专利挖掘与专利布局ppt课件.ppt

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1、2011/7/15,车慧中博士,专利挖掘与布局,北京,专利挖掘与专利布局,车慧中 博士工信联合(北京)知识产权咨询公司,2011/7/15,车慧中博士,专利挖掘与布局,北京,主讲人 车慧中博士,工信联合(北京)知识产权咨询有限公司技术副总(台湾)冠亚智财股份有限公司技术长兼副总经理全国中小企业人才公共服务平台/知识产权服务中心副主任学历:科技管理博士、机械工程硕士、机械工程本科资历/经历:入选Whos Who 2011入选2000 Outstanding Intellectuals of the 21st CenturySCI学术期刊IEEE Transactions on Knowledge

2、 and Data Engineering审查委员斐陶斐荣誉学会会员美国化学学会会员(台湾)中国机械工程学会正级永久会员(台湾)中华萃思(TRIZ)学会永久会员暨理事(台湾)中华系统性创新学会永久会员(台湾)中华大学科技管理系、元智大学机械工程系兼任助理教授(台湾)工业技术研究院技术移转中心专案经理、专利工程师,2011/7/15,车慧中博士,专利挖掘与布局,北京,内容大纲,1. 专利挖掘2. 专利布局规划,2011/7/15,车慧中博士,专利挖掘与布局,北京,1. 专利挖掘,WhatWhyWhoWhereWhenHow,2011/7/15,车慧中博士,专利挖掘与布局,北京,专利挖掘的what

3、,专利挖掘的几个意义意义A从日常工作(研发、制造、)当中挖掘出具有专利性(实用性、新颖性、创造性)的技术而申请专利。意义B挖掘出具有市场潜力、但尚未形成专利红海的技术项目而进行专利申请与布局。意义C挖掘且创造出让竞争对手头疼的项目,而进行专利申请与布局。,2011/7/15,车慧中博士,专利挖掘与布局,北京,专利挖掘的why,知识经济的时代,专利不是万能,没有专利却万万不能。建立企业整体的专利意识,从各个角落同步保护知识产权。主张专利权较主张商业秘密容易,降低因同业挖角造成技术外流的影响资源有限而欲望无穷,当研发资源有限的时候,必须把有限的资源(研发资源)妥善运用在最有价值的地方分金定位、采矿

4、、钻油;锁定目标、事半功倍及早掌握技术优势、通过专利布局建构专利壁垒、建立市场竞争优势。,2011/7/15,车慧中博士,专利挖掘与布局,北京,专利挖掘的who,市场人员,知识产权人员,研发人员,2011/7/15,车慧中博士,专利挖掘与布局,北京,专利挖掘的When,A. anytimeB. 市场/技术尚未成熟时,2011/7/15,车慧中博士,专利挖掘与布局,北京,专利挖掘的Where,Clean room市场信息学术论文专利数据库,研发,原型机(雏型机),试量产,量产,开拓通路,销售,市场信息,专利,专利,论文,领先指标,落后指标,专利,2011/7/15,车慧中博士,专利挖掘与布局,北

5、京,专利挖掘的How,(1) 灵感法(2) 脑力风暴法(3) 心智绘图法(4) 曼陀罗法(5) 专利地图法(6) TRIZ,2011/7/15,车慧中博士,专利挖掘与布局,北京,(1) 脑力风暴法,脑力风暴法(brainstorming, BS)指一群人互相激荡,像点燃鞭炮一样,在很短的时间内产生大量的点子。最后再从量中取质,从大量点子中间挑选出最佳方案。原则一:暂缓批判,因为批评有抑制的作用原则二:欢迎自由联想原则三:鼓励利用并改善他人的构想(搭便车理论) ,延伸、结合、改良别人的想法。操作技巧一个接一个停止-继续分组讨论分组竞赛,2011/7/15,车慧中博士,专利挖掘与布局,北京,(1)

6、 改良式脑力风暴法,笔记式脑力风暴法(MBS法)主持人提示主题出席者每个人将构想写在纸上(10分钟)每个人宣读与说明构想15个主持人写在白板其它人受到启发之后也可以写在自己的纸上,稍后宣读与说明随时进行改良尽量提出全部构想主持人进行归纳就归纳出的几个方案进行评估与讨论,2011/7/15,车慧中博士,专利挖掘与布局,北京,(2) 心智绘图(mind map),心智绘图(mind map)放射式思考打开心灵自由通道的方法,2011/7/15,车慧中博士,专利挖掘与布局,北京,(3) 曼陀罗法,利用一幅九宫格图,将主题写在中央,然后把由主题所引发的各种想法或联想写在其余的八个圈内。,2011/7/

7、15,车慧中博士,专利挖掘与布局,北京,以曼陀罗法思考专利运用方案,2011/7/15,车慧中博士,专利挖掘与布局,北京,(3) 改良式曼陀罗法,2011/7/15,车慧中博士,专利挖掘与布局,北京,专利检索,专利地图,专利信息,产品/技术研究课题,(4) 专利地图分析法,机会,威胁,?,?,专利知识,Garbage in, garbage out.,量化分析(统计工具)质性研究(主观剖析),1.管理知识2.技术知识3.法务知识4.财务知识,掌握机会,排除威胁,2011/7/15,车慧中博士,专利挖掘与布局,北京,以曼陀罗法规划Patent Map,2011/7/15,车慧中博士,专利挖掘与布

8、局,北京,(4) 专利地图分析法-1,专利检索To get right patentsGarbage in, garbage out.专利管理图发展趋势竞争地区、竞争公司、key person专利引证图Key patents(高影响力专利、高进步性专利)技术发展脉络(Skeleton)专利技术图技术分布技术功效布局矩阵研发与市场策略权利要件图Design around; Invent around.,2011/7/15,车慧中博士,专利挖掘与布局,北京,(4) 专利地图分析法-2,法律地图法律状态(Legal Status)缴费维护状态、转让、授权、许可状态家族地图(Family Map)Fi

9、le wrapper搜集禁止反悔证据Infringement analysisDesign around; invent around.诉讼地图两造攻防策略对付Patent Troll,2011/7/15,车慧中博士,专利挖掘与布局,北京,(4) 专利地图分析法-3,财务地图专利强度评估(Patent Evaluation)专利价值评估(Patent Valuation)科技预测以专利数量预测未来技术发展技术领域虽有不同,专利地图的分析方法相同。专利地图是一种选择,不是一种规则。分析方法很多,需选择最合适有效的分析方法。软件只是专利地图的一部分,不是全部。分析师的专业是其中关键。地图是死的,分

10、析师是活的,重点在于分析师如何分析地图所呈现的信息。,2011/7/15,车慧中博士,专利挖掘与布局,北京,(5) TRIZ,TRIZ俄文(Theoria Resheneyva Isobretatelskehuh Zadach,创新问题解决理论)的缩写。TRIZ之父: Genrich Altshuller1946 年,TRIZ 创始人Altshuller 任职于前苏联海军专利局担任专利审核员,在专利的审核作业中,他察觉到任何一种技术系统的创新过程中都是有其一定的型态与过程。Altshuller挑出 40,000 件被视为具有较佳创新方法的专利,来探索其解决之道与运用方法,企图从其中归纳出基本原

11、则与型态。每一个具有创新的专利,基本上都是在解决需求冲突的问题,也就是所谓的矛盾。有改善,就有恶化解决这些冲突的解决方案被一再使用。如果发明家拥有解决方案的知识,创新发明的工作将会更为容易。,2011/7/15,车慧中博士,专利挖掘与布局,北京,(5) TRIZ的基础与工具,TRIZ的基础系统矛盾创新的5种等级理想化原理系统演进的8种模式TRIZ的主要工具39个特性参数、40个发明原则、矛盾矩阵物质-场分析模型ARIZ分析步骤,2011/7/15,车慧中博士,专利挖掘与布局,北京,2. 专利布局规划,没有布局的专利只是一盘散沙经过布局后的专利才是混凝土,2011/7/15,车慧中博士,专利挖掘

12、与布局,北京,神木,2011/7/15,车慧中博士,专利挖掘与布局,北京,九节芒,2011/7/15,车慧中博士,专利挖掘与布局,北京,通过布局以后的专利,从单一申请地区看高度的产品相关性。高度的技术相关性。高度相似的权利请求特征。从国际申请来看具有绵密的同族专利网络。全球同族专利主张国际优先权美国同族专利Continuation Application(继续申请案)Continuation-in-Part Application(部分继续申请案)Divisional Application(分割案),2011/7/15,车慧中博士,专利挖掘与布局,北京,专利布局的战略,战略A地方包围中央、乡

13、村包围城市战略B权利要求同时布局到产品与方法战略C权利要求同时从小组件布局到大系统战略D权利要求同时从核心组件布局到应用产品,2011/7/15,车慧中博士,专利挖掘与布局,北京,专利布局的战略-A,ABC,基础专利核心专利,ABCD,ABCE,ABCF,ABCG,ABCH,ABD,地方包围中央乡村包围城市,2011/7/15,车慧中博士,专利挖掘与布局,北京,专利布局的战略-B,制作方法,产品,权利要求同时布局到产品与方法,侵权举证容易,对应之金额较高,侵权举证不易,对应之金额较低,2011/7/15,车慧中博士,专利挖掘与布局,北京,专利布局的战略-C,系统,小组件,权利要求同时从小组件布

14、局到大系统,侵权举证容易,对应之金额高,侵权举证困难,对应之金额低,机构(模块),设备,2011/7/15,车慧中博士,专利挖掘与布局,北京,专利布局的战略-D,(前言)应用产品,(前言)核心组件,权利要求同时从核心组件布局到应用产品,侵权举证容易,对应之金额高,侵权举证困难,对应之金额低,成品,2011/7/15,车慧中博士,专利挖掘与布局,北京,专利布局战略A,PCB油墨喷涂机地方包围中央、乡村包围城市,2011/7/15,车慧中博士,专利挖掘与布局,北京,专利布局的战略-A,ABC,基础专利核心专利,ABCD,ABCE,ABCF,ABCG,ABCH,ABD,地方包围中央乡村包围城市,20

15、11/7/15,车慧中博士,专利挖掘与布局,北京,实用新型是好武器,中国专利法第二十二条授予专利权的发明和实用新型,应当具备新颖性、创造性和实用性。新颖性该发明或者实用新型不属于现有技术;也没有任何单位或者个人就同样的发明或者实用新型在申请日以前向国务院专利行政部门提出过申请,并记载在申请日以后公布的专利申请文件或者公告的专利文件中。创造性与现有技术相比,该发明具有突出的实质性特点和显着的进步,该实用新型具有实质性特点和进步。实用性该发明或者实用新型能够制造或者使用,并且能够产生积极效果。,2011/7/15,车慧中博士,专利挖掘与布局,北京,PCB油墨喷涂机,2011/7/15,车慧中博士,

16、专利挖掘与布局,北京,9件专利构成专利布局,9 patents138 claims27 independent claims (27种结构组成)(只有一种会实施),2011/7/15,车慧中博士,专利挖掘与布局,北京,专利布局战略B,无纺布权利要求同时布局到产品与方法,2011/7/15,车慧中博士,专利挖掘与布局,北京,专利布局的战略-B,制作方法,产品,权利要求同时布局到产品与方法,侵权举证容易,对应之金额较高,侵权举证不易,对应之金额较低,2011/7/15,车慧中博士,专利挖掘与布局,北京,权利要求(US 410),1. A drylaid nonwoven material comp

17、rising bicomponent fibres each fibre comprising: A) a high melting polyolefin component; and B) a low melting polyolefin component1) having a melting point at least 4 DEG C. lower than the melting point of said high melting polyolefin component, 2) constituting at least a part of the surface of said

18、 bicomponent fibre, and 3) comprising a non-grafted polyolefin component and a grafted polyolefin component a) wherein said grafted polyolefin component has been grafted with an unsaturated dicarboxylic acid or an anhydride thereof.,2011/7/15,车慧中博士,专利挖掘与布局,北京,权利要求(US 410),12.A method for producing a

19、 drylaid nonwoven material, comprising forming a fibrous web using dry lay nonwoven equipment, the web comprisingbicomponent fibres each fibre comprising:A) a high melting polyolefin component; andB) a low melting polyolefin component1) having a melting point at least 4 DEG C. lower than the melting

20、 point of said high melting polyolefin component,2) constituting at least a part of the surface of said biocomponent fibre, and3) comprising a non-grafted polyolefin component and a grafted polyolefin componenta) wherein said grafted polyolefin component has been grafted with an unsaturated dicarbox

21、ylic acid or an anhydride thereof,2011/7/15,车慧中博士,专利挖掘与布局,北京,专利布局战略C,二板式射出成形机的卡榫机构,2011/7/15,车慧中博士,专利挖掘与布局,北京,专利布局的战略-C,系统,小组件,权利要求同时从小组件布局到大系统,侵权举证容易,对应之金额高,侵权举证困难,对应之金额低,机构(模块),设备,2011/7/15,车慧中博士,专利挖掘与布局,北京,二板式射出成形机之卡榫机构,1. 一种二板式射出成形机之卡榫机构,包括有一卡榫,.;以及一套筒,. 。11. 一种二板式射出成形机之锁模装置,包括有一卡榫机构,其特征在于该卡榫机构.

22、21. 一种二板式射出成形机,包括有一基座与锁模装置,该锁模装置包括有一卡榫机构,其特征在于该卡榫机构.,2011/7/15,车慧中博士,专利挖掘与布局,北京,专利布局战略B, C,LCD侧边锁合装置权利要求同时布局到产品与方法权利要求同时从小组件布局到大系统,2011/7/15,车慧中博士,专利挖掘与布局,北京,专利布局的战略-B,制作方法,产品,权利要求同时布局到产品与方法,侵权举证容易,对应之金额较高,侵权举证不易,对应之金额较低,2011/7/15,车慧中博士,专利挖掘与布局,北京,专利布局的战略-C,系统,小组件,权利要求同时从小组件布局到大系统,侵权举证容易,对应之金额高,侵权举证

23、困难,对应之金额低,机构(模块),设备,2011/7/15,车慧中博士,专利挖掘与布局,北京,LGs US5835139,2011/7/15,车慧中博士,专利挖掘与布局,北京,具体问题,传统的作法,用四颗螺丝正面锁住液晶面板的外框锁得很牢,但是造成外框太厚了.,2011/7/15,车慧中博士,专利挖掘与布局,北京,a second support frame,a first support frame,上框套在下框内把4个螺丝改从侧边通过下框锁住上框。简单!搞定!,2011/7/15,车慧中博士,专利挖掘与布局,北京,Claim 1,1. A liquid crystal display de

24、vice comprising:a liquid crystal panel with a display area and having front and back surfaces and a first plurality of edges;a light unit with a second plurality of edges joined with the liquid crystal panel;a first support frame(190) supporting the light unit and having a portion that extends paral

25、lel to at least one edge of the light unit;a second support frame(400) coupled to the portion of the first frame;an outer casing(500), anda fastening part(430, 410a, 410b, 410c) joining together the first and second support frames(190,400) and the outer casing(500) through the portion(410a) of the f

26、irst support frame(190) that is coupled to the second support frame(400).,螺丝在这里,专利主题是液晶显示器,2011/7/15,车慧中博士,专利挖掘与布局,北京,权利要求 1,1. A liquid crystal display device comprising:a liquid crystal panel with a display area and having front and back surfaces and a first plurality of edges;a light unit with a

27、second plurality of edges joined with the liquid crystal panel;a first support frame(190) supporting the light unit and having a portion that extends parallel to at least one edge of the light unit;a second support frame(400) coupled to the portion of the first frame;an outer casing(500), anda faste

28、ning part(430, 410a, 410b, 410c) joining together the first and second support frames(190,400) and the outer casing(500) through the portion(410a) of the first support frame(190) that is coupled to the second support frame(400).,专利主题是液晶显示器,2011/7/15,车慧中博士,专利挖掘与布局,北京,权利要求 5 & 8,5. A portable computer

29、 comprising: a liquid crystal display device having a display surface and a first plurality of side edges;a body having an input device;a cover, coupled to an edge of the body, having a second plurality of side edges, anda fastening unit attaching the first plurality of side edges of the liquid crys

30、tal display device to the second plurality of side edges of the cover, the liquid crystal display device being mounted to the cover. 8. A portable computer comprising:a liquid crystal display device having a first side edge;a body having an input device;a cover joined with the body and having a seco

31、nd side edge, anda fastening unit joining together the liquid crystal display device and the cover through the first and second side edges of the liquid crystal display device and the cover, respectively.,专利主题是NB,专利主题是NB,2011/7/15,车慧中博士,专利挖掘与布局,北京,权利要求 9,9. A liquid crystal display device comprising

32、: a first support frame having a first fastening member at a side edge of the first support frame;a reflector unit adjacent the first support frame;a light source adjacent to the reflector unit;a light guide unit adjacent the reflector unit;a protection unit adjacent the light guide unit;a prism uni

33、t adjacent the protection unit;a diffuser unit adjacent the prism unit;a liquid crystal panel adjacent the diffuser unit, anda second support frame having a second fastening member at a side edge of the second support frame, wherein the reflector unit, the protection unit, the prism unit, and the di

34、ffuser unit, the liquid crystal panel are between the first and second support frame, and the first and second support frames are attached to each other through the first and second fastening members only through the side edges of the first and second support frames.,专利主题是液晶显示器,2011/7/15,车慧中博士,专利挖掘与

35、布局,北京,LGs US5926237,2011/7/15,车慧中博士,专利挖掘与布局,北京,权利要求独立项,1. A method of forming a liquid crystal display device6. A method of assembling a portable computer comprising a liquid crystal display 9. A method of assembling a portable computer comprising a liquid crystal display device10. A method of formi

36、ng a liquid crystal display device15. A method of forming a liquid crystal display device 25. A method of forming a liquid crystal display device35. A method of making a liquid crystal display device45. A method of making a portable computer54. A method of making a portable computer,专利主题是显示器制作方法,专利主

37、题是NB的制作方法,2011/7/15,车慧中博士,专利挖掘与布局,北京,LGs US6002457,2011/7/15,车慧中博士,专利挖掘与布局,北京,专利主题是液晶显示器,1. A liquid crystal display device5. A liquid crystal display device9. A liquid crystal display device13. A liquid crystal display device18. A liquid crystal display device23. A liquid crystal display device com

38、prising the steps ofProduct by process 权利要求33. A liquid crystal display device37. A liquid crystal display device,2011/7/15,车慧中博士,专利挖掘与布局,北京,LGs US6020942,2011/7/15,车慧中博士,专利挖掘与布局,北京,专利主题是NB,1. A portable computer4. A portable computer10. A portable computer13. A portable computer14. A portable compu

39、ter23. A portable computer,2011/7/15,车慧中博士,专利挖掘与布局,北京,LGs US6373537,2011/7/15,车慧中博士,专利挖掘与布局,北京,专利主题是LCD & NB,1. A liquid crystal display device2. A liquid crystal display device mountable to a housing7. A portable computer 12. A portable computer,2011/7/15,车慧中博士,专利挖掘与布局,北京,LGs US6456343,2011/7/15,车慧

40、中博士,专利挖掘与布局,北京,防松之增强构件,2011/7/15,车慧中博士,专利挖掘与布局,北京,权利要求 1 & 12,1. A liquid crystal display device, comprising: a main supporter holding a backlight unit and a liquid crystal display panel, a top case enclosing a top edge and a side edge of the liquid crystal display panel, and a side edge of the main

41、 supporter, wherein said top case includes a hole;an inserting nut press formed in said hole, anda screw threaded into said inserting nut, wherein said screw fixes said top case to said main supporter such that said liquid crystal display panel is retained in said main supporter.12. A method of asse

42、mbling a liquid crystal display device, comprising:installing a backlight unit and a liquid crystal display panel in an interior chamber of a main supporter;inserting an inserting nut in a predefined hole in a side edge of a top case;press forming said inserting nut such that the inserting nut is re

43、tained in the predefined hole;locating the top case on the main supporter such that the liquid crystal display panel has a top edge and a side edge protected by the top case and such that the inserting nut is aligned with a recess in the main supporter, andfixing the top case and the main supporter

44、together by threading a screw into the inserting nut, wherein the liquid crystal display panel is retained in the main supporter.,2011/7/15,车慧中博士,专利挖掘与布局,北京,LGs US6512558,2011/7/15,车慧中博士,专利挖掘与布局,北京,2011/7/15,车慧中博士,专利挖掘与布局,北京,2011/7/15,车慧中博士,专利挖掘与布局,北京,专利主题是LCM,1. A display module-housing assembly co

45、mprising:a liquid crystal flat display module for displaying images;a display housing having a front housing and a rear housing, the front housing being fitted to the front of the flat display module, and the rear housing being fitted to the rear of the flat display module, anda coupler for coupling

46、 the front housing to the rear housing to fix the flat display module directly between the front housing and the rear housing,wherein the flat display module includes a backlight part for emitting light, and a liquid crystal panel part for receiving the light from the backlight part to display image

47、s, andwherein the liquid crystal panel part is directly attached to the front housing, and the backlight part is directly attached to the rear housing.,2011/7/15,车慧中博士,专利挖掘与布局,北京,权利要求 11,11. A kit for assembling a display module-housing assembly for a liquid crystal flat display module, the kit comp

48、rising: a front housing part configured to be fitted to the front of the flat display module;a rear housing part configured to be fitted to the rear of the flat display module, anda coupling part configured to couple the front housing part to the rear housing part to fix the flat display module dire

49、ctly between the front housing part and the rear housing part,wherein the flat display module includes a backlight part for emitting light, and a liquid crystal panel part for receiving the light from the backlight part to display images, andwherein the front housing part is configured to directly a

50、ttach to the liquid crystal panel part, and the rear housing part is configured to directly attach to the backlight part.,2011/7/15,车慧中博士,专利挖掘与布局,北京,专利布局,由7件专利构成专利布局Filed from 3 JUL 1997 to 28 DEC 200135个权利要求独立项A LCDA method of making a LCD deviceA portable computerA method of making a portable comp

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