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Corporate Intellectual Property Bosch Group

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1<br />

<strong>Intellectual</strong> <strong>Property</strong> Organization and IP Strategy in a globally<br />

active <strong>Group</strong> of Companies<br />

Dr. Juergen Koch<br />

Senior Vice President, Head of <strong>Corporate</strong> <strong>Intellectual</strong> <strong>Property</strong><br />

Robert <strong>Bosch</strong> GmbH, Stuttgart, Germany<br />

C/IP | 2013 | © Robert <strong>Bosch</strong> GmbH 2013. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution, as well as in the<br />

event of applications for industrial property rights.


2<br />

AGENDA<br />

<strong>Bosch</strong> <strong>Group</strong> at a glance<br />

<strong>Corporate</strong> <strong>Intellectual</strong> <strong>Property</strong> <strong>Bosch</strong> <strong>Group</strong><br />

• Global set up<br />

• Vision and Mission<br />

• Organization<br />

• Key data<br />

• projects and training<br />

C/IP | 2013 | © Robert <strong>Bosch</strong> GmbH 2013. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution, as well as in the<br />

event of applications for industrial property rights.


3<br />

The <strong>Bosch</strong>-<strong>Group</strong><br />

at a glance<br />

C/IP | 2013 | © Robert <strong>Bosch</strong> GmbH 2013. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution, as well as in the<br />

event of applications for industrial property rights.


4<br />

<strong>Corporate</strong> <strong>Intellectual</strong> <strong>Property</strong> <strong>Bosch</strong>-<strong>Group</strong><br />

<strong>Bosch</strong> is one of the world's most innovative<br />

technology companies.<br />

<strong>Bosch</strong> has invested more than 30 billion euros in research and<br />

development over the past ten years.<br />

For innovations that make life safer, more comfortable,<br />

and more environmentally friendly – “Invented for life.”<br />

C/IP | 2013 | © Robert <strong>Bosch</strong> GmbH 2013. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution, as well as in the<br />

event of applications for industrial property rights.


5<br />

<strong>Corporate</strong> <strong>Intellectual</strong> <strong>Property</strong> <strong>Bosch</strong>-<strong>Group</strong><br />

38,750 1 researchers and developers work at <strong>Bosch</strong>:<br />

at 86 locations 2 worldwide, in a single network.<br />

<strong>Bosch</strong> files 16 patents on average<br />

each working day.<br />

This puts <strong>Bosch</strong> in a leading position worldwide,<br />

first place at the Patent and Trademark Office in Germany.<br />

1 As of January 24, 2012 2 R&D locations with >50 associates, as of January 1, 2011<br />

C/IP | 2013 | © Robert <strong>Bosch</strong> GmbH 2013. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution, as well as in the<br />

event of applications for industrial property rights.


6<br />

<strong>Corporate</strong> <strong>Intellectual</strong> <strong>Property</strong> <strong>Bosch</strong>-<strong>Group</strong><br />

Structure of the <strong>Bosch</strong> <strong>Group</strong><br />

Automotive Technology<br />

Sales: 30.4 billion Euros<br />

Share of total sales: 59%<br />

<strong>Bosch</strong> <strong>Group</strong><br />

Sales: 51.5 billion Euros<br />

(2011)<br />

Associates on Jan. 1, 2012:<br />

302 519<br />

Industrial Technology<br />

Sales: 8.0 billion Euros<br />

Share of total sales: 16%<br />

C/IP | 2013 | © Robert <strong>Bosch</strong> GmbH 2013. All rights<br />

reserved, also regarding any disposal, exploitation,<br />

reproduction, editing, distribution, as well as in the event of<br />

applications for industrial property rights.<br />

C/IP | 2013 | © Robert <strong>Bosch</strong> GmbH 2013. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution, as well<br />

as in the event of applications for industrial property rights.<br />

Consumer Goods &<br />

Building Technology<br />

Sales: 13.1 billion Euros<br />

Share of total sales: 25%


7<br />

<strong>Corporate</strong> <strong>Intellectual</strong> <strong>Property</strong> <strong>Bosch</strong>-<strong>Group</strong><br />

Key data<br />

C/IP | 2013 | © Robert <strong>Bosch</strong> GmbH 2013. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution, as well<br />

as in the event of applications for industrial property rights.<br />

2010 2011<br />

Sales revenue 1) 47 259 51 494<br />

Associates 2) 283 507 302 519<br />

located in Germany 113 557 118 776<br />

located outside Germany 169 950 183 743<br />

Capital expenditure 1) 2 379 3 226<br />

Research and development cost 1) 3 810 4 190<br />

Profit before tax 1) 3 485 2 628<br />

Profit after tax 1) 2 489 1 820<br />

1) Currency figures in millions of Euros<br />

2) As per January 1, 2011/2012


8<br />

<strong>Corporate</strong> <strong>Intellectual</strong> <strong>Property</strong> <strong>Bosch</strong>-<strong>Group</strong><br />

Distribution of sales 2011<br />

by business sector in billions of euros / as percentage of sales<br />

16%<br />

25%<br />

8.0<br />

13.1<br />

30.4<br />

59%<br />

C/IP | 2013 | © Robert <strong>Bosch</strong> GmbH 2013. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution, as well<br />

as in the event of applications for industrial property rights.<br />

Automotive Technology<br />

Industrial Technology<br />

Consumer Goods and<br />

Building Technology<br />

Total: 51.5 billion Euros 1)<br />

1) Including other business areas


9<br />

<strong>Corporate</strong> <strong>Intellectual</strong> <strong>Property</strong> <strong>Bosch</strong>-<strong>Group</strong><br />

Distribution of sales 2011<br />

by region in billions of euros / as percentage of sales<br />

18%<br />

23%<br />

9.1<br />

12.0<br />

30.4<br />

59%<br />

Europe<br />

Americas<br />

Asia Pacific 1)<br />

C/IP | 2013 | © Robert <strong>Bosch</strong> GmbH 2013. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution, as well<br />

as in the event of applications for industrial property rights.<br />

Share outside Germany: 77%<br />

Total: 51.5 billion Euros<br />

1) Including other countries


<strong>Corporate</strong> <strong>Intellectual</strong> <strong>Property</strong> <strong>Bosch</strong>-<strong>Group</strong><br />

Associates<br />

by business sector<br />

16%<br />

59%<br />

22%<br />

10 C/IP | 2013 | © Robert <strong>Bosch</strong> GmbH 2013. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution, as well<br />

as in the event of applications for industrial property rights.<br />

3%<br />

Automotive Technology<br />

Industrial Technology<br />

Consumer Goods and<br />

Building Technology<br />

Other<br />

Total: 302 519<br />

As per January 1, 2012


<strong>Corporate</strong> <strong>Intellectual</strong> <strong>Property</strong> <strong>Bosch</strong>-<strong>Group</strong><br />

Associates<br />

by region<br />

11%<br />

24%<br />

71 236<br />

34 892<br />

77 615<br />

26%<br />

118 776<br />

39%<br />

Germany<br />

Rest of Europe<br />

Americas<br />

Asia Pacific 1)<br />

Total: 302 519<br />

11 C/IP | 2013 | © Robert <strong>Bosch</strong> GmbH 2013. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution, as well<br />

as in the event of applications for industrial property rights.<br />

1) Including other countries<br />

As per January 1, 2012


12<br />

<strong>Corporate</strong> <strong>Intellectual</strong> <strong>Property</strong> <strong>Bosch</strong>-<strong>Group</strong><br />

<strong>Bosch</strong>: for more than 100 years in the region<br />

Key data Asia Pacific 2011<br />

Sales<br />

EUR 11.8 bn<br />

Associates<br />

71,200<br />

Manufacturing sites<br />

65<br />

Share of ww sales<br />

23 %<br />

Source: C/AOR; only consolidated entities included, Others incl. Africa<br />

C/IP | 2013 | © Robert <strong>Bosch</strong> GmbH 2012. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution, as<br />

well as in the event of applications for industrial property rights.<br />

APA<br />

Sales<br />

in EUR bn<br />

Associates<br />

in 1000<br />

China 4.7 30.2<br />

Japan 2.3 7.5<br />

S. Korea 1.6 2.1<br />

India 1.5 24.1<br />

ASEAN 0.5 4.9<br />

AU/NZ 0.5 1.8<br />

others 0.7 0.6<br />

∑ APA 11.8 71.2


13<br />

<strong>Corporate</strong> <strong>Intellectual</strong> <strong>Property</strong> <strong>Bosch</strong>-<strong>Group</strong><br />

What we build on. What motivates us.<br />

Future and result focus<br />

Responsibility<br />

Initiative and determination<br />

Openness and trust<br />

Fairness<br />

Reliability, credibility, and legality<br />

Cultural diversity<br />

| More on the <strong>Bosch</strong> values<br />

C/IP | 2013 | © Robert <strong>Bosch</strong> GmbH 2013. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution, as well<br />

as in the event of applications for industrial property rights.


<strong>Corporate</strong> <strong>Intellectual</strong> <strong>Property</strong> <strong>Bosch</strong>-<strong>Group</strong><br />

Job enrichment Content<br />

International<br />

human resources<br />

development<br />

Consistent<br />

training<br />

Diversity<br />

Variety in cultures<br />

Mixing of genders and<br />

generations<br />

Responsibility<br />

14 C/IP | 2013 | © Robert <strong>Bosch</strong> GmbH 2013. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution, as well<br />

as in the event of applications for industrial property rights.


AGENDA<br />

<strong>Bosch</strong> <strong>Group</strong> at a glance<br />

<strong>Corporate</strong> <strong>Intellectual</strong> <strong>Property</strong> <strong>Bosch</strong> <strong>Group</strong><br />

• Global set up<br />

• Vision and Mission<br />

• Organization<br />

• Key data<br />

• projects and training<br />

15 C/IP | 2013 | © Robert <strong>Bosch</strong> GmbH 2013. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution, as well<br />

as in the event of applications for industrial property rights.


<strong>Corporate</strong> <strong>Intellectual</strong> <strong>Property</strong><br />

<strong>Bosch</strong> <strong>Group</strong><br />

16 C/IP | 2013 | © Robert <strong>Bosch</strong> GmbH 2013. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution, as well<br />

as in the event of applications for industrial property rights.


<strong>Corporate</strong> <strong>Intellectual</strong> <strong>Property</strong> <strong>Bosch</strong>-<strong>Group</strong><br />

C/IP global<br />

USA, Brazil, Germany, The Netherlands, India, China, Japan<br />

Licensing activities only: Mexico, Spain, France, UK, Turkey, Australia,<br />

17 C/IP | 2013 | © Robert <strong>Bosch</strong> GmbH 2013. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution, as well<br />

as in the event of applications for industrial property rights.


AGENDA<br />

<strong>Bosch</strong> <strong>Group</strong> at a glance<br />

<strong>Corporate</strong> <strong>Intellectual</strong> <strong>Property</strong> <strong>Bosch</strong> <strong>Group</strong><br />

• Global set up<br />

• Vision and Mission<br />

• Organization<br />

• Key data<br />

• projects and training<br />

18 C/IP | 2013 | © Robert <strong>Bosch</strong> GmbH 2013. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution, as well<br />

as in the event of applications for industrial property rights.


<strong>Corporate</strong> <strong>Intellectual</strong> <strong>Property</strong> <strong>Bosch</strong>-<strong>Group</strong><br />

Our Vision<br />

Our Vision is Global Excellence<br />

We are a unified global team providing leading edge services and<br />

advice on all IP relevant matters worldwide.<br />

We build, safeguard and enhance the IP portfolio and promulgate the<br />

IP policy of the <strong>Bosch</strong> <strong>Group</strong> with regard to its strategic goals.<br />

We are a trusted business partner, converting ideas into assets for<br />

our company.<br />

19 C/IP | 2013 | © Robert <strong>Bosch</strong> GmbH 2013. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution, as well<br />

as in the event of applications for industrial property rights.


<strong>Corporate</strong> <strong>Intellectual</strong> <strong>Property</strong> <strong>Bosch</strong>-<strong>Group</strong><br />

Our Vision<br />

Our Vision is Global Excellence<br />

We are a unified global team providing leading edge services and<br />

advice on all IP relevant matters worldwide.<br />

We build, safeguard and enhance the IP portfolio and promulgate the<br />

IP policy of the <strong>Bosch</strong> <strong>Group</strong> with regard to its strategic goals.<br />

We are a trusted business partner, converting ideas into assets for<br />

our company.<br />

20 C/IP | 2013 | © Robert <strong>Bosch</strong> GmbH 2013. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution, as well<br />

as in the event of applications for industrial property rights.


<strong>Corporate</strong> <strong>Intellectual</strong> <strong>Property</strong> <strong>Bosch</strong>-<strong>Group</strong><br />

Our Mission (1)<br />

We provide services worldwide on operational and strategic IP issues and<br />

see to the implementation of the <strong>Bosch</strong> IP policy. In doing so we apply the<br />

following order of priorities:<br />

Maintaining of freedom of action in business operations (the generation<br />

of prior art; support in developing solutions free of third-party rights;<br />

defence against interfering third-party rights; acquiring licenses).<br />

Creating a strong and protective IP portfolio. Actively safeguarding of the<br />

company's own intellectual property through strategic prosecution and<br />

litigation of IP rights to achieve and maintain a strong IP position.<br />

Creating a stable basis for the exploitation of the company's own IP<br />

rights, inventions and technologies (know-how) through licensing.<br />

21 C/IP | 2013 | © Robert <strong>Bosch</strong> GmbH 2013. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution, as well<br />

as in the event of applications for industrial property rights.


<strong>Corporate</strong> <strong>Intellectual</strong> <strong>Property</strong> <strong>Bosch</strong>-<strong>Group</strong><br />

Our Mission (2)<br />

Our guiding principles are the overall interests of the <strong>Bosch</strong> <strong>Group</strong>,<br />

the <strong>Group</strong>'s sustainable economic success, strict legal compliance and<br />

business ethics.<br />

The foundation of our work is in-depth knowledge of our company, its<br />

businesses,<br />

the respective technologies and the IP related laws and<br />

regulations.<br />

Our advice is practical, timely, cost effective and customer-oriented.<br />

22 C/IP | 2013 | © Robert <strong>Bosch</strong> GmbH 2013. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution, as well<br />

as in the event of applications for industrial property rights.


<strong>Corporate</strong> <strong>Intellectual</strong> <strong>Property</strong> <strong>Bosch</strong>-<strong>Group</strong><br />

Our Mission (2)<br />

Our guiding principles are the overall interests of the <strong>Bosch</strong> <strong>Group</strong>,<br />

the <strong>Group</strong>'s sustainable economic success, strict legal compliance and<br />

business ethics.<br />

The foundation of our work is in-depth knowledge of our company,<br />

its businesses,<br />

the respective technologies and the IP related laws and<br />

regulations.<br />

Our advice is practical, timely, cost effective and<br />

customer-oriented.<br />

23 C/IP | 2013 | © Robert <strong>Bosch</strong> GmbH 2013. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution, as well<br />

as in the event of applications for industrial property rights.


AGENDA<br />

<strong>Bosch</strong> <strong>Group</strong> at a glance<br />

<strong>Corporate</strong> <strong>Intellectual</strong> <strong>Property</strong> <strong>Bosch</strong> <strong>Group</strong><br />

• Global set up<br />

• Vision and Mission<br />

• Organization<br />

• Key data<br />

• projects and training<br />

24 C/IP | 2013 | © Robert <strong>Bosch</strong> GmbH 2013. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution, as well<br />

as in the event of applications for industrial property rights.


25<br />

<strong>Corporate</strong> <strong>Intellectual</strong> <strong>Property</strong> <strong>Bosch</strong>-<strong>Group</strong><br />

C/IPM1<br />

C/IPM2<br />

C/IPM3<br />

C/IPM4<br />

C/IPM5<br />

C/IPM6<br />

<strong>Corporate</strong> <strong>Intellectual</strong> <strong>Property</strong><br />

C/IP Licensing C/IP Mechanics C/IP Electronics C/IP Trademarks C/IP Patents Marketing<br />

Divisions<br />

C/IPE1<br />

C/IPE2<br />

C/IPE3<br />

C/IPE4<br />

C/IPE5<br />

* functional responsibility<br />

Regional Organizations<br />

GS-CT/NE DC/IPR<br />

C/IPR-NA C/IPR-JP C/IPR-CN<br />

RBEI/EIP RBLA/MIT<br />

* disciplinary responsibility with respective legal entity<br />

C/IP | 2013 | © Robert <strong>Bosch</strong> GmbH 2013. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution, as well<br />

as in the event of applications for industrial property rights.<br />

C/IP <strong>Corporate</strong> <strong>Intellectual</strong> <strong>Property</strong><br />

C/IPE <strong>Corporate</strong> <strong>Intellectual</strong> <strong>Property</strong> Patents Electronics<br />

C/IPM <strong>Corporate</strong> <strong>Intellectual</strong> <strong>Property</strong> Patents Mechanics<br />

C/IPL <strong>Corporate</strong> <strong>Intellectual</strong> <strong>Property</strong> Patents Licensing<br />

C/IPT <strong>Corporate</strong> <strong>Intellectual</strong> <strong>Property</strong> Patents Trademarks<br />

C/IPP <strong>Corporate</strong> <strong>Intellectual</strong> <strong>Property</strong> Patents Marketing<br />

regarding IP: C/LSR-<br />

AU, FR, GB, IB, MX, TR


<strong>Corporate</strong> <strong>Intellectual</strong> <strong>Property</strong> <strong>Bosch</strong>-<strong>Group</strong><br />

C/IP in Asia Pacific<br />

26 C/IP | 2013 | © Robert <strong>Bosch</strong> GmbH 2013. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution, as well<br />

as in the event of applications for industrial property rights.


27<br />

<strong>Corporate</strong> <strong>Intellectual</strong> <strong>Property</strong> <strong>Bosch</strong>-<strong>Group</strong><br />

<strong>Bosch</strong>: for more than 100 years in the region<br />

C/IP | 2013 | © Robert <strong>Bosch</strong> GmbH 2013. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution, as<br />

well as in the event of applications for industrial property rights.


<strong>Corporate</strong> <strong>Intellectual</strong> <strong>Property</strong> <strong>Bosch</strong>-<strong>Group</strong><br />

500 000<br />

400 000<br />

300 000<br />

200 000<br />

100 000<br />

500 000<br />

400 000<br />

300 000<br />

200 000<br />

100 000<br />

JPO<br />

Patent Applications, Domestic and Foreign<br />

Domestic Foreign<br />

SIPO<br />

2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011<br />

EPO<br />

USPTO<br />

2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011<br />

28 C/IP | 2013 | © Robert <strong>Bosch</strong> GmbH 2013. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution, as well<br />

as in the event of applications for industrial property rights.


29<br />

<strong>Corporate</strong> <strong>Intellectual</strong> <strong>Property</strong> <strong>Bosch</strong>-<strong>Group</strong><br />

In China intellectual property protection is of constantly<br />

growing importance<br />

Complete legal framework for IPR<br />

protection similar to EU. In 1982 1 st law<br />

“China Trademark Law”.<br />

Since joining WTO in 2001 China<br />

strengthened legal framework to comply<br />

with the WTO agreement on trade-related<br />

aspects of IPR.<br />

2008 release of National IPR strategy to<br />

improve IP environment<br />

Encourage the creation of IP<br />

Increase public IP awareness.<br />

Target of Chinese government to build an<br />

Innovation-oriented country (change from<br />

“made in China” to “created in China”).<br />

No. of patent applications<br />

in China (k patents)<br />

C/IP | 2013 | © Robert <strong>Bosch</strong> GmbH 2013. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution, as<br />

well as in the event of applications for industrial property rights.<br />

171<br />

2000<br />

Invention patent<br />

Utility patent<br />

Design patent<br />

253<br />

354<br />

573<br />

828<br />

1.222<br />

2002 2004 2006 2008 2010<br />

Source: SIPO (Chinese Patent Office)


AGENDA<br />

<strong>Bosch</strong> <strong>Group</strong> at a glance<br />

<strong>Corporate</strong> <strong>Intellectual</strong> <strong>Property</strong> <strong>Bosch</strong> <strong>Group</strong><br />

• Global set up<br />

• Vision and Mission<br />

• Organization<br />

• Key data<br />

• projects and training<br />

30 C/IP | 2013 | © Robert <strong>Bosch</strong> GmbH 2013. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution, as well<br />

as in the event of applications for industrial property rights.


<strong>Corporate</strong> <strong>Intellectual</strong> <strong>Property</strong> <strong>Bosch</strong>-<strong>Group</strong><br />

Thank you for your attention<br />

Thank you for your attention<br />

31 C/IP | 2013 | © Robert <strong>Bosch</strong> GmbH 2013. All rights reserved, also regarding any disposal, exploitation, reproduction, editing, distribution, as well<br />

as in the event of applications for industrial property rights.

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