查看购物车
  • Traditional Chinese
  • English
  • Japanese
  • Korean
封面
市场调查报告书
商品编码
1935831

电信业最环保的供应商：Ciena、思科、爱立信和诺基亚引领潮流，而中国供应商和光纤供应商则落后——供应商在环保措施方面的进展迫使营运商维持较高的范围3排放量，并需要对其采购系统进行审查。

Telecom's Greenest Vendors: Ciena, Cisco, Ericsson and Nokia Lead, while Chinese Vendors & Fiber Suppliers Lag: Vendors' Slow Green Progress Dooms Telcos to High Scope 3 Emissions, Telcos Need to Overhaul their Procurement Systems
出版日期: | 出版商: MTN Consulting, LLC | 英文 | 订单完成后即时交付

价格

报告概述

继电信能源与永续发展 (TES) 服务（MTN Consulting 和 Teral Research 的合资企业）于 2025 年 11 月推出后，本报告将重点转向供应商市场。虽然最初的研究专注于营运商，但本报告深入分析了电信网路基础设施 (Telco NI) 供应商市场的能源使用、效率和碳排放。

根据这项研究，营运商碳足迹的很大一部分来自其供应链。因此，许多营运商每年花费数百万美元设立内部部门，负责审核供应商的 "绿色" 实践。本研究旨在透过对电信网路基础设施 (Telco NI) 供应链进行全面评估，简化流程并减少成本高且重复的内部分析。

研究范围

本研究涵盖了众多电信网路基础设施供应商。自 2018 年以来，MTN Consulting 一直依季度追踪电信网路基础设施市场，绘製供应商收入和营运商支出图。本研究评估了这些供应商的能源和永续发展绩效。了解供应链对于营运商提升能源关键绩效指标 (KPI) 至关重要。供应链占电信业范围 3 排放的大部分，占全球总排放量的 66%。此外，不断上涨且波动的能源成本使得评估网路设备的能源效率对电信业务的成功至关重要。

MTN Consulting 的季度供应商占有率数据追踪了自 2013 年第一季至今的共 137 家供应商。截至 2025 年第二季度，其中 109 家公司仍在运营，本研究涵盖其中 49 家，并对其中 43 家进行了详细分析。到 2024 年，这 43 家公司将占全球电信网路介面 (NI) 市场 79% 的占有率，其中包括：

Accenture, Alphabet, Amazon, Amdocs, Amphenol, Arista, Ciena, Cisco, CommScope, Corning, CSG, Dell, Ericsson, Fiberhome, Fortinet, Fujikura, Furukawa, Fujitsu, Harmonic, HCL, HPE, Huawei, Huber+Suhner, IBM, Infinera, Infosys, Intel, Juniper, Lenovo, Microsoft, NEC, NetScout, Nokia, Oracle, Prysmian, Samsung, SAP SE, Spirent, Sumitomo, TCS, Technicolor (now Vantiva), Tech Mahindra, and ZTE

前 20 名绿色供应商

在评估了 49 家公司（不包括范围 3）后，截至 2025 年，环境绩效最高的五家公司是 Ciena、Spirent、Fortinet、联想和埃森哲。评估标准是基于排放强度（范围 1 和范围 2 的排放量除以收入）。

这五家公司各自拥有不同的商业模式。只有 Ciena 和 Spirent 的大部分收入来自电信业，而其他公司则是业务多元化，涵盖多个行业。此外，它们并非都是传统的网路设备製造商 (NEP)。由于生产实体设备，NEP 往往能耗更高，范围 1 和范围 2 的排放量也更高。

范围 1 和范围 2 中排名前 20 的 NEP 是 Ciena、联想、思科、戴尔、爱立信、Infinera（现为诺基亚）、Arista 和诺基亚。这些公司已投入巨资，透过快速采用再生能源和减碳技术来减少其直接碳足迹。从这些顶级公司采购的电信业者有望从更好的排放状况中获益。

当我们把名单缩小到 43 家供应商（包括范围 3 排放）时，排名发生了变化。几乎所有顶级公司都是软体或服务供应商，这些供应商的范围 3 排放量通常较低。前十名的公司分别是埃森哲、印孚瑟斯、Amdocs、Tech Mahindra、塔塔咨询服务公司 (TCS)、HCL、Alphabet、Spirent、微软和 CSG。转型为以软体为中心的网路营运的电信营运商可以从这项策略中获得显着的永续发展效益。

提及的公司：

  • Accenture plc
  • Alphabet
  • Amazon
  • Amdocs
  • Amphenol
  • Arista Networks
  • AsiaInfo
  • Capgemini
  • China Comservice
  • Ciena
  • Cisco Systems
  • CommScope
  • Corning
  • CSG
  • Dell Technologies
  • Ericsson
  • Fiberhome
  • Fortinet
  • Fujikura
  • Furukawa Electric
  • Fujitsu Limited
  • Harmonic
  • HCL Technologies
  • Hengtong Optic
  • HPE
  • Huawei
  • Huber+suhner AG
  • IBM
  • Infinera
  • Infosys
  • Intel
  • Juniper Networks
  • Lenovo
  • Microsoft
  • NEC Corp
  • NetScout Systems
  • Nokia
  • Oracle
  • Prysmian
  • Ribbon
  • Samsung Electronics
  • SAP SE
  • Spirent
  • Sterlite Tech
  • Sumitomo Electric
  • TCS
  • Technicolor
  • Tech Mahindra
  • ZTE

目录

第 1 章索引

第二章分析

第 3 章前 20 名

第 4 章世界结果

第五章 企业绩效

第六章：排名

第七章：原始资料

第八章：关于我们

Product Code: TES-06022026-1

Report Overview

Following the November 2025 launch of the Telecom Energy & Sustainability (TES) service, a joint venture between MTN Consulting and Teral Research (TR), we are shifting our focus to the vendor landscape. While our debut study analyzed operators, this report provides a deep-dive analysis of energy use, efficiency, and carbon emissions within the Telco Network Infrastructure (Telco NI) vendor market.

Our research demonstrates that the vast majority of a telco's carbon footprint originates within its supply chain. Consequently, many operators spend millions of dollars annually on internal departments to audit supplier "green" practices. This independent study aims to streamline that process by providing a comprehensive assessment of the Telco NI supply chain, reducing the need for costly and redundant internal analyses.

Scope

This study focuses on a broad, diverse universe of Telco NI vendors. MTN Consulting has tracked the Telco NI market quarterly since 2018, mapping vendor sales to telco spending. This "green vendor" study assesses the energy and sustainability performance of these vendors. For telcos to improve their own energy KPIs, understanding their supply chain is vital. The supply chain accounts for a majority of telcos' scope 3 emissions, which average 66% of total emissions in the global telco market. Moreover, because energy costs are rising and volatile, assessing the energy efficiency of the gear deployed in networks is essential for telco success.

MTNC's quarterly Telco NI vendor share series tracks 137 suppliers overall from 1Q13 through the present. 109 of these vendors remained active as of 2Q25. This study covers 49 of those 109 vendors, providing a comprehensive analysis of 43 of them. These 43 companies accounted for 79% of the global Telco NI market in 2024 and include:

Accenture, Alphabet, Amazon, Amdocs, Amphenol, Arista, Ciena, Cisco, CommScope, Corning, CSG, Dell, Ericsson, Fiberhome, Fortinet, Fujikura, Furukawa, Fujitsu, Harmonic, HCL, HPE, Huawei, Huber+Suhner, IBM, Infinera, Infosys, Intel, Juniper, Lenovo, Microsoft, NEC, NetScout, Nokia, Oracle, Prysmian, Samsung, SAP SE, Spirent, Sumitomo, TCS, Technicolor (now Vantiva), Tech Mahindra, and ZTE.

An additional six vendors are tracked for energy metrics and scope 1 and 2 emissions but are excluded from scope 3 analysis due to a lack of credible public reporting: AsiaInfo, Capgemini, China Comservice, Hengtong Optic, Ribbon, and Sterlite Tech.

Top 20 Green Vendors

Setting aside scope 3 emissions for the moment, so we can assess all 49 suppliers, we conclude that the top 5 greenest vendors in the Telco NI world as of 2025 are Ciena, Spirent, Fortinet, Lenovo, and Accenture. This ranking is based on emissions intensity: specifically, scope 1 and 2 (market-based) greenhouse gas emissions in metric tons of CO2-equivalent divided by revenues.

Each of these five has a distinct business model. Only Ciena and Spirent generate over half of their revenue from telcos; the others rely on a wide range of verticals. Furthermore, not all would be considered traditional Network Equipment Providers (NEPs). NEPs manufacture their own gear and spend heavily on physical components, which typically results in higher energy consumption and increased scope 1 and 2 emissions.

Within the top 20 performers for scope 1 and 2 intensity, the leading NEPs are Ciena, Lenovo, Cisco, Dell, Ericsson, Infinera (now part of Nokia), Arista, and Nokia. These companies have invested heavily in lowering direct carbon footprints through rapid renewable energy adoption and carbon abatement techniques. Telcos purchasing from these top performers may reap benefits for their own emissions profiles.

When scope 3 emissions are included, narrowing the list to 43 vendors, the rankings shift. Nearly all top performers are software or services vendors, which typically have lower scope 3 footprints. The top 10 are: Accenture, Infosys, Amdocs, Tech Mahindra, TCS, HCL, Alphabet (GCP sold nearly $2B/yr to telcos in 2024), Spirent, Microsoft ($3.6B in 2024 telco NI sales), and CSG. Telcos shifting toward software-centric network operations can realize significant sustainability benefits from this strategy.

Global Trends

How are Telco NI vendors performing as a group? The 43 vendors included for full analysis represent $2.42 trillion in 2024 revenues, with $163.1 billion (6.7%) coming from telcos. These vendors consumed 216 million megawatt hours (MWh) of energy that year (+14% YoY); that's a bit more than half the total energy consumption of the global telco sector. These vendors emitted 858 million metric tons of CO2-equivalent across scopes 1, 2, and 3, about 2.5x the telco sector. This higher emissions intensity is largely due to carbon-intensive manufacturing.

To understand the impact on telcos, vendor numbers must be weighted by their actual sales to the telco market. Weighted averages reveal that, for the group of 43 vendors, the 2024 weighted average renewable energy adoption rate reached 45.2%, up from 39.5% in 2023 and 22.5% in 2019. This progress is driven partly by increased spending on software-centric vendors like Microsoft and the deployment of energy-efficient 5G solutions from vendors like Ericsson and Nokia.

Other key findings include:

  • Energy intensity: The average vendor consumed 79.3 MWh of energy per $1M in revenues in 2024, the fifth consecutive yearly increase. This is partly due to growing reliance on webscale partners.
  • Electric share of energy use: This rose to 91% in 2024, up from 89% in 2023 and 84% in 2019. This facilitates easier procurement of green electricity.
  • Scope 1 and 2 emissions intensity (market-based): After averaging 23-26 MT CO2e/$M from 2019-23, this figure fell a bit to 22.2 by the end of 2024 due to the shift to renewables. This should continue to decline with increased adoption of green energy.
  • Scope 1-3(m) emissions intensity: This critical metric represents the total carbon footprint adjusted for company size. It hovered in the 1,000 to 1,200 range from 2019 to 2023, but dropped below 1k to 933 in 2024. The 2024 decline was 19%, which is a promising start; 2025 data will confirm whether this progress can continue.

While these trends are positive, progress is slow. As climate change intensifies, telcos require urgent assistance in improving their environmental performance. Telco NI vendors must take more sweeping, dramatic steps to lower their carbon footprints, and forward-thinking telcos should reward these efforts during the procurement process.

Companies mentioned:

  • Accenture plc
  • Alphabet
  • Amazon
  • Amdocs
  • Amphenol
  • Arista Networks
  • AsiaInfo
  • Capgemini
  • China Comservice
  • Ciena
  • Cisco Systems
  • CommScope
  • Corning
  • CSG
  • Dell Technologies
  • Ericsson
  • Fiberhome
  • Fortinet
  • Fujikura
  • Furukawa Electric
  • Fujitsu Limited
  • Harmonic
  • HCL Technologies
  • Hengtong Optic
  • HPE
  • Huawei
  • Huber+suhner AG
  • IBM
  • Infinera
  • Infosys
  • Intel
  • Juniper Networks
  • Lenovo
  • Microsoft
  • NEC Corp
  • NetScout Systems
  • Nokia
  • Oracle
  • Prysmian
  • Ribbon
  • Samsung Electronics
  • SAP SE
  • Spirent
  • Sterlite Tech
  • Sumitomo Electric
  • TCS
  • Technicolor
  • Tech Mahindra
  • ZTE

Table of Contents

1. Index

2. Analysis

3. Top 20

4. Global results

5. Company results

6. Rankings

7. Raw Data

8. About

List of Figures and Charts

  • Telecom's greenest vendors in 2024: Ranked by lowest to highest Scope 1/2m emissions intensity
  • Telco NI Vendors: Corporate revenues ($M) and YoY % growth rate
  • Telco NI revenues ($M) and % total corp revs (Group of 43)
  • Group of 43: Telco NI revenues as % of global market
  • Group of 43: YoY % growth in revenues, energy consumption, and emissions
  • Group of 43: Energy consumption (MWh) and YoY % change
  • Group of 43: Energy consumption - Electricity vs. all other energy types (MWh)
  • Telco NI vs. Telcos & Webscalers: Energy intensity (MWh/$M revenue)
  • Group of 43: Scopes 1 and 2 emissions, location- vs. market-based (MT of CO2-equivalent)
  • Group of 43: Scopes 1 and 2 emissions (market-based) vs. renewable energy % total*
  • Group of 43: Scope 1, 2 and 3 emissions (market-based) (MT CO2e)
  • Group of 43: Renewable energy % total, Telco NI* vs. Telcos & Webscalers
  • Group of 43: Scope 3 as % of total emissions, Telco NI average vs. Telcos & Webscalers
  • Group of 43: S1 and S2 (market-based) emissions intensity, vs. Telcos & Webscalers
  • Group of 43: S1, S2, and S3 (market-based) emissions intensity, vs. Telcos & Webscalers

For each of 49 different vendors:

  • How does this company rank against its peers and the global average in the areas of energy intensity & emissions intensity?
  • Corporate revenues ($M) and YoY % growth rate
  • Telco NI revenues ($M) and % total corp revs
  • Telco NI market share
  • YoY % growth in revenues, energy consumption, and emissions
  • Energy consumption (MWh) and YoY % change
  • Energy consumption - Electricity vs. all other energy types (% total)
  • Energy consumption in MWh vs. Energy intensity (MWh/$M revenue)
  • Energy intensity (MWh/$M revenue) vs. Industry average*
  • Scopes 1 and 2 emissions, location- vs. market-based (MT of CO2-equivalent)
  • Scopes 1 and 2 emissions (market-based) vs. renewable energy % total
  • Scope 1, 2 and 3 emissions (market-based) (MT CO2e)
  • Renewable energy % total, company vs. industry average
  • Scope 3 as % of total emissions, company vs. industry average
  • S1 and S2 (market-based) emissions intensity, vs. industry average
  • S1, S2, and S3 (market-based) emissions intensity, vs. industry average

Rankings tab:

  • Top 15: S1-S2m emissions per unit of revenue (MT CO2e/$M) (2024)
  • Bottom 15: S1-S2m emissions per unit of revenue (MT CO2e/$M) (2024)
  • All vendors: S1-S2m emissions per unit of revenue (MT CO2e/$M) (2024)
  • Top 15: Energy intensity (MWh per $1M), 2024
  • Bottom 15: Energy intensity (MWh per $1M), 2024
  • All vendors: Energy intensity (MWh per $1M), 2024
  • Top 15: Renewable energy use % total
  • Bottom 15: Renewable energy use % total
  • All vendors: Renewable energy use % total
  • Top 15: S1-S3m emissions per unit of revenue (MT CO2e/$M)
  • Bottom 15: S1-S3m emissions per unit of revenue (MT CO2e/$M)
  • All vendors: S1-S3m emissions per unit of revenue (MT CO2e/$M)