SECTORS / GICS-452030 / TRANSITIONS

IT Hardware · transition pathways

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The recognised primary transition pathway for it hardware, plus the upstream sectors it hardware firms depend on for their own decarbonisation. A consulting firm cutting business travel still needs aviation to decarbonise; a REIT cutting tenant energy still needs the grid to clean up. These are the rate limiters.

Primary pathway

SBTi ICT sector pathway

SBTi has an ICT-specific 1.5°C-aligned pathway covering hardware, networking, software and data centres. CDP supply-chain engagement is the de facto Scope 3 disclosure mechanism for tier-1+ vendor reporting.

Reference ↗
Decarbonisation pathways
hover to read · click to pin
03163941252020203020402050
Year readout

Hover the chart to read off Best / Realistic / Worst values at any year. Click to pin the readout.

2050 endpoint:
Best 15% · Worst 80%
ICT sector absolute emissions · % of 2020 emissions · base 2020 · Source: SBTi ICT 1.5°C pathway, BAU growth (~5% pa traffic)
Dependant pathways· 3

Upstream sectors it hardware firms rely on. The faster these decarbonise, the faster the firm can hit its own targets — even when it does everything in its control.

Semiconductor manufacturing

Scope 3 · cat 1

Chips dominate hardware Scope 3 cat 1. Fab energy intensity, perfluorocarbon emissions, and water-intensive processes set the floor for IT hardware supply-chain carbon.

framework:SEMI sustainability initiatives, SBTi ICT (covers fabs)
Decarbonisation pathways
0631252020203020402050
Best15%
Realistic45%
Worst85%
Fab energy + PFC emissions · % of 2020 emissions · base 2020
Source: SEMI sustainability roadmap, SBTi ICT (covers fabs)

Power & electricity

Scope 3 · cat 11 + Scope 2

Use-phase emissions of every device sold scale with the customer's grid mix. Faster grid decarbonisation directly cuts the firm's largest emissions bucket.

framework:IEA Net Zero by 2050 (Power), Ember Global Electricity Review
Decarbonisation pathways
0501002020203020402050
Best0%
Realistic15%
Worst60%
Grid carbon intensity · % of 2020 gCO2/kWh · base 2020
Source: IEA WEO 2023 — NZE / APS / STEPS

Mining & critical minerals

Scope 3 · cat 1

Rare earths, lithium, cobalt, copper for batteries and electronics. Mining decarbonisation pace caps upstream supply-chain emissions.

framework:ICMM Climate Change Position, SBTi Mining (in development)
Decarbonisation pathways
0501002020203020402050
Best15%
Realistic45%
Worst80%
Mining sector S1+S2 emissions · % of 2020 emissions · base 2020
Source: ICMM Climate Change Position, SBTi Mining (in development)
Decarbonisation by location — coming soon

Once we have HQ + operations location data per firm in this cohort, we'll overlay Ember grid-carbon-intensity data per country so you can see the geographical decarbonisation tailwind (or headwind) each firm is operating against.

Source: ember-energy.org · Global Electricity Review + per-country grid carbon intensity (gCO2/kWh).