通訊業者的永續發展:通訊設備供應商的機會及風險評估(2025年~2030年)
市場調查報告書
商品編碼
1865916

通訊業者的永續發展:通訊設備供應商的機會及風險評估(2025年~2030年)

Operator Sustainability: Assessing the Opportunities and Risks for Telecoms Vendors 2025-2030

出版日期: | 出版商: Analysys Mason | 英文 20 Slides | 商品交期: 最快1-2個工作天內

價格
簡介目錄

電信業者正在改變其支出習慣,以減少對環境的影響,這為供應商帶來了新的機會和風險。

電信業者的永續發展措施為軟體和設備供應商帶來了機會和風險。本報告為供應商提供了一個框架,幫助他們了解 2030 年,永續發展措施將如何影響營運商的支出。

全球電信業者每年在產品和服務上的支出超過 1.4 兆美元。然而,為了應對減少環境影響的壓力,這些支出模式正在改變。本報告描述了電信業者正在實施的各種與永續發展相關的調整措施,並評估了這些變更對設備和軟體供應商的機會規模和風險程度。它也考慮了不斷變化的採購和供應商管理實踐的影響,並評估了永續性對電信業者新建立的永續性分類體系中設備/軟體支出的影響,包括:

  • ·RAN技術
  • 再生能源設備及能源儲存
  • 傳統設備
  • 含軟體系統(AI)
  • 通風·冷卻系統
  • 燃料及車輛
  • 客戶家內設備(CPE)

本報告解答的問題

  • 電信業者正在推動哪些關鍵的永續發展變革?這些變革的推動因素是什麼?
  • 電信業者的永續發展措施會增加還是減少總支出?支出變化將如何影響供應商的目標市場?
  • 營運商支出變化最大的領域是哪些?
  • 當業者實施永續發展變革時,供應商面臨哪些風險?
  • 營運商的永續發展措施為供應商創造了哪些成長機會?

本報告的目標受眾:

  • 電信供應鏈中的高階主管、策略經理、產品開發經理、行銷經理、銷售經理和採購經理。目標公司包括電信設備供應商、工程公司、軟體供應商和基礎設施供應商(辦公大樓、資料中心和鐵塔)。
  • 希望了解同業發展趨勢的電信業者。
簡介目錄

"Telecoms operators are changing their spending habits as they endeavour to reduce their environmental impact, and this is creating new opportunities and risks for their vendor suppliers."

The range of sustainability initiatives being implemented by telecoms operators is creating opportunities - and risks - for software and equipment vendors. This report provides a framework for helping vendors to understand which areas of operator expenditure will increase or decline by 2030 due to sustainability-driven initiatives.

Operators collectively spend more than USD1.4 trillion worldwide on products and services each year. However, their spending patterns are changing in response to the pressure to reduce their environmental impact. This report describes the array of sustainability-related adaptations that operators are introducing and evaluates the size of the opportunity and the level of risk that these changes present to equipment and software suppliers. It considers the implications of evolving procurement and supplier management activities and evaluates the impact of sustainability on equipment/software spending within our newly established operator sustainability taxonomy, which includes:

  • RAN technology
  • renewable energy equipment and energy storage
  • legacy equipment
  • software systems (including AI)
  • ventilation and cooling systems
  • fuel and vehicles
  • customer premises equipment (CPE)

Questions answered in this report:

  • What are the main sustainability-led changes being made by telecoms operators, and what are the drivers of these changes?
  • Will total operator expenditure rise or fall as a result of their ongoing sustainability initiatives, and how will the change in expenditure impact vendor-addressable markets?
  • Which areas of operator expenditure will experience the most change?
  • What risks do vendors face as a result of the changes being made by operators to improve sustainability?
  • In which areas will operators' sustainability efforts translate into growth opportunities for vendors?

Who should read this report:

  • Senior executives, strategy managers, product development, marketing and sales managers and procurement managers working within the telecoms supply chain, including at equipment vendors, engineering companies, software vendors and infrastructure providers (office buildings, data centres and towers).
  • Operators wanting to understand how peer behaviours are changing.