Artificial intelligence applications, such as ChatGPT and autonomous driving systems, have taken the world by storm. Behind this AI revolution lies a remarkable story of innovation and advancements in semiconductor device manufacturing. Our report “Who are the World’s High-Performance Computing Semiconductor Innovators Powering the AI Revolution?“ reveals key findings in the semiconductor industry, shedding light on the manufacturers and technologies that underpin the AI boom. It also provides in-depth insights into the critical components of this industry, particularly advanced CMOS logic and advanced packaging, which fuels central processing units (CPUs) and graphics processing units (GPUs).
Key findings from the Semiconductor Innovators report:
1. Top 20 Advanced Semiconductor Device Manufacturing Patent Owners:
- Leaders in Semiconductors: TSMC (Taiwan Semiconductor Manufacturing Company) maintains the largest patent portfolio, active patent families, and shows the highest portfolio strength measured by the LexisNexis® PatentSight® Patent Asset Index, emphasizing its dominance in advanced manufacturing. Samsung and ASM International rank as #2 and #3, respectively, highlighting the competitive landscape of the semiconductor industry.
- Diverse Contributions: The top 20 include pure play foundries, hybrid manufacturers like Samsung and Intel, equipment suppliers like ASM International and Applied Materials, and Integrated Device Manufacturers (IDM) such as Western Digital and Infineon. IBM stands as an R&D powerhouse.
- Notable New Entrants: The report identifies new entrants like Beijing Zhiguangxin Holding and Tsinghua Unigroup, reflecting the evolving global landscape of semiconductor innovators.
2. Evolution of Transistor Technology:
- Transition from Planar to 3D Transistors: The report discusses the transformation of transistors, with Intel’s introduction of 3D “FinFET” transistors in 2012, leading the way.
- Emergence of GAA Transistors: GAA (Gate-All-Around) transistors, offering superior performance and smaller dimensions, are the future of semiconductor technology.
- TSMC’s high positioning: TSMC is at the forefront of GAA technology, outpacing competitors in both portfolio size and quality.
3. Advanced Packaging and Moore’s Law:
- Advanced Packaging Innovations: The report explores advanced packaging technologies like Intel’s embedded interconnect bridge (EMIB) and TSMC’s chip-on-wafer-on-substrate (CoWoS), highlighting their role in meeting the demands of high-performance computing.
- TSMC’s leading position: TSMC spearheads the Advanced Packaging space, followed by Samsung and Intel, showcasing their high-volume capabilities.
4. Fine-Pitch Advanced Packaging:
- Fine-Pitch Packaging: The report delves into Fine-Pitch Advanced Packaging, with TSMC leading the charge and Intel showing promising developments.
- Co-Development of Logic and Packaging: The report underscores the significance of co-developing advanced CMOS logic and Advanced Packaging for the next generation of high-performance computing devices.
In this on-demand webinar our experts have a wide-ranging conversation about who is leading the increasingly competitive 5G patent race, with geopolitical implications as companies and countries vie for technical leadership in critical technologies.
During this webinar, we discussed:
- The new demands on cellular technology due to the significant increase in the number of devices, the explosion in volume of data exchanges and need for minimum latency.
- How intellectual property professionals across industries in this technology revolution need to deal with 5G standard essential patents (SEPs) and implement connectivity standards.
- How licensing of 5G SEPs is set to become one of the most highly lucrative markets.
View the slides
Need to Navigate the World of Standard Essential Patents and Standards’ Contributions?
Leverage transparent and accessible data for SEPs, Technical standards, and contribution data analysis to ensure the success of your patent portfolio with LexisNexis® IPlytics.
Discover the future of transportation with our comprehensive report on Autonomous Vehicle Innovation.
Autonomous driving has emerged as one of the hottest and most transformative topics in the technology and automotive industries. This cutting-edge technology, often synonymous with self-driving cars, is captivating global attention for several compelling reasons.
First and foremost, autonomous driving represents a paradigm shift in transportation. The concept of vehicles operating without human intervention challenges traditional notions of mobility, promising increased safety, efficiency, and convenience. The potential to reduce accidents caused by human error and improve traffic flow has captured the imagination of consumers, policymakers, and industry leaders alike.
The economic implications of autonomous driving are substantial. The technology has the potential to reshape entire industries, creating a multi-billion-dollar market. From transportation and logistics to manufacturing and services, businesses are gearing up for a future where autonomous vehicles play a central role. The shift towards autonomous driving also raises questions about employment, as the automation of driving tasks could impact jobs in the transportation sector.
Beyond economics, autonomous driving holds the promise of revolutionizing urban landscapes. The integration of self-driving cars into city infrastructure could lead to more efficient use of space, reduced congestion, and improved air quality. The implications for urban planning and the design of smart cities are vast, with autonomous driving serving as a linchpin for broader advancements in connectivity and intelligent infrastructure.
The quest for technological supremacy in this field has become a key driver of innovation, with companies vying to develop the most advanced and reliable autonomous systems.
Our report “Driving Toward Tomorrow: A Deep Dive Into Autonomous Vehicle Innovation“ dives into the dynamic world of autonomous driving technology and offers invaluable insights into the groundbreaking developments, key players, and trends shaping the industry’s future.
The report explores the remarkable surge of innovation in the Autonomous Driving sector over the last decade, reflected in the explosive proliferation of patents. It highlights how combining automotive expertise and tech intelligence has amplified the innovation race, making patents a powerful currency in this ecosystem. The patent landscape covers many inventions, indicating robust and expansive protection measures within the industry. The report acknowledges the complexities and challenges that must be addressed for widespread adoption.
Key Insights on Autonomous Vehicle Innovation:
- Measuring Innovation in Autonomous Driving: Patents are a strong indicator of technology innovation, and the surge in Autonomous Driving patent development is relatively recent, taking off after 2015.
- Top Players in Autonomous Driving: Baidu leads the list of top patent owners in Autonomous Driving, followed by Alphabet, GM, Ford, and Toyota Motor, highlighting the mix of tech giants and traditional automotive players driving innovation in the industry.
- Competitive Impact: The Competitive Impact of patent portfolios varies, with tech giants demonstrating higher impact compared to traditional automotive players. Alphabet has a higher Competitive Impact, which, along with its portfolio size, places it second in the Autonomous Driving rankings.
- Sub-technologies in Autonomous Driving: The report identifies three sub-technologies within Autonomous Driving: Smart (intelligent algorithms), Security (safety aspects), and Interaction (user-vehicle interaction). Each sub-technology has its unique challenges and players, with Smart technology seeing the most significant development.
- Development Over Time: The report traces the development of Autonomous Driving technologies over time, providing insights into how players have evolved in terms of patent strength and impact.
- Cutting-edge Innovations: The report identifies technologies like electronic recognition systems and neural networks as crucial for achieving truly autonomous vehicles, underlining the significance of processing and decision-making capabilities.
“Driving Toward Tomorrow: A Deep Dive Into Autonomous Vehicle Innovation” offers a comprehensive view of the Autonomous Driving industry, helping stakeholders, innovators, and enthusiasts better understand the complex dynamics at play. The report is a valuable resource for businesses, researchers, and policymakers looking to navigate the future of mobility.
Sustainability is a global imperative, with companies worldwide striving to demonstrate their contributions. The 2030 Agenda for Sustainable Development, adopted by all UN member states, outlines 17 Sustainable Development Goals (SDGs) as a blueprint for a prosperous future. Innovation plays a key role, and to enable innovators to assess and derive actionable insights from the sustainable technology development, we have integrated the SDGs into our Intellectual Property analytics business intelligence solution, LexisNexis® PatentSight®.
In 2021, we mapped the UN SDG targets and indicators to the global patent database and integrated them into the innovation analytics platform PatentSight offering an objective sustainability analysis based on precise and publicly disclosed technologies. This approach provides clear insights into current investments and future potential, enhancing transparency in sustainable innovation efforts.
This year, we took it a step further and used the SDG mapping in PatentSight to publish a report, “Exploring the Global Sustainable Innovation Landscape: The Top 100 Companies and Beyond”. The report assesses the global patent landscape and reveals the Top 100 sustainable innovators in the world—ranked based on the quality of sustainability-related inventions they own. Using the objective lens of patents, you will gain new insights into regional and market dynamics shaping sustainable intellectual property strategies, industry deep dives, and in-depth analysis on specific SDGs along with visualizations illustrating the SDG-relevant patent landscape. It also shows how corporations and governmental bodies can leverage patent analytics to accelerate sustainable innovation.
The LexisNexis approach to measuring sustainable innovation
There are hundreds of thousands of patents held by companies and millions of patent applications. A manual review of all of this data to identify individual sustainability or insights into the sustainability activities of whole industries is a near-impossible task. Our patent experts have developed a solution by mapping 13 of the 17 SDGs (SDGs 8, 10, 16 and 17 are not technology-driven and are therefore not mappable to patents) to the PatentSight database of high-quality patent data from more than 95 patent authorities worldwide, analyzing over 147 million global patent documents behind 14 million patent families. The experts analyzed all UN SDG documentation on 13 goals, the targets related to them and their unique indicators that track progress. They then assessed how the UN describes the goals, how it measures them and what it suggests as actions for meeting them.
The “Exploring the Global Sustainable Innovation Landscape” ranking shows the Top 100 corporate patent owners globally according to the absolute strength of their SDG related patent portfolios measured by the Patent Asset Index. The Patent Asset Index assesses the number of patents in a particular technology field, as well as patent quality as measured by the Technology Relevance—a patent’s impact on further inventions—and the Market Coverage—the economic size of jurisdictions in which the patent is protected.
Several key findings on the Top 100 sustainable innovators include:
- 75% of the Top 100 ranking of global corporate patent portfolio owners stated in their annual reports that the UN SDGs were relevant to their business strategy and objectives.
- The Top 100 sustainable leaders, ranked by the absolute strength of their SDG-related patent portfolios, account for 27% of the entire global database (over 147 million global patent documents behind 14 million patent families).
- The regions with the most representation on the Top 100 list are the United States (33 companies), Japan (18 companies), China (17 companies), Germany (9 companies), and Korea (7 companies)
An analysis of trends from the Top 100 sustainable innovators
A thorough analysis of the patent insights derived from the Top 100 unveils trends in contributions towards the attainment of the SDGs as well as the supporting technologies. The chart below shows the share of the top SDGs by Patent Asset Index of the Top 100.
Figure 1: The share of the top SDGs by Patent Asset Index of the Top 100. Source: LexisNexis Report “Exploring the Global Sustainable Innovation Landscape: The Top 100 Companies and Beyond
In the Top 100 sustainable innovators there are three SDGs that dominate in the quantity and quality of patents:
- SDG 9: Industry, Innovation and Infrastructure with Samsung (ranked number 1 of the Top 100 sustainable innovators), Toyota Motor (3), and LG Chem (5) being the most influential in this area.
- SDG 3: Good Health and Well-being with companies Johnson & Johnson (2), Roche (9), and Samsung leading the pack.
- SDG 7: Affordable and Clean Energy with Toyota Motor (3), State Grid (8), and General Electric (7) contributing the most to this goal.
We take a closer look at two of these goals—SDG 3: Good Health and Well-being, and SDG 7: Affordable and Clean Energy—to get a view into what the underlying technologies mapped to those goals are, which of those technologies are strongest based on their Patent Asset Index, and the companies with the strongest SDG Patent Asset Index for those technologies.
SDG 3: Good Health and Well-being Top 100 sustainable innovators
SDG 3 is defined as a goal to “ensure healthy lives and promote well-being for all at all ages.” The SDG targets in this goal range from reducing maternal mortality to preventing and treating substance abuse to achieving universal health coverage, just to name a few. The United Nations reports that “great strides have been made in improving people’s health in recent years. 146 out of 200 countries or areas have already met or are on track to meet the SDG target on under-5 mortality, and effective HIV treatment has cut global AIDS-related deaths by 52 percent since 2010”. The top 3 companies contributing to this goal by the strength of their patent portfolio are Johnson & Johnson, Roche, and Samsung.
The chart below shows the Patent Asset Index of the technology categories present in SDG 3 as represented by the Top 100 leaders in sustainable innovators. We see that the strongest categories of technologies are in Digital Health (Olympus, 81), Cancer (Bristol-Myers Squibb, 25), and Chronic Respiratory Disease (Pfizer, 61).
Figure 2: The Patent Asset Index of the technology categories represented by the Top 100 with SDG 03. Source: LexisNexis Report “Exploring the Global Sustainable Innovation Landscape: The Top 100 Companies and Beyond
The chart below shows Quality vs Quantity for the Top 100 sustainable innovators within SDG 3: Good Health and Well-being as a focus goal. We see the general behavior is an exponential fall-off of the Competitive Impact as the Portfolio Size increases. But there are also five companies which beat the general trend—Johnson & Johnson, Roche, Medtronic (10), Philips (22), and Samsung.
Figure 3: The Competitive Impact vs Portfolio Size of the Top 100 global leaders with SDG 03 as a focus goal . Source: LexisNexis Report “Exploring the Global Sustainable Innovation Landscape: The Top 100 Companies and Beyond
SDG 7: Affordable and Clean Energy Top 100 sustainable innovators
SDG 7: Affordable and Clean Energy is defined to “ensure access to affordable, reliable, sustainable, and modern energy for all.” Its targets include increasing the global percentage of renewable energy, doubling the improvement in energy efficiency, and expanding and upgrading energy services for developing countries, all by 2030. The United Nations reports that the “latest data suggests that the world continues to advance towards sustainable energy targets. Nevertheless, the current pace of progress is insufficient to achieve Goal 7 by 2030” and “huge disparities in access to modern sustainable energy persist.” The top 3 companies contributing to this goal by the strength of their patent portfolio are Toyota Motor, State Grid, and General Electric.
The chart below shows the Patent Asset Index of the technology categories present in SDG 7, as represented by the Top 100 sustainable innovators. There are quite a few strong categories, including Electric Vehicles (BYD, 98), Hybrid Vehicles (Toyota Motor), Energy Efficiency (OPPO, 96), and Blockchain (Ant Group, 50). The chart shows that almost all companies follow the general trend of a decreasing average quality with an increasing Portfolio Size.
Figure 4: The Patent Asset Index of the technology categories represented by the Top 100 with SDG 07. Source: LexisNexis Report “Exploring the Global Sustainable Innovation Landscape: The Top 100 Companies and Beyond
Figure 5: The top 5 and bottom 5 SDG-relevant technologies by their Patent Asset Index. Source: LexisNexis Report “Exploring the Global Sustainable Innovation Landscape: The Top 100 Companies and Beyond
Why read this report?
By uncovering the close correlation between the strength of innovation, as reflected in patent data, and the ability to solve some of today’s most pressing global challenges, this report offers a new, objective way of comparing the contributions of the global corporate sector towards saving the planet. The resulting insights for the Top 100 sustainable innovators are essential reading not only for patent experts but for all key decision makers at companies, including strategic leaders, R&D managers, competitive insights functions, and M&A decision makers. Get the report now.
Unveiling the Top Contributors to the Global Sustainability Agenda
Be at the forefront of sustainability progress. Download our game-changing IP report for a comprehensive view of the world’s top contributors to the UN Sustainable Development Goals.
He joins us to discuss the world of SEPs, from conflict areas to new opportunities, sharing the benefits of clarity and drawing on high-quality data.
He chats to the hosts of the Cipher Vision podcast, who are:
How would you describe what SEPs are?
A standard essential patent is a patent that claims an invention that reads on a technical standard.
If you implement a standard, let’s say, 4G, or 5G in a telephone, that is using certain technology that has been patented, and you’re implementing those patents as well.
Why does it get a little bit complicated?
When you own a patent, you have exclusivity rights.
When you are joining the standards developing organization, you’re basically saying, ‘I commit to licence my patents, I’m losing my exclusivity’.
The royalty you can ask for the licence is capped, it has to be FRAND (Fair, Reasonable and Non-Discriminatory).
The big question now is what is a reasonable grant rate?
On the scale of SEPs
What is particular about SEPs is that there’s so much licensing going on.
The latest numbers show over $20 billion yearly licensing around SEPs. So it’s a lucrative and big market. And that’s why there’s so much at stake.
The need for transparency in the space
Companies must declare patents that are potentially central to the standardization bodies. That’s good, it’s good to have databases to get started. But there’s no third party who makes any assessment if these patents are essential.
If you look at certain studies, it says that 10/ 20, maybe 30% of these are only essential, so the majority are not essential.
What we do at LexisNexis IPlytics is we have intelligent ways to cross-correlate patent data with standards data.
Get a unique overview of the 5G patent landscape
Discover invaluable insights for forward-thinking businesses eager to embrace 5G technology. Download your copy now.
Insights from the companies featured in Exploring the Sustainable Innovation Landscape: The Top 100 Companies and Beyond
Read the full story
Make High-Value Strategic Decisions with LexisNexis® PatentSight+
PatentSight+ is designed to revolutionize the way you make high-value strategic decisions. Before its official launch in November, we want to provide you with an early glimpse.
With PatentSight+, our objective is to elevate your experience in three pivotal areas, all with the aim of enhancing your decision-making to unprecedented levels:
- Data Quality and Coverage: Access richer insights by incorporating new data types with rigorous quality checks, including SEPs declaration data from IPlytics.
- Actionable Insights: Leverage AI-driven analytical capabilities from Cipher to accelerate the depth and speed of insights.
- Impactful Visualizations and Communication Tools: Optimize workflows, enhance efficiency, and elevate your IP awareness and storytelling with new powerful visualization tools.
PatentSight+ will launch in November, and from that point forward, you will receive ongoing updates, including the expansion of new features and continuous improvements.
We are committed to keeping you at the forefront of innovation. As we move forward, you can anticipate new data sets, enhanced analytical capabilities, improved workflows, advanced visualization tools, and enhanced communication features becoming available.
As a PatentSight customer, you will get complimentary access to many additional PatentSight+ features for a defined period to allow you to experience the benefit. In addition, we will offer optional add-on modules within PatentSight+, such as AI Technology Classification, powered by Cipher.
As of November 2023
Litigation Data will be added
- Understand litigation profiles of competitors and the strength of their portfolios.
- Access US data and an initial European offering containing EPO documents, the Netherlands, and the Court of European Justice.
- Improve your understanding of your portfolio risk profile.
Standard Essential Patent Declaration Data powered by IPlytics will be available
- Enhance transparency in SEP negotiations and licensing.
Sheet Navigator will ease your workbook management
- Save time working more effectively with the new sheet navigator that helps you to navigate and manage the sheets in your workbooks more easily.
Quick Insights will reduce time and clicks to insights
- Expedite your path to valuable insights with an intuitive guided experience at the start screen, enabling you to reach your analysis faster. Simply input a technology term or a company name into the search field, and Quick Insights will present readily populated sheets for your selection. This feature is especially beneficial for new or occasional users.
Coming in 2024
More High-Quality Data
Get richer insights by incorporating new data types with rigorous quality checks:
- Expanding patent coverage with an additional 14 million documents and data, e.g., from India
- Expanding litigation coverage and documents, e.g., from China
Increase depth and speed to insights through AI-driven powerful analytical capabilities:
- AI classifier builder, powered by Cipher, directly embedded into PatentSight+
- Document-level search and view
- Litigation and prosecution analytics
- SEP analytics
Visualizations and Communications
Optimize workflows, boost efficiency, and elevate IP awareness and storytelling through powerful visualization tools:
- Further enhancements to chart types
- Efficiency gains in your workbook management
Try out some new features of PatentSight+ already today
New Chart Types
Enhance data storytelling with additional visualization options:
Export to PowerPoint Function
Share findings with colleagues and stakeholders by exporting static images of the charts and data from your workbooks into PowerPoint presentations with ease.
AI Technology Classification (PatentSight+ optional Add-On)
- Gain a more precise, up-to-date view of your technology area.
- Make high-value strategic decisions regarding your patent portfolio.
Embark on a journey to empower your strategic decisions regarding your patent portfolio with PatentSight+.
Your success is our priority, and we encourage you to contact your dedicated Customer Success Manager for any questions about the features of PatentSight+ or the platform in general.
Try out the new features of PatentSight+ today
The first industrial revolution supported Great Britain in becoming a commercial superpower in the mid-18th century. The long-term effects on the environment were not fully apparent until centuries later leading to the Clean Air Act of 1956, passed to preserve public health. Today, the issues of pollution control and climate change are considered critical to moving forward as a global community.
Yet, there are relatively few sources of objective and independent data available to identify the countries and companies leading in the innovation of sustainable technologies. There is an intrinsic bias in self-reported data from organizations – the staple information for traditional ESG analysis. Our view is that this void in sustainability analysis can be plugged in part through published, classified patent data as an indicator for sustainable innovation and investment.
About Air Quality Report
We used Cipher’s unique Universal Technology Taxonomy to scan and review the patent owners of critical technologies related to air quality. Focusing on sustainable innovation, we:
- Provide our view of the leading innovators to watch based on recently published inventions
- Apply overall weightings to enabling technologies.
The technology areas covered in our report include:
- Air Scrubbers
- Oxidation Catalysts
- Diesel Particulate Filters
- Multi-Pollutant Monitoring Devices
Now more than ever companies are feeling the pinch of economic pressure, and patent teams are having to determine how they can do more, with less.
Not all patent portfolios are created equal, and it’s important to understand where you should allocate your patent budget to deliver the most value for your company.
But how do you effectively right-size your patent portfolio and communicate your strategy with executives?
“You need to be able to tell a story to your executives, one that’s convincing and supported by data.”
Find out how you do this in our webinar ‘How to Justify Your Patent Budget?’ where we used IBM as a case study to cover the following:
- Define your budget objectives – Expand or shrink?
- Assessing portfolio differences using Cipher classification
- Evaluate the competitive landscape
- Ensure your budget strategy is future-proof with Cipher risk model
- Communicate the value of your patents to the C-suite
Sarah Newton, Head of North American Sales
Hear Sarah’s Key Takeaway
Companies that have been sued within the last year, are almost four times more likely to sue another company. There’s no better time than now to check on your competitors.
You can’t develop a risk mitigation strategy that is going to work without first obtaining a solid understanding of where threats to your patent portfolio might lie.
Find out how you do this in our webinar ‘Who Are Your Real Threats?’ where we help you identify the red flags before they start waving.
The webinar covers:
- Threat barometer analysis – instantly gauging your risk exposure
- Propensity to litigate – causation or correlation?
- Triaging your threats – in practice using OpenAI worked example
Francesca Levoir, Head of Marketing
See how Cipher can support with Risk Mitigation Management, or get in touch directly.
Hear Anna’s Key Takeaway
Find out more on what patent professionals are doing to mitigate patent risk in our report on the Management of Patent Risk:
Maddi Brown is the Intellectual Property Practice Leader at CFC Underwriting Ltd, heading up the Intellectual Property Underwriting Team. With 15 years of experience in Intellectual Property insurance, 7 of those years at CFC, she explains the huge changes the industry has experienced and how Cipher has helped to be data led to accurately assess IP insurance risk and bring it into the mainstream.
Read the full story
Calum Smyth is a Partner at Wiggin LLP focusing on IP technology.
With 20 years of experience in Intellectual Property, at private practice and in-house at Kraft and Barclays, Calum explains how law firms can become true advisers to their clients by harnessing the latest advances in technology and data analytics.