The development of the memory industry in mainland China has once again drawn significant media attention, particularly concerning patent issues. The reason is straightforward: every overseas competitor assesses the growth of Chinese memory companies and often points to patents as a major obstacle, especially those from certain counterparts in Taiwan.
Recently, the legal dispute between Mei Guang and Fujian Jinhua brought this issue into the spotlight. But does the patent problem truly hinder the growth of China's memory sector? In my view, the answer is no.
Firstly, it’s not about patent infringement but rather a breach of trade secrets that Mei Guang is accusing Fujian Jinhua of. Labeling the situation as a "patent war" by international memory giants seems exaggerated. Moreover, no Chinese memory vendors have openly violated foreign patents, which shows a level of respect for intellectual property rights.
Looking back at the history of China’s telecommunications industry, there are valuable lessons to be learned. For instance, Qualcomm has over 150 licensing agreements in China, and companies like Xiaomi have successfully signed deals with Nokia, Microsoft, and Dolby, preparing them for global expansion. A few years ago, many believed that patents would block Chinese mobile brands from entering overseas markets. Today, however, Huawei, OPPO, VIVO, and Xiaomi are thriving globally—not because of patent barriers, but because they’ve managed to navigate the landscape effectively.
Patent disputes are normal in international markets, but they also drive cooperation. As a result, the number of patents held by Chinese mobile phone brands has increased rapidly. This trend has not only helped them avoid obstacles but also pushed them to invest more in core technologies.
The National Development and Reform Commission (NDRC) has played an essential role in ensuring fair treatment during these negotiations. While it doesn’t directly negotiate patent licenses, it ensures fairness, impartiality, and non-discrimination in the process. This has provided a protective umbrella for Chinese companies, helping them gain better access to global markets.
Chinese enterprises must pay close attention to international rules and intellectual property rights when competing globally. However, the key is to ensure that the system remains fair and open. The telecom industry has already shown that it's possible, and the memory sector can follow suit.
The NDRC has already taken steps by drafting guidelines on price conduct in the field of standard essential patents. This indicates that the government is aware of the challenges Chinese companies face and is working to address them.
It's important to note that patent authorization is a gradual process. It’s unrealistic to expect Chinese companies to immediately gain approvals from overseas giants. Just like in the telecom industry, it takes time for companies to build up their own patent portfolios and establish partnerships.
Companies like Changjiang Storage, Hefei Changxin, and Fujian Jinhua are still in the early stages of R&D and production. They’re actively applying for patents and building their IP strategies. Upgrading core technologies and licensing patents from competitors are common strategies for latecomers aiming to catch up.
Claiming that China ignores intellectual property is a misunderstanding. Saying that patents will block China’s memory industry is simply ignorant of the progress being made.
In addition, as China’s new storage and semiconductor players rise, they must prepare for upcoming patent challenges. With DRAM and 3D NAND prices surging, the memory market has become highly competitive. Companies like Fujian Jinhua and Hefei-based firms are making strides, but they also face scrutiny and potential legal battles.
For example, Micron recently sued Fujian Jinhua and UMC, alleging trade secret theft. Industry experts warn that once Chinese companies start mass-producing memory chips, they could face major lawsuits from established players like Samsung, Hynix, and Micron.
Some industry insiders believe that without external technical licenses, Chinese companies may struggle to produce competitive products. If they infringe on patents, they might even face rejection from local brands due to future legal risks.
Despite these challenges, the Chinese memory sector is growing, and the focus must remain on enhancing core technologies and navigating the complex patent landscape.
Meanwhile, Amazon has filed a patent for an electric vehicle drone charging system, a concept that sounds more like science fiction than reality. The idea involves drones carrying battery chargers to assist vehicles on the road. However, critics argue that such a system faces numerous technical and logistical hurdles.
On the other hand, some believe the technology could have great potential, especially as electric vehicles and drone delivery services become more widespread.
Canon has also announced a new optical design patent covering several classic lenses, including the EF85mm f/1.8 and EF100mm f/2. These older models may soon see updates, as the patent suggests Canon is planning to modernize its lens lineup.
Overall, whether in memory, semiconductors, or even drones, innovation continues to shape the future, and companies must adapt to stay ahead.
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