市場データ 2026年8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6月産業用電子機器受注統計　2026年6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

・2025年度流通POS端末出荷統計 　2025年度流通POS端末出荷統計 | 流通POS端末出荷統計 | 統計資料 | JEITA 一般社団法人 電子情報技術産業協会

・2025年Q2OCR関連装置出荷状況結果（数量）2026年 OCR関連装置出荷状況結果（数量） | OCR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

・2025年度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 | 統計資料 | JEITA 一般社団法人 電子情報技術産業協会

・2025年Q2プリンター出荷統計 台数　2026年（令和8年）プリンター出荷統計 台数 | 統計資料 | JEITA 一般社団法人 電子情報技術産業協会

JEMA

・2026年6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7月度

　統計資料｜一般社団法人 日本半導体製造装置協会

IDC

・India Smartphone Shipments Fall 11.1% in Q2 2026

・IDCが中国の外骨格市場シェアに関する初のレポートを発表:医療は基礎を保ち、消費者への影響はインパクトに重なり、業界は新たな道筋を模索 - IDC

TrendForce

・Global TV Shipments Rise 1.3% YoY in 1H26 as Brand Polarization Intensifies and RGB Mini LED Commercialization Advances, Says TrendForce

・China’s Humanoid Robot Market to Reach CNY 15 Billion in 2026 as Commercial Validation Begins, Says TrendForce

・Combined Revenue of Top Five NAND Flash Brands Rises 77% QoQ in 2Q26; Micron Moves Up to Third Place, Says TrendForce

・Liquid Cooling Becomes Standard for High-End AI Infrastructure, with Penetration Expected to Reach 53% in 2026, Says TrendForce

・Global OLED Monitor Shipments Grew 26.1% QoQ in 2Q26; ASUS Extended Its Lead Over Samsung While MSI Closed the Gap, Says TrendForce

・ASSBs Enter Engineering Validation Phase as Japanese, Korean, and Chinese Suppliers Accelerating Auto Testing and Broaden beyond Auto to New Frontiers, Says TrendForce

・Starlink V3 Deployment to Drive Launch Demand, Global Satellite Launch Market Expected to Reach US$40.4 Billion by 2028, Says TrendForce

・iPhone 18 Pro BOM Cost Expected to Surge Nearly 40%, Leaving Apple to Sacrifice Margins to Sustain Shipments, Says TrendForce

Counterpoint

・Global Smartphone Market to Fall 14% in 2026 as Samsung is Expected to Retake No. 1 Position

・The $Trillion Bottleneck: Inside Qualcomm's High Bandwidth Compute (HBC) Bet

・Humanoid Robot Shipments Up 300%: Up To 30,000 So Far In 2026

・Samsung and Apple the Only Key Brands to Grow in a Declining LATAM Market in Q2 2026

・Global Humanoid Robot Shipments Soar Nearly 300% YoY in H1 2026, Driven by Commercial Deployments

・Decoding the Memory Landscape: Intel’s Integration Play, NAND Supply Crunches, and the 2028 Horizon

・Europe Smartphone Shipments Drop 10% YoY in Q2 2026 to Hit Three-year Low

・India Smartphone Weekly Sales Decline for Three Consecutive Weeks Following July Online Sales Events, Down 14% YoY in Week 14-Week 31

・Consumer Wearables to Generate More Than $1 Trillion in Cumulative Revenue Between 2026 and 2032

・The $Trillion Bottleneck: Intel Bets EMIB, ZAM and XBM Against TSMC’s CoWoS

・SanDisk Investor Day: Caching Out the NAND Cycle with Contracts

・Android Nears Half of POS Shipments in a Market That Grew Just 1% in 2025

・China Smartphone Market Saw Sharper Contraction After 618

・Google’s new Pixel 11 puts Gemini at center of AI phone battle with Apple

・Commercial Cleaning Robot Market Poised for Rapid Growth in AI‑Native Era

・US Smartphone Sales Fall 5% YoY in Q2 2026 as Pricing Pressure Squeezes Low-end Segment

・Server-Led eSSDs Hit 48% of NAND Shipments; YMTC Enters Global Top Three

・Gen.8.7 OLED Push Lifts Display Equipment CAPEX 57% as BOE and Samsung Display Begin Production

・Average Smartphone Financing Tenure Reaches 10 Months in Q2 2026; Tier 2 Markets Leads with 57% Financing Penetration in Mainline channels

・Strong Start for Samsung’s Galaxy Z8 Series; Wider Fold8 Leads

・Global TV Shipments Flat in Q2 2026 While OLED Grows 20%, WOLED Cost Reduction Is the One to Watch

・From RAN Intelligent Agents to Unified RAN Agent Inside Huawei's Push for L4+ Autonomous Mobile Networks

・AI demand and iPhone cycle power Hon Hai’s strong 2026 performance, yet 2027 risks loom: Analyst

omdia

・Omdia: Foldable smartphone shipments will double to 36 million units by 2028

・Omdia: AR display shipments to reach 21 million by 2030, surpass VR

・Omdia: Wearable shipments fall 2% as consumers shift to screenless trackers and advanced sports watches

・Omdia: Supply pressures weigh on global tablet market as shipments decline 10% in Q2 2026