Foresight economist
202 1- 1 1- 17 13:47
Main listed companies in the industry: At present, the listed companies in the domestic panel industry mainly include BOE (000725. SZ), Shentianma (000050), Visionox (002387), Huaying Technology (000536), Longteng Optoelectronics (688055) and He Hui Optoelectronics (688538).
The core data of this paper: Huaxing Optoelectronics and LG show the number of patent applications, patent market value, patent cooperation applications and key patent layout.
Description of full-text statistical caliber: 1) Search keywords: panel and similar or related keywords; 2) Search scope: title, abstract and claims; 3) Screening conditions: the simple consanguinity application should be duplicated, the legal status should be substantive examination, authorization, PCT international publication, PCT entering the designated country (designated period), and the simple consanguinity application should be duplicated according to the statistics of the acceptance bureau. 4) Statistical deadline: 202165438+1October 26th. 5) If there is any special statistical caliber, it will be indicated at the bottom of the chart.
1, global panel competition pattern: Huaxing Optoelectronics and LG Display are global leading enterprises.
LG Display and Huaxing Optoelectronics are two leading companies in the global panel industry. According to DSCC statistics, in 2020, LG's global market share will be 14%, and Huaxing Optoelectronics will be 10%. Therefore, this paper selects two multinational companies, Huaxing Optoelectronics and LG Display, to compare the layout of panel patent technology.
2. Comparison of technical layout of Huaxing Optoelectronic V.S.LG display panel.
(1) Comparison between patent application and PCT application: LG Display is far ahead of Huaxing Optoelectronics.
However, in panel patent application, the total number of patent applications for LG display panel is about 2. 1 times of the total number of patent applications for Huaxing photoelectric panel, which are 10386 and 4 164 respectively.
In addition, the number of PCT patent applications for Huaxing photoelectric panel is more than that for LG display panel, with 304 and 7 respectively.
From the trend, from 20 10 to 20 19, the number of patent applications of LG Display in the panel field is more than that of Huaxing Optoelectronics every year. In 2020, the number of patent applications for Huaxing photoelectric panel exceeded that of LG Display, with 502 and 236 respectively. 202 1,1-1October, there were 43 patent applications for LG display panel and 237 patent applications for Huaxing photoelectric panel.
(2) Comparison of patent market value: LG shows that the patent market value is higher.
The total patent value of LG display panel is $3.044 billion, and that of Huaxing photoelectric panel is $ 72. 1 billion. The total patent value of LG display panel is obviously higher than that of Huaxing Optoelectronics. From the distribution of patent value, the patent value of Huaxing photoelectric panel is mainly concentrated in 300,000 -3 million dollars, while the patent value of LG display is mainly concentrated in 1 10,000-30,000 dollars.
(3) Comparison of patent application areas: LG shows that the main layout area is South Korea, and Huaxing mainly shows China.
At present, the panel patent application area displayed by LG is mainly concentrated in South Korea, and the panel patent application area of Huaxing Optoelectronics is mainly concentrated in China. LG and Huaxing Optoelectronics, which have the largest patent application areas, applied for 9,445 and 3,297 panel patents respectively. The United States is the second largest area for panel patent applications, with 3557 panel patent applications and 1455 panel patent applications in the United States respectively.
Description of statistical caliber: Make statistics according to the rule of eliminating the duplication of a public text for each application, and select the latest text of the public date for calculation.
(4) Comparison of patent types: invention patents are the main ones.
The patent application types of LG display and Huaxing photoelectric panel are mainly invention patents. All panel patents of Huaxing Optoelectronics are invention patents and utility model patents; There are only 37 patents on the appearance of LG display panel, and the others are invention patents and utility model patents.
(5) Comparison of patent technology composition: the first subdivision of the layout of the two is exactly the same.
At present, devices or devices that control the intensity, color, phase, polarization or direction of light emitted by independent light sources, such as conversion, gating or modulation; Nonlinear optics "is the first subdivision distribution field of LG display panel technology; "At the same time, it also subdivided the distribution field for the first panel technology of Huaxing Optoelectronics. The number of patent applications in its first major field is 3939 and 146 1 piece respectively. The technical layout of other key subdivision panels of the two are as follows:
Judging from the key areas of panel patents, the key areas of panel patents of LG display are obvious at present, mainly focusing on display panels and display devices.
(6) Comparison of key patent layouts: LG shows that the number of key layout patents is large and the patent family is large.
In the layout of key patents, the key patent of Huaxing Optoelectronics is "Energy-saving Touch LCD Device", which has been cited for 56 times and has two patent families. The key layout patent of LG display is "liquid crystal display discharge device", which has been cited 204 times and has 4 patent families. On the whole, the patent of LG display key layout has certain advantages over Huaxing Optoelectronics in the number of patent citations.
Note: ① When the analysis preferences are [All search results (without grouping)], [Display one public text for each application] and [One patent representative for each group of PatSnap family], this chart patent family uses PatSnap family, and the latest text on the publication date is selected for calculation.
② When selecting 【 one patent representative for each simple family 】 and 【 one patent representative for each INPADOC family 】, the patent family of this chart uses the set de-duplication method to select the latest text calculation on the publication date.
(7) Overview of patent innovation strategy
On the whole, Huaxing photoelectric panel technology has a comparative competitive advantage in terms of quantity growth, academic drive, market promotion, diversification, internationalization and cooperation, while LG display panel technology has a comparative competitive advantage in terms of quality improvement. The two panel technologies are equivalent in specialization.
The above data refer to the Forecast and Analysis Report on Production and Marketing Demand and Investment of China Panel Industry by Forward-looking Industry Research Institute, and provide solutions such as industrial big data, industrial research, industrial chain consultation, industrial atlas, industrial planning, park planning, industrial investment promotion, IPO fundraising feasibility study, prospectus writing, etc.
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