The Soteryah Index and IP/Business ranking

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Why a Soteryah index?

Besides international investments in business, investors and applicants are oftentimes faced with a need to choose countries where they are to continue IP procedures.

The question then arises regarding in which countries to invest in priority, and based on which criteria.

The choice of countries where to invest must, as much as possible, take into account economic indicators, in order to have an objective picture of purchasing power and of the business potential.

It is in view of this need that we designed the SoteryahTM index. It takes into account economic data, inter alia from the databases of the international monetary fund, of the previous year.

The countries with a large annual economic production and a significant productive population are the best ranked.

On one hand, a “Luxury” index is calculated with more emphasis on economic production than on population elements. This index is intended for companies favoring for example an exceptional quality of products or services. The Luxury index corresponds more to products and services targeting an elite of the country at a relatively high price.

On the other hand, a “Mass Market” index puts more emphasis on population elements. This index is intended for companies favoring for example a price acceptable by the largest number of consumers. The Mass Market index corresponds more to products and services targeting the majority of the population taking into account average incomes.

Remark: The Soteryah index may not be suitable for certain countries for various reasons. This being said, it seems to be an interesting tool.

 

Conclusion

The data shows that Europe and the United States do seem to be the territories of primary choice.

Qatar is one of the countries where colossal investments can be mobilized.

African countries opted for supranational rights to facilitate investments in several countries.

Isolated countries, regarding International IP conventions, seem to be the least attractive from an investment perspective.

Top 50 Mass Market

1. USA
2. China
5. Luxembourg
8. Germany
12. U.K.
13.France
…

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NOTE: SOTERYAH and SOTERYAH IP are registered trademarks.

 

#IPStats – Statistics of international filings, especially of trademarks

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In contrast to patent filings and trademark values, European countries, including France and the United Kingdom, maintain commendable place in the rankings of the number of filings of trademarks.

The statisting of filings of international trademark applications from the World Intellectual Property Office (WIPO), ranks France as 4th (with 4,261 international filings, and a raise of 3.3%) and the United Kingdom as 5th (with 3,292 filings , and a raise of 9.3%).

At the top of the ranking are the USA (with 7,884 filings, and a raise of 2%) followed by Germany (with 7,316 filings, and a decrease of 3%), and China (with 5,230 filings, and a raise of 36.3%). %).

Japan and Korea, ranked ahead of France and the United Kingdom in the number of patent filings (PCTs), are ranked behind these countries in trademark filings, which shows that business development is not only about developing patent portfolios, but also marketing campaigns associated with the development of the intellectual property portfolio in a broad sense, including trademarks and designs.

The first applicant is L’OREAL (FR) with 198 filings, followed by the following companies:

– RICHTER GEDEON NYRT (HU – 117 filings),
– ADP GAUSELMANN GMBH (DE – 104 filings),
– NOVARTIS AG (CH – 96 filings),
– ABERCROMBIE & FITCH EUROPE SA (CH – 82 filings),
– APPLE INC. (US – 74 filings),
– BRILLUX GMBH & CO. KG (DE – 73 filings),
– KRKA, TOVARNA ZDRAVIL, D.D., NOVO MESTO (SI – 73 filings),
– BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT (DE – 70 filings),
– AUCMA COMPANY LIMITED (CN – 62 filings).

In conclusion, European multinationals seem to be the ones that best protect their intellectual property in all fields internationally.

SOPERYAH IP

#IPstats – Stats of the WIPO PCT review 2018

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The World Intellectual Property Office (WIPO) has published its annual PCT review in August 2018.

For the record, the PCT (Patent Cooperation Treaty) is the international convention that regulates the filing of international patent applications (so-called PCT filings).

You can find the review on the following link:
http://www.wipo.int/edocs/pubdocs/en/wipo_pub_901_2018.pdf

The PCT statistics do not go in the same direction as the rankings of brand values. The ranking tops are Asian then US.

The overall figures for 2018 have not recorded a big improvement.

The number of national phases fell to 615,400 (-1.4%).

The number of new PCT filings reached 243,500 (+ 4.5%).

As for the number of applicants, it reached 52,355 (+ 3%).

The top 10 places are occupied by well known companies:
– 3 Chinese companies (HUAWEI-1ère, ZTE-2e, BOE-7e):
– 2 US companies (INTEL-3e, QUALCOMM -5e);
– 2 Japanese companies (MITSUBISHI-4e, SONY-9e);
– 2 Korean companies (LG-6e, SAMSUNG -9e); and
– 1 Swedish company (ERICSSON-10e).

Classification (number of applications in 2017):
1 HUAWEI TECHNOLOGIES CO., LTD. CN – 4,024;
2 ZTE CORPORATION CN – 2,965;
3 INTEL CORPORATION USA – 2,637;
4 MITSUBISHI ELECTRIC CORPORATION JP – 2,521;
5 QUALCOMM INCORPORATED USA – 2,163;
6 LG ELECTRONICS INC. KR – 1,945;
7 BOE TECHNOLOGY GROUP CO., LTD. CN – 1,818;
8 SAMSUNG ELECTRONICS CO., LTD. KR – 1,757;
9 SONY CORPORATION JP – 1,735;
10 TELEFONAKTIEBOLAGET LM ERICSSON (PUBL) SE – 1 564.

Remarkably, among the GAFAs, there is no record of APPLE and FACEBOOK, which shows that the patent strategy, while important, is not enough in itself to the development of the company. A brand strategy, a communication and marketing strategy are other important tools to implement to increase turnover and market share.

The ranking nevertheless shows an indicator of the most innovative companies.

The first European company is BOSCH (14th), the first French (the only one of the top 50) is MICHELIN (44th). No UK company is in the top 50.

Outstanding highlights: the number of PCT filings broke records in 2017 with said 4.5% increase. As a reminder, apart from a 4.8% drop in 2009, the number of PCT filings is growing every year by around 2 to 5% since 2003, with peaks exceeding 11% in 2005 and 2011.

The number of States Parties to the PCT has increased to 152, with after Djibouti, Cambodia and Kuwait in 2016, the ratification of Jordan in 2017. PCT applications have been filed in 126 countries.

Asia takes the largest share of PCT filings (49.1% in 2017 compared to 27.6% in 2007) with China as a locomotive (50,674 filings).

CEA (FR) stands out as the leading applicant in the government / PRO sector.

Congratulations to Freddy GUEMENI and IMPERIAL INNOVATIONS (UK), who are among the top 50 university applicants with 53 filings (3rd European after OXFORD UNIV INNOVATIONS (75 filings), DANMARKS TEKNISKE UNIVERSITET (54 filings).

As far as the technical fields are concerned, the largest numbers of filings concerns:
1 °) computer technology (19,122 filings, 8.6% of the filings);
2 °) digital communication (18,122 filings, 8.2% of the filings);
3 °) appliances, energy and electrical machinery (15,223 filings, 6.8% of the filings);
4 °) medical technologies (15,024 filings, 6.7% of the filings);
5 °) instrumentation measures (10,082 filings, 4.5% of the filings);
6 °) transport (9,753 filings, 4.4% of the filings);
7 °) pharmacy (8,750 filings, 3.9% of the filings);
8 °) audiovisual technologies (7,520 filings, 3.9% of the filings);
9 °) optics (10,082 filings, 3.2% of the filings); and
10 °) biotechnologies (6,545 filings, 2.9% of the filings).

The report shows that progress continues to move forward, even though Europe is lagging behind the US and Asia.

SOPERYAH IP