能源頁岩油/頁岩氣領導公司專利策略分析

Patent Strategy Analysis of Oil Shale/Gas Leading Companies

劉佩怡(Pei-I Liu)

指導教授 ： 陳省三

國立臺北科技大學/管理學院/服務與科技管理研究所/碩士(2014年)

摘要

頁岩油、頁岩氣(shale oil and shale gas)在幾十年前已為人所知，但因開採技術不成熟及開採成本過高，所以一直未能商業化，但隨著探勘技術上的突破，美國頁岩油氣的生產逐漸增加，引起全球關注。因此本研究利用CPC分類先定位頁岩油氣的類別，再進一步採用優先權將重要公司的專利布局逐一解析，可以分析岀公司專利申請的策略，除了頁岩油氣專利以外，其他的技術衍生方向。
研究結果顯示，頁岩油氣不屬於任何一個單獨公司的領域，代表在不同的技術領域或產品領域中，各個公司都有不同的機會可以進入油頁岩產業。而很多公司的申請策略是利用臨時申請案，發展成正式案，必要時再利用部分連續案或分割案，達到策略目的。現在已確定CPC有19個分類，19個分類中大部分屬於不同的公司，以美國公司為占優勢，而且是大企業的關係企業，技術方面沒有突破只在精進。

關鍵字

頁岩油 ； 頁岩氣 ； 優先權 ； 專利家族

並列摘要

Shale oil and shale gas had been well known for several decades. Because exploitation technology was immature and mining cost was too high, it hadn’t been commercialized successfully. With the breakthrough of exploration technology, U.S. shale oil and gas production gradually increased and drew the global attention. CPC was used for patent analysis in this study. Priority data was useful for the patent portfolio analysis. We observed the patent application strategy of each individual CPC field. Technology derived from shale oil and shale gas was evaluated.
The results showed that the shale oil and gas fields did not dominated by individual company. Each company had opportunities to enter the oil shale industry through it technology. Provisional application was the commonly used tool for patent application. Followed by transforming provisional application to formal applications. Nineteen CPC were identified in this study. The leading company in each CPC field was different. In fact, US companies were the dominated force in the patent filed. Technology improvement was the key development, instead of jumping technologies.

並列關鍵字

Shale oil ； Shale gas ； Priority ； Patent Family

參考文獻

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