電信業最環保的供應商：Ciena、思科、愛立信和諾基亞引領潮流，而中國供應商和光纖供應商則落後——供應商在環保措施方面的進展迫使營運商維持較高的範圍3排放量，並需要對其採購系統進行審查。

報告概述

繼電信能源與永續發展 (TES) 服務（MTN Consulting 和 Teral Research 的合資企業）於 2025 年 11 月推出後，本報告將重點轉向供應商市場。雖然最初的研究專注於營運商，但本報告深入分析了電信網路基礎設施 (Telco NI) 供應商市場的能源使用、效率和碳排放。

根據這項研究，營運商碳足跡的很大一部分來自其供應鏈。因此，許多營運商每年花費數百萬美元設立內部部門，負責審核供應商的 "綠色" 實踐。本研究旨在透過對電信網路基礎設施 (Telco NI) 供應鏈進行全面評估，簡化流程並減少成本高且重複的內部分析。

研究範圍

本研究涵蓋了眾多電信網路基礎設施供應商。自 2018 年以來，MTN Consulting 一直依季度追蹤電信網路基礎設施市場，繪製供應商收入和營運商支出圖。本研究評估了這些供應商的能源和永續發展績效。了解供應鏈對於營運商提升能源關鍵績效指標 (KPI) 至關重要。供應鏈佔電信業範圍 3 排放的大部分，佔全球總排放量的 66%。此外，不斷上漲且波動的能源成本使得評估網路設備的能源效率對電信業務的成功至關重要。

MTN Consulting 的季度供應商佔有率數據追蹤了自 2013 年第一季至今的共 137 家供應商。截至 2025 年第二季度，其中 109 家公司仍在運營，本研究涵蓋其中 49 家，並對其中 43 家進行了詳細分析。到 2024 年，這 43 家公司將佔全球電信網路介面 (NI) 市場 79% 的佔有率，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 名綠色供應商

在評估了 49 家公司（不包括範圍 3）後，截至 2025 年，環境績效最高的五家公司是 Ciena、Spirent、Fortinet、聯想和埃森哲。評估標準是基於排放強度（範圍 1 和範圍 2 的排放量除以收入）。

這五家公司各自擁有不同的商業模式。只有 Ciena 和 Spirent 的大部分收入來自電信業，而其他公司則是業務多元化，涵蓋多個行業。此外，它們並非都是傳統的網路設備製造商 (NEP)。由於生產實體設備，NEP 往往能耗更高，範圍 1 和範圍 2 的排放量也更高。

範圍 1 和範圍 2 中排名前 20 的 NEP 是 Ciena、聯想、思科、戴爾、愛立信、Infinera（現為諾基亞）、Arista 和諾基亞。這些公司已投入巨資，透過快速採用再生能源和減碳技術來減少其直接碳足跡。從這些頂級公司採購的電信業者有望從更好的排放狀況中獲益。

當我們把名單縮小到 43 家供應商（包括範圍 3 排放）時，排名發生了變化。幾乎所有頂級公司都是軟體或服務供應商，這些供應商的範圍 3 排放量通常較低。前十名的公司分別是埃森哲、印孚瑟斯、Amdocs、Tech Mahindra、塔塔諮詢服務公司 (TCS)、HCL、Alphabet、Spirent、微軟和 CSG。轉型為以軟體為中心的網路營運的電信營運商可以從這項策略中獲得顯著的永續發展效益。

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

目錄

第 1 章索引

第二章分析

第 3 章前 20 名

第 4 章世界結果

第五章 企業績效

第六章：排名

第七章：原始資料

第八章：關於我們

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)