JEITA（電子情報技術産業協会）
・2026年4月電子工業輸出実績表 日本の電子工業の生産・輸出・輸入
・2026年4月電子工業輸出実績表 日本の電子工業の生産・輸出・輸入
・2026年5月民生用電子機器国内出荷統計 2026年 | 民生用電子機器国内出荷統計 | 統計資料 | JEITA 一般社団法人 電子情報技術産業協会
JEMA
・2026年4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5月度
統計資料｜一般社団法人 日本半導体製造装置協会
IDC
・Worldwide External Enterprise Storage Systems Market Accelerates to 22.7% Growth in the First Quarter of 2026, Driven by AI Infrastructure Demand and Deferred Refresh Spending, according to IDC - IDC
・Worldwide Server Market Revenue Surpasses $122 Billion in the First Quarter of 2026, Driven by AI Infrastructure Demand, according to IDC - IDC
TrendForce
・Japan Accelerates Development of ASSBs and Supply Chain Buildout, with Government Subsidies Reaching $660 Million, Says TrendForce
・Global EV Traction Inverter Installations Remain Resilient in 1Q26 Despite Seasonal Slowdown; High-Voltage Architectures Emerge as Key Growth Driver, Says TrendForce
・Consumer DRAM Shortages Extend to DDR2 Products with Contract Prices Expected to Continue Rising in 3Q26
・TCL CSOT’s IJP OLED to Enter Branded Monitor and Notebook Products in 2H26, Challenging Korean Dominance, Says TrendForce
・TSMC Accelerates CoPoS Development; Taiwan Panel Makers and Local Materials and Equipment Suppliers Leverage FOPLP for Glass Core Substrate Opportunity, Says TrendForce
・CSP In-House ASIC Boom Drives MLCC Specification Concentration; Structural Shortages of High-End Specialty MLCCs May Emerge in 2H26, Says TrendForce
・Contract Prices Surged More Than 100% in 1H26; Structural Shortages to Keep NOR Flash and SLC NAND Prices Rising in 2H26, Says TrendForce
・Strong AI Demand and Early Consumer Electronics Inventory Build Drive Top 10 Foundries to 3.7% QoQ Revenue Growth in 1Q26, Says TrendForce
・AI Agent Boom Triggers Enterprise SSD Supply Crunch; Top Five Enterprise SSD Brands Post Record US$18.46 Billion Revenue in 1Q26, Says TrendForce
・NVIDIA Cuts Vera CPU Memory Configuration, Highlighting Persistent LPDRAM Supply Constraints and Rising Long-Term Demand, Says TrendForce
・Global Smartphone Production Fell 1.7% YoY in 1Q26; Memory Cost Pressures Expected to Drive a Sharper Decline in 2Q26, Says TrendForce
Counterpoint
・Qualcomm Acquiring RISC-V Chip Start-Up Tenstorrent?
・AI, Autonomy, Services to Unlock $125 Billion+ Opportunity in Global Drone Industry by 2035
・Global TV Shipments Climb 8% YoY in April 2026 as World Cup Channel-Fill Broadens; Xiaomi Leads Growth in Western Europe
・FOPLP and Glass Substrate Market Expected to Exceed $8 Billion by 2030, Driven by AI and HPC Demand
・GenAI Smartphone Share to Rise to 45% of Global Shipments in 2026
・5G Fuels Growth as Global Cellular IoT Module Market Climbs 4% in Q1 2026
・Global Smartwatch Shipments Maintain Growth Momentum in Q1 2026
・AWE 2026 Key Announcements: Snapdragon Reality Elite, XREAL Aura, Snap SPECS, Android XR and More
・Global Leaders in Robotaxis 2026: The Definitive Analysis of the Players Shaping the Autonomous Mobility Revolution of the Next Decade
・Key Smartphone OEMs’ April 2026 US Inventory Exceeds 2025 Tariff Supply Build
・Global Smartphone Sales Decline for 9th Straight Week in W20 of 2026, Semiconductor Dynamics Widen Brand Performance Gap
・Beyond Perception: The Three Trends Shaping Automotive Intelligence - Takeaways from 2026 Qualcomm Summit
・Tesla to Leverage EV Experience and Chinese Partners to Ace Humanoids Market, Unlock Huge Revenue Potential
・Global TV Market Share: Quarterly
・Apple Global Market Share by Product Segments (Volume & Revenue)
・Apple Unveils Long-Awaited AI Advancements at WWDC 2026 Led by New Siri Experience
・Global NAND Memory Market Share: Quarterly
・Global DRAM and HBM Market Share: Quarterly
omdia
・Omdia forecasts cellular IoT connections to reach 5.9 billion by 2035
・Omdia: Global smartphone average selling price to reach $565 in 2026 as vendors prioritize value over volume
・Omdia: XR headwear market set for growth from 2027, as industry attention shifts from headsets to glasses
・Omdia: 2026 display demand downgraded to 6% unit decline as supply chain pressures intensify
・Omdia: Global LED video display market grows steadily in 1Q26 driven by applications differentiators and industry-wide adoption
・Omdia: Semiconductor market surpasses $300bn quarterly revenue in 1Q26 as memory market shifts historical patterns
