绿色对企业有利：将可持续性融入数字化转型

Green is good forbusiness: embedding The GSMA is a global organisation unifying themobile ecosystem to discover, develop and deliverinnovation foundational to positive businessenvironments and societal change. Our vision isto unlock the full power of connectivity so thatpeople, industry, and society thrive. Representingmobile operators and organisations across themobile ecosystem and adjacent industries, theGSMA delivers for its members across three broad GSMA Intelligence is the definitive source of globalmobile operator data, analysis and forecasts, andpublisher of authoritative industry reports andresearch. Our data covers every operator group,network and MVNO in every country worldwide GSMA Intelligence is relied on by leading operators,vendors, regulators, financial institutions andthird-party industry players, to support strategicdecision-making and long-term investment Our team of analysts and experts produce regularthought-leading research reports across a range of We invite you to find out more at www.gsma.comFollow the GSMA on Twitter: @GSMA www.gsmaintelligence.com info@gsmaintelligence.com AuthorTim Hatt, Head of Research and Consulting © 2023 – GSMA Intelligence. This research andmaterial has been prepared by GSMA Intelligence Contents 1Context: urgency growing; time running outThe sustainability pivotAbout this research 2Climate progress lagging, consumer viewshardeningBehind the pace on climate change 3The case for operators: green is good forbusiness tooFinancial rationale Squaring the 5G paradox and preparing for5G-Advanced and 6G Progressing to net zero15Aligning the supply chain16 Executive summary The global fight to tackle climate change is laggingon most indicators. This lack of progress comesdespite consensus on the need for urgent action.It is also despite increasing industry commitments, in the private sector. This includes committing tonet-zero targets, reporting frameworks to trackprogress and, fundamentally, a reshaping of businesspractices towards a lower emissions environment. The A key change since the Paris Accord of 2015 hasbeen more assertive involvement from companies The rationale for sustainable digital transformation 1 Consumer perceptions are changing —Climate change is viewed by the majority of people as the single, most pressing issue the world faces. —Consumers are voting with their feet. There is a clear correlation between climate worries andsustainability as a key purchasing criterion – particularly for those in countries most exposed toclimate change. This also extends to political voting intentions. Some 32% of people already factor 2 The financial case is growing Costs —On average, energy accounts for 20–40% of opex for a telecoms operator, remaining stubbornly highover the years despite efficiency improvements. The urgency for cost optimisation is much higherin a low revenue growth environment, given continued pressure on network capex from 5G builds. Revenues —Consumers are prepared to pay a premium for products with green certifications such as beingcarbon neutral. In telecoms, 30–60% of consumers claim they would pay a premium for mobile tariffs —There is also the prospect of selling new product categories, notably home energy. Telstra, Movistarand Vodafone are examples here; many others are exploring this. —Some 60% of companies across the six industries surveyed claim to offer products certified with a —For operators, this leaves an opportunity on the table, given that the enablement effect on industriesfrom the use of 5G connectivity, IoT and cloud can have an outsized impact on reducing the carbon —The next phase is to translate sustainability into product design and marketing. The circular economyis a big part of this. Device recycling schemes are growing. Major operators have trade-in schemes for 3 External relations demand sustainable transformation —While many operators and industry partners have committed to net zero of their own volition,regulatory requirements are beginning to emerge that compel some companies to follow specific —The GSMA Intelligence survey indicates that 80% of companies see having a clear CO2 strategy as highly important for customers and staff, while 64% of consumers claim climate action isvery or extremely important in their choice of employer. Efficiencies and renewables: two sides of the same coin —From the perspective of improving energyefficiency, the RAN accounts for the bulk ofenergy use in a typical mobile network andwill remain the main focus area. The core anddatacentres are also significant. Extracting —Renewables represent less than 25% of energyuse for the telecoms industry overall, withtraditional grid accounting for the majority by far.On the current run rate, it would be 2030 before The Scope 3 challenge —The challenge with Scope 3 emissions isfirst calculating what they actually are, thenworking with the supply chain to reduce themin a coordinated way. Sustainable pro