Capgemini-生態(tài)數(shù)字時代研究-凱捷研究所的報

Theeco-digitaleraTM

THEDUALTRANSITIONTOASUSTAINABLEANDDIGITALECONOMY

#GetTheFutureYouWant

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Theeco-digitaleraTM:Thedualtransitiontoasustainableanddigitaleconomy

:

Intheeco-digitaleraTM,theeconomyis

undergoingadualtransition,delivering

economic,environmental,andsocialvalue.

Ourresearchrevealsthatnearlyeightin

tenorganizations(77%)agreethatweare

experiencingadualtransitiontowardsamoredigitalandsustainableworld.

Focusoneconomic,environmental,andsocialgains

Diversetalent

Scalingdigitaltechnologies

Digitalplatforms

Newrevenuestreams

ECO-DIGITALERATM

Collaborativeecosystems

Software-de?nedtransformation

Exploringemergingtech(GenAI,SynBio)

Sustainablebusinessmodels

CapgeminiResearchInstituteandDigitalValueLabattheDigitalDataandDesignInstituteatHarvard2024

Executive

Summary

3

Theeco-digitaleraTM:Thedualtransitiontoasustainableanddigitaleconomy

Theeco-digitaleconomyisexpectedtodoublein

sizeoverthenextfiveyears,withaCAGRof15%.

?Theeco-digitaleconomyispoisedforsubstantial

growth,projectedtoexpandfromthecurrent$16.6trilliontoaround$33trillionby2028.

?Thisshiftisunderlinedbydigitaltechnologiesplayingaroleinemissionsreduction,morethanoffsettingtheirowncarbonfootprints.

?However,weareatthedawnoftheeco-digitaleraTM;thevastuntappedpotentialofdigitaltechnologiesawaitsexploration.

Scalingupofmainstreamdigitaltech,emergence

ofnewinnovations,andsustainability

investmentswillfuelthisgrowth.

?Digitalinvestmentasaproportionofrevenueisalsoexpectedtodoubleinthenextfiveyears.

?Amajority(60%)oforganizationsexpressconfidenceintechnology'spotentialtoexpeditetheachievementofsustainabilitygoals,leadingtoincreasedinvestmentindigitalsolutionsfortheirsustainabilityimpact.

?Scalableadoptionofdataanalyticsandcloudsolutionswillunlocknewrevenuestreams,enhancingcostefficienciesandexpeditingsustainabilityinitiatives.

?Digitalplatformsandcollaborativeecosystemsaresettogainprominence.

?Nearlyhalfoforganizationsarecurrently

developingastrategytoharnessthepotentialofemergingtechnologies,suggestingawidespreadforward-lookingapproach.

Significantbusinessbenefitsawaitthoseorganizationsthatcanharnessdigitaltech.

?Scalingtechnologiespromisessignificantbusinessadvantagesacrosstheentirevaluechain.

?Aswellasgreaterefficiency,digitaltechnologiespresentsubstantialcostsavings,pavingthewayforadditional

investmentopportunities.

?Furthermore,theadoptionofdigitaltechnologieswillcatalyzetheevolutionofsustainablebusinessmodels.

CapgeminiResearchInstituteandDigitalValueLabattheDigitalDataandDesignInstituteatHarvard2024

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Executive

Summary

Theeco-digitaleraTM:Thedualtransitiontoasustainableanddigitaleconomy

Howtoharnesstheopportunities

ofaneco-digitaleraTM.

?Identifyefficienciesacrossthebusinesstodrivecostsavings.

?Striveforawell-balancedblendofshort-to-medium-termsuccesses,supportedbyclearbusinessobjectives.

?Reinvestsavingsintodigitaltransformationinordertomaximizebenefits.

?Embedsustainabilityandaccessibleperformancemetricsintotheproductandserviceslifecycle.

?Tapintotheindustryandsupplierecosystemtoaccelerateimprovements.

Optimalintegrationofdigitalandsustainability

willyieldenvironmentalandsocietal

benefits,inadditiontoeconomicones.

?Integrationofdigitaltechnologieshasrenderedorganizationsmoresustainableacrosstheentirevaluechain.

?Overthepastfiveyears,organizationshaveachieved

a24%reductioninenergyconsumptionanda21%

decreaseingreenhousegas(GHG)emissionsthroughtheimplementationofdigitaltechnologies,amongother

notablebenefits.

?Beyondenvironmentalgains,thesetechnologiesalsocontributepositivelytosocietybygenerating

jobopportunities,mitigatingbiasanddiscrimination,

andempoweringsmallbusinesses,amongother

significantadvantages.

CapgeminiResearchInstituteandDigitalValueLabattheDigitalDataandDesignInstituteatHarvard2024

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Theeco-digitaleraTM:Thedualtransitiontoasustainableanddigitaleconomy

Whoshould

readthisreportandwhy?

Thisreportprovidesdigital,business,and

sustainabilityleadersacrosssectorsinsightintotheevolutionofthedigitaleconomy.Among

digitalleaders,chiefdigitalofficers,chiefdataofficers,headsofAI/analytics,chiefinformationtechnologyofficers,chieftechnologyofficers,andheadsofR&D,engineering,andinnovationwillfindituseful.Additionally,giventhe

growingimportanceofdigitalstrategyfor

businessandsustainability,thereportwill

informCEOs,CxOsingeneralmanagement,strategy,finance,sales,andmarketing,aswellassustainabilityexecutives.

Thisreportisbasedonthefindingsofan

extensiveindustrysurveyof1,500senior

executives(directorlevelandabove)from

globalorganizationswithannualrevenue

above$1billion(90%ofthesample)and

startupswithmarketcapitalizationofover

$1billion(10%ofthesample).Around65%

ofsurveyedexecutivesbelongtothedigital

category,whiletheremaining35%come

fromtheotherrelevantbusinessfunctions

listedabove.SeetheResearchMethodology

attheendofthereportformoredetails.

CapgeminiResearchInstituteandDigitalValueLabattheDigitalDataandDesignInstituteatHarvard2024

Introduction

6

Theeco-digitaleraTM:Thedualtransitiontoasustainableanddigitaleconomy

Thelate2000swasatimeoffascinatingdevelopmentsin

thedigitalworld.Nokiawasadominantplayerinthemobile

market,withover40%marketshare,andsalesofBlackBerry

smartphoneswererising.Then,ApplelaunchedtheiPhone,

disruptingthatdominance.1ImageNet,theimagedatabase

thatrevolutionizedAIresearch,wasstillinitsinfancy.2The

hashtagwasbornin2007;3Uberwasfoundedin2009;4and

Instagram’sfirstpostwaspublishedonlyinJuly2010.5Entire

productecosystemswerecreatedaroundsmartphones;

organizationsexperimentedextensivelywithemerging

technologiessuchasartificialintelligence(AI);newsocialand

culturalphenomenasuchassocialmediabegantoblossom;

andentireindustries(suchastransportation)experienced

seismicdisruption.

Fast-forwardtotodayandtherearesimilardevelopmentsin

evidencearoundtheworld.ThegenerativeAIappChatGPT

garnereditsfirst100millionuserswithinjusttwomonthsof

itslaunchinNovember2022,6onlytobesurpassedbyMeta’s

Threadsappafewmonthslater.TikTok–onlylaunchedin

mid-2016–hassurpassedInstagramtobecometheworld’s

mostdownloadedapp.Inadditiontothesecommercial

developments,withtheadoptionoftheParisAgreementin2015,anewconsciousnessemergedaroundtheurgentneedtotackletheclimatecrisisandpromotesustainability.Technologyisplayingabigroleinsustainabledevelopment,particularlyinattemptstomitigateclimatechange,from

reducinggreenhousegas(GHG)emissionstomonitoringfloodlevelsandwildfireconditions,therebyhelpingtopreventdamageandlossoflife.7

Evenasthedigitalworlddeliverseconomic,environmental,

andsocietalbenefits,therearereasonstobelievewhatwe’veseeninthepastdecadeorsoisjustscratchingthesurface.

Belowareafewexamplesthatillustratethis(seealsoFigure1):

1.Globally,only6%ofgrocerysaleshappenonline,8and

e-commercestillmakesuponlyabout20%ofworldwideretailsales,evenasdigitalleaderssuchaspizzaspecialistDomino’sgenerateovertwo-thirdsoftheirglobalretailsalesthroughdigitalchannels.Thee-commercemarketissettoconstitute24%ofglobalretailsalesby2026.9

CapgeminiResearchInstituteandDigitalValueLabattheDigitalDataandDesignInstituteatHarvard2024

Introduction

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Theeco-digitaleraTM:Thedualtransitiontoasustainableanddigitaleconomy

2.Electricvehicles(EVs)currentlyconstituteabout2%

oftheglobalcarfleet;however,theEVmarketis

witnessingexponentialgrowth:14%ofallnewcarssold

in2022wereelectric,upfromlessthan5%in2020.10

3.In2020,64.2zettabytesofdataweregenerated

globally,indicatinga314%increasefrom2015.11The

amountofdatabeingcreatedisgrowingexponentially,

anditisestimatedthatby2025,theworldwillbe

generatingover180zettabytesofdataperyear,nearly

threetimesthatof2020.12

4.Withinthelastfiveyears,advancedAImodelsand

algorithmshavebecomecapableofcomprehending

writtenandspokenlanguageandimagerecognition

capableofmatchingorevenexceedinghuman

performance.13

5.5Gtake-upismuchfasterthanforitspredecessors,

withsubscribernumbersprojectedtogrowfivefoldin

2022–28.14

6.Innovationishelpingorganizationsbecomemore

sustainable.HPusesalifecycleassessment(LCA)tool

thatfacilitatescutting-edgeandrefinedmodellingbasedonHP-specificparameterstocalculateGHGemissions

associatedwithorganization-specificsystems.Using

thetool,HPevaluatedthepotentialtodecreaseGHG

emissionsbyswitchingfrommetalpartsproducedusingmilledaluminumtolighterpartsproducedwithHP

3Dprinting.Theassessmentdemonstratedapossiblereductionincarbonfootprintof60–78%.15

Theworldexpectsanotherdigitalwavetodelivernotonly

economic,butalsoenvironmentalandsocialvalue.Butis

thisreallyarevolutionintheworldeconomy,orincrementalevolution?Arewewitnessingadualtransitiontoamore

digitalandsustainableworld?Andhowmucheconomicandsocialvaluecanweexpect?Withthisresearch,weattempttoanswerthesequestions.

CapgeminiResearchInstituteandDigitalValueLabattheDigitalDataandDesignInstituteatHarvard2024

Million

。

Theeco-digitaleraTM:Thedualtransitiontoasustainableanddigitaleconomy

FIGURE1.

Rapidtechnologicalprogressispropellingdigitalandsustainablegrowth

ELECTRICCARSALES,2010–2023

RETAILECOMMERCESALESWORLDWIDE,2021–2026

trillions,%change,and%oftotalretailsales

16

14

$8.148

$7.528

12

$6.913

$5.717

$6.310

$5.211

10

8

6

21.9%

9.6%

23.0%24.0%

19.7%

18.8%

20.8%

4

17.1%

8.9%8.2%

20252026

%oftotalretailsales

2

9.7%

10.4%

0

2024

2023

2022

2021

20102011201220132014201520162017201820192020202120222023E

%change

Retailecommercesales

ChinaEuropeUnitedStatesOther

Note:2023sales(”2023E”)areestimatedbasedonmarkettrendsthroughthefirstquarterof2023.

Source:eMarketer,InsiderIntelligenceSource:IEAanalysisbasedonEVvolumes.

CapgeminiResearchInstituteandDigitalValueLabattheDigitalDataandDesignInstituteatHarvard2024

9

-40

-60

-80

-100

2000

2005

2010

2015

2020

5Gsubscriptionuptakeisfasterthanfor4G

Theeco-digitaleraTM:Thedualtransitiontoasustainableanddigitaleconomy

LANGUAGEANDIMAGERECOGNITIONCAPABILITIESOFAISYSTEMSHAVEIMPROVEDRAPIDLY

TestscoresoftheAIrelativetohumanperformance

AIsystemsperformbetterthanthehumanswhodidthesetests

+20

0

Humanperformance,asthebenchmark,issettozero.

AIsystemsperformworse

-20

Handwritingrecognition

Speechrecognition

Imagerecognition

Readingcomprehension

Languageunderstanding

ThecapabilityofeachAIsystemisnormalizedtoaninitialperformanceof-100.

LicensedunderCC-BYby

theauthorMaxRoser

COMPARISONOF5GAND4GSUBSCRIPTIONUPTAKEINTHEFIRSTYEARSOFDEPLOYMENT(BILLIONS)

5.0

4.5

4.0

3.5

3.0

2.5

2.0

1.5

1.0

0.5

0

012345678910

Yearssince?rstdeployment

5G(2018-2028)4G(2009-2019)

Datasource:Kielaetal.(2021)-Dynabench:RethinkingBenchmarkinginNLP

OurWorldinD-Researchanddatatomakeprogressagainsttheworld’slargestproblems.

Source:Ericsson,MobilityReport,November2022.

CapgeminiResearchInstituteandDigitalValueLabattheDigitalDataandDesignInstituteatHarvard2024

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Theeco-digitaleraTM:Thedualtransitiontoasustainableanddigitaleconomy

THEWORLDIS

EXPERIENCINGADUALTRANSITIONTOWARDSAMOREDIGITALAND

SUSTAINABLEFUTURE–WECALLITTHE

“ECO-DIGITALERATM”

Theterm“eco-digitaleconomy”referstothedualtransitiontoaneconomythatdeliversnotonlyeconomicvalue,but

alsoenvironmentalandsocialvalue.Intheeco-digitaleraTM,thereisgreaterexplorationofdigitaltechnologies’value

tobusiness,inwhichtheyplayacrucialroleinachieving

sustainablegoals;fastevolutionofemergingtechsuchasgenerativeAIandsyntheticbiology;andgreater

collaboration,givingrisetodigitalecosystems.

Oursurveyrevealedthat79%ofrespondentsbelievethey

arecurrentlywitnessingtheemergenceofaneco-digital

eraTMthatismoreinterconnected,data-driven,accessible,

andsustainable,resultinginsignificantlygreaterreach,scale,andsocialimpact(seeFigure2).

ElisabetSvensson,HeadofTechnologyAcademyatSKF

Group,suggeststhattheevolvingeconomyiscreating

transformativeopportunities:“Theeconomyhasbeen

evolving,yetthenew,untappedpossibilitiesstemmingfromtheconvergenceofmultipletechnologies,collaborative

innovation,andthesurgingprominenceofdigitalplatformsmarkanewtransformativeera.Thiswillreshapethewaybusinessesoperate.Organizationswhoareabletosolve

crucialcustomerpainpointsbyembracingtheseprofoundchangeswillgainasignificantcompetitiveedge.”

CapgeminiResearchInstituteandDigitalValueLabattheDigitalDataandDesignInstituteatHarvard2024

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Theeco-digitaleraTM:Thedualtransitiontoasustainableanddigitaleconomy

FIGURE2.

Theeconomyintheeco-digitaleraTMdiffersmarkedlyfromthetraditionaldigitaleconomy

TRADITIONALDIGITALECONOMY

Limitedexplorationofdigital’svaluetobusiness

Sustainabilityasastandalone,nice-to-havepursuit

Limitedexplorationofnewrevenuestreams

Ad-hocuseoftechnologyfordrivinge?ciency

Individualorganizations

workinginsilos

Changesinskillsdemanddrivenbydigitalization

EMERGINGECO-DIGITALECONOMY

Doublingofthesizeoftheeco-digitaleconomywithinthenext?veyears

Sustainabilityasamust-have,poweredbydigitaltechnologies

Softwareanddigitalplatformsdriveemergenceofnewrevenuestreams

Emergingtech(e.g.,genAI,SynBio,quantum)boostsinnovation,productivity,anddecision-making

Collaborationandpartnershipsacrossindustriesgiverisetodigitalecosystems

Increaseddemandforadiversemixoftalentandnewwaysofworking

WHYITMATTERS

Thesizeoftheemergingeco-digitaleconomyisexpectedtonearlydoublefrom$16.6trilliontodayto$32.9trillionin2028

Digitaltechnologiescontributemoretoreducingemissionsthantheirowncarbonfootprint

CapgeminiresearchfoundthatautomotiveOEMs’software-basedrevenuecouldtriplefrom$181billion(2021)to$640billionby2031

In2023,Microsoftlaunched365Copilot,thegenAI-poweredassistant,acrossallitsappsandservices

FrankLoydl,CIOatAudiAG:“Theoutcomes[ofcollaboration]areevident:signi?cantquality

improvements,enhancedspeed,expandedservicecapabilities,andthecreationofnewbusinessmodels.”

TheCDOatatelecomcompany:”Talentisacriticalfactorfornavigatingtheneweconomy[…]Withouttherightcultureandtalent,wewillneverbeabletomakeprogress.”

Source:CapgeminiResearchInstituteandDigitalValueLabattheDigitalDataandDesignInstituteatHarvardAnalysis.

CapgeminiResearchInstituteandDigitalValueLabattheDigitalDataandDesignInstituteatHarvard2024

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Theeco-digitaleraTM:Thedualtransitiontoasustainableanddigitaleconomy

"Theeconomyhasbeenevolving,yetthenew,untappedpossibilitiesstemmingfromtheconvergenceofmultipletechnologies,

collaborativeinnovation,andthesurgingprominenceofdigital

platformsmarkanewtransformativeera.Thiswillreshapethe

waybusinessesoperate.Organizationswhoareabletosolvecrucialcustomerpainpointsbyembracingtheseprofoundchangeswillgainasignificantcompetitiveedge.”

ELISABETSVENSSON

HeadofTechnologyAcademy

atSKFGroup

CapgeminiResearchInstituteandDigitalValueLabattheDigitalDataandDesignInstituteatHarvard2024

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Theeco-digitaleraTM:Thedualtransitiontoasustainableanddigitaleconomy

THEECO-DIGITAL

ECONOMYWILLBEMOREDIGITALANDSUSTAINABLE

Theeconomyisbecomingmoresustainable,drivenby

increasingawarenessofenvironmentalandsocialissues.

Industriesareembracinggreentechnologiesandrenewableenergysources,whilecircular-economyprinciples,

emphasizingreuseandrecycling,aregainingtractionandminimizingwaste.Basedonourresearch,atoverhalf(64%)oforganizations,sustainabilityisontheagendaofevery

C-suiteexecutive.

MagdalenaGerger,formerlyaMemberoftheGroup

SustainabilityCouncilAdvisoryBoardtotheManagement

BoardofVolkswagen,states:“Ourgroup'stransformation

towardsustainabilitywasinitiallydrivenbysurvival.If

thegroupdidnotundertakethisfundamentalchange,the

companywouldmostlikelybecomeirrelevantanddisappearovertime.Sustainabilitywasexpectedbyourcustomers,

investors,andfromsociety.”16

Consequently,thisevolutionofaneco-digitaleraTM

willinvolveaharmoniousconvergenceofdigitaland

sustainability.Ourresearchrevealsthatnearlyeightintenorganizations(77%)agreethattheyareexperiencingadualtransitiontowardsamoredigitalandsustainableworld(seeFigure3).

FIGURE3.

Organizationsareexperiencingadualtransition

SHAREOFORGANIZATIONSEXPERIENCINGA

DUALTRANSITIONTOWARDSAMOREDIGITALANDSUSTAINABLEWORLD

77%

Source:CapgeminiResearchInstituteandDigitalValueLabattheDigitalDataandDesignInstituteatHarvard,Eco-DigitalSurvey,May–June2023;N=1,505executives.

CapgeminiResearchInstituteandDigitalValueLabattheDigitalDataandDesignInstituteatHarvard2024

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“Theevolvingeconomywillbecomeconsiderablymoredigitalandsustainablethanitispresently.Moreover,thetransitiontodigitalpromotesincreasedsustainability.”

ASHLEYFLIGHT

ExecutiveDirectorandHeadofMarketingAutomationandEventsPlatform(EMEA)atJPMorganAssetManagement

Theeco-digitaleraTM:Thedualtransitiontoasustainableanddigitaleconomy

Aswewillseeinthefollowingsections,utilizingdigitaltechnologiestopowersustainabilityoffersmultifacetedbenefits,includingoptimizing

resourceusage,loweringlevelsofGHG

emissionstoenhanceenergyefficiency,reducingenvironmentalimpactthroughdata-driven

decisions,andpromotingtransparencyinsupply

chains.AshleyFlight,ExecutiveDirectorandHeadofMarketingAutomationandEventsPlatform

(EMEA)atJPMorganAssetManagement,echoesthissentiment:“Theevolvingeconomywill

becomeconsiderablymoredigitalandsustainablethanitispresently.Moreover,thetransitionto

digitalpromotesincreasedsustainability.”

TheEuropeanCommissionrecognizestheinterdependenceofthegreenanddigital

transitions,consideringthemtwin,mutually

supportivechallenges.Thedigitaltransitionis

seenasacriticalenableroftheEuropeanGreenDeal,playingapivotalroleinreducinghumanity’senvironmentalfootprint.17

CapgeminiResearchInstituteandDigitalValueLabattheDigitalDataandDesignInstituteatHarvard2024

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Theeco-digitaleraTM:Thedualtransitiontoasustainableanddigitaleconomy

CapgeminiResearchInstituteandDigitalValueLabattheDigitalDataandDesignInstituteatHarvard2024

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Theeco-digitaleraTM:Thedualtransitiontoasustainableanddigitaleconomy

01

THEECO-DIGITALECONOMYIS

EXPECTEDTODOUBLEINSIZE

INTHENEXTFIVEYEARS

CapgeminiResearchInstituteandDigitalValueLabattheDigitalDataandDesignInstituteatHarvard2024

FIGURE4.

Expertsexpecttheeco-digitaleconomytonearlydoubleinsizeinthenextfiveyears

SIZEOFTHEECO-DIGITALECONOMY

26.2%

15.8%

8.7%9.0%

5.6%5.6%

4.0%4.1%

4.575.3616.632.9

2015

2018

Current,2023,Global

Expected,2028,Global

Digitaleconomyas%ofGDP

Derivedfromoursurveyinputs

GlobalUSEUAustralia

Derivedfromsecondarysources

Source:CapgeminiResearchInstituteandDigitalValueLabattheDigitalDataandDesignInstituteatHarvard,Eco-DigitalSurvey,May–June2023;N=1,505executives,N=150executiveswhoaredigitalleadersintheirorganizations;CapgeminiResearch

Instituteanalysis.FurtherdetailsonthecalculationsandsourcesintheAppendix.

17

Theeco-digitaleraTM:Thedualtransitiontoasustainableanddigitaleconomy

Theeco-digitaleconomyhasgrownexponentiallyinrecent

years,transformingeconomiesandindustries.Experts

expectitwillnearlydoubleinsizefrom$16.6trilliontodayto$32.9trillionin2028,representinga15%CAGR(seeFigure4).

CapgeminiResearchInstituteandDigitalValueLabattheDigitalDataandDesignInstituteatHarvard2024

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Theeco-digitaleraTM:Thedualtransitiontoasustainableanddigitaleconomy

Despitethevolatilegeo-politicalenvironment,organizationsbelievethat,inthelongterm,theglobaleconomywillmarchtowardsaneco-digitalfuture.Morethan7in10organizations(71%)wesurveyedagreethatdigitallydrivenbusinessmodelswillbethekeytogrowthinthenext3?5years.Further,60%oforganizationsexpectdigitallydrivenbusinessmodelsto

generatemorerevenuethantraditionalbusinessmodels.

TheWorldBank18estimatesthatthedigitaleconomy

currentlycontributesmorethan15%ofglobalGDPandthat,overthepastdecade,ithasbeengrowingattwoandahalftimesthepaceofphysicalworldGDP.19

WefoundthattheAsianeco-digitaleconomycontributesmosttoregionalGDP(seeFigure5).

%

oforganizationsexpectdigitallydriven

businessmodelstogeneratemorerevenue

thantraditionalbusinessmodels.

FIGURE5.

Byregion,theAsianeco-digitaleconomycontributesmostrelativetoGDP

ECO-DIGITALECONOMYASA%OFGDP,CURRENTVS.2028

32.1%

22.4%

29.7%

16.5%

29.4%

15.5%

Asia

NorthAmericaEurope

CurrentExpected,2028

Source:CapgeminiResearchInstituteandDigitalValueLabattheDigitalDataandDesignInstituteatHarvard,Eco-DigitalSurvey,May–June2023;N=1,505executives,N=150executiveswhoaredigitalleadersintheirorganizations;CapgeminiResearch

Instituteanalysis.Asia,excludingChina=Australia,Japan,India,Singapore;Europe=France,Germany,Italy,Norway,Netherlands,Spain,Sweden,UK;NorthAmerica=Canada,USA.

CapgeminiResearchInstituteandDigitalValueLabattheDigitalDataandDesignInstituteatHarvard2024

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Theeco-digitaleraTM:Thedualtransitiontoasustainableanddigitaleconomy

Further,wefindthat:

?accordingtorecentresearch,South-eastAsia’sdigital

economyregistereda20%increaseinsizefrom2021,andarecentstudyforecaststhatitwillreach$224billionby

2025;20further,pre-pandemic,Asiaaccountedfor60%oftechnologypatents,upfrom40%twodecadesearlier.Italsoaccountsfornearly60%ofglobalonlineretailsales;21

?theUSdigitaleconomyproduced$3.7trillionofgross

outputin2021(upfrom$3.3trillionin2020),equivalentto10.3%ofGDP;22

?Finland,Denmark,theNetherlands,andSwedenhavethemostadvanceddigitaleconomiesintheEU.23

Thesurgecanbeattributedtovariousfactors,includingdatautilization,cloudtechnology,collaborativeecosystems,andconnectedproducts/services.

WeobservethattheUSaccountsfor25%ofthecontributiontotheeco-digitaleconomyamongsurveyedcountries,withJapan'seco-digitaleconomyrepresenting11%ofthetotal,followedbyothercountries(seeFigure6).

FIGURE6.

TheUSeco-digitaleconomyconstitutesone-quarteroftheglobaldigitaleconomy

SIZEOFECO-DIGITALECONOMY,BYCOUNTRY

25.8%US

Others

41.1%

11.1%Japan

0.4%Norway

0.6%Singapore

Sweden

0.8%

France

3.9%

3.6%Germany3%India

2.5%UK

0.9%Australia

1.0%Spain

1.5%Italy

2.1%Canada

1.5%Netherlands

Source:CapgeminiResearchInstituteandDigitalValueLabattheDigitalDataandDesignInstituteatHarvard,Eco-DigitalSurvey,May–June2023;N=1,505executives,N=150executiveswhoaredigitalleadersintheirorganizations;CapgeminiResearch

Instituteanalysis.

CapgeminiResearchInstituteandDigitalValueLabattheDigitalDataandDesignInstituteatHarvard2024

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Theeco-digitaleraTM:Thedualtransitiontoasustainableanddigitaleconomy

Digitaltechnologies

contributemoreto

reducingemissionsthan

theirowncarbonfootprint

Digitaltechnologiescanexpediteprogresstowards

sustainabilitygoals.Thepercentageofglobalemissions

fromthedigitalsectoris3.7%atpresent,24,25butisprojectedtoreach14%by2040.26Assumingconsistentgrowthfrom

currentlevelsto2040,thepercentageofglobalemissionsfromthedigitalsectorwillriseto7.2%by2028.

Organizationsinourresearchhavealreadyrealizeda20.9%reductioninGHGemissionsoverthelastfiveyearsby

adoptingdigitaltechnologiesintheirsustainabilityinitiatives.Byscalingupdigitaladoption,theyhavethepotentialto

achieveareductionofover30%inGHGemissionsoverthenextfiveyears.Assumingthesenumbersareconsistent

globally,wecanestimatethenetimpactofthegrowthofdigitalonglobalGHGemissionsthroughtwoscenarios:

CapgeminiResearchInstituteandDigitalValueLabattheDigitalDataandDesignInstituteatHarvard2024

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FIGURE7.

Overthenextfiveyears,digitaltechnologiesareanticipatedtomakeanetreductioninemissions

IMPACTOFDIGITALONGHGEMISSIONS(INGT

CO2-eq)OVERTHENEXT5YEARS(CONSERV