台灣智慧財產權交易市場及創新中介服務之研究 - 以工研院為例

Abstract

智慧財產權對於全球成長型的企業，特別是台灣的高科技產業而言，是極重要的資產。近年來，台灣智慧財產權交易市場快速成長。專利賣家讓售閒置未用的專利來獲取利益，是切合實際及符合潮流的作法。再者，愈來愈多的台灣公司正主動積極地購買有價值的專利，以期對抗專利侵權訴訟的威脅及取得進入新產品市場的保護。因此，對專利需求不斷增長的台灣市場，正是國外專利賣家將閒置專利讓售到台灣的好機會。 專利交易是一個高度專業知識及經驗的複雜過程，常需要借助專業的中介服務，才能順利促成交易。工業技術研究院是台灣最大的產業技術研發機構，長期以來，也一直是台灣企業的密切合作夥伴。自2003年以來，工業技術研究院已累積許多成功的專利交易及中介的經驗。所以，本研究是以工業技術研究院多年的實務經驗為個案研究的基礎。 本研究探討工業技術研究院創新的專利交易模式，台灣專利交易的市場現況，研究台灣專利買家的需求並進而提出對國外的專利賣家的建議。對有興趣賣專利到台灣的國外賣家，本研究的主要建議有四項：找對市場上高需求技術的專利，提供有價值的專利分析資訊，提供正確的授權資訊，以及運用專業的專利中介業者。此外，專利中介業者已是市場上重要的角色。本研究也運用專家意見法來探討專利中介業者重要的資源及能力。本研究發現，和買方業者的聯結關係，有效撮合及促成交易的能力，及提供專利交易相關的諮詢是專利中介業者的關鍵成功因素。

Intellectual Property (IP) is of great importance to growing companies around the world, and particularly in the high-tech sectors in which many Taiwanese enterprises operate. The IP transaction market in Taiwan has been growing rapidly in recent years. For holders of unused patents, selling them to companies around the world is a sensible way to create value from the patents. At the same time, more and more companies in Taiwan are actively seeking to acquire IP assets in order to combat the threat of patent litigation and enter new product markets with protection. This situation creates opportunities for foreign patent sellers looking to generate revenue from their idle IP assets. Patent transaction is a complicated process involving a high degree of specialization and knowledge. It often requires assistance from professional service providers like intermediaries. Industrial Technology Research Institute (ITRI), the largest government-supported research institute in Taiwan, has long been a close partner of local industry. ITRI has accumulated successful experience in both IP transaction and brokerage since 2003. This research uses ITRI’s practical experience as a basis of case study in this research. This research presents ITRI’s innovative patent transaction model, current status of Taiwan patent market, and offers insights into buyers’ needs for foreign patent sellers interested in selling patents to Taiwan. Key suggestions include: selling patents in the right technical areas, providing supporting material to highlight patent value, providing accurate encumbrance information, and using a local broker to overcome the obstacles of understanding and navigating the Taiwan market. In addition, IP intermediary has become an important player in the market. This research uses the expert opinion method to investigate what types of resources and capabilities are important to IP intermediaries. Our findings suggest that networking with local industries, efficient seller-buyer match and transaction consultancy are considered as key success factors (KSFs) contributing to success of IP intermediaries.