½ÃÀ庸°í¼­
»óǰÄÚµå
1266271

ij¸®¾î ´ºÆ®·² ºÎ¹®ÀÇ 2022³â OPEX¿¡¼­´Â ±¤¿­ºñ°¡ ±ÞÁõ : ¸¹Àº ij¸®¾î ´ºÆ®·² »ç¾÷ÀÚ¿¡°Ô ±¤¿­ºñ´Â ÃÖ´ë ¿î¿µ ºñ¿ëÀ̸ç, OPEX(ex-D&A)ÀÇ ÃÖ´ë 80%¸¦ Â÷ÁöÇÏ´Â °æ¿ìµµ ÀÖ´Ù

Energy Costs Spike 2022 Opex for Carrier-neutral Sector: For Many Carrier-neutral Operators, Energy is Largest Operational Expense and Can Account for Up to 80% of Opex (ex-D&A), Costs Surged in 2022 for Many

¹ßÇàÀÏ: | ¸®¼­Ä¡»ç: MTN Consulting, LLC | ÆäÀÌÁö Á¤º¸: ¿µ¹® 6 Pages | ¹è¼Û¾È³» : Áï½Ã¹è¼Û

¡Ø º» »óǰÀº ¿µ¹® ÀÚ·á·Î Çѱ۰ú ¿µ¹® ¸ñÂ÷¿¡ ºÒÀÏÄ¡ÇÏ´Â ³»¿ëÀÌ ÀÖÀ» °æ¿ì ¿µ¹®À» ¿ì¼±ÇÕ´Ï´Ù. Á¤È®ÇÑ °ËÅ並 À§ÇØ ¿µ¹® ¸ñÂ÷¸¦ Âü°íÇØÁֽñ⠹ٶø´Ï´Ù.

±¤¿­ºñ´Â ÀÎÇÁ¶ó¿¡ ƯȭÇÑ Ä³¸®¾î ´ºÆ®·² ³×Æ®¿öÅ© ¿ÀÆÛ·¹ÀÌÅÍ(CNNO)ÀÇ ¿î¿µ ºñ¿ë ´ëºÎºÐÀ» Â÷ÁöÇϰí ÀÖÀ¸¸ç, OPEX(ex-D&A)ÀÇ 30% ÀÌ»ó, ÃÖ´ë 80%¸¦ ±¤¿­ºñ¿¡ ¼ÒºñÇÏ´Â °æ¿ìµµ ÀÖ½À´Ï´Ù.

¼¿Å¸¿ö, µ¥ÀÌÅͼ¾ÅÍ, ÆÄÀ̹ö ³×Æ®¿öÅ© ¿ÀÆÛ·¹ÀÌÅÍÀÇ ¿¡³ÊÁö ÁöÃâ¿¡ °üÇÑ µ¥ÀÌÅ͸¦ º¸¿©ÁÖ°í, ±× µ¥ÀÌÅÍÀÇ ÀÇ¹Ì¿Í ÇâÈÄ ¹æÇ⼺¿¡ ´ëÇØ ³íÀÇÇϰí ÀÖ½À´Ï´Ù.

µµÇ¥

Á¶»ç ´ë»ó

°ÔÀç ±â¾÷

  • America Movil
  • AT&T
  • Bharti Infratel(Indus)
  • Cellnex
  • China Tower
  • ChinData
  • Chorus Limited
  • Ciena
  • Crown Castle
  • CyrusOne
  • Digital Realty
  • GDS Data Centers
  • Helios Towers
  • IHS Towers
  • QTS Realty
  • Sarana Menara Nusantara
  • Switch
  • TDF Infrastructure/Arcus
  • Telefonica
  • Teraco
  • Verizon

¸ñÂ÷

  • ¿ä¾à
  • CNNO : ´Ù¸¥ ¿ÀÆÛ·¹ÀÌÅÍ À¯Çüº¸´Ù ¿¡³ÊÁö Áý¾àÇü
  • ³×Æ®¿öÅ©ÀÇ Áö¼Ó°¡´É¼º : CNNOºÎÅÍ ½ÃÀÛÇÒ Çʿ䰡 ÀÖ´Ù
  • ¿µÇâ
  • ºÎ·Ï
KSM 23.05.08

This brief presents data on energy spending by operators of cell towers, data centers, and fiber networks, and discusses the implications of the data and likely future directions. Utilities represent a large portion of operating expenses for these infrastructure-focused companies, which we track as "carrier-neutral network operators" (CNNOs). CNNOs also spend more than other types of operators. Webscale spending on power is miniscule relative to their size, less than 1% of opex (ex-D&A). Telcos spend a few % of opex (ex-D&A) on utilities. But CNNOs can spend more than 30% and up to 80% of opex (ex-D&A) on utilities.

VISUALS

Coverage

Companies mentioned:

  • America Movil
  • AT&T
  • Bharti Infratel (Indus)
  • Cellnex
  • China Tower
  • ChinData
  • Chorus Limited
  • Ciena
  • Crown Castle
  • CyrusOne
  • Digital Realty
  • GDS Data Centers
  • Helios Towers
  • IHS Towers
  • QTS Realty
  • Sarana Menara Nusantara
  • Switch
  • TDF Infrastructure/Arcus
  • Telefonica
  • Teraco
  • Verizon

Table of Contents

  • Summary
  • CNNOs are more energy-intensive than other operator types
  • Sustainability in networks needs to start with CNNOs
  • Implications
  • Appendix
ºñ±³¸®½ºÆ®
0 °ÇÀÇ »óǰÀ» ¼±Åà Áß
»óǰ ºñ±³Çϱâ
Àüü»èÁ¦