The document discusses the importance of competitive intelligence (CI) and intellectual property rights (IPR) in fostering innovation and corporate success. It highlights the role of patent mapping in understanding market dynamics and provides an overview of Canada's competitive landscape in relation to patents, especially noting Ontario and Montreal as key hubs. The conclusion draws attention to the necessity of exploring not just patent quantity but also patent quality for a deeper market understanding.

1. Muchiu (Henry) Chang, PhD. Cantab. [email_address] December 28, 2010 Canadian Competitive Intelligence Database

2. Characteristics of Competition Innovation is the most important corporate competency [1] Intangible intellectual property right (IPR) is the core sustainable competitive advantage [2] Competition of high risk, high gain Encouraging innovation, identifying new idea, taking more calculated risks and continuous innovation are the keys for prosperity © Muchiu (Henry) Chang 2010

3. Competition Risks IPR Infringement Killer applications – kill the competitors or ourselves? Are we reinventing the wheel? © Muchiu (Henry) Chang 2010

4. CI - Information about Risks and Niches Who are the players, competitors and partners? What are their strength and weakness? Are they becoming stronger or weaker in a specific market sector? What are their intentions or their prospects? What are our market niches? What is our short/long term development goal? What are the strategy, the resources and the steps needed to achieve this goal? © Muchiu (Henry) Chang 2010

5. Patent Mapping , IPR and CI Patent, copyright, trademark and trade secret are the four kinds of IPR Patent is an index for the achievements in innovation investment Patent is a market shield to prevent competitors from entering a specific market Patent mapping is a patent database mining method Obtain CI from patent mapping analysis for strategic development planning [ 3 ] © Muchiu (Henry) Chang 2010

6. US Patent and Trademark Office (USPTO) and Its Patent Database U.S. is a major patent market in the world USPTO patent database is the largest patent database in the world It is updated weekly US is the largest Canadian export partner in 200 9, accounting for about 73% of Canadian exports [4] © Muchiu (Henry) Chang 2010

7. Our CI database Synchronized with USPTO patent database to provide up-to-date information about Canada’s competitive advantage Included information of 2934 Canadian companies/organizations having US patents granted from Jan. 1, 2004 to Dec. 28, 2010 Provided synergies and intelligence in strategic planning for economic development, immigration, new immigrant employment and human resource © Muchiu (Henry) Chang 2010

8. Overall Picture © Muchiu (Henry) Chang 2010 Ontario is the largest patent hosting province (52% of the new patents issued to Canadian entities in 2009) Montreal is the largest patent hosting city in Canada Waterloo, dominated by Research in Motion (RIM) , is the largest innovation hub of Ontario, second to Montreal in Canada Halifax, Fredericton, Winnipeg, Saskatoon, Calgary & Vancouver are the largest innovation hubs to Nova Scotia (NS), New Brunswick (NB), Manitoba, Saskatchewan, Alberta and British Columbia (BC) respectively in 2009 RIM keeps continuous growth in US patents holding for the last 10 years RIM alone contributes over half of the Ontario patent growth from 2008 to 2009

9. © Muchiu (Henry) Chang 2010 Aspects of GTA potential 22 employers GTA includes City of Toronto, Region of Durham, Halton, Peel and York, unless specified otherwise The potential 22 employers are ranked by the number of US patents they hold The auto and environment protection sectors have secured more US patents in this year than in 2009, as in Figure 4 The medicine/bio sector innovation growth is likely from the companies in Toronto, while innovation growth in material processing sector is mainly from the companies in Caledon and Oakville

10. Figure 1, Patent Statistics by Hosting Cities © Muchiu (Henry) Chang 2010

11. Figure 2 , Annual Patent Statistics by Provinces © Muchiu (Henry) Chang 2010

12. Figure 3 , 2005-2010.12.28 Cumulative Patent Distribution by Sectors for the top 22 GTA Potential Employers Source: our study © Muchiu (Henry) Chang 2010

13. Figure 4 , Annual Patent Statistics of Sectors of the top 22 GTA Potential Employers © Muchiu (Henry) Chang 2010

14. Conclusion © Muchiu (Henry) Chang 2010 Patent mapping analysis can disclose the real-time economic strength of an entity, such as a company, a city or a country At the present stage, we have identified the major Canadian players and their strength in the global market Our information is synchronized with USPTO patent database to provide the latest nationwide competitive intelligence weekly Our work can provide reference baseline for further sophisticated market surveys

15. © Muchiu (Henry) Chang 2010 Solely ranking a company by the number of granted patents may not be enough The name list may not be thorough Furt her i nvestigat ion of the quality of the patents will be needed to disclose the real niches and opportunities In addition to patent, there are IPR of copyright, trademark and trade secret More sophisticated research efforts will be needed to nurture new IPR Remarks

16. References [1] “ Integrated Change Management Approach in the Knowledge Economic Epoch ”, Muchiu (Henry) Chang , “ American Society of Engineering Management Summer 2010 issue of the Practice Periodical”, July 2010 https://www.netforumondemand.com/eweb/DynamicPage.aspx?Site=asem&WebCode=PRAPER [2] “ Sun Tzu and sustainable competitive advantage”, Muchiu Chang, Engineering Management Conference, 2004. Proceedings. 2004 IEEE International, Oct. 2004 http://ieeexplore.ieee.org/xpl/freeabs_all.jsp?arnumber=1407095 [3] “Quantum computation patent mapping - a strategic view for the information technique of tomorrow”, Muchiu Chang, Proceedings of ICSSSM '05, 2005 International Conference on Services Systems and Services Management, June 2005 http://ieeexplore.ieee.org/xpl/freeabs_all.jsp?arnumber=1500183 [4] "Imports, exports and trade balance of goods on a balance-of-payments basis, by country or country grouping“, Statistics Canada http://www40.statcan.ca/l01/cst01/gblec02a.htm © Muchiu (Henry) Chang 2010