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研究生: 江昱緯
Yu-Wei-Chiang
論文名稱: 結合改良式技術生命週期與新專利開發法則進行LED軌道燈相關專利分析
Combination of modified technical life cycle and new patent development rules for analysis of the related LED track light patents
指導教授: 林榮慶
Zone-Ching Lin
口試委員: 向四海
王國雄
成維華
傅光華
Su - Hai-Hsiang
學位類別: 碩士
Master
系所名稱: 工程學院 - 機械工程系
Department of Mechanical Engineering
論文出版年: 2018
畢業學年度: 106
語文別: 中文
論文頁數: 260
中文關鍵詞: LED舞台燈LED軌道燈DEMATEL生命跨距生命週期餘弦相似度機率專利分析新專利開發法則
外文關鍵詞: LED track light, LED stage light, DEMATEL, life span, life cycle, cosine similarity, probability, patent analysis, new patent development rules
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  • 本文先就LED舞台燈的技術/功能矩陣的各技術領域及功能領域依照修正式DEMATEL運算步驟求出總關係影響矩陣、直接/間接關係圖及(D+R)值與(D-R)值之因果圖。此(D+R)值與(D-R)值之因果圖可協助判斷LED舞台燈之各技術與功能領域間的相互受影響程度。本文亦新加入改良式技術生命週期,跟以往生命週期差別在於我們將第一層三項技術領域分開並透過軟體進行分析以及探討進行探討,並且繪製生命週期曲線,並以年份分成兩個階段,如此一來可以將每個技術領域個別進行探討,以往都只是全部技術領域一起討論,利用改良式的技術生命週期曲線可以將每項技術領域以年份分析更詳細,並探討他們之間互相影響的關係。本文先對LED舞台燈合併進行各技術領域之DEMATEL因果圖及技術活動力趨勢表、專利技術生命跨距與新加入的專利改良式技術生命週期之分析。依上述LED舞台燈的做法,本文進一步收集LED軌道燈上相關專利,利用斷詞斷字系統計算各相關專利之關鍵技術字、零組件元件字及功能字之常態化數值,分析歸納各第一層技術領域之技術字及零組件元件字字群,定義其第一層技術領域之第二層技術領域及功能領域,進而建立LED軌道燈之技術/功能矩陣。接著以LED軌道燈為載具,本文亦計算LED軌道燈之相關技術領域中針對某一技術領域與另一技術領域間重複定義或定義相同的專利技術字所占之常態化數值比例,應用修正式DEMATEL方法得到評估各技術領域間的相互影相程度0~4之值。進而計算得到總關係影響矩陣、直接/間接關係圖及(D+R)值與(D-R)值之因果圖,判斷LED軌道燈之各技術領域間的相互受影響程度,進而計算各技術領域修正式DEMATEL的因果圖。應用上述方法,本文亦計算LED軌道相關功能領域中針對某一功能領域與另一功能領域間重複定義或定義相同的專利功能字所占之常態化數值比例,進而計算各功能領域修正式DEMATEL的因果圖。、本文也針對LED軌道燈進行合併各功能領域之DEMATEL因果圖、功能活動力趨勢表、專利功能生命跨距與專利功能生命週期之分析。本研究亦進行LED軌道燈應用結合改良式餘弦相似度及機率方法進行LED軌道燈之新投入專利之專利歸屬判別。先以改良式餘弦相似度做篩選再以機率方法計算出專利可能歸屬之技術領域或功能領域。本研究亦進行LED軌道燈之IPC分析、發明人分析、各公司核心競爭力及技術和功能活動力趨勢分析,上述分析之結果可提供給企業及工程師,此外亦可使企業了解競爭者之核心競爭力。
    本研究亦加入新專利開發法則,我們經由建立的技術/功能矩陣中將每一技術中的各個功能經由斷詞斷字系統計算出新的常態化數值,新的常態化數值是指每個功能領域所對應的技術領域當中每個功能字數除以在每個技術領域中的專利文件總字數,例如增加穩固功能領域所對應懸掛及支架設計技術領域的矩陣中,新的常態化數值為增加穩固功能領域功能字數/█(懸掛及支架設計技術領域總專利文件字數@),如某一功能領域的新的常態化數值越低代表此項技術領域所對應的功能領域尚未被大量發展,因此可以利用此項法則進行新專利開發。最後本研究以LED軌道燈為載具,加入新專利開發法則,並搭配改良式技術生命週期、技術領域之DEATEL因果圖、各公司核心競爭力趨勢表,合併進行分析,經由上述分析亦可以針對某項技術對應的功能提供新專利開發的參考。


    Based on different technical domains and functional domains in the technical/functional matrices of LED stage light, and in accordance with the modified DEMATEL operational steps, the paper finds the total relationship influence matrix, and draws the direct/indirect relationship diagrams, and the causal diagram of (D+R) value and (D-R) value. Such a causal diagram of (D+R) value and (D-R) value can help judge the degree of being mutually affected between different technical domains and mutually affected between different functional domains of LED stage light. The paper also adds in the modified technical life cycle. This life cycle is different from those in the past that the three technical domains on the first layer are separated, and analysis and exploration can be made by software. The paper also draws out life cycle curves, and divides the years into two stages. In this way, each technical domain can be explored independently, whereas in the past all the technical domains had to be discussed together. Using the modified technical life cycle curves, each technical domain can be analyzed in terms of years, being a more detailed way, and the relationship of mutual effects among them can be explored. The paper firstly focus LED stage light, to integation discuss the DEMATEL causal diagram of different technical domains and a technical activity trend chart, and analyzes the life span of patent techniques and the modified technical life cycle of patents which in the newly added in this . In accordance with the abovementioned practices of LED stage lights, the paper further collects the related LED track light patents. Using term segmentation and word segmentation system, the paper calculates the normalized numerical values of key technical words, part and component words and functional words of the various related patents. After that, the paper analyzes and induces the word clusters of technical words and part and component words of different first-layer technical domains, and then defines the second-layer technical domains and functional domains of their first-layer technical domain. Furthermore,the paper establishes the technical/functional matrix of LED track light. After that, with LED track light as the carrier, the paper also calculates the ratio of normalized numerical values of the patents’ technical words having repeated definition or the same definition between a certain technical domain and another technical domain in the related technical domains of LED track light. Applying a modified DEMATEL method, the paper obtains an evaluated value 0~4 of the degree of mutual effect among different technical domains. Then, the paper makes calculation and achieves the matrix of total relationship influence, direct/indirect relationship diagram, and causal diagram of (D+R) value and (D-R) value in order to judge the degree of being mutually affected among different technical domains of LED track light. Furthermore, the paper calculates the modified DEMATEL causal diagrams of different technical domains. Applying the method mentioned above, the paper also calculates the ratio of normalized numerical values of the patents’ functional words having repeated definition or the same definition between a certain functional domain and another functional domain in the related functional domains of LED track light.The paper further makes calculation and draws a modified DEMATEL causal diagram of different functional domains. Focusing on LED track light, the paper also integratively analyzes the DEMATEL causal diagrams with different functional domains, functional activity trend chart, patents’ functional life span and patents’ functional life cycle. For application of LED track light, the paper also combines the modified cosine similarity with probability method to carry out patent domain identification of the newly added LED track light patents. First of all, the paper uses modified cosine similarity for screening, and then employs probability method to calculate whether a patent may belong to technical domain or functional domain. The paper also conducts IPC analysis and inventor analysis of LED track light, and analyzes the core competitiveness of different companies and the technical and functional activity trends. The above analysis results can be provided to enterprises and engineers as a reference. Besides, the enterprises are able to understand the core competitiveness of their competitors.
    New patent development rules are also added to the study. Through term segmentation and word segmentation system, new normalized numerical values can be calculated for different functions of each technique domain in the established technical/functional matrix. The new normalized numerical value refers to the quotient after dividing the number of technical words of each function in the each corresponding technique domain by the total number of words of patent documents on each technical domain. For example, in the matrix of technical domain of design techniques of hanger and support frame that are corresponding to the functional domain of increase in steadiness, the new normalized numerical value is: (No.of fuctional words for functional domain of increase in steadiness)/█(No.of words of total patent documents about technical domain of design techniques of hanger and support frame@)
    When the new normalized numerical value for one functional domain is lower, it represents that the function domain corresponding to this technical domain has not been developed in large amount. Therefore, this method can be used to carry out development of new patents. Finally, the paper takes LED track light as the carriers, and adds in new patent development rules. The paper also integrates the modified technical life cycle, DEMATEL causal diagram of technical domain, and core competitiveness trend chart of different companies, to conduct analysis. Through the above analysis, referential information focusing on the corresponding functional domains of a certain technical domain can be provided for development of new patents.

    目錄 摘要 I Abstract IV 誌謝 VIII 目錄 IX 圖目錄 XV 表目錄 XXI 第一章 緒論 1 1.1 研究背景 1 1.2 研究動機與目的 2 1.3 文獻回顧 2 1.4 論文架構 11 第二章 LED軌道燈介紹 16 2.1 LED發光原理與結構介紹 16 2.2 LED軌道燈 19 第三章 建立繁體、簡體中文及英文之斷詞斷字系統 26 3.1 繁體、簡體中文零組件元件字斷詞點 26 3.2 英文零組件元件字斷詞點 30 3.3 技術詞句之第一層及第二層斷詞點 32 3.4 功能詞句之斷詞點 35 第四章 結合改良式餘弦相似度概念進行專利搜尋與專利歸類 38 4.1 專利各關鍵字計算之常態化數值之概念及說明 38 4.2 餘弦相似度簡介 39 4.3 改良式餘弦相似度介紹說明 40 4.4 結合改良式餘弦相似度之專利搜尋及歸納方法 42 4.5 結合改良式餘弦相似度及專利類別歸屬之機率方法進行專利歸屬 46 第五章 修正式決策實驗室分析法(Decision-Making Trial and Evaluation Laboratory,DEMATEL) 48 第六章 改良式技術生命週期 54 6.1 改良式技術生命週期(以LED舞台燈為例) 54 6.1.1 LED舞台燈第一層技術改良式生命週期 58 6.1.2 LED舞台燈第二層技術改良式生命週期 63 6.2 改良式技術生命週期(以LED軌道燈為例) 72 6.2.1 LED軌道燈第一層技術改良式生命週期 75 6.2.2 LED軌道燈第二層技術改良式生命週期 79 第七章 以舞台燈技術為主,結合修正式 DEMATEL因果圖、技術活動力趨勢表、專利技術生命跨距、與技術生命週期之進行LED舞台燈之合併分析 89 7.1 修正式 DEMATEL (以LED舞台燈為例) 89 7.1.1 定義LED舞台燈各技術常態化數值 89 7.1.2 修正式DEMATEL 應用於LED舞台燈計算過程 89 7.2 專利生命跨距(life span)及專利生命週期 97 7.2.1 LED舞台燈專利技術生命跨距 97 7.2.2 LED舞台燈專利改良式技術生命週期 98 7.3 LED舞台燈之因果圖,技術活動力趨勢表、專利生命跨距、各技術領域之相關專利發展圖分析 114 第八章 以舞台燈功能為主,結合修正式 DEMATEL因果圖、功能活動力趨勢表、專利生命跨距、與功能生命週期之進行LED舞台燈之合併分析 118 8.1 修正式 DEMATEL (以LED舞台燈為例) 118 8.1.1 定義LED舞台燈各功能常態化數值 118 8.1.2 修正式DEMATEL 應用於LED舞台燈計算過程 118 8.2 專利生命跨距(life span)及專利生命週期 126 8.2.1 LED舞台燈專利功能生命跨距 126 8.2.2 LED舞台燈專利功能生命週期 127 8.3 LED舞台燈之因果圖,功能活動力趨勢表、專利生命跨距、各功能領域之相關專利發展圖合併分析 132 第九章 以改良式餘弦相似度概念進行LED軌道燈專利搜尋及專利歸屬 136 9.1 結合改良式餘弦相似度對LED軌道燈之專利搜尋及歸納其相關專利 136 9.2 建立LED軌道燈相關專利重要關鍵字之繁體、簡體及英文同義字對照表 150 9.3 建立LED軌道燈相關專利之第一層及第二層技術/功能矩陣 151 9.4 分析歸納LED軌道燈相關專利之第一層及第二層技術領域及功能領域之技術字及功能字字群並建立相關專利之第一層及第二層技術/功能矩陣 152 9.5 改良式餘弦相似度及專利領域歸屬之機率方法進行LED軌道燈相關專利判定 157 9.5.1 以台灣專利號TWM469430為例,結合修正式DEMATEL與改良式餘弦相似度及專利領域歸屬之機率方法進行LED軌道燈相關專利判定之結果 157 9.5.2 以台灣專利號M467015為例,以改良式餘弦相似度及專利領域歸屬之機率方法進行LED軌道燈相關專利判定之結果 164 第十章 LED軌道燈相關專利分析之結果與討論 168 10.1 LED軌道燈繁體、簡體及英文專利之IPC專利分析、發明人分析 168 10.2 LED軌道燈各第一層及第二層技術類別與公司別分析、競爭者IPC技術核心分布分析、競爭者研發活動力趨勢分析及技術層活動力趨勢分析 174 10.3 LED軌道燈繁體、簡體及英文專利之發明人分析、公司別分析及功能活動力趨勢分析 182 10.4 LED軌道燈各功能類別與公司別分析、競爭者IPC技術核心分布分析、競爭者研發活動力趨勢分析及功能層活動力趨勢分析 183 第十一章 以LED軌道燈技術為主,結合修正式 DEMATEL因果圖、技術活動力趨勢表、專利技術生命跨距、與改良式技術生命週期之進行LED軌道燈之合併分析 193 11.1 修正式 DEMATEL (以LED軌道燈為例) 193 11.1.1 定義LED軌道燈各技術常態化數值 193 11.1.2 修正式DEMATEL 應用於LED舞台燈計算過程 193 11.2 專利生命跨距(life span)及專利生命週期 201 11.2.1 LED軌道燈專利技術生命跨距 201 11.2.2 LED軌道燈專利改良式技術生命週期 202 11.3 LED軌道燈之因果圖,技術活動力趨勢表、專利技術生命跨距之相關專利發展分析 220 第十二章 以LED軌道燈功能為主,結合修正式 DEMATEL因果圖、功能活動力趨勢表、專利生命跨距、與功能生命週期之進行LED軌道燈之合併分析 224 12.1 修正式 DEMATEL (以LED軌道燈為例) 224 12.1.1 定義LED軌道燈各功能常態化數值 224 12.1.2 修正式DEMATEL 應用於LED舞台燈計算過程 224 12.2 專利生命跨距(life span)及專利生命週期 232 12.2.1 LED軌道燈專利功能生命跨距 232 12.2.2 LED軌道燈專利功能生命週期 233 12.3 LED軌道燈之因果圖,功能活動力趨勢表、專利功能生命跨距之相關專利發展分析 236 第十三章 新專利開發法則 239 13.1 新專利開發法則(以LED軌道燈為例) 239 13.2 運用LED軌道燈整體技術/功能新常態化數值表進行 新專利開發法則 242 13.3 結合LED軌道燈改良式技術生命週期進行新專利開發法則合併分析 243 13.4 結合LED軌道燈第一層及第二層技術與核心競爭力公 司分析表進行新專利開發法則合併分析 245 13.5 結合LED軌道燈整體技術1995年到2010年改良式技術生命週期以及LED軌道燈整體技術1995年到2017年改良式技術生命週期兩階段進行新專利開發法則合併分析 248 13.6 結合LED軌道燈技術因果圖及各技術影響強度表進行新專利開發法則合併分析 250 第十四章結論 253 參考文獻 256

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