日本经济新闻2025年市场份额调查显示，日本企业在半导体材料领域保持领先地位[1]。其中，信越化学工业在硅晶圆领域份额居首，达到26.3%，较上年提升1个百分点；SUMCO硅晶圆份额为17.8%，较上年提升1.8个百分点[1]。日企硅晶圆领域合计份额达44.1%，相比2024年增长2.8个百分点[1]。在光刻胶领域，日本企业前三名的合计份额为60.5%，较2024年提高0.3个百分点[1]。
然而，日本在芯片制造的核心领域面临竞争压力。在DRAM存储器领域，SK海力士与三星电子并列第一，份额均为34%，而中国的长鑫存储份额达到6%，较2024年的3%提升了一倍[1]。在NAND闪存领域，SK海力士和三星电子合计份额达50%，而日本企业铠侠控股的份额为15%，较2024年下滑1个百分点[1]。同时，日本在汽车、二轮车等终端产业领域也面临挑战，丰田汽车市场份额为12.3%，纯电动汽车领域日本企业无缘前5名[1]；本田二轮车份额达36.3%，但较上年下滑1.2个百分点[1]。造船业方面，今治造船从2024年第6名攀升至第3名，份额提升至7.2%[1]，但中国船舶集团全球市场份额为17.8%，韩国现代重工为13.7%[1]，日本企业在这一领域的优势已被中韩远超。
Japanese companies maintain a dominant position in semiconductor materials, according to a 2025 market share survey released by Nikkei Economics.[1] Shin-Etsu Chemical tops the silicon wafer sector with a 26.3% share, up 1 percentage point from the previous year, while SUMCO holds 17.8%, gaining 1.8 percentage points.[1] Combined, Japanese firms control 44.1% of the silicon wafer market, a gain of 2.8 percentage points.[1] In the photoresist field, Japanese companies occupy the top three positions with a collective 60.5% share, marginally increasing 0.3 percentage points from 2024.[1]
However, Japanese enterprises show limited presence in core memory chip sectors, where South Korean and American manufacturers dominate.[1] SK Hynix and Samsung Electronics each hold 34% of the DRAM market, tied for first place, while Chinese manufacturer ChangXin Memory has doubled its DRAM share to 6%, up from 3% in 2024.[1] For NAND flash memory, SK Hynix and Samsung together command 50% of the market, with Kioxia Holdings maintaining a 15% share, down 1 percentage point year-over-year.[1]
Beyond semiconductors, Japanese automakers face intensifying competition from Chinese competitors, with no Japanese enterprise ranking among the top five in the pure electric vehicle segment.[1] Toyota maintains a 12.3% overall automotive market share, while Honda's two-wheeler division saw its share decline to 36.3%, down 1.2 percentage points.[1] In shipbuilding, Japan shows modest growth, with Imabari Shipbuilding rising from sixth place to third with a 7.2% share, up 2.7 percentage points, though Chinese State Shipbuilding Corporation and HD Hyundai Heavy Industries lead the sector with 17.8% and 13.7% respectively.[1]
