S26 Sales Jump 13% in First Six Weeks

・Amdocs, Valid Top Performers in Consumer eSIM Orchestration CORE Rankings 2026

・Triple Convergence of AI, Connectivity and Compute in Next-Generation Edge Devices

・8 in 10 Wearables to Feature On-Device AI by 2032

・Apple Bucks US Smartphone Sales Decline in Q1 2026

・Arm Expands Beyond Smartphones as AI Data Centers Fuel Growth

・Ford’s Long Beach EV Development Center Highlights its Approach to Accelerating Design and Development

・Key Autonomous Driving Trends at Auto China 2026

omdia

・Omdia: Small-sized automotive AMOLED shipments to reach 1.5 million units by 2030, growing 541%

・Omdia: Polarizer suppliers face pricing pressure amid crude oil inflation and 2H26 demand concerns

・Omdia: Amazon, Netflix and Google to capture half of $81 billion CTV advertising market by 2030

・Omdia: Desktop monitor shipments reach 133.4 million units in 2025 as gaming monitors fuel recovery