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新創產業專利、著作權與營業秘密實務研討會

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新創產業專利、著作權與營業秘密實務研討會

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新創產業專利、著作權與營業秘密實務研討會

  1. 1. 新創產業專利、 著作權與營業秘密 實務研討會 20 December 2016
  2. 2. © 2016 KPMG Law Firm, a Taiwan licensed law firm and a member firm of the KPMG network of independent member firms affiliated with KPMG international Cooperative (“KPMG International”), a Swiss entity. All rights reserved. Printed in Taiwan. All materials appearing on this slide are protected by copyright and are the property of KPMG Law Firm. You may not copy, reproduce, distribute, or in any way exploit any content on this slide. Agenda 時間 內容 主講人 08:30 – 09:00 報到及交流 09:00 – 10:50 演講座談及Q&A:新創公司及中小企業應注 意平時與戰時專利智財權之議題 − 企業對專利實務不可不知之認識 − 專利申請/策略/布局與專利管理議題 − 國內與美國專利糾紛與訴訟處理與風險 管理規劃 − 上下游廠商保證索賠(indemnification) − 與專利訴訟成本與案件管控 − 從創投看新創公司對專利智財權布局之 評價 致歡迎詞暨主持人 安侯法律事務所所長 紀天昌律師 與談人 • 安侯法律事務所顧問 李明陽 • 宏達國際電子股份有限公司 前法務部智權訴訟暨授權資深處長 王柏翔 • 安侯法律事務所資深顧問 陳家駿 • 普訊創新投資經理 李國任 • 毅創投資Associate 顧榕 10:50 – 11:10 茶敘時間 11:10 – 12:10 演講座談及Q&A:新創企業對著作權、營業 秘密應有之策略與作法 − 著作、營業秘密保護/智財歸屬與風險管 理(刑事訴追) − 「XX企業A了我們的idea及設計」:新創 公司如何自保? − 委託開發&共同開發/NDA簽署/實務案例 − 如何確保隱形冠軍:法規變動下企業對 營業秘密保護策略 主持人 安侯法律事務所資深顧問 孫欣律師 與談人 • 政大法律系與科技管理與智慧財產 研究所教授 馮震宇 • 安侯法律事務所律師 陳家駿 • 前法務部智權訴訟暨授權資深處長 王柏翔
  3. 3. 演講人 安侯法律事務所 顧問 李明陽
  4. 4. 新創產業專利、 著作權與營業秘 密實務研討會 安侯法律事務所 李明陽 顧問 20 December, 2016
  5. 5. © 2016 KPMG Law Firm, a Taiwan licensed law firm and a member firm of the KPMG network of independent member firms affiliated with KPMG international Cooperative (“KPMG International”), a Swiss entity. All rights reserved. Printed in Taiwan. All materials appearing on this slide are protected by copyright and are the property of KPMG Law Firm. You may not copy, reproduce, distribute, or in any way exploit any content on this slide. Outline • 企業對專利實務不可不知之認識 • 專利申請/策略/布局與專利管理議題
  6. 6. 企業對專利實務 不可不知之認識
  7. 7. © 2016 KPMG Law Firm, a Taiwan licensed law firm and a member firm of the KPMG network of independent member firms affiliated with KPMG international Cooperative (“KPMG International”), a Swiss entity. All rights reserved. Printed in Taiwan. All materials appearing on this slide are protected by copyright and are the property of KPMG Law Firm. You may not copy, reproduce, distribute, or in any way exploit any content on this slide. 智慧財產權種類 智慧財產權:人類智慧創作成果的保護權 主要智慧財產權種類: 專利、商標、營業秘密、著作權 專利 商標 營業秘密 著作權
  8. 8. © 2016 KPMG Law Firm, a Taiwan licensed law firm and a member firm of the KPMG network of independent member firms affiliated with KPMG international Cooperative (“KPMG International”), a Swiss entity. All rights reserved. Printed in Taiwan. All materials appearing on this slide are protected by copyright and are the property of KPMG Law Firm. You may not copy, reproduce, distribute, or in any way exploit any content on this slide. 智慧財產權種類 保護 成本 申請 保護年限 排他性 是否 須公開 競合 刑責 專利權 高 須申請,並 經過審查 依類別不同, 保護年限分別 為20年、10年、 12年 有 申請後18個 月後須公開 軟體與商 業方法 無 著作權 低 不需申請登 記,創作完 即受保護 發行後50年(法 人) 有(但無法排 除他人獨立 開發) 通常會公開 發表 一般軟體 有 營業 秘密 視具體情 形而定 不需申請登 記 通常無限制 同著作權 不得公開 Know- how 有 商標 低 須申請,並 經過審查 公告當日起10 年(可展延) 有 註冊公告 有 有
  9. 9. © 2016 KPMG Law Firm, a Taiwan licensed law firm and a member firm of the KPMG network of independent member firms affiliated with KPMG international Cooperative (“KPMG International”), a Swiss entity. All rights reserved. Printed in Taiwan. All materials appearing on this slide are protected by copyright and are the property of KPMG Law Firm. You may not copy, reproduce, distribute, or in any way exploit any content on this slide. 關於專利 專利制度之意義: 發明人 揭露發明之技術特徵、技術 貢獻及詳細之實施方法給社 會大眾,以帶動再發明及改 良創作。 政府 授予專利權人一定時間、一 定屬地之排他權,包括: 製造、 販賣、提供銷售、進口及使 用之權利 揭露 換 權利(專利)
  10. 10. © 2016 KPMG Law Firm, a Taiwan licensed law firm and a member firm of the KPMG network of independent member firms affiliated with KPMG international Cooperative (“KPMG International”), a Swiss entity. All rights reserved. Printed in Taiwan. All materials appearing on this slide are protected by copyright and are the property of KPMG Law Firm. You may not copy, reproduce, distribute, or in any way exploit any content on this slide. 關於專利 • 可申請標的包括物品、裝置或設備、製造方法、組成物 或配方、用途、生物發明、商業方法、電路設計 • 權利期間至多20年,但農、醫藥品至多可延長5年。 發明專利 • 物品或裝置之功能性形狀、構造創新或改良 • 權利期間至多10年新型專利 • 物品整體或局部之形狀、花紋、色彩 • 電腦ICON及圖形化使用者介面 • 權利期間至多12年 設計專利
  11. 11. © 2016 KPMG Law Firm, a Taiwan licensed law firm and a member firm of the KPMG network of independent member firms affiliated with KPMG international Cooperative (“KPMG International”), a Swiss entity. All rights reserved. Printed in Taiwan. All materials appearing on this slide are protected by copyright and are the property of KPMG Law Firm. You may not copy, reproduce, distribute, or in any way exploit any content on this slide. 明確性 進步性/ 非顯而易知性 新穎性 產業利用性 由下往上 逐步克服 專利證書 Get! 適格標的 專利要件
  12. 12. © 2016 KPMG Law Firm, a Taiwan licensed law firm and a member firm of the KPMG network of independent member firms affiliated with KPMG international Cooperative (“KPMG International”), a Swiss entity. All rights reserved. Printed in Taiwan. All materials appearing on this slide are protected by copyright and are the property of KPMG Law Firm. You may not copy, reproduce, distribute, or in any way exploit any content on this slide. 專利申請 專利申請應該很難吧? 我的技術可以申請專利嗎? 我的技術需要申請專利嗎? 去專利申請一定會獲准嗎? 獲得專利就不會再侵權了吧?
  13. 13. © 2016 KPMG Law Firm, a Taiwan licensed law firm and a member firm of the KPMG network of independent member firms affiliated with KPMG international Cooperative (“KPMG International”), a Swiss entity. All rights reserved. Printed in Taiwan. All materials appearing on this slide are protected by copyright and are the property of KPMG Law Firm. You may not copy, reproduce, distribute, or in any way exploit any content on this slide. 專利申請 專利申請應該很難吧? 我的技術可以申請專利嗎? 我的技術需要申請專利嗎? 去專利申請一定會獲准嗎? 獲得專利就不會再侵權了吧?  專利申請的「流程」不難。  難在適合的「申請標的」的提出,以及專利性 的初步判斷。
  14. 14. © 2016 KPMG Law Firm, a Taiwan licensed law firm and a member firm of the KPMG network of independent member firms affiliated with KPMG international Cooperative (“KPMG International”), a Swiss entity. All rights reserved. Printed in Taiwan. All materials appearing on this slide are protected by copyright and are the property of KPMG Law Firm. You may not copy, reproduce, distribute, or in any way exploit any content on this slide. 專利申請 專利申請應該很難吧? 我的技術可以申請專利嗎? 我的技術需要申請專利嗎? 去專利申請一定會獲准嗎? 獲得專利就不會再侵權了吧?  只要不是法規不予發明專利的項目都可以申請。  專利與技術層次之關係,應依據產業現況而定。
  15. 15. © 2016 KPMG Law Firm, a Taiwan licensed law firm and a member firm of the KPMG network of independent member firms affiliated with KPMG international Cooperative (“KPMG International”), a Swiss entity. All rights reserved. Printed in Taiwan. All materials appearing on this slide are protected by copyright and are the property of KPMG Law Firm. You may not copy, reproduce, distribute, or in any way exploit any content on this slide. 小發明大應用 為了讓熱飲不燙手 Startbucks將瓦楞紙繞一圈 資料來源: Starbucks
  16. 16. © 2016 KPMG Law Firm, a Taiwan licensed law firm and a member firm of the KPMG network of independent member firms affiliated with KPMG international Cooperative (“KPMG International”), a Swiss entity. All rights reserved. Printed in Taiwan. All materials appearing on this slide are protected by copyright and are the property of KPMG Law Firm. You may not copy, reproduce, distribute, or in any way exploit any content on this slide. 小發明大應用 拖地手不想弄濕 資料來源: 好神拖 好神拖改良水桶形狀、彈簧、踏板
  17. 17. © 2016 KPMG Law Firm, a Taiwan licensed law firm and a member firm of the KPMG network of independent member firms affiliated with KPMG international Cooperative (“KPMG International”), a Swiss entity. All rights reserved. Printed in Taiwan. All materials appearing on this slide are protected by copyright and are the property of KPMG Law Firm. You may not copy, reproduce, distribute, or in any way exploit any content on this slide. 專利申請 專利申請應該很難吧? 我的技術可以申請專利嗎? 我的技術需要申請專利嗎? 去專利申請一定會獲准嗎? 獲得專利就不會再侵權了吧?  新創產業初期最重要的是人才與技術。  取得人才  取得技術/服務  獲得事業價值。  將核心技術透過專利保留。  減少後續相關糾紛之發生。
  18. 18. © 2016 KPMG Law Firm, a Taiwan licensed law firm and a member firm of the KPMG network of independent member firms affiliated with KPMG international Cooperative (“KPMG International”), a Swiss entity. All rights reserved. Printed in Taiwan. All materials appearing on this slide are protected by copyright and are the property of KPMG Law Firm. You may not copy, reproduce, distribute, or in any way exploit any content on this slide. 專利申請 專利申請應該很難吧? 我的技術可以申請專利嗎? 我的技術需要申請專利嗎? 去專利申請一定會獲准嗎? 獲得專利就不會再侵權了吧?  不一定。  發明專利獲證率一般落在50%上下,依產業不同而 有高低。  盡可能說明與既有技術的差異,有助於提高獲證率。
  19. 19. © 2016 KPMG Law Firm, a Taiwan licensed law firm and a member firm of the KPMG network of independent member firms affiliated with KPMG international Cooperative (“KPMG International”), a Swiss entity. All rights reserved. Printed in Taiwan. All materials appearing on this slide are protected by copyright and are the property of KPMG Law Firm. You may not copy, reproduce, distribute, or in any way exploit any content on this slide. 專利申請 專利申請應該很難吧? 我的技術可以申請專利嗎? 我的技術需要申請專利嗎? 去專利申請一定會獲准嗎? 獲得專利就不會再侵權了吧?  還是有可能侵權的。  在申請日前的既有他人專利,仍舊有踩到的風險。  但日後他人不可以提供與專利一樣的產品/服務。
  20. 20. 專利申請/策略/布 局與專利管理議題 -新創 與 專利
  21. 21. © 2016 KPMG Law Firm, a Taiwan licensed law firm and a member firm of the KPMG network of independent member firms affiliated with KPMG international Cooperative (“KPMG International”), a Swiss entity. All rights reserved. Printed in Taiwan. All materials appearing on this slide are protected by copyright and are the property of KPMG Law Firm. You may not copy, reproduce, distribute, or in any way exploit any content on this slide. 案例分享 Gogoro 圖片出處:Gogoro 圖片出處:智慧財產局
  22. 22. © 2016 KPMG Law Firm, a Taiwan licensed law firm and a member firm of the KPMG network of independent member firms affiliated with KPMG international Cooperative (“KPMG International”), a Swiss entity. All rights reserved. Printed in Taiwan. All materials appearing on this slide are protected by copyright and are the property of KPMG Law Firm. You may not copy, reproduce, distribute, or in any way exploit any content on this slide. 案例分享 Gogoro 負責人:陸學森 核准設立日期: 2011/8/29 首篇台灣專利申請日期:2012/7/26 同日分別於台灣及美國申請11篇專利 優先權日: 2011/07/26 (美國臨時案申請日) Gogoro在公司成立前就將核心技術 透過專利保護起來。 2011 年 A 輪募資金額 5,000 萬美元 2015年 B 輪募資額達 1.3億美元 資料出處:智慧財產局
  23. 23. © 2016 KPMG Law Firm, a Taiwan licensed law firm and a member firm of the KPMG network of independent member firms affiliated with KPMG international Cooperative (“KPMG International”), a Swiss entity. All rights reserved. Printed in Taiwan. All materials appearing on this slide are protected by copyright and are the property of KPMG Law Firm. You may not copy, reproduce, distribute, or in any way exploit any content on this slide. 案例分享 Gogoro發明專利布局狀態 資料來源: http://www.bnext.com.tw/topic/view/id/94/1
  24. 24. © 2016 KPMG Law Firm, a Taiwan licensed law firm and a member firm of the KPMG network of independent member firms affiliated with KPMG international Cooperative (“KPMG International”), a Swiss entity. All rights reserved. Printed in Taiwan. All materials appearing on this slide are protected by copyright and are the property of KPMG Law Firm. You may not copy, reproduce, distribute, or in any way exploit any content on this slide. 案例分享 Gogoro 除了發明專利作為基礎保護外,連各種零件都予以保護。 至少已有10件設計專利獲准。 圖片出處:Gogoro
  25. 25. © 2016 KPMG Law Firm, a Taiwan licensed law firm and a member firm of the KPMG network of independent member firms affiliated with KPMG international Cooperative (“KPMG International”), a Swiss entity. All rights reserved. Printed in Taiwan. All materials appearing on this slide are protected by copyright and are the property of KPMG Law Firm. You may not copy, reproduce, distribute, or in any way exploit any content on this slide. 案例分享 Pressy 圖片出處:Pressy;360;小米 Disclosed on 2013.8.30 360智鍵 Publication: 2014.3.27 Copy? 米鍵 Publication: 2014.3.28 Copy Again?• Pressy一個可自訂功能的防塵塞按鈕 • 透過APP設定完成一鍵拍照、錄音、 打卡、打開手電筒、傳簡訊給特定對 象等各式各樣的功能。
  26. 26. © 2016 KPMG Law Firm, a Taiwan licensed law firm and a member firm of the KPMG network of independent member firms affiliated with KPMG international Cooperative (“KPMG International”), a Swiss entity. All rights reserved. Printed in Taiwan. All materials appearing on this slide are protected by copyright and are the property of KPMG Law Firm. You may not copy, reproduce, distribute, or in any way exploit any content on this slide. 案例分享 圖片出處:Pressy;360;小米  Pressy filed a WIPO patent before they disclosed the idea on Kickstarter.
  27. 27. © 2016 KPMG Law Firm, a Taiwan licensed law firm and a member firm of the KPMG network of independent member firms affiliated with KPMG international Cooperative (“KPMG International”), a Swiss entity. All rights reserved. Printed in Taiwan. All materials appearing on this slide are protected by copyright and are the property of KPMG Law Firm. You may not copy, reproduce, distribute, or in any way exploit any content on this slide. 案例分享 Nest Labs Honeywell 控告Nest Labs 延攬 Apple專 利大將 Nest Labs成立 發表第一款 學習型智慧 型控溫器 2010.5.25 2011.10.25 Allure Energy控告 Nest Labs 2012.2.6 2012.4.12 2013.5.14 Google以32 億美元併購 Nest Labs 2014.1.1 Honeywell Nest Labs 交互授權 2016.5.6 BRK Brands控告 Nest Labs 2013.11.4 第一篇US 專利申請 2010.9.14  Nest Labs成立後不到4個月即透過專利將技術保護起來,並且積極取得他人專利  截至2016上半年,Nest Labs共擁有181篇美國獲證專利及申請中的專利。 可以自動學習的家庭溫控器1 2 3 專利訴訟不斷 六年期間Nest Labs僅推出了三款產品 4 高價被併
  28. 28. © 2016 KPMG Law Firm, a Taiwan licensed law firm and a member firm of the KPMG network of independent member firms affiliated with KPMG international Cooperative (“KPMG International”), a Swiss entity. All rights reserved. Printed in Taiwan. All materials appearing on this slide are protected by copyright and are the property of KPMG Law Firm. You may not copy, reproduce, distribute, or in any way exploit any content on this slide. 專利申請/策略/布局與專利管理 Innovation & Protection (IP) ↓ Intellectual property (IP) From IP to IP
  29. 29. © 2016 KPMG Law Firm, a Taiwan licensed law firm and a member firm of the KPMG network of independent member firms affiliated with KPMG international Cooperative (“KPMG International”), a Swiss entity. All rights reserved. Printed in Taiwan. All materials appearing on this slide are protected by copyright and are the property of KPMG Law Firm. You may not copy, reproduce, distribute, or in any way exploit any content on this slide. 智慧財產管理制度 智慧財產管理制度之目的: 1. 重視研發創新 2. 確保營運活動符合智慧財產相關法規 3. 對外 – 具備保護智慧財產與避免侵犯他人權利之能力 4. 對內 – 使企業日常營運中與智慧財產有關的業務有準則可依循 智慧財產管理制度包括: 1. 智慧財產管理政策與目標 2. 智慧財產取得、保護、維護與運用作業流程 3. 實施與管理智慧財產管理制度所需的人力資源、訓練、權責分配與基礎設備 4. 內外部智慧財產分析 5. 內稽流程、監督、評估檢討、改善與預防措施
  30. 30. © 2016 KPMG Law Firm, a Taiwan licensed law firm and a member firm of the KPMG network of independent member firms affiliated with KPMG international Cooperative (“KPMG International”), a Swiss entity. All rights reserved. Printed in Taiwan. All materials appearing on this slide are protected by copyright and are the property of KPMG Law Firm. You may not copy, reproduce, distribute, or in any way exploit any content on this slide. 智慧財產管理制度 智慧財產 管理制度 研發 保護 風險 管理 專利 申請 營業 秘密 著作 權 前案 檢索 提案 審閱 創意 挖掘 迴避 設計 專利 分析 專利 地圖 IP作 業書 合約 審閱 管理 規範 稽核 改善 教育 訓練
  31. 31. © 2016 KPMG Law Firm, a Taiwan licensed law firm and a member firm of the KPMG network of independent member firms affiliated with KPMG international Cooperative (“KPMG International”), a Swiss entity. All rights reserved. Printed in Taiwan. All materials appearing on this slide are protected by copyright and are the property of KPMG Law Firm. You may not copy, reproduce, distribute, or in any way exploit any content on this slide. 研發與專利 開發初期 提出概念、 訂定開發主題 擬定檢索策略、 初步前案檢索 商品開發階段 商品開發部門 智權部門 專利產出 評估可行性、 主題與細節修正 依據細節進行前案檢索 檢索報告 開發中期 著手開發、 挑選重要專利 解析重要專利/專利風險 評估 專利分析/風險評估報告 核心專利申請著手開發、 確認產品特徵 專利取得規劃與執行 開發成果產出 專利取得規劃與執行 (申請、授權…) 衍生專利申請 授權談判 開發晚期
  32. 32. © 2016 KPMG Law Firm, a Taiwan licensed law firm and a member firm of the KPMG network of independent member firms affiliated with KPMG international Cooperative (“KPMG International”), a Swiss entity. All rights reserved. Printed in Taiwan. All materials appearing on this slide are protected by copyright and are the property of KPMG Law Firm. You may not copy, reproduce, distribute, or in any way exploit any content on this slide. 研發與專利 Questions before filing a patent: 1. 本發明的技術核心/特徵技術是甚麼? (元件、組合、操作、製程…) 2. 本發明要解決的問題是甚麼? 3. 與既有的技術相比,本發明的優勢是甚麼? 4. 一但資訊外流,他人會不會想學習本發明? 容不容易被學習? 5. 本發明是偏向一代產品還是長青產品? 6. 對企業的重要性為何? IP Asset Device/ Product Process Use/ Treatment Formulation /Composition 發明提案挖掘 專利申請
  33. 33. © 2016 KPMG Law Firm, a Taiwan licensed law firm and a member firm of the KPMG network of independent member firms affiliated with KPMG international Cooperative (“KPMG International”), a Swiss entity. All rights reserved. Printed in Taiwan. All materials appearing on this slide are protected by copyright and are the property of KPMG Law Firm. You may not copy, reproduce, distribute, or in any way exploit any content on this slide. 專利佈局案例分享-Filgrastim (Amgen)
  34. 34. © 2016 KPMG Law Firm, a Taiwan licensed law firm and a member firm of the KPMG network of independent member firms affiliated with KPMG international Cooperative (“KPMG International”), a Swiss entity. All rights reserved. Printed in Taiwan. All materials appearing on this slide are protected by copyright and are the property of KPMG Law Firm. You may not copy, reproduce, distribute, or in any way exploit any content on this slide. Summary 對新創產業來說,在智慧財產管理與專利申請至少應注意下列幾點: 1. 透過內部制度規範,能避免新進員工使用他人智慧財產而導致企業有侵權風 險。 2. 透過內部制度規範,能避免離職員工將智慧財產攜至他處使用。 3. 人少時好管理,人多時就不好管理,因此新創企業對於相關制度規範應盡早 實施。 4. 專利申請在發明完成時即可進行申請,無須等待產品完成才申請。 5. 依據研發進度適時地進行專利申請,核心元件、元件應用A、元件應用B 、 含 核心元件之裝置A 、含核心元件之裝置B…等。 6. 後申請之專利應注意與已申請的專利做出區隔。
  35. 35. The information contained herein is of a general nature and is not intended to address the circumstances of any particular individual or entity. Although we endeavor to provide accurate and timely information, there can be no guarantee that such information is accurate as of the date it is received or that it will continue to be accurate in the future. No one should act on such information without appropriate professional advice after a thorough examination of the particular situation. © 2016 KPMG Law Firm, a Taiwan licensed law firm and a member firm of the KPMG network of independent member firms affiliated with KPMG international Cooperative (“KPMG International”), a Swiss entity. All rights reserved. Printed in Taiwan. The KPMG name and logo are registered trademarks or trademarks of KPMG International.

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