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研究生: 呂基清
Ji-Ching Liu
論文名稱: 聊天機器人技術發展趨勢–以專利資料庫分析為例
The Development of Chatbot Technology – An Analysis from the Patent Database
指導教授: 袁建中
Chien-Chung Yuan
蔡孟涵
Meng-Han Tsai
口試委員: 袁建中
Chien-Chung Yuan
蔡孟涵
Meng-Han Tsai
耿筠
Yun Ken
學位類別: 碩士
Master
系所名稱: 工程學院 - 高階科技研發碩士學位學程
Executive Master of Research and Development
論文出版年: 2021
畢業學年度: 109
語文別: 中文
論文頁數: 103
中文關鍵詞: 聊天機器人專利分析專利強度動態競爭理論
外文關鍵詞: Chatbot, Patent Analysis, Patent Strength, Competitive Dynamics Theory
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  • 新冠肺炎黑天鵝事件的衝擊下,有更多的企業正在思索如何化危機為轉機,如何透過數位工具進行交流互動,積極地進行數位轉型。在物聯網及人工智慧技術的更迭換新下,將有更多遠距工作、無人載具及機器人進行零接觸的數位服務。聊天機器人的介面正是這些無人化服務當中重要的媒介,存在龐大的潛在需求。

    研究架構區分專利管理圖、專利權人分析圖、專利指標分析圖及動態競爭分布圖四大構面。繪製專利管理圖及專利權人分析圖,以研究總體趨勢及主要領導廠商的技術分布;藉由多元迴歸的統計方法,分析專利指標對專利強度的影響,以研究各個廠商的技術強度分布;並從動態競爭理論的市場共同性與資源相似性兩個層面,研究不同廠商的競爭者分布。

    激烈的全球競爭環境下,企業可以從市場與資源二個預測因子,檢視產業中不同公司的競爭關係。企業可以從本研究提出的分析方法,適時監控產業的專利趨勢與企業的競爭態勢,從不同廠商的視角察覺主要或潛在競爭對手發起行動與回應的可能性,評估自身是否有能力應對競爭者發起的競爭行為,進而擬定技術研發策略。

    本研究分析聊天機器人技術的發展趨勢,並探討主要廠商之間的競爭態勢。引入動態競爭理論,從產業層級的專利分析跨入企業層級的競爭對抗。將靜態的專利分析,延伸至動態的競爭分析,以作為技術研發策略之參考。


    Under the impact of the COVID-19, a black swan event, more companies are thinking about how to turn a crisis into an opportunity, how to communicate and interact through digital tools, and actively promote digital transformation. With the renewal of the Internet of Things and artificial intelligence technologies, there will be more telecommutes, unmanned vehicles and robots for zero-touch digital services. The interface of chatbots is an important medium among these unmanned services, and there is a huge potential demand.

    The research framework is divided into four major aspects: patent management diagram, patent assignee diagram, patent index diagram, and dynamic competition diagram. Draw patent management diagrams and assignee diagrams to study the overall trend and technology distribution of major leading company; use multiple regression statistical methods to analyze the impact of patent indicators on patent strength to study the distribution of technical strength of each company; and from the two views of market commonality and resource similarity in the Competitive Dynamics theory, it studies the distribution of competitors of different company.

    In the global competition environment, the two predictive factors of market and resources can be used to examine the competitive relationship of different companies in the industry. From the analysis methods proposed in this study, companies can monitor the industry’s patent trends and the company’s competitive situation, detect the possibility of actions and responses by major or potential competitors from the perspectives of different manufacturers, and review whether they can respond to competitors’ action, and develop the technology research and development strategy.

    This research analyzes the development trend of chatbot technology and discusses the competitive situation among major company. Introduce the Competitive Dynamics Theory, from the overall analysis of the industry level to the competition of the enterprise level. Extend static patent analysis to dynamic competitive analysis as a reference for technology research and development strategy.

    摘要 i ABSTRACT ii 誌謝 iii 目錄 iv 圖目錄 vii 表目錄 ix 第1章 緖論 10 1.1 研究背景與動機 10 1.1.1 研究背景 10 1.1.2 研究動機 11 1.2 研究目的 12 1.3 研究流程 13 第2章 文獻探討 14 2.1 聊天機器人介紹 14 2.1.1 聊天機器人定義 14 2.1.2 聊天機器人的發展 14 2.1.3 聊天機器人的興起 15 2.1.4 聊天機器人的類型 16 2.1.5 聊天機器人的技術 18 2.1.6 聊天機器人的系統框架 19 2.2 專利分析 22 2.3 專利特徵指標 24 2.3.1 專利請求項 25 2.3.2 技術領域範圍 26 2.3.3 專利家族 29 2.3.4 專利引用 30 2.3.5 專利被引用 31 2.4 動態競爭理論 33 2.4.1 市場共同性 34 2.4.2 資源相似性 34 2.4.3 行動與回應的對偶關係 35 第3章 研究方法 37 3.1 研究架構 37 3.2 專利檢索與分析流程 38 第4章 研究結果 42 4.1 專利管理圖分析 42 4.1.1 歷年專利申請與核准件數統計 42 4.1.2 歷年核准件數趨勢 43 4.1.3 技術生命週期圖 44 4.1.4 主要專利申請人國家占有率分析圖 47 4.1.5 國家件數歷年趨勢分析圖-美國 48 4.1.6 國家件數歷年趨勢分析圖-韓國、日本、中國大陸 49 4.1.7 三階合作專利分類(CPC)分析圖 50 4.1.8 歷年三階合作專利分類(CPC)氣泡圖 52 4.1.9 四階合作專利分類(CPC)分析圖 53 4.1.10 歷年四階合作專利分類(CPC)氣泡圖 55 4.2 專利權人分析 56 4.2.1 主要專利權人申請與核准件數分析 56 4.2.2 主要專利權人歷年申請件數分析 58 4.2.3 申請人活躍度圖 59 4.2.4 主要專利權人三階合作專利分類(CPC)氣泡圖 60 4.3 多元迴歸結果與分析 62 4.3.1 變數操作型定義 62 4.3.2 建立多元迴歸模型 64 4.3.3 多元迴歸結果分析 65 4.3.4 單因子變異數分析 68 4.4 專利指標分析 77 4.4.1 專利強度分布圖 77 4.4.2 專利管理與研發能力分布圖 78 4.4.3 專利有效性與訴訟籌碼分布圖 80 4.5 動態競爭分析 82 4.5.1 市場共同性 82 4.5.2 資源相似性 85 4.5.3 動態競爭分布圖 88 第5章 結論與建議 92 5.1 研究發現 92 5.1.1 聊天機器人正處於高速成長期 92 5.1.2 關鍵在自然語音處理技術 92 5.1.3 領導廠商是Apple 93 5.1.4 活躍度及技術廣度最高的是Microsoft 93 5.2 後續研究建議 94 參考文獻 95

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