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今週のアジア 2/8〜2/14:Qualcomm 訴訟の 背景を追う

Posted in Asia Weekly, Patent by agilecat.cloud on February 14, 2015
グローバル市場へ向けて、ついに 中国が攻勢をかけ始めた ・・・
 
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今週のアジアの動きで注目すべきは、なんと言っても、中国における Qualcomm のアンチ・トラスト問題でしょう。総額で $975m という罰金とは、日本円だと 1150億円であり、この種の支払いとしては最大級のものになるようです。 Reuter も、ITPro も、CNet も、3G/4G に関する特許を、つまり、通信方式に関する特許を、他の特許と分離することになったと報じていますが、その背景には、Qualcomm の複雑なライセンス体系があるようです。 12/27 の ZDNet 「Qualcomm asked to lower patent fees amid China’s antitrust probe」は、以下のように伝えています。
 
OLYMPUS DIGITAL CAMERAーーー Bloomberg によると、これまでの5年間において Qualcomm は、US$30.5 billion というライセンス料を稼ぎだしてきた。そして、同社のライセンス構造を変更する必要がなければ、より高額な罰金を支払うと申し出ていたが、中国政府により拒否されたようだ。それにより、Qualcomm の顧客にクロスライセンス契約を強制し、他の Qualcomm 顧客との間でのロイヤルティ支払いを制限するという、同社のライセンス方式を阻止された。このチップメーカーは、顧客を侵害訴訟から保護するという、独自の自特許モデルを維持することで、大きな恩恵を被っていたとされている。ーーー
 
そして、2/13 の MIS Asia 「Qualcomm may face probe into business practices in South Korea 」には、Qualcomm に対するアンチ・トラストの調査が、韓国でも開始されると伝えています。 その一方で、Jagran 「Qualcomm deal sparks China smartphone patent skirmishes」は、ZTE が自らの特許権を主張し始めたと報じています。 2月6日にポストした、「 TD-LTE の比率がグローバルで 20% を超えた:アジアのモバイル通信は独自路線へと進むのか? 」という抄訳では、TD-LTE の勢いが強まっていることをお伝えしましたが、今回の動きは、その知的財産権にまで、中国が影響力を発揮するという展開になっています。 おそらく、その先にある、グローバル市場を見据えているのでしょう。 いったい どうなるのか、興味津々ですね。
 
なお、以下のリストは、Cloud News Asia における Qualcomm 関連のポストです。こうしてみると、中国と韓国以外にも、台湾の MediaTek や TSMC などが、微妙に絡み合っているように思えてきます。
 
5/14: Qualcomm plans to shift 20nm orders from TSMC to Samsung or Globalfoundries
6/18: Qualcomm Will Sell Customized Chips For Chinese Mobile Market
6/20: Qualcomm far ahead of Marvell and MediaTek in China LTE market
9/21: Chinese regulator urges Qualcomm to help local companies make money
9/30: Chinese vendors may surpass international vendors in TD-LTE shipments
12/21: Qualcomm, MediaTek to diversify foundry sources, say industry watchers
12/29: China’s antitrust regulator says Qualcomm case to be settled soon
1/14: China’s anti-trust investigation into Qualcomm has concluded
1/15: TSMC to face tough questions on Qualcomm orders
1/30: Samsung Dropping Qualcomm Snapdragon For Galaxy S6
2/11: Qualcomm settles monopoly charges in China with $975M payout
2/11: China fines Qualcomm US$975 mil. in antitrust case
 
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以下は、今週の Top – 10 です・・・
 
① 2/2: Fujitsu Perth data centre suffers power outage
 
AustraliaFujitsu’s Perth data centre suffered a major power outage on Sunday following fierce thunderstorms, affecting customers including WA Health. The company’s general manager of data centre service, Michael Gunton, told iTnews that the Malaga facility experienced two incidents during storms that swept across the metropolitan area. He said the first incident lasted 1.5 hours and saw the WA fire brigade attend the facility.
 
② 2/5: TSMC to offer InFO-WLP technology for 16nm, eyeing Apple
 
TaiwanTaiwan Semiconductor Manufacturing Company (TSMC) will have its backend integrated fan-out (InFO) wafer-level packaging (WLP) technology ready for 16nm chips, eyeing orders for Apple’s A10 processors, according to industry sources. TSMC with its 20nm process successfully grabbed orders for Apple’s A8 processors. Samsung Electronics had been the exclusive supplier of processors to Apple before TSMC joined the supply chain.
 
③ 2/9: Foxconn to shut down Chennai unit on February 10
 
IndiaCHENNAI: Taiwanese phone-part manufacturer Foxconn, which had suspended its Chennai operations has floated a severance package for the 1,306 workers at the Chennai plant, and told them that February 10 will be the last working day. Foxconn had wound up its plant after its sole Chennai client Nokia had downed shutters in Chennai. Employees have time till February 9 to decide on the offer, delaying which workers will receive a severance amount prescribed by labour laws the next morning.
 
④ 2/8: Airtel denies talks of merger with Orange
 
IndiaNEW DELHI: Bharti Airtel, the world’s fourth-largest mobile phone operator, has denied a news report of talks with France’s largest phone company, Orange SA, for a possible merger of its African assets, although people familiar said both companies had earlier been involved in deliberations which fell through.
 
⑤ 12/1: Perth to Singapore SEA-ME-WE-3 cable severed again
 
SingaporeThe SEA-ME-WE-3 cable linking Perth to Singapore was once again cut last night and will undergo repairs. According to an iiNet fault notice, the cable was broken at 11.45 pm WST yesterday. The provider is advising that customers may experience higher than usual latency or delays in web speeds, particularly between some international destinations.
 
⑥ 2/8: Malaysia must centralise cyber security, says Communications Minister
 
MalaysiaMalaysia needs to place all agencies responsible for cyber security under one ministry to better coordinate responses to threats, the Communications and Multimedia Minister said. Currently, the agencies protecting the government systems are under different ministries. “They should be coordinated,” said Datuk Seri Ahmad Shabery Cheek.
 
⑦ 2/12: Alibaba’s global-facing ecommerce site AliExpress launches localized Indonesian service
 
IndonesiaAlibaba announced today that AliExpress, the company’s global-facing ecommerce site, has localized for better service in Indonesia. While id.aliexpress.com has been active for some time (Tech in Asia spotted it back in October), today marks its official coming out party in the eyes of the company.
 
⑧ 2/10: Google to cultivate digital advertising talent in Taiwan
 
TaiwanGoogle will begin to implement its Digital Mars Initiative, a plan to cultivate young digital marketing professionals in Taiwan, in March 2015, according to Google Taiwan managing director Chien Lee-feng. Google will allow new university or college graduates to register for free training courses on Google AdWord certification provided by Google in March and select 1,200 trainees for qualification examinations based on their digital marketing proposals, Chien said.
 
⑨ 2/2: Toshiba reportedly in talks with Nanya to form strategic alliance
 
Image3.gifToshiba has approached Nanya Technology to discuss about a potential partnership, and proposed a US$1 billion offer to invest in the Taiwan-based company, according to industry sources. Alternatively, Toshiba may end up buying US$1 billion worth of production equipment for Nanya and outsouce production to the Taiwan-based DRAM maker, the sources said.
 
⑩ 2/6: SK hynix, Toshiba to jointly develop chip tech
 
Image3.gifSK hynix agreed with Toshiba of Japan to jointly develop nano imprint lithography (NIL) technologies, the company announced Thursday. “SK hynix has entered into an agreement with Toshiba on joint development of NIL. Engineers from the two firms will start development of core technologies for the process at Toshiba’s complex in Yokohama, Japan,” said SK spokeswoman Park Seong-ae in a statement.
 
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cna_6昨日の Channel News Asia ですが、Bill Gates が訪中し、Minister of Science and Technology である Wan Gang と会談するというニュースが報じられていました。 この、中国における アンチ・トラスト問題は Qualcomm に限ったことではなく、Microsoft の CEO である Satya Nadella も、この件で何度か訪中しています。6億人とも言われるインターネット人口が作り出す、膨大な内需に支えられた 中国が、グローバルにおける覇権争いに参戦してきたと、捉えるべきなのでしょう。_AC Stamp
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