SECTORS / GICS-452020 / TRANSITIONS

Networking Equipment · transition pathways

The recognised primary transition pathway for networking equipment, plus the upstream sectors networking equipment 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

Same pathway as IT hardware. Industry consortia (e.g. ITU-T L.1470 for ICT trajectories) provide complementary technical guidance.

Reference ↗

Decarbonisation pathways

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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· 5

Upstream sectors networking equipment 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

Reference pathway

Networking ASICs, optics, photonics. Fab decarbonisation pace caps supply-chain Scope 3 reductions.

framework:SEMI sustainability initiatives, SBTi ICT

Best15%

Realistic45%

Worst85%

Fab energy + PFC emissions · % of 2020 emissions · base 2020
Source: SEMI sustainability roadmap, SBTi ICT (covers fabs)

Your exposure

Sector-generic framing shown above — company-specific exposure narrative pending.

Reference ↗

Power & electricity

Scope 3 · cat 11

Reference pathway

Networking equipment runs 24/7 in customer data centres and central offices. Use-phase emissions scale with grid carbon intensity at deployment locations.

framework:IEA Net Zero by 2050 (Power), Ember Global Electricity Review

Best0%

Realistic15%

Worst60%

Grid carbon intensity · % of 2020 gCO2/kWh · base 2020
Source: IEA WEO 2023 — NZE / APS / STEPS

Your exposure

Sector-generic framing shown above — company-specific exposure narrative pending.

Reference ↗

Mining & critical minerals

Scope 3 · cat 1

Reference pathway

Routers, switches and optics depend on copper, gold, palladium, rare earths and tantalum. Mining-sector decarbonisation pace and responsible-sourcing pressure cap upstream Scope 3.

framework:ICMM climate change position, IEA Critical Minerals Outlook

Best15%

Realistic45%

Worst80%

Mining sector S1+S2 emissions · % of 2020 emissions · base 2020
Source: ICMM Climate Change Position, SBTi Mining (in development)

Your exposure

Sector-generic framing shown above — company-specific exposure narrative pending.

Reference ↗

Aviation

Scope 3 · cat 6

Reference pathway

Global service & support engineers, large enterprise sales teams, partner-conference circuit. Use-phase product support travel sits behind a sticky long-haul footprint.

framework:ICAO LTAG, SBTi Aviation criteria, IATA Net Zero by 2050

Best0%

Realistic50%

Worst150%

Aviation CO2 (commercial) · % of 2019 absolute CO2 · base 2019
Source: IATA Fly Net Zero, ICAO LTAG, BAU (~3% pa growth)

Your exposure

Sector-generic framing shown above — company-specific exposure narrative pending.

Reference ↗

E-waste & circular economy

Scope 3 · cat 12

Reference pathway

5–10 year deployed lifetime → continuous decommissioning. Take-back, refurbish and component-recovery rates determine whether the next product cycle reuses materials or mines them again.

framework:ITU-T L.1030 (circular ICT), Ellen MacArthur Foundation circular electronics

No global scenario — this pathway plays out at the site level. Select a site to see the local transition pathway.

Your exposure

Sector-generic framing shown above — company-specific exposure narrative pending.

Reference ↗

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).