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美国康宁发起“337调查”,中国显示供应链遭遇全球围堵
Hu Xiu· 2025-08-15 23:22
Core Viewpoint - Corning Inc. has initiated a series of legal actions, including a "337 investigation," against several leading Chinese companies in the new display industry, indicating a significant escalation in the competition between U.S. and Chinese firms in the display supply chain [1][2][6][14]. Group 1: Overview of the Investigation and Lawsuits - The "337 investigation" by Corning is a critical phase in the legal battle, with evidence submission deadlines set by the U.S. International Trade Commission (ITC) [1][10]. - Corning has filed a total of 13 lawsuits against Chinese companies, including Rainbow Technology, TCL Huaxing Optoelectronics, and Huike, across multiple jurisdictions such as the U.S., EU, and India [2][9]. - The investigation targets the entire display industry chain, from materials to end products, highlighting the comprehensive nature of the legal actions [9][21]. Group 2: Market Dynamics and Implications - China's display panel production accounts for approximately 50% of the global market, with over 70% of shipments originating from China [4][19]. - Corning, along with two Japanese companies, dominates about 90% of the glass substrate market, posing a significant challenge for Chinese firms like Rainbow Technology, which has recently achieved a 10% market share [4][15]. - The legal actions are seen as an attempt by Corning to maintain its market position and limit the production capacity of Chinese companies, which have begun to break the technological monopoly in the glass substrate market [14][16]. Group 3: Technological and Competitive Landscape - The glass substrate is a crucial material in the display supply chain, akin to silicon wafers in the semiconductor industry, making the ongoing legal battles pivotal for the future of the Chinese display industry [5][15]. - Both Corning and Rainbow Technology utilize the "overflow method" for glass substrate production, which is essential for achieving the required precision and quality [21]. - The competition is not only about market share but also revolves around intellectual property rights, with Corning leveraging its patents to create barriers for Chinese competitors [22][23]. Group 4: Future Outlook and Industry Response - The outcome of these legal battles could significantly impact the Chinese display industry's ability to secure its supply chain and maintain competitive pricing, as evidenced by the drop in glass substrate prices due to increased local production [16][17]. - Experts emphasize the need for China to develop its own intellectual property in the glass substrate sector to ensure long-term sustainability and independence in the display industry [25][29]. - The ongoing disputes reflect broader trends in global trade and technology competition, with potential implications for other sectors as well [30][31].
突发!美国对TCL、联想、一加等中国企业启动337调查
是说芯语· 2025-08-07 08:44
Core Viewpoint - The article discusses the initiation of a Section 337 investigation by the U.S. International Trade Commission (ITC) against several companies, including Chinese firms like OnePlus, Lenovo, and TCL, over alleged patent infringements related to specific mobile cellular communication devices [1][3]. Group 1: Investigation Details - The investigation was prompted by a complaint from South Korea's Pantech Corporation, which claims that certain mobile devices exported to and sold in the U.S. infringe on four U.S. registered patents [3]. - The defendants include well-known companies and their subsidiaries, such as OnePlus, Lenovo, TCL, and HMD Global, among others [3][6]. - The ITC is expected to determine the investigation's conclusion deadline within 45 days of filing [7]. Group 2: Industry Implications - If the ITC finds infringement, the relief order will take effect immediately unless blocked by U.S. trade representatives, with finality after 60 days [7]. - The article highlights that many Chinese companies, including Lenovo and TCL, have faced similar Section 337 investigations in recent years, indicating a trend of U.S. companies using these investigations as a competitive tool against Chinese manufacturers [8]. - The phenomenon of "hollowing out" companies, which refers to firms shifting focus from physical operations to virtual economies, is noted as a significant characteristic of the industry, with former leaders like Nokia and Motorola now relying heavily on patent licensing [8][9]. Group 3: Legal and Strategic Considerations - The article suggests that responding to Section 337 investigations does not always result in losses for the defendants, and there may be a higher chance of winning than losing [9]. - It warns that while the abuse of intellectual property may yield short-term benefits, it poses substantial long-term legal risks that could outweigh the potential gains from such complaints [9].
美国企业对特定智能电视提起337调查申请,涉15家企业
Group 1 - Cerence Operating Company has filed a complaint with the U.S. International Trade Commission (ITC) alleging patent infringement related to certain smart televisions, requesting a Section 337 investigation and the issuance of exclusion and cease-and-desist orders [1][3] - The complaint involves 15 companies, including those from the U.S., Japan, Mexico, Vietnam, and China, indicating a broad international scope of the alleged infringement [1] - The Section 337 investigation process requires the ITC to set a target date for a final ruling within 45 days of initiating the investigation, with a typical resolution timeframe of one year [3] Group 2 - If the ITC finds that the accused companies have violated Section 337, it can issue exclusion and cease-and-desist orders, effectively barring the infringing products from entering the U.S. market [3] - The scope of Section 337 investigations includes not only foreign entities but also domestic companies, highlighting its impact on both international and interstate trade [3]
美国企业对特定智能电视提起337调查申请,涉15家企业
证券时报· 2025-08-06 03:42
Core Viewpoint - The article discusses a patent infringement case involving 15 companies related to smart televisions, initiated by Cerence Operating Company under the U.S. Tariff Act of 1930, Section 337, which may lead to significant market restrictions for the involved parties [2][4]. Group 1 - Cerence Operating Company filed a complaint with the U.S. International Trade Commission (ITC) alleging patent infringement by certain smart televisions exported to, imported into, or sold in the U.S. [2] - The involved companies include those from the U.S., Japan, Mexico, Vietnam, and China, totaling 15 entities [2]. - The ITC has the authority to investigate claims of patent and trademark infringement, as well as other unfair trade practices under Section 337 [4]. Group 2 - Upon initiating a Section 337 investigation, the ITC must determine a target date for a final ruling within 45 days and typically aims to complete investigations within a year [4]. - If a company is found to violate Section 337, the ITC can issue exclusion and cease-and-desist orders, effectively barring the infringing products from entering the U.S. market [4].
美国启动337调查,一加、联想、TCL等成被告
Guan Cha Zhe Wang· 2025-08-05 03:21
Core Viewpoint - The U.S. International Trade Commission (ITC) has initiated a 337 investigation into certain mobile cellular communication devices, involving multiple Chinese companies and their overseas affiliates, based on a complaint from South Korea's Pantech Corporation regarding alleged patent infringements [1][2]. Group 1: Investigation Details - The investigation was triggered by Pantech's complaint submitted on July 3, 2025, claiming infringement of four U.S. registered patents [1]. - The defendants include well-known companies such as OnePlus, Lenovo, TCL, and HMD Global, along with their U.S. subsidiaries [1]. - The ITC will determine the investigation's end date within 45 days of filing, and if infringement is found, the relief order will take effect 60 days after issuance [2]. Group 2: Industry Context - The frequency of 337 investigations against Chinese companies by U.S. firms has been noted, with companies like Lenovo, DJI, and TCL being previously targeted [2]. - The article suggests that the rise of "hollowed-out" companies, which focus on patent monetization rather than physical operations, is a significant trend in the industry [2]. - Historical examples of hollowed-out companies include Nokia and Motorola, which have transitioned from industry leaders to entities primarily holding patents [2]. Group 3: Legal Implications - Statistics indicate that responding to 337 investigations does not always result in losses for the defendants, and they may have a higher chance of winning [3]. - The article warns that while exploiting intellectual property may yield short-term benefits, it poses substantial long-term legal risks [3].
美国ITC正式对移动蜂窝通信设备启动337调查,一加、联想、TCL等为列名被告
Xin Lang Cai Jing· 2025-08-05 01:29
Group 1 - The U.S. International Trade Commission (ITC) voted to initiate a Section 337 investigation into certain mobile cellular communications devices on August 4, 2025 [1] - The investigation was prompted by a complaint from South Korea's Pantech Corporation, alleging that the products exported to, imported into, and sold in the U.S. violated U.S. patent laws [1] - The patents in question include U.S. registered patent numbers 9,548,839, 11,659,503, 11,051,344, and 12,267,876, with Pantech requesting a limited exclusion order and a cease-and-desist order [1] Group 2 - The ITC is required to determine the end date of the investigation within 45 days of the case being filed [3] - Unless vetoed by the U.S. Trade Representative for policy reasons, the relief orders issued by the ITC in Section 337 cases take effect on the date of issuance and have final effect 60 days thereafter [3] Group 3 - Multiple companies are named as respondents in the investigation, including OnePlus Technology, Lenovo Group, Motorola Mobility, and various TCL entities [2]
外国企业对特定车用儿童安全座椅提起337调查申请
news flash· 2025-07-25 03:39
Group 1 - A group of companies including Wonderland Switzerland AG, Iron Mountains, LLC, Nuna International B.V., Nuna Baby Essentials, Inc., Joie International Co., Ltd., Joie Children's Products, Inc., and Graco Children's Products Inc. filed a complaint with the U.S. International Trade Commission under Section 337 of the Tariff Act of 1930, alleging that certain child car seats exported to and sold in the U.S. violate U.S. Section 337 [1] - The complaint specifically targets the import and sale of certain child car seats in the U.S. market [1] Group 2 - Dorel Juvenile Group, Inc., Dorel Industries Inc., Guangdong Roadmate Group Co., Ltd., Roadmate Trading (Hong Kong) Limited, and Zhongshan Roadmate Juvenile Products Co. are named as defendants in the complaint [2]
美国发布对用于计算机电子元件的液体冷却器及其零部件等的337部分终裁
news flash· 2025-07-25 02:37
Core Points - The U.S. International Trade Commission (ITC) issued a final ruling on July 24, confirming infringement related to certain liquid coolers for electronic components in computers and imposed limited exclusion orders against named defendants [1] - The ITC decided to review the initial ruling made by the administrative law judge on March 21, 2025, regarding the invalidation of U.S. registered patents and suggested remedies including a general exclusion order and a cease-and-desist order [2] - The ITC initiated a 337 investigation on March 15, 2024, based on a complaint filed by Cooler Master Co., Ltd. and others, alleging infringement of U.S. patents [3] Company and Industry Summary - The named defendants in the case include SilverStone Technology, Inc. from the U.S., Cooler Master Co., Ltd. from Taiwan, and several other companies involved in the manufacturing and sale of liquid cooling products [4] - The investigation pertains to specific patents, including U.S. registered patents 10,509,446, 11,061,450, and D856,941, which are claimed to be infringed by the products in question [3][4]
影石创新: 关于美国国际贸易委员会对公司开展337调查的进展公告
Zheng Quan Zhi Xing· 2025-07-11 16:25
Core Viewpoint - The company is currently involved in a Section 337 investigation initiated by GoPro, Inc. regarding alleged patent infringements related to its products and accessories in the U.S. market [1][2]. Group 1: Investigation Details - GoPro filed the investigation on March 29, 2024, claiming that the company's products infringe on six U.S. intellectual property rights, including stabilization algorithms and design patents [1][2]. - The ITC's preliminary ruling indicated that only a portion of the company's exported products fell under one of GoPro's design patents, and the new design proposed by the company was confirmed not to infringe on that patent [2]. Group 2: Company's Response - The company has established a special task force and engaged a legal team specializing in Section 337 investigations to actively respond to the claims [2]. - The company has prepared new design solutions and has applied to the USPTO for an IPR procedure to invalidate GoPro's asserted patents, with some patents currently under review [2]. Group 3: Impact on the Company - The ongoing Section 337 investigation is an administrative review process and does not involve patent damage compensation, meaning it will not have a substantial impact on the company's current production and operations [3]. - A parallel lawsuit related to the same intellectual property claims was filed in the U.S. District Court for the Central District of California, which has been suspended pending the outcome of the ITC investigation [3].
美国拟对特定电子眼镜及其组件等发起337调查 中国机电商会召开预警工作会
news flash· 2025-07-11 07:51
Group 1 - The U.S. plans to initiate a Section 337 investigation into specific electronic glasses and their components, including related charging devices [1] - The China Chamber of Commerce for Import and Export of Machinery and Electronic Products organized a warning meeting regarding this investigation [1] - Representatives from relevant enterprises in Guangdong and Zhejiang provinces attended the meeting, indicating the potential impact on local businesses [1] Group 2 - Key officials from the Ministry of Commerce's Trade Relief Investigation Bureau participated in the meeting to provide guidance [1] - Attendees included representatives from various local commerce departments and intellectual property protection centers, highlighting the collaborative effort to address the issue [1] - The meeting aimed to prepare and respond to the potential implications of the U.S. investigation on the industry [1]