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华为:从专利付费到收费
2019-06-14 01:29
专利变现终于不再是外国企业的“专利”。6月13日,因主动收取美国最大移动运营商Verizon 10亿美元专利使用费,华为再次引发热议。从企业的角度来看,专利收成是正当收入,也是巨额研发投入的回报;而对于以华为为代表的中国企业而言,从专利付费者变为专利收费者,则是实现了跨越式的进步。
主动收取专利费
因使用华为230余项专利,美国电信运营商Verizon被华为要求支付总计超过10亿美元的专利使用费。这则消息来自一位知情人士,援引该知情人士的话称,华为提到的这些专利涉及到了Verizon的20多家网络设备供应商,其中也包括一些美国科技公司,另外网络设备供应商会在专利费方面对Verizon提供某种经济补偿。这些专利涵盖了核心网络设备、有线基础设施以及物联网技术等。
据悉,在今年2月,华为方面就向Verizon公司及20多家供应商发去了信件,要求支付专利使用费。上周,华为和Verizon公司代表在美国纽约曾经见面,并对专利问题进行了探讨,但Verizon拒绝向媒体透露具体的谈判内容,因为内容涉及潜在的法律问题。
Verizon公司代表表示,已经将此事上报给美国政府,并称这些问题并不仅仅涉及Verizon,还称在当前的地缘政治局面下,任何涉及华为的问题都会对整个产业带来影响,并引发国内和国际上的关注。
北京商报记者就此联系到华为方面,对方表示不予置评。美国无线运营商T-Mobile US以及AT&T也未能对媒体置评请求做出回应,美国另一家电信运营商Sprint拒绝置评。
资料显示,Verizon是由美国两家原地区贝尔运营公司——大西洋贝尔和Nynex合并建立BellAtlantic后,与独立电话公司GTE合并而成的。正式合并后,Verizon一举成为美国最大的本地电话公司、最大的无线通信公司,全世界最大的印刷黄页和在线黄页信息提供商。
正常盈利手段
2018年,Verizon曾与华为达成合作,销售华为手机。之后,因为美国官方的压力,Verizon与另一家美国运营商AT&T被迫取消了与华为的合作。更久以前,华为也曾拿下Verizon价值数十亿美元的网络设备订单,同样因为官方压力,该订单被迫取消。
运营商财经网总编辑康钊表示,Verizon是美国三大电信运营商之一,而华为是全球主要设备商之一,在4G、5G、物联网方面拥有很多专利,因此Verizon在很多方面必定会涉及到华为的专利。
根据华为公布的数据,在运营商业务方面,截止到今年3月底,华为和全球各大运营商签订了40个5G商用合同,发出了7万多个5G基站。
在消费者业务崛起之前,运营商业务一直都是华为的立身之本,直到2018年,华为消费者业务营收才超过运营商业务。2018年,在运营商业务领域,华为推出极简5G和SoftCOM AI领先解决方案,并在品质家宽、IoT等领域开拓创新推动运营商新增长,实现销售收入2940亿元。
华为收取专利费属于正常的盈利手段,包括爱立信、诺基亚等电信设备商,以及高通这样的芯片商也需要靠专利费存活。如高通高度依赖专利授权,专利授权才是其最关键的收入来源。尽管专利授权费仅占高通2018财年收入的23%,但却占其净利润的大部分。2018财年,高通芯片部门QCT的收入超过170亿美元,但净利润只有30亿美元,高通专利授权部门QTL公布的收入为51亿美元,利润率为68%,净利润达到35亿美元。
实现专利反制
这并不是华为第一次就专利问题主动出击。2016年5月,华为在美国和中国同时提起对三星公司的知识产权诉讼,要求三星公司就其知识产权侵权行为对华为进行赔偿。此后,华为进一步在深圳中院和泉州中院对三星提起诉讼,要求三星立即停止侵权行为,并提出总计8050万元的赔偿。
这几次,华为扮演的角色不再是防御者,而是进攻方。在产业观察家洪仕斌看来,这主要得益于华为重视研发的企业战略,以及在过去多年发展积累的成果。
WIPO发布的2018年专利国际申请数量显示,华为的专利数量是第2位日本三菱电机的约两倍,远远领先于其他公司。华为继2017年之后连续两年排在首位。2018年的特点是5G相关申请数量增长明显。据悉,华为在2018年向WIPO提交了5405项专利申请,较2017年的4024项增长34%,专利申请中约三成与5G相关。而华为近十年累计投入的研发费用超过4850亿元。
“华为收取美国运营商的专利费,有助于提高其在美国公众中的科技实力印象,打击超级大国封杀华为的信心。”资深通信专家马继华说。
不过,康钊指出,华为向美国电信运营商Verizon索取专利费,是中国企业挥舞专利大棒的极少数案例,因为中国企业像华为这样大规模投入基础专利的企业太少,难以用专利来作为武器。
马继华也表示,现在好像只有华为等有限的几家有这个底气,未来希望会越来越多。
值得关注的是,按专利申请的国别来看,中国的进步明显。来自中国的申请数量为5.3345万项,占整体的21%,逼近美国(5.6142万项)的22%。
Beijing Business Daily
80,000 articles
770 million total reading
View TA's article >
264
share to
Huawei: Paying from patents to fees
2019-06-14 01:29
The realization of patents is no longer a "patent" of foreign companies. On June 13, Huawei took the initiative to collect US$1 billion in royalties from Verizon, the largest mobile operator in the United States. From the perspective of the enterprise, the patent harvest is a legitimate income, and it is also the return of huge R&D investment. For Chinese companies represented by Huawei, the change from patent payers to patent fees is a leap-forward improvement. .
Proactively collect patent fees
Due to the use of more than 230 patents by Huawei, US telecommunications operator Verizon was required by Huawei to pay a total of more than $1 billion in royalties. The news came from a person familiar with the matter, citing the person familiar with the matter, saying that the patents mentioned by Huawei involved more than 20 network equipment vendors in Verizon, including some US technology companies, and network equipment suppliers would be in patent fees. The aspect provides some kind of financial compensation to Verizon. These patents cover core network equipment, wired infrastructure, and Internet of Things technologies.
It is reported that in February of this year, Huawei sent a letter to Verizon and more than 20 suppliers requesting to pay royalties. Last week, representatives of Huawei and Verizon met in New York, USA, and discussed patent issues, but Verizon refused to disclose specific content to the media because the content involved potential legal issues.
The Verizon representative said that the matter had been reported to the US government, saying that these issues are not only related to Verizon, but also that under the current geopolitical situation, any issues involving Huawei will have an impact on the entire industry and trigger domestic And international attention.
The Beijing Business Daily reporter contacted Huawei on this, and the other party said that it would not comment. US wireless carriers T-Mobile US and AT&T also failed to respond to media requests for comment, and another US telecom operator, Sprint, declined to comment.
According to the data, Verizon was formed by the merger of the two original regional Bell operating companies, Atlantic Bell and Nynex, to form BellAtlantic and the independent telephone company GTE. After the formal merger, Verizon became the largest local telephone company in the United States, the largest wireless communications company, and the world's largest provider of yellow pages and online yellow pages.
Normal means of profit
In 2018, Verizon reached a cooperation with Huawei to sell Huawei mobile phones. Later, due to US official pressure, Verizon and another US operator AT&T were forced to cancel cooperation with Huawei. Longer ago, Huawei also won Verizon's multi-billion dollar network equipment orders, and the order was forced to cancel due to official pressure.
Kang Zi, the editor-in-chief of the operator's financial network, said that Verizon is one of the three major telecom operators in the United States, and Huawei is one of the world's major equipment manufacturers, with many patents in 4G, 5G and Internet of Things, so Verizon will certainly be in many aspects. It involves Huawei's patents.
According to data released by Huawei, in terms of carrier business, as of the end of March this year, Huawei and the world's major operators signed 40 5G commercial contracts and issued more than 70,000 5G base stations.
Before the rise of the consumer business, the carrier business has always been the foundation of Huawei. Until 2018, Huawei's consumer business revenue exceeded the carrier business. In 2018, in the field of carrier business, Huawei launched the minimalist 5G and SoftCOM AI leading solutions, and promoted new growth in the field of quality home and IoT, and achieved sales revenue of 294 billion yuan.
Huawei's collection of patent fees is a normal means of profit, including telecommunications equipment vendors such as Ericsson and Nokia, as well as chip vendors such as Qualcomm, which also need to survive patent fees. If Qualcomm is highly dependent on patent licensing, patent licensing is its most important source of income. Although the patent licensing fee only accounts for 23% of Qualcomm's 2018 revenue, it accounts for the majority of its net profit. In FY18, Qualcomm's chip division QCT revenue exceeded $17 billion, but net profit was only $3 billion. Qualcomm's patent licensing department QTL reported revenue of $5.1 billion, a profit margin of 68%, and a net profit of $3.5 billion.
Implement patent counter
This is not the first time Huawei has taken the initiative to attack patent issues. In May 2016, Huawei filed an intellectual property lawsuit against Samsung in the United States and China, requesting Samsung to compensate Huawei for its intellectual property infringement. Since then, Huawei has further filed a lawsuit against Samsung in the Shenzhen Intermediate People's Court and the Quanzhou Intermediate People's Court, demanding that Samsung immediately stop the infringement and propose a total of 80.5 million yuan in compensation.
These times, Huawei's role is no longer a defender, but an offensive party. In the view of industry observer Hong Shibin, this is mainly due to Huawei's corporate strategy of focusing on R&D and the accumulated achievements in the past years.
The number of 2018 patent international applications issued by WIPO shows that Huawei's patents are about twice as many as the second Japanese Mitsubishi Electric, far ahead of other companies. Huawei ranked first in the second consecutive year after 2017. The feature of 2018 is that the number of 5G related applications has increased significantly. It is reported that Huawei submitted 5,405 patent applications to WIPO in 2018, an increase of 34% compared with 4024 in 2017, and about 30% of patent applications are related to 5G. Huawei has invested more than 485 billion yuan in research and development over the past decade.
"Huawei collects patent fees from US carriers, which helps to increase its impression of technological strength in the US public and to combat the confidence of superpowers in blocking Huawei." Senior communications expert Ma Jihua said.
However, Kang Wei pointed out that Huawei's request for patent fees from US telecom operator Verizon is a rare case in which Chinese companies are wielding patent sticks. Because Chinese companies like Huawei are investing too many basic patents, it is difficult to use patents. arms.
Ma Jihua also said that it seems that only a limited number of Huawei and other companies have this confidence, and hopes will increase in the future.
It is worth noting that China's progress is obvious in terms of the country of patent application. The number of applications from China was 5.3345 million, accounting for 21% of the total, approaching 22% of the US (56.142 million).
北京商报
8万文章 7.7亿总阅读
查看TA的文章>
264
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华为:从专利付费到收费
2019-06-14 01:29
专利变现终于不再是外国企业的“专利”。6月13日,因主动收取美国最大移动运营商Verizon 10亿美元专利使用费,华为再次引发热议。从企业的角度来看,专利收成是正当收入,也是巨额研发投入的回报;而对于以华为为代表的中国企业而言,从专利付费者变为专利收费者,则是实现了跨越式的进步。
主动收取专利费
因使用华为230余项专利,美国电信运营商Verizon被华为要求支付总计超过10亿美元的专利使用费。这则消息来自一位知情人士,援引该知情人士的话称,华为提到的这些专利涉及到了Verizon的20多家网络设备供应商,其中也包括一些美国科技公司,另外网络设备供应商会在专利费方面对Verizon提供某种经济补偿。这些专利涵盖了核心网络设备、有线基础设施以及物联网技术等。
据悉,在今年2月,华为方面就向Verizon公司及20多家供应商发去了信件,要求支付专利使用费。上周,华为和Verizon公司代表在美国纽约曾经见面,并对专利问题进行了探讨,但Verizon拒绝向媒体透露具体的谈判内容,因为内容涉及潜在的法律问题。
Verizon公司代表表示,已经将此事上报给美国政府,并称这些问题并不仅仅涉及Verizon,还称在当前的地缘政治局面下,任何涉及华为的问题都会对整个产业带来影响,并引发国内和国际上的关注。
北京商报记者就此联系到华为方面,对方表示不予置评。美国无线运营商T-Mobile US以及AT&T也未能对媒体置评请求做出回应,美国另一家电信运营商Sprint拒绝置评。
资料显示,Verizon是由美国两家原地区贝尔运营公司——大西洋贝尔和Nynex合并建立BellAtlantic后,与独立电话公司GTE合并而成的。正式合并后,Verizon一举成为美国最大的本地电话公司、最大的无线通信公司,全世界最大的印刷黄页和在线黄页信息提供商。
正常盈利手段
2018年,Verizon曾与华为达成合作,销售华为手机。之后,因为美国官方的压力,Verizon与另一家美国运营商AT&T被迫取消了与华为的合作。更久以前,华为也曾拿下Verizon价值数十亿美元的网络设备订单,同样因为官方压力,该订单被迫取消。
运营商财经网总编辑康钊表示,Verizon是美国三大电信运营商之一,而华为是全球主要设备商之一,在4G、5G、物联网方面拥有很多专利,因此Verizon在很多方面必定会涉及到华为的专利。
根据华为公布的数据,在运营商业务方面,截止到今年3月底,华为和全球各大运营商签订了40个5G商用合同,发出了7万多个5G基站。
在消费者业务崛起之前,运营商业务一直都是华为的立身之本,直到2018年,华为消费者业务营收才超过运营商业务。2018年,在运营商业务领域,华为推出极简5G和SoftCOM AI领先解决方案,并在品质家宽、IoT等领域开拓创新推动运营商新增长,实现销售收入2940亿元。
华为收取专利费属于正常的盈利手段,包括爱立信、诺基亚等电信设备商,以及高通这样的芯片商也需要靠专利费存活。如高通高度依赖专利授权,专利授权才是其最关键的收入来源。尽管专利授权费仅占高通2018财年收入的23%,但却占其净利润的大部分。2018财年,高通芯片部门QCT的收入超过170亿美元,但净利润只有30亿美元,高通专利授权部门QTL公布的收入为51亿美元,利润率为68%,净利润达到35亿美元。
实现专利反制
这并不是华为第一次就专利问题主动出击。2016年5月,华为在美国和中国同时提起对三星公司的知识产权诉讼,要求三星公司就其知识产权侵权行为对华为进行赔偿。此后,华为进一步在深圳中院和泉州中院对三星提起诉讼,要求三星立即停止侵权行为,并提出总计8050万元的赔偿。
这几次,华为扮演的角色不再是防御者,而是进攻方。在产业观察家洪仕斌看来,这主要得益于华为重视研发的企业战略,以及在过去多年发展积累的成果。
WIPO发布的2018年专利国际申请数量显示,华为的专利数量是第2位日本三菱电机的约两倍,远远领先于其他公司。华为继2017年之后连续两年排在首位。2018年的特点是5G相关申请数量增长明显。据悉,华为在2018年向WIPO提交了5405项专利申请,较2017年的4024项增长34%,专利申请中约三成与5G相关。而华为近十年累计投入的研发费用超过4850亿元。
“华为收取美国运营商的专利费,有助于提高其在美国公众中的科技实力印象,打击超级大国封杀华为的信心。”资深通信专家马继华说。
不过,康钊指出,华为向美国电信运营商Verizon索取专利费,是中国企业挥舞专利大棒的极少数案例,因为中国企业像华为这样大规模投入基础专利的企业太少,难以用专利来作为武器。
马继华也表示,现在好像只有华为等有限的几家有这个底气,未来希望会越来越多。
值得关注的是,按专利申请的国别来看,中国的进步明显。来自中国的申请数量为5.3345万项,占整体的21%,逼近美国(5.6142万项)的22%。
Beijing Business Daily
80,000 articles
770 million total reading
View TA's article >
264
share to
Huawei: Paying from patents to fees
2019-06-14 01:29
The realization of patents is no longer a "patent" of foreign companies. On June 13, Huawei took the initiative to collect US$1 billion in royalties from Verizon, the largest mobile operator in the United States. From the perspective of the enterprise, the patent harvest is a legitimate income, and it is also the return of huge R&D investment. For Chinese companies represented by Huawei, the change from patent payers to patent fees is a leap-forward improvement. .
Proactively collect patent fees
Due to the use of more than 230 patents by Huawei, US telecommunications operator Verizon was required by Huawei to pay a total of more than $1 billion in royalties. The news came from a person familiar with the matter, citing the person familiar with the matter, saying that the patents mentioned by Huawei involved more than 20 network equipment vendors in Verizon, including some US technology companies, and network equipment suppliers would be in patent fees. The aspect provides some kind of financial compensation to Verizon. These patents cover core network equipment, wired infrastructure, and Internet of Things technologies.
It is reported that in February of this year, Huawei sent a letter to Verizon and more than 20 suppliers requesting to pay royalties. Last week, representatives of Huawei and Verizon met in New York, USA, and discussed patent issues, but Verizon refused to disclose specific content to the media because the content involved potential legal issues.
The Verizon representative said that the matter had been reported to the US government, saying that these issues are not only related to Verizon, but also that under the current geopolitical situation, any issues involving Huawei will have an impact on the entire industry and trigger domestic And international attention.
The Beijing Business Daily reporter contacted Huawei on this, and the other party said that it would not comment. US wireless carriers T-Mobile US and AT&T also failed to respond to media requests for comment, and another US telecom operator, Sprint, declined to comment.
According to the data, Verizon was formed by the merger of the two original regional Bell operating companies, Atlantic Bell and Nynex, to form BellAtlantic and the independent telephone company GTE. After the formal merger, Verizon became the largest local telephone company in the United States, the largest wireless communications company, and the world's largest provider of yellow pages and online yellow pages.
Normal means of profit
In 2018, Verizon reached a cooperation with Huawei to sell Huawei mobile phones. Later, due to US official pressure, Verizon and another US operator AT&T were forced to cancel cooperation with Huawei. Longer ago, Huawei also won Verizon's multi-billion dollar network equipment orders, and the order was forced to cancel due to official pressure.
Kang Zi, the editor-in-chief of the operator's financial network, said that Verizon is one of the three major telecom operators in the United States, and Huawei is one of the world's major equipment manufacturers, with many patents in 4G, 5G and Internet of Things, so Verizon will certainly be in many aspects. It involves Huawei's patents.
According to data released by Huawei, in terms of carrier business, as of the end of March this year, Huawei and the world's major operators signed 40 5G commercial contracts and issued more than 70,000 5G base stations.
Before the rise of the consumer business, the carrier business has always been the foundation of Huawei. Until 2018, Huawei's consumer business revenue exceeded the carrier business. In 2018, in the field of carrier business, Huawei launched the minimalist 5G and SoftCOM AI leading solutions, and promoted new growth in the field of quality home and IoT, and achieved sales revenue of 294 billion yuan.
Huawei's collection of patent fees is a normal means of profit, including telecommunications equipment vendors such as Ericsson and Nokia, as well as chip vendors such as Qualcomm, which also need to survive patent fees. If Qualcomm is highly dependent on patent licensing, patent licensing is its most important source of income. Although the patent licensing fee only accounts for 23% of Qualcomm's 2018 revenue, it accounts for the majority of its net profit. In FY18, Qualcomm's chip division QCT revenue exceeded $17 billion, but net profit was only $3 billion. Qualcomm's patent licensing department QTL reported revenue of $5.1 billion, a profit margin of 68%, and a net profit of $3.5 billion.
Implement patent counter
This is not the first time Huawei has taken the initiative to attack patent issues. In May 2016, Huawei filed an intellectual property lawsuit against Samsung in the United States and China, requesting Samsung to compensate Huawei for its intellectual property infringement. Since then, Huawei has further filed a lawsuit against Samsung in the Shenzhen Intermediate People's Court and the Quanzhou Intermediate People's Court, demanding that Samsung immediately stop the infringement and propose a total of 80.5 million yuan in compensation.
These times, Huawei's role is no longer a defender, but an offensive party. In the view of industry observer Hong Shibin, this is mainly due to Huawei's corporate strategy of focusing on R&D and the accumulated achievements in the past years.
The number of 2018 patent international applications issued by WIPO shows that Huawei's patents are about twice as many as the second Japanese Mitsubishi Electric, far ahead of other companies. Huawei ranked first in the second consecutive year after 2017. The feature of 2018 is that the number of 5G related applications has increased significantly. It is reported that Huawei submitted 5,405 patent applications to WIPO in 2018, an increase of 34% compared with 4024 in 2017, and about 30% of patent applications are related to 5G. Huawei has invested more than 485 billion yuan in research and development over the past decade.
"Huawei collects patent fees from US carriers, which helps to increase its impression of technological strength in the US public and to combat the confidence of superpowers in blocking Huawei." Senior communications expert Ma Jihua said.
However, Kang Wei pointed out that Huawei's request for patent fees from US telecom operator Verizon is a rare case in which Chinese companies are wielding patent sticks. Because Chinese companies like Huawei are investing too many basic patents, it is difficult to use patents. arms.
Ma Jihua also said that it seems that only a limited number of Huawei and other companies have this confidence, and hopes will increase in the future.
It is worth noting that China's progress is obvious in terms of the country of patent application. The number of applications from China was 5.3345 million, accounting for 21% of the total, approaching 22% of the US (56.142 million).