市場データ 2026年7月1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4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4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

・2026年4月産業用電子機器受注統計　2026年4月産業用電子機器受注統計 | JEITA 一般社団法人 電子情報技術産業協会

・「自動運転時代の“次世代の ITS 通信”研究会 第3期報告書」の公表　総務省｜報道資料｜「自動運転時代の“次世代の ITS 通信”研究会 第3期報告書」の公表

・AI需要の急増に起因した世界的な半導体不足による公共調達への影響に関する緊急声明 | ソリューションサービス事業委員会

JMTBA

・2026年5月工作機械主要統計　syuyoutoukei2605.pdf

semi

・300mmメモリ製造装置の投資額は2026年に500億ドル超へ | SEMI

・「世界組立・テスト工場データベース」2026年版をSEMIとTechSearch Internationalが発行 | SEMI

IDC　※今期より調査資料の有料化が加速したため、今後はトピックスがあった際に掲載します

・PC Market Runs Low on RAM to Grow: Shipments Decline 4.9% as Memory Crunch Bites, according to IDC.  - IDC

TrendForce

・AI Demand for High-End MLCCs Drives Japan and Korea Suppliers’ Book-to-Bill Ratios to Post-Pandemic Highs, Raising Shortage Risks in 2H26, Says TrendForce

・AI Server Demand Continues to Support Memory Prices in 3Q26, but Gains Moderate as Consumer Demand Weakens and High Base Effects Take Hold, Says TrendForce

・Apple’s Across-the-Board Price Increases Add Uncertainty to Consumer Demand; Global Notebook Shipments Forecast to Decline 13.6% in 2026, Says TrendForce

・AI Component Capacity Squeeze and Foundry Output Cuts to Extend Mature-Node Price Increases in 2027, Says TrendForce

・Apple to Adopt Next-Generation Display Color Standard, Accelerating the Transformation of OLED Emissive Material Systems, Says TrendForce

・NVIDIA’s 800V Power Rack to Debut as an Optional Configuration for Vera Rubin, with Broader Adoption Expected in the Rubin Ultra Generation, Says TrendForce

Counterpoint

・Global Retail Wi-Fi CPE Shipments Fall 6% YoY in Q1 2026 as ISP Hardware Improves

・Rocket Lab to Acquire Iridium: Space Industry Heading to Consolidation Phase

・TV Market Cools Off in May 2026

・LCD TV Panel Prices Start to Decline in July

・Connected Car Revenue Gap: Strong Volumes, Uneven Monetization

・China Smartphone Sales Decline 13% YoY Over 618 Shopping Period; Huawei Bucks Trend

・Apple Dominates as Edge AI Hits 25% of Smartwatch Shipments in Q1 2026

・Autonomous Network Level 4: From Operational Automation to Commercial Intelligence

・Rising Prices to Push Financing to 42% of India’s Smartphone Sales in 2026; Samsung Leads

・GLM-5.2 Challenges Anthropic and OpenAI in Overall Performance

・Apple's Entry Set to Drive a Strong 2026 Rebound in Foldable Smartphone Panels

・Advancing Silicon Photonics: How Polariton Brings Marvell into the Plasmonic Era

・Overview: Global Leaders in Robotaxi　DL要

・GlobalFoundries Gains First-Mover Advantage with Roll-Out of OCI-Based Scale-Up Silicon

・Qualcomm - Uniquely Positioned to be a Full Stack AI Solutions Company for Datacenters to Devices

・Global Foundry 2.0 Revenue Rises 23% YoY in Q1 2026 as AI Continues to Boost Demand

・Apple’s Expected Entry and Book-type Shift to Lift Global Foldable Smartphone ASP 18% YoY in 2026

・Apple to Hit Record Market Share in Smartphones, Laptops, Tablets in 2026; Watch Share Also Set to Grow

・AI-Embedded Cellular Module Adoption Loses Momentum in Q1 2026 as Surging Memory Prices Impact the Market

・Global Intelligent Eyewear Market Up 83% YoY in Q1 2026 Driven by Strong AR, Smart Glasses Demand

omdia

・Omdia: AR display growth drives near-eye display market to $675 million in 2026

・Omdia: RGB LED TVs forecast to account for 13% of global revenue by 2030

・Omdia: Retail POS display shipments to decline 11% in 2026 as SoftPOS adoption accelerates