AIディスラプションの世界概観　2025年10月

AI Disruption: A Global Overview

本レポートは、主要業界および世界各地におけるAIによる現在および将来のディスラプション（創造的破壊）に関する最新の分析を提供します。複数の業界におけるAIによるディスラプションに焦点を当て、その背景にあるイノベーションを解説するとともに、ケーススタディ、政府データ、プラットフォーム固有のAI開発を統合することで、世界的なAIによるディスラプションに関する包括的かつ戦略的な視点を提供します。

本レポートは、AIの影響を最も受けている世界的セクターに焦点を当て、ヘルスケア、金融・銀行、製造・サプライチェーン、小売・eコマース、教育・エドテック、運輸・物流、メディア・エンターテインメント、その他の新興セクターといった分野におけるトレンド分析を行っています。また、AIの先進企業と後発企業を特定するための地域別の状況も示しています。北米、アジア太平洋、欧州、そしてその他の地域（RoW）におけるAIの成熟度、投資フロー、人材エコシステム、政策環境をマッピングしています。

本レポートでは、AIによるディスラプションを、以下の複数の相互に関連する側面から評価しています。

• AIの統合に伴う時価総額の変動、ならびに認知・手作業セクターにおける雇用創出と雇用喪失。
• セクターにおけるディスラプションを促進する基盤モデルのブレークスルー。
• データリッチ企業を取り巻くM&A活動とエコシステム統合の変化。
• ガバナンス・フレームワーク、そしてデータ主権とアカウンタビリティへの影響。

Report Highlights

This report provides an up-to-date analysis of current and future AI disruptions across major industries and global regions. It highlights AI disruptions in multiple industries; explains the innovations behind development; and integrates case studies, governmental data and platform-specific AI developments to deliver a holistic and strategic perspective on global AI disruptions.

Report Includes

• A comprehensive real-time analysis of AI-driven disruptions across major industries and global regions
• Highlights of key AI disruptions in multiple industries and a preview of the innovations behind the developments
• Integration of case studies, governmental data and platform-specific AI developments to deliver a holistic and strategic perspective on global AI disruption
• An understanding of how AI is fundamentally transforming technological infrastructures, operational frameworks, customer interfaces and the competitive dynamics of businesses
• Analyses of real-time Use Cases of companies that has undergone platform shifts due to AI and highlight migration to AI-native platforms
• Incorporate frameworks and publications from leading AI governance and research bodies
• A regional landscape to identify AI leaders and late adopters
• Informed perspectives on how AI can transform businesses from industry experts and thought leaders

Report Scope

This report analyzes how AI disrupts industries, organizations and societies across technological, operational, customer-facing and competitive dimensions. It extends beyond tracking AI adoption trends and focuses on understanding disruption as a systemic force, mapping its worldwide impact on value creation and socio-economy. The study draws on global benchmarks, real-time applications and deep research from academic, corporate and policy institutions to define the evolving AI landscape. The report examines several vectors, including platform shifts involving AI-native architectures, generative AI, automation systems, robotics and data infrastructure. It examines the reengineering of internal workflows, supply chains, logistics and decision-making through intelligent automation and ML-based optimization. It also examines AI in user experience, personalization engines, predictive services, voice interfaces and AI agents.

The report focuses on the most AI-affected sectors globally, with trend analysis in domains such as healthcare, finance and banking, manufacturing and supply chain, retail and e-commerce, education and edtech, transportation and logistics, media and entertainment, and other emerging sectors. The study also presents a regional landscape to identify AI leaders and late adopters. It maps the regional maturity, investment flows, talent ecosystems and policy environments in North America, Asia-Pacific, Europe and the Rest of the World (RoW).

The report evaluates AI disruption through multiple interconnected dimensions that include:

• Shifts in market capitalization linked to AI integration along with Job creation and displacement across cognitive and manual sectors.
• Breakthroughs in foundational models driving sectoral disruption.
• Changes in M&A activity and ecosystem consolidation around data-rich companies.
• Governance frameworks, and implications for data sovereignty and accountability.