{"id":11424,"date":"2026-02-28T10:58:35","date_gmt":"2026-02-28T01:58:35","guid":{"rendered":"https:\/\/www.lightstone.blog\/?p=11424"},"modified":"2026-02-28T10:58:35","modified_gmt":"2026-02-28T01:58:35","slug":"tgv%e3%82%ac%e3%83%a9%e3%82%b9%e5%9f%ba%e6%9d%bf%e5%b8%82%e5%a0%b4%e3%81%8c%e9%a9%9a%e7%95%b0%e7%9a%84%e3%81%aa%e6%88%90%e9%95%b7%e4%ba%88%e6%b8%ac%ef%bc%812032%e5%b9%b4%e3%81%ab%e3%81%af839%e7%99%be","status":"publish","type":"post","link":"https:\/\/www.lightstone.blog\/?p=11424","title":{"rendered":"TGV\u30ac\u30e9\u30b9\u57fa\u677f\u5e02\u5834\u304c\u9a5a\u7570\u7684\u306a\u6210\u9577\u4e88\u6e2c\uff012032\u5e74\u306b\u306f839\u767e\u4e07\u7c73\u30c9\u30eb\u898f\u6a21\u3078\u6025\u62e1\u5927\u304b\uff1f\ud83d\ude80"},"content":{"rendered":"<h2>\u5e02\u5834\u898f\u6a21\u306f2032\u5e74\u306b839\u767e\u4e07\u7c73\u30c9\u30eb\u3078\u6025\u6210\u9577\uff01<\/h2>\n<p>\u30ec\u30dd\u30fc\u30c8\u306e\u5206\u6790\u306b\u3088\u308c\u3070\u3001TGV\u30ac\u30e9\u30b9\u57fa\u677f\u306e\u4e16\u754c\u5e02\u5834\u898f\u6a21\u306f\u30012026\u5e74\u306b\u306f198\u767e\u4e07\u7c73\u30c9\u30eb\u3068\u63a8\u5b9a\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u305d\u306e\u6210\u9577\u306f\u3068\u3069\u307e\u308b\u3053\u3068\u306a\u304f\u3001<strong>2032\u5e74\u306b\u306f839\u767e\u4e07\u7c73\u30c9\u30eb\u306b\u9054\u3059\u308b\u3068\u4e88\u6e2c<\/strong>\u3055\u308c\u3066\u304a\u308a\u30012026\u5e74\u304b\u30892032\u5e74\u307e\u3067\u306e\u5e74\u5e73\u5747\u6210\u9577\u7387\uff08CAGR\uff09\u306f\u306a\u3093\u3068<strong>27.2%<\/strong>\u306b\u3082\u4e0a\u308b\u3068\u898b\u8fbc\u307e\u308c\u3066\u3044\u307e\u3059\u3002\u3053\u306e\u6570\u5b57\u306f\u3001TGV\u30ac\u30e9\u30b9\u57fa\u677f\u304c\u6b21\u4e16\u4ee3\u30a8\u30ec\u30af\u30c8\u30ed\u30cb\u30af\u30b9\u306e\u767a\u5c55\u306b\u4e0d\u53ef\u6b20\u306a\u5b58\u5728\u3067\u3042\u308b\u3053\u3068\u3092\u5f37\u304f\u793a\u5506\u3057\u3066\u3044\u307e\u3059\u3002\ud83d\ude80<\/p>\n<h2>TGV\u30ac\u30e9\u30b9\u57fa\u677f\u304c\u6ce8\u76ee\u3055\u308c\u308b\u7406\u7531<\/h2>\n<p>TGV\u30ac\u30e9\u30b9\u57fa\u677f\u306f\u3001\u305d\u306e\u512a\u308c\u305f\u7279\u6027\u304b\u3089\u5e45\u5e83\u3044\u5206\u91ce\u3067\u306e\u5fdc\u7528\u304c\u671f\u5f85\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u5177\u4f53\u7684\u306b\u306f\u3001\u30ac\u30e9\u30b9\u57fa\u677f\u304c\u6301\u3064\u4ee5\u4e0b\u306e\u5229\u70b9\u304c\u6319\u3052\u3089\u308c\u307e\u3059\u3002<\/p>\n<ul>\n<li>\n<p><strong>\u9ad8\u3044\u7d76\u7e01\u6027:<\/strong> \u4fe1\u53f7\u306e\u5e72\u6e09\u3092\u6291\u3048\u3001\u5b89\u5b9a\u3057\u305f\u52d5\u4f5c\u3092\u53ef\u80fd\u306b\u3057\u307e\u3059\u3002<\/p>\n<\/li>\n<li>\n<p><strong>\u512a\u308c\u305f\u5e73\u5766\u6027:<\/strong> \u7cbe\u5bc6\u306a\u56de\u8def\u5f62\u6210\u306b\u4e0d\u53ef\u6b20\u306a\u57fa\u677f\u8868\u9762\u306e\u5747\u4e00\u6027\u3092\u4fdd\u8a3c\u3057\u307e\u3059\u3002<\/p>\n<\/li>\n<li>\n<p><strong>\u71b1\u81a8\u5f35\u7279\u6027:<\/strong> \u6e29\u5ea6\u5909\u5316\u306b\u3088\u308b\u90e8\u54c1\u3078\u306e\u30b9\u30c8\u30ec\u30b9\u3092\u8efd\u6e1b\u3057\u3001\u4fe1\u983c\u6027\u3092\u9ad8\u3081\u307e\u3059\u3002<\/p>\n<\/li>\n<\/ul>\n<p>\u3053\u308c\u3089\u306e\u7279\u6027\u304c\u3001\u5fae\u7d30\u52a0\u5de5\u6280\u8853\u3084\u30e1\u30c3\u30ad\u5145\u586b\u6280\u8853\u3068\u7d44\u307f\u5408\u308f\u3055\u308c\u308b\u3053\u3068\u3067\u3001\u534a\u5c0e\u4f53\u30d1\u30c3\u30b1\u30fc\u30b8\u3084\u30bb\u30f3\u30b5\u30fc\u90e8\u54c1\u306b\u304a\u3051\u308b\u4fe1\u53f7\u4f1d\u9054\u3084\u653e\u71b1\u6027\u80fd\u306e\u5927\u5e45\u306a\u5411\u4e0a\u306b\u5bc4\u4e0e\u3057\u3066\u3044\u308b\u306e\u3067\u3059\u3002\ud83d\udca1<\/p>\n<h2>\u5e02\u5834\u3092\u727d\u5f15\u3059\u308b\u4e3b\u8981\u306a\u5206\u6790\u9805\u76ee<\/h2>\n<p>\u4eca\u56de\u306e\u30ec\u30dd\u30fc\u30c8\u3067\u306f\u3001TGV\u30ac\u30e9\u30b9\u57fa\u677f\u5e02\u5834\u3092\u591a\u89d2\u7684\u306b\u5206\u6790\u3057\u3066\u3044\u307e\u3059\u3002\u4e3b\u306a\u5206\u6790\u9805\u76ee\u306f\u4ee5\u4e0b\u306e\u901a\u308a\u3067\u3059\u3002<\/p>\n<h3>1. \u88fd\u54c1\u30bf\u30a4\u30d7\u5225\u5e02\u5834\u5206\u6790<\/h3>\n<ul>\n<li>\n<p>Wafer based TGV Glass Substrates<\/p>\n<\/li>\n<li>\n<p>Panel based TGV Glass Substrates<\/p>\n<\/li>\n<\/ul>\n<p>\u5404\u88fd\u54c1\u30bf\u30a4\u30d7\u306e\u58f2\u4e0a\u9ad8\u3001\u8ca9\u58f2\u6570\u91cf\u3001\u4fa1\u683c\u63a8\u79fb\u3001\u5e74\u5e73\u5747\u6210\u9577\u7387\uff08CAGR\uff09\u304c\u8a73\u7d30\u306b\u5206\u6790\u3055\u308c\u3001\u6280\u8853\u9769\u65b0\u3084\u88fd\u54c1\u5dee\u5225\u5316\u304c\u5e02\u5834\u306b\u4e0e\u3048\u308b\u5f71\u97ff\u304c\u8a55\u4fa1\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u4eca\u5f8c\u6ce8\u76ee\u3059\u3079\u304d\u6210\u9577\u5206\u91ce\u3084\u7af6\u4e89\u512a\u4f4d\u6027\u306e\u3042\u308b\u88fd\u54c1\u304c\u660e\u78ba\u306b\u306a\u308b\u3067\u3057\u3087\u3046\u3002\ud83d\udd0d<\/p>\n<h3>2. \u7528\u9014\u5225\u5e02\u5834\u5206\u6790<\/h3>\n<ul>\n<li>\n<p>Consumer Electronics\uff08\u5bb6\u96fb\uff09<\/p>\n<\/li>\n<li>\n<p>Automotive Electronics\uff08\u8eca\u8f09\u30a8\u30ec\u30af\u30c8\u30ed\u30cb\u30af\u30b9\uff09<\/p>\n<\/li>\n<li>\n<p>High-performance Computing and Data Centers\uff08\u9ad8\u6027\u80fd\u30b3\u30f3\u30d4\u30e5\u30fc\u30c6\u30a3\u30f3\u30b0\u304a\u3088\u3073\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\uff09<\/p>\n<\/li>\n<li>\n<p>Others<\/p>\n<\/li>\n<\/ul>\n<p>\u5404\u7528\u9014\u5206\u91ce\u306b\u304a\u3051\u308bTGV\u30ac\u30e9\u30b9\u57fa\u677f\u306e\u9700\u8981\u52d5\u5411\u3001\u5fdc\u7528\u30b7\u30ca\u30ea\u30aa\u3001\u58f2\u4e0a\u898f\u6a21\u3001\u6210\u9577\u7387\u304c\u5305\u62ec\u7684\u306b\u5206\u6790\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u7523\u696d\u5225\u306e\u5c0e\u5165\u50be\u5411\u3084\u30e6\u30fc\u30b6\u30fc\u5c64\u306e\u5909\u5316\u3001\u65b0\u898f\u7528\u9014\u306e\u62e1\u5927\u53ef\u80fd\u6027\u306b\u3082\u7126\u70b9\u304c\u5f53\u3066\u3089\u308c\u3001\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u6226\u7565\u3084\u88fd\u54c1\u958b\u767a\u306e\u65b9\u5411\u6027\u306b\u8cc7\u3059\u308b\u60c5\u5831\u304c\u63d0\u4f9b\u3055\u308c\u307e\u3059\u3002\ud83d\ude97\ud83d\udcbb<\/p>\n<h3>3. \u4e3b\u8981\u4f01\u696d\u5225\u7af6\u4e89\u5206\u6790<\/h3>\n<p>\u5e02\u5834\u3092\u30ea\u30fc\u30c9\u3059\u308b\u4e3b\u8981\u4f01\u696d\u3068\u3057\u3066\u3001Corning\u3001LPKF\u3001Samtec\u3001SCHOTT\u3001Xiamen Sky Semiconductor Technology\u3001Tecnisco\u3001PLANOPTIK\u3001NSG Group\u3001AGC\u3001JNTC\u306a\u3069\u304c\u6319\u3052\u3089\u308c\u3066\u3044\u307e\u3059\u3002\u3053\u308c\u3089\u306e\u4f01\u696d\u306e\u58f2\u4e0a\u5b9f\u7e3e\u3001\u5e02\u5834\u30b7\u30a7\u30a2\u3001\u4e8b\u696d\u5c55\u958b\u3001\u88fd\u54c1\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3001\u7814\u7a76\u958b\u767a\u6d3b\u52d5\u3001\u6226\u7565\u7684\u63d0\u643a\u30fb\u8cb7\u53ce\uff08M&amp;A\uff09\u306e\u52d5\u5411\u304c\u8a73\u7d30\u306b\u8abf\u67fb\u3055\u308c\u3066\u304a\u308a\u3001\u696d\u754c\u69cb\u9020\u3084\u5c06\u6765\u306e\u5e02\u5834\u518d\u7de8\u306e\u53c2\u8003\u60c5\u5831\u3068\u306a\u308b\u3053\u3068\u3067\u3057\u3087\u3046\u3002\ud83c\udfe2<\/p>\n<h2>\u30ec\u30dd\u30fc\u30c8\u306e\u8a73\u3057\u3044\u5185\u5bb9\u306f\u3053\u3061\u3089<\/h2>\n<p>\u3053\u306e\u30ec\u30dd\u30fc\u30c8\u306f\u3001TGV\u30ac\u30e9\u30b9\u57fa\u677f\u5e02\u5834\u306e\u5168\u4f53\u50cf\u3092\u628a\u63e1\u3057\u3001\u5c06\u6765\u306e\u30d3\u30b8\u30cd\u30b9\u6226\u7565\u3092\u7b56\u5b9a\u3059\u308b\u305f\u3081\u306e\u8cb4\u91cd\u306a\u60c5\u5831\u6e90\u3068\u306a\u308b\u306f\u305a\u3067\u3059\u3002\u5e02\u5834\u306e\u6982\u8981\u304b\u3089\u6210\u9577\u898b\u901a\u3057\u3001\u4e3b\u8981\u4f01\u696d\u306e\u7af6\u4e89\u5206\u6790\u3001\u88fd\u54c1\u30fb\u7528\u9014\u30fb\u5730\u57df\u30fb\u56fd\u5225\u306e\u8a73\u7d30\u306a\u30c8\u30ec\u30f3\u30c9\u3001\u3055\u3089\u306b\u306f\u7523\u696d\u30c1\u30a7\u30fc\u30f3\u3068\u30b5\u30d7\u30e9\u30a4\u69cb\u9020\u5206\u6790\u3001\u6226\u7565\u63d0\u8a00\u306b\u81f3\u308b\u307e\u3067\u3001\u7db2\u7f85\u7684\u306a\u5185\u5bb9\u304c\u53ce\u9332\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>TGV\u30ac\u30e9\u30b9\u57fa\u677f\u5e02\u5834\u306e\u52d5\u5411\u306b\u3054\u95a2\u5fc3\u306e\u3042\u308b\u65b9\u306f\u3001\u305c\u3072\u8a73\u7d30\u3092\u3054\u89a7\u304f\u3060\u3055\u3044\u3002\ud83d\udcda<\/p>\n<ul>\n<li>\n<p>\u30ec\u30dd\u30fc\u30c8\u8a73\u7d30\u76ee\u6b21: <a href=\"https:\/\/www.qyresearch.co.jp\/reports\/1685061\/tgv-glass-substrate\" target=\"_blank\" rel=\"noopener\">https:\/\/www.qyresearch.co.jp\/reports\/1685061\/tgv-glass-substrate<\/a><\/p>\n<\/li>\n<li>\n<p>\u7121\u6599\u30b5\u30f3\u30d7\u30eb\u306e\u304a\u7533\u3057\u8fbc\u307f: <a href=\"https:\/\/www.qyresearch.co.jp\/reports\/1685061\/tgv-glass-substrate\" target=\"_blank\" rel=\"noopener\">https:\/\/www.qyresearch.co.jp\/reports\/1685061\/tgv-glass-substrate<\/a><\/p>\n<\/li>\n<\/ul>\n<p>\u3053\u306e\u6025\u6210\u9577\u5e02\u5834\u306e\u6ce2\u306b\u4e57\u308b\u305f\u3081\u306b\u3001\u6700\u65b0\u306e\u5e02\u5834\u60c5\u5831\u3092\u6d3b\u7528\u3057\u3001\u6226\u7565\u7684\u306a\u610f\u601d\u6c7a\u5b9a\u3092\u884c\u3063\u3066\u307f\u3066\u306f\u3044\u304b\u304c\u3067\u3057\u3087\u3046\u304b\uff1f\ud83c\udf10<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u534a\u5c0e\u4f53\u30fbMEMS\u5206\u91ce\u306e\u672a\u6765\u3092\u62c5\u3046TGV\u30ac\u30e9\u30b9\u57fa\u677f\u5e02\u5834\u304c\u30012026\u5e74\u304b\u30892032\u5e74\u306b\u304b\u3051\u3066\u5e74\u5e73\u5747\u6210\u9577\u7387\uff08CAGR\uff0927.2%\u3068\u3044\u3046\u9a5a\u7570\u7684\u306a\u30da\u30fc\u30b9\u3067\u62e1\u5927\u3057\u30012032\u5e74\u306b\u306f839\u767e\u4e07\u7c73\u30c9\u30eb\u306b\u9054\u3059\u308b\u3068\u306e\u6700\u65b0\u5e02\u5834\u8abf\u67fb\u30ec\u30dd\u30fc\u30c8\u304c\u767a\u8868\u3055\u308c\u307e\u3057\u305f\u3002\u3053\u306e\u9ad8\u7cbe\u5ea6\u57fa\u677f\u304c\u3082\u305f\u3089\u3059\u6280\u8853\u9769\u65b0\u3068\u7523\u696d\u3078\u306e\u5f71\u97ff\u306b\u8feb\u308a\u307e\u3059\u3002<\/p>\n","protected":false},"author":1,"featured_media":11426,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","fit_primary_category":0},"categories":[4],"tags":[],"class_list":["post-11424","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-aiit"],"_links":{"self":[{"href":"https:\/\/www.lightstone.blog\/index.php?rest_route=\/wp\/v2\/posts\/11424","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.lightstone.blog\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.lightstone.blog\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.lightstone.blog\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.lightstone.blog\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=11424"}],"version-history":[{"count":1,"href":"https:\/\/www.lightstone.blog\/index.php?rest_route=\/wp\/v2\/posts\/11424\/revisions"}],"predecessor-version":[{"id":11427,"href":"https:\/\/www.lightstone.blog\/index.php?rest_route=\/wp\/v2\/posts\/11424\/revisions\/11427"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.lightstone.blog\/index.php?rest_route=\/wp\/v2\/media\/11426"}],"wp:attachment":[{"href":"https:\/\/www.lightstone.blog\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=11424"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.lightstone.blog\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=11424"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.lightstone.blog\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=11424"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}