基于专利分析的自动取款机NDI技术机会识别  

Analysis of new market disruptive innovative technology opportunities of ATM based on patents

作　　者：郭靖[1,2] 檀润华[1,2] 江屏[1,2] 孙建广[1,2] 张鹏[1,2] 李雪鹏[1,2] 

机构地区：[1]河北工业大学机械工程学院,天津300130 [2]国家技术创新方法与实施工具工程技术研究中心,天津300130

出　　处：《机械设计》2015年第10期64-72,共9页Journal of Machine Design

基　　金：国家自然科学基金资助项目(51305123);国家创新方法工作专项资助项目(2012IM040300;2013IM030400)

摘　　要：为有效识别目标研究对象的新市场破坏性创新(NDI)技术机会,应用专利文献中所蕴含的丰富技术信息,对所研究对象的研究现状进行分析,采取由面到线、再到点的搜索方式,逐渐缩小研究范围,最终识别机械产品NDI的技术机会。通过分析专利的技术构成划分技术研究区域,寻找技术研究相对稀疏区,初步缩小NDI技术机会搜索的范围;通过技术装置与功能间的对应关系及各技术装置所对应的相关专利数量,识别产品的非主流功能,寻找NDI技术机会潜在的线区域;通过提取专利中蕴含的技术信息建立非主流功能的技术-性能矩阵,确定技术研究空白点及稀疏点,进而挖掘NDI技术机会,为企业开发NDI产品提供设计思路与构想。选择自动取款机为工程实例,应用此方法搜索NDI技术机会,验证方法的可行性。In order to identify new market disruptive innovations（NDI） technological opportunities of target objects effectively, NDI technological opportunities of mechanical products could be identified eventually according to the application of rich technology information from patent literatures and the analysis of research objects status. The search mode was from surface to line, and from line to point to narrow the scope of studies. The preliminary scope of NDI technological opportunities search was reduced through analyzing technological partition fields of patents and searching relatively sparse fields of technological research. Non-mainstream product functions were recognized to research to potential line region of technological opportunities according to the relationships between technical equipment and its function, as well as the patent number of relative technical equipment. Non-mainstream technology-performance matrix was established by extracting the technical information from patents.Technology research blank and sparse pointes were determined to excavate NDI technological opportunities. This could provide design ideas and visions for developing enterprise products. The automatic teller machine was selected to be an engineering example to verify the feasibility of searching NDI technological opportunities.

关 键 词：新市场破坏性创新 技术机会 专利分析 非主流功能 自动取款机 

分 类 号：TH122[机械工程—机械设计及理论]