雙碳時代的電信運營商及其數據中心業務-楊光.pdf

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1、Copyright 2023.All rights reserved.Informa Tech,a trading division of Informa PLCCSPs and Their Data Centers in the Net-Zero Journey YANG,GuangSenior Principal ACSPs and Their Data Centers in the Net-Zero Journey Copyright 2023.All rights reserved.Informa Tech,a trading division of Informa PLCPage 2

2、Information Classification:GeneralInforma Tech and OmdiaCSPs and Their Data Centers in the Net-Zero Journey Copyright 2023.All rights reserved.Informa Tech,a trading division of Informa PLCPage 3Information Classification:GeneralCSPs face growing demands to reduce carbon emissions Goals of carbon ne

3、utrality Paris Agreement reached in 2015 aims to keep the global average temperature rise this century as close as possible to 1.5 degrees Celsius above pre-industrial levels.To achieve this long-term temperature goal,countries aim to reach a global peak in greenhouse gas emissions as soon as possib

4、le and achieve a climate-neutral world by mid-century.Action plans for global CSPs The overall energy usage by the telecom industry accounts for 2-3%of global energy consumption today,according to the GSMA.According to the Science Based Targets initiative(SBTi),by March 2023,131 CSPs worldwide have

5、committed to take action to reduce their carbon emissions in line with climate science,including 64 companies whose targets have been independently validated by the SBTi.China government issued Action Plan for Green and Low-Carbon Development of the Information and Communication Industry 2022 2025 i

6、n August 2022,which defined the goals of the ICT industry for energy efficiency improvement toward 2025.Source:Omdia,based on the information of the Science Based Targets initiative(SBTi)Africa,3Asia,28Europe,62Latin America,2North America,12Oceania,6Regional distribution of CSPs taking actions to r

7、educe emissions CSPs and Their Data Centers in the Net-Zero Journey Copyright 2023.All rights reserved.Informa Tech,a trading division of Informa PLCPage 4Information Classification:GeneralSamples of CSPs electricity consumption(million MWh)Company20182019202020212022Growth,2018 to 2022China Mobile2

8、4.4726.4054.9257.0459.25142%*China Telecom18.6121.1622.8325.8726.6043%China Unicom14.1915.8117.2220.4022.2056%AT&T14.314.114.114.013.6-5%Deutsche Telekom7.98.111.712.312.356%Singtel0.850.850.900.790.81-5%Telefnica6.546.575.975.825.82-11%Telstra1.421.861.791.691.452%VodafoneN/A5.605.615.705.631%*Note

9、:reporting scope changed in 2020*Note:the growth of 2019 to 2022CSPs and Their Data Centers in the Net-Zero Journey Copyright 2023.All rights reserved.Informa Tech,a trading division of Informa PLCPage 5Information Classification:GeneralCSPs revenue/electricity consumption(USD/MWh)020004000600080001

10、0000120001400016000Revenue/Electricity ComsumptionSource:Omdia,based on company reports 2023 OmdiaUSD/MWhCSPs and Their Data Centers in the Net-Zero Journey Copyright 2023.All rights reserved.Informa Tech,a trading division of Informa PLCPage 6Information Classification:GeneralLeading CSPs adopting

11、renewable energy fast0.00%20.00%40.00%60.00%80.00%100.00%120.00%2019202020212022AT&TDeutsche TelekomTelefonicaVodafone%of renewable energySource:Omdia,based on company reports 2023 OmdiaCSPs and Their Data Centers in the Net-Zero Journey Copyright 2023.All rights reserved.Informa Tech,a trading divi

12、sion of Informa PLCPage 7Information Classification:GeneralThe best PUE metric is for hyperscale data centers0%20%40%60%80%100%11.241.251.491.51.99What is the average PUE for your data center right now?Source:Omdia 2023 OmdiaNotes:N=301In the past ten years,the electricity consumption of data center

13、s grew by over 10%per year and accounted for 2.71%of total electricity consumption in China in 2020.-China MobileCSPs and Their Data Centers in the Net-Zero Journey Copyright 2023.All rights reserved.Informa Tech,a trading division of Informa PLCPage 8Information Classification:GeneralEnvironmental

14、value offering the case of NTT Com and NTT AESource:NTT CommunicationsCSPs and Their Data Centers in the Net-Zero Journey Copyright 2023.All rights reserved.Informa Tech,a trading division of Informa PLCPage 9Information Classification:GeneralBalance electricity costs and computing demands“東數西算工程對于促

15、進節能減排具有重大意義。西部地區光伏、風電等可再生能源發電后直接入網供西部數據中心使用，節省了西電東送的長距離輸電線路損耗。將數據中心建在氣溫偏低的西部可以降低制冷系統能耗，東西部電價差大（0.2元/千瓦時電左右）?！?單志廣，國家信息中心信息化和產業發展部主任“東數西算有利于促進綠色發展，加大數據中心在西部布局，將大幅提升綠色能源使用比例，就近消納西部綠色能源，同時通過技術創新、以大換小、低碳發展等措施，持續優化數據中心能源使用效率，降低碳排放?！?中國聯通研究院“東數西算”政策分析研究報告Global enterprises use of different edge types and

16、plans for the next 12-24 monthsSource:Omdia Global Edge Services Insight Survey 2021,n=119 enterprises currently using the edge(N=310)CSPs and Their Data Centers in the Net-Zero Journey Copyright 2023.All rights reserved.Informa Tech,a trading division of Informa PLCPage 10Information Classification

17、:GeneralRecommendationsConsider energy cost and efficiency as critical KPIs of ICT infrastructure operations and supplier selection.1Make energy efficiency and renewable energy sources key differentiators of the data center business.2Enhance technology R&D to improve the energy efficiency of network

18、s and data centers and invest in renewable energy sources.3CSPs and Their Data Centers in the Net-Zero Journey Copyright 2023.All rights reserved.Informa Tech,a trading division of Informa PLCPage 11Information Classification:GeneralQuestions?YANG,GuangSenior Principal AnalystService provider strate

19、gies and mobile +86 13801372507Get in touchA08:00 18:00 GMT-5Europe,Middle East&A8:00 18:00 GMTAsia P08:00 18:00 GMT+8DisclaimerThe Omdia research,data and information referenced herein(the“Omdia Materials”)are the copyrighted property of Informa Tech and its subsidiaries or affiliates(together“Info

20、rma Tech”)or its third party data providers and represent data,research,opinions,or viewpoints published by Informa Tech,and are not representations of fact.The Omdia Materials reflect information and opinions from the original publication date and not from the date of this document.The information

21、and opinions expressed in the Omdia Materials are subject to change without notice and Informa Tech does not have any duty or responsibility to update the Omdia Materials or this publication as a result.Omdia Materials are delivered on an“as-is”and“as-available”basis.No representation or warranty,ex

22、press or implied,is made as to the fairness,accuracy,completeness,or correctness of the information,opinions,and conclusions contained in Omdia Materials.To the maximum extent permitted by law,Informa Tech and its affiliates,officers,directors,employees,agents,and third party data providers disclaim

23、 any liability(including,without limitation,any liability arising from fault or negligence)as to the accuracy or completeness or use of the Omdia Materials.Informa Tech will not,under any circumstance whatsoever,be liable for any trading,investment,commercial,or other decisions based on or made in reliance of the Omdia Materials.Copyright 2023.All rights reserved.Informa Tech,a trading division of Informa PLCPage 12