全球技术可持续性分析报告-培训课件外文版2024.5

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TRENDSSustainabilityintechCHAPTER

01OverviewGreentechnologyandsustainabilitymarketsizeworldwidefrom2022to2030(inbillionU.S.dollars)Globalgreentechnologyandsustainabilitymarketsize2022-203070605040302061.9250.441.97202834.95202729.11202624.24202510020.19202416.513.7620222023202920303Description:Between2022and2030,theglobalgreentechnologyandsustainabilitymarketisforecasttogrow.In2022,thesizeofthismarketamountedtoroughly13.76billionU.S.dollars.By2030,itisexpectedtopeakatalmost62billionU.S.dollars,increasingatacompoundannualgrowthrateof20.8%from2023to2030.ReadmoreNote(s):Worldwide;2022Source(s):FortuneBusinessInsights;Globalelectronicwastemanagementmarketvaluefrom2022to2029(inbillionU.S.dollars)E-wastemanagementmarketvalueworldwide2022-2029160140120100137.6122.18108.2295.8684.9175.28066.6158.856040200202220232024202520262027202820294Description:Theglobale-wastemanagementmarketwasvaluedat58.86billionU.S.dollarsin202w.Itisforecastthatthemarketwillreachavalueofmorethan137billionU.S.dollarsby2029,registeringaCAGRof12.9percentduringtheforecastperiod2023to2029.Electronicwasteisthefastestgrowingwastestreamontheplanet.Itconsistsofeverydayelectronicequipment,suchastelevisions,mobilephones,cameras,kitchenappliances,andtemperatureexchangeequipment.

ReadmoreNote(s):Worldwide;2022Source(s):MMR;Importsofelectricalandelectronicwasteandscrapinselectedcountriesworldwidein2022(in1,000tons)Electronicwasteimportsworldwide2022,bycountryImportsinthousandtons200

250

300050100150350400450500550SouthKoreaJapan487.43138.39GermanyBelgium102.2493.89NetherlandsCzechia39.5735.7Bulgaria31.5728.38UnitedStatesPakistan21.7621.32France5Description:In2022,SouthKoreawasamongtthelargestimportersofelectricalandelectronicwasteandscrapworldwide,withnearly500thousandtons.Japanfollowed,butbyawidemargin,withsome138thousandtonsimported.Themajorityofglobale-wasteimportsareestimatedtobecarriedoutinanuncontrolledmanner.ReadmoreNote(s):Worldwide;2022;basedontheHSCode8549Source(s):TradeMapRanking:LeadingESGtechcompaniesworldwidein2022,byESGscoreLeadingESGtechcompaniesworldwide2022700600500400619300200100072.6372.36Apple67.467.38IBM66.196564.8764.51Arista63TexasInstrumentsCommScopeAnalogDevicesONAmdocsCadenceNetworks

DesignSystemsEpamSystemsSemiconductor6Description:In2022,TwxasInstrumentswastheleadingESGtechcompanyworldwide,withanESGscoreof72.63Moreover,AppleandCommScoperankedsecondandthird,withESGscoresof72.36and67.4,respectively.

ReadmoreNote(s):Worldwide;2022Source(s):Investor'sBusinessDailyCHAPTER

02SustainableITGlobalshareoforganizationsusingartificialintelligence(AI)intheirsustainabilityeffortsin2022,byregionShareoforganizationsworldwideusingAIinsustainabilityefforts2022,byregionShareofrespondents30%0%10%20%40%50%60%70%GreaterChina*Asia-Pacific61%54%Developingmarkets**Europe44%39%NorthAmerica30%8Description:TheGreaterChinaarea,includingtheterritoriesofTaiwanandHongKong,isthemostadvanceduserofartificialintelligence(AI)intheireffortsforsustainability,with61percentoforganizationalrespondantsrespondingpositively.North-AmericaistheleastdevelopedinusingAIforsustainabilitypurpose,withlessthanathirdofcompaniesthereusingAIintheirsustainabilityefforts.ReadmoreNote(s):Worldwide;2022;*IncludesHongKongandTaiwan**IncludesIndia,LatinAmerica,MiddleEast,NorthAfrica,andSubsaharanAfricaReadmoreSource(s):McKinsey&CompanyGlobalshareoforganizationstakingactioninreducingcarbonemissionsfromtheirartificialintelligence(AI)usein2022,byregionShareoforganizationstakingstepstoreduceAIcarbonemissions2022,byregionShareofrespondents0%10%20%30%40%50%60%Developingmarkets**Asia-Pacific53%47%GreaterChina*Europe46%36%NorthAmerica31%9Description:Thedevelopingworldistakingthelargeststepsinreducingemissionsfromtheirartificialintelligence(AI)modelsinorganizationaluse.ThisincludesthevastterritoriesofIndia,Africa,LatinAmerica,andtheMiddle-East,thuscoveringsignificantportionoftheworldandmostofitspopulation.TheshareoforganizationsinthoseregionstacklingemissionsisnearlydoublethatofNorthAmerica.NorthAmericaandEuropeanorganizationsaretakinglesssteps,thoughthatmaybebecause[...]

ReadmoreNote(s):Worldwide;2022;*IncludesHongKongandTaiwan**IncludesIndia,LatinAmerica,MiddleEast,NorthAfrica,andSubsaharanAfricaReadmoreSource(s):McKinsey&CompanyTypesofsustainabilityeffortsinwhichrespondents'organizationsareusingartificialintelligence(AI)in2022SustainabilityeffortsundertakenbycompaniesworldwideusingAI2022Shareofrespondents0%

10%20%30%40%50%60%70%Improvingtheorganizationsenvironmentalimpact(eg.improvingenergyefficiency,optimizingtransportation)62%Evaluatingsustainabilityefforts(eg.benchmarking)51%Improvingtheorganization'sgovernance(eg.regulatorycompliance,riskmanagement)45%Improvingtheorganization'ssocialimpact(eg.sourcingethicalproducts)34%10Description:Organizationsin2022aremostlyfocusedonimprovingtheorganizationsphysicalimpactonenvironmentwhenusingartificialintelligence(AI).Itishighlylikelythatthisisduetosuchimprovedefficiencytranslatingmosteasilytoimprovedcompanynumbersofgrowthandexpenditure.Sourcingethicalproductstakestheleastbackseatamongorganizationsasitcanoftenhavedirectcostincreasestotheproductionandsupplylines.ReadmoreNote(s):Worldwide;2022Source(s):McKinsey&CompanyExpectedenergysavingsfromartificialintelligencedrivenenergymanagementsolutionsforoperatorsin2021ExpectedenergysavingsfromAI202135%30%30%25%20%15%10%5%25%19%10%10%5%1%0%Under5%5-10%10-15%15-20%20-25%25-30%Over30%11Description:Almosttwothirdsofmobileoperatorssurveyedexpectenergysavingsof5to20percentfromdeploymentofAIdrivenenergysolutionsoverthenexttwoyears.Thesourceexpectsthereleaseof3GPPadvancedspecificationstoboostnetworkefficiencyandeffectivenessbyleveragingAIandMLtoimprovepowerefficiency.ReadmoreNote(s):Worldwide;2021;mobileoperatorsSource(s):GSMA;GSMAIntelligenceReasonstoimprovesustainabilityworldwidein2023GlobalsustainabilitydriversinIT202370%63%59%60%50%40%30%20%10%0%48%46%35%0%ESGinitiativesSupplychaindisruptionCustomerpurchasedecisionEnergycostsRegulationsOthers12Description:In2023,reasonsfortheincreasedfocusonsustainabilityarevariedwithcorporateenvironment,socialandgovernance(ESG)initiativesandsupplychaindisruptionsorlonghardwareprocurementcyclestoppingthelistasthemaindrivers,with63and59percentrespectively.ReadmoreNote(s):Worldwide;December2022andJanuary2023;1450respondents;ITdecisionmakersSource(s):NutanixValueofthegreendatacentermarketworldwidefrom2020to2023,withaforecastuntil2030,byregion(inbillionU.S.dollars)Valueoftheglobalgreendatacentermarket2020-2030,byregionNorthAmericaEuropeAsia-PacificMiddleEast&AfricaLatinAmerica2001801601401201008060402002020202120222023*2024*2025*2026*2027*2028*2029*2030*13Description:Theglobalgreendatacentermarketwasexpectedtobeworth53.88billionU.S.dollarsin2023,withtheNorthAmericanmarketaccountingfor21.85billionU.S.dollars,themostofanyglobalregion.Stronggrowthisforecastoverthecomingyears,withtheglobalmarketexpectedtosurpass187billionU.S.dollarsbytheendofthedecade.ReadmoreNote(s):Worldwide;2020to2023;*ForecastReadmoreSource(s):ExtrapolateValueofthegreendatacentermarketworldwidefrom2020to2023,withaforecastuntil2030,byindustrysector(inbillionU.S.dollars)Valueoftheglobalgreendatacentermarketbysector2020-2030IT&telecommunications

Banking,financialservices&insurance

ConsumerGoods&Retail

Mediaandentertainment

Government

Others2001801601401201008060402002020202120222023*2024*2025*2026*2027*2028*2029*2030*14Description:TheITandtelecommunicationssectoraccountedfor15.25billionU.S.dollarsoftheglobalgreendatacentermarketin2022,themostofanyindustrysector.Itisforecasttoaccountforthelargestsharethroughto2030,withthebanking,financialservicesandinsurancesectorthesecondlargest.ReadmoreNote(s):Worldwide;2020to2023;*ForecastReadmoreSource(s):ExtrapolateCHAPTER

03RefurbishedconsumerelectronicsSizeoftheglobalelectronicsrecyclingmarketfrom2020to2030(inbillionU.S.dollars)Globalelectronicsrecyclingmarketsize2020-203012010080110.695.2283.8273.7864.9557.176050.3344.338.936.64020032.52020202120222023202420252026202720282029203016Description:Between2022and2030,theglobalelectronicsmarketsizeisforecasttoincreaseconsiderably.Indeed,in2022,thesizeofthismarketamountedtoroughly40billionU.S.dollarsandisforecasttoreachavalueof110.6billionU.S.dollarsby2030,growingatacompoundannualgrowthrateof13.6percent.ReadmoreNote(s):Worldwide;2020to2022Source(s):ResearchandMarkets;Sizeoftheglobalelectronicequipmentrepairservicemarketinselectedyearsfrom2021to2033(inbillionU.S.dollars)Globalelectronicequipmentrepairservicemarketsize2021-2033300250200238.45223.56210.31197.84186.12175.09164.71154.95145.7715010050137.13129.44121.65110.92021020222023*2024*2025*2026*2027*2028*2029*2030*2031*2032*2033*17Description:Between2022and2033,theglobalelectronicequipmentrepairservicemarketsizeisforecasttoincrease.Indeed,in2022,thesizeofthismarketamountedtoroughly121.65billionU.S.dollarsand,by2033,itisforecasttoreachavalueof238.5billionU.S.dollars,growingataCAGRof6.3percent.ReadmoreNote(s):Worldwide;2021and2022;*Forecast.Figuresfrom2024to2032werecalculatedbySource(s):FutureMarketInsightsbasedontheCAGRprovidedbythesource.

ReadmoreGlobalrefurbishedandusedmobilephonemarketsizefrom2022to2033(inbillionU.S.dollars)Globalrefurbishedandusedmobilephonemarketsize2022-2033200180160140120100172.09154.05137.67123.03109.9498.2587.878.4780604020070.12202562.66202455.74202350.520222026202720282029203020312032203318Description:Theglobalrefurbishedandusedmobilephonemarketsizeisforecasttogrowbetween2022and2033.In2022thesizeofthismarketamountedtoroughly50.5billionU.S.dollars,anditisexpectedtoreacharound172billionU.S.dollarsby2033,growingataCAGRof11.9percent.ReadmoreNote(s):Worldwide;2021and2022Source(s):PersistenceMarketResearch;Refurbishedsmartphonemarketgrowthratein2022,byselectedregionsMarketgrowthrateforrefurbishedsmartphonesin202225%19%20%15%10%5%18%5%0%-5%-10%-15%-20%-17%IndiaLatinAmericaChinaGlobal19/statistics/1208577/refurbished-smartphone-market-growth-rate-selected-regionsIn2022,theglobalrefurbishedsmartphonemarketgrewbyfivepercent.Indiawastheleadingcountry,recordingagrowthof19percent.LatinAmericafollowed,withitsrefurbishedsmartphonemarketincreasingby18percentcomparedto2021.

ReadmoreNote(s):WorldwideSource(s):CounterpointResearchUsedandrefurbishedsmartphoneshipmentsworldwidein2022and2026(inmillionsofunits)Global:Pre-ownedsmartphoneshipments2022-2026450400350413.330025020015010050282.602022202620Description:In2022,therewereover282millionusedsmartphoneunitsshippedglobally,amarketthatincludesbothofficiallyrefurbishedandusedsmartphones.By2026,therewillbeover413millionmoreshipments,resultinginacompoundannualgrowthrate(CAGR)of10.3percent.ReadmoreNote(s):Worldwide;2022Source(s):IDCSizeoftheglobalrefurbishedPCmarketfrom2022to2031(inbillionU.S.dollars)GlobalrefurbishedPCmarketsize2022-2031141210811.811.3610.259.258.357.546.86.145.5464204.7202220232024202520262027202820292030203121Description:Between2022and2031,theglobalrefurbishedPCmarketsizeisforecasttoincrease.In2022,thesizeofthismarketamountedtolessthanfivebillionU.S.dollarsand,by2031,itisforecasttoreachavalueof11.8billionU.S.dollars,growingataCAGRof10.8percent.ReadmoreNote(s):Worldwide;2022Source(s):TransparencyMarketResearchCHAPTER

04Energy,waste,andemissionsElectricityconsumptionamongleadingtechcompaniesworldwidein2022,bycompany(in1,000megawatthours)Leadingtechcompanies'electricityconsumptionworldwide2022Consumptioninthousandmegawatthours05,00010,00015,00020,00025,00030,00028,316SamsungTSMC*22,400Alphabet(Google)*MicrosoftMeta*18,28718,1539,4209,000IntelApple3,199ASML1,307QUALCOMMNVIDIA29925223Description:Oftheleadingtentechnologycompaniesworldwidebasedonmarketcapitalization,Samsungisthecompanyconsumingthemostelectricityatover28millionmegawatt-hours(MWh)basedonthecompany'smostrecent2021figures.TaiwanSemiconductorManufacturingCompany(TSMC),Google,andMicrosoftcameinsecond,third,andfourthplaceinelectricityconsumption,respectively.ReadmoreNote(s):Worldwide;2021and2022Source(s):Alphabet;Apple;ASML;Facebook;Intel;Microsoft;Nvidia;PayPal;Samsung;TSMCWastegeneratedfromleadingtechcompaniesworldwidein2022,bycompany(inmetrictons)Leadingtechcompanies'generatedwasteworldwide2022Wasteinmetrictons600,000

800,0000200,000400,0001,000,000973,8531,200,0001,400,0001,413,3651,600,000SamsungTSMC*Intel311,000Apple33,26128,15312,1596,678Alphabet(Google)*MicrosoftASMLQUALCOMM

3,892Cisco

2,458NVIDIA

1,85624Description:Amongtheleadingtentechnologycompaniesworldwidebasedonmarketcapitalization,SamsungandTaiwanSemiconductorManufacturingCompany(TSMC)generatethemostwasteataround1.41millionmetrictonsand973thousandmetrictonsin2022,respectively.ReadmoreNote(s):Worldwide;2021and2022Source(s):Alphabet;Apple;ASML;CiscoSystems;Intel;Microsoft;Nvidia;Qualcomm;Samsung;TSMCTotallandfilledwasteamongleadingtechcompaniesworldwidein2022,bycompany(inmetrictons)Leadingtechcompanies'generatedlandfillwasteworldwide2022Wasteinmetrictons8,000

10,00002,0004,0006,00012,00014,00016,00018,00020,00018,660IntelApple15,08614,927SamsungMicrosoftAlphabet(Google)*QUALCOMMTSMC12,2046,4751,327642614CiscoNVIDIA411280ASML25Description:Amongtheleadingtentechnologycompaniesworldwidebasedonmarketcapitalization,IntelandAppleleadwastedisposalatlandfillsataround18.66thousandmetrictonsand15.09thousandmetrictonsin2022,respectively.Alandfill,commonlyknownasadumpingsite,isanareaforsolidwastedisposalonland.ReadmoreNote(s):Worldwide;2021and2022Source(s):Alphabet;Apple;ASML;CiscoSystems;Intel;Microsoft;Nvidia;Oracle;Samsung;TSMCTotalwaterwithdrawalamongleadingtechcompaniesworldwidein2022,bycompany(in1,000cubicmeters)Leadingtechcompanies'totalwaterwithdrawalworldwide2022Waterusageinthousandcubicmeters60,000

80,000

100,000

120,000020,00040,000140,000160,000180,000172,811200,000SamsungTSMC104,600Intel41,329Alphabet(Google)*MicrosoftApple23,83710,7065,7805,0431,162817Meta*ASMLNVIDIAQUALCOMM

69826Description:Ofthetenleadingtechnologycompaniesworldwidebasedonmarketcapitalization,SamsungandTaiwanSemiconductorManufacturingCompany(TSMC)usedthemostwaterin2022,withapproximately172and104millioncubicmetersofwaterwithdrawal,respectively.Ontheotherhand,QUALCOMMusedtheleastamountofwaterwhencomparedtotheothertechcompanies.ReadmoreNote(s):Worldwide;2021and2022Source(s):Alphabet;Apple;ASML;Facebook;Intel;Microsoft;Nvidia;Oracle;Samsung;TSMCScope1greenhousegasemissionsfromleadingtechcompaniesworldwidein2022,bycompany(inmetrictonsofCO2equivalent)Leadingtechcompanies'scope1GHGemissionsworldwide2022EmissionsinmetrictonsCO2equivalent01,000,0002,000,0003,000,0004,000,0005,000,0006,000,0005,972,0007,000,000SamsungTSMC2,018,789Intel1,190,865MicrosoftQUALCOMMMeta*139,413104,85055,000Alphabet(Google)*Apple45,07334,211ASML

17,300NVIDIA

4,61227Description:Oftheleadingtentechnologycompaniesworldwidebasedonmarketcapitalization,Samsungisthecompanywiththemostscope1greenhousegas(GHG)emissionsatapproximately5.97millionmetrictonsofcarbondioxideequivalent(MTCO2e)basedonthecompany'smostrecent2022figures.TSMCrankedsecondinscope1emissions,recordingovertwomillionMTCO2ein2021.Scope1emissionsareanydirectemissionsfromthefirmitselfthatiswithintheircontrol.Thisincludesany[...]

ReadmoreNote(s):Worldwide;2021and2022Source(s):Alphabet;Amazon;Apple;ASML;Facebook;Microsoft;Nvidia;PayPal;Samsung;TSMCScope2greenhousegasemissionsfromleadingtechcompaniesworldwidein2022,bycompany(inmetrictonsofCO2equivalent)Leadingtechcompanies'scope2GHGemissionsworldwide2022EmissionsinmetrictonsCO2equivalent01,000,000

2,000,000

3,000,000

4,000,000

5,000,000

6,000,000

7,000,000

8,000,000

9,000,000

10,000,000

11,000,000TSMCSamsung9,539,7659,081,000347,558InteöMicrosoft228,029183,132160,41782,822Alphabet(Google)*QUALCOMMNVIDIAASML

20,800Apple

3,199Meta*

2,00028Description:Amongtheleadingtentechnologycompaniesworldwidebasedonmarketcapitalization,TaiwanSemiconductorManufacturingCompany(TSMC)wasthecompanyproducingthemostscope2greenhousegas(GHG)emissionsatapproximately9.54millionmetrictonsofcarbondioxideequivalent(MTCO2e)basedonthecompany'smostrecent2022figures.Samsungcameinsecondinscope2emissionsatoverninemillionMTCO2ein2022.Scope2emissionsareindirectemissionsoutside[...]

ReadmoreNote(s):Worldwide;2021and2022Source(s):Alphabet;Amazon;Apple;ASML;Facebook;Microsoft;Nvidia;PayPal;Samsung;TSMCScope3greenhousegasemissionsfromleadingtechcompaniesworldwidein2022,bycompany(inmetrictonsofCO2equivalent)Leadingtechcompanies'scope3GHGemissionsworld