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Recently, Dow Corning’s infringement lawsuit against Beijing Kangmet Technology Co., Ltd. (hereinafter referred to as “Commetâ€) has suddenly turned into a naked positive counterattack. In the face of the established reality, can Dow Corning’s anger counterattack regain a city for himself, or can he successfully save the remaining market wreckage?
"I think our quality is the best, or Dow Corning will not stare at us." At the end of April, in an interview with Gao Gong LED reporter, Ge Shili, general manager of Beijing Kangmet Technology Co., Ltd. said so.
A few days before Ge Shili’s interview, Commet issued an announcement on various media platforms stating that Dow Corning (China) Investment Co., Ltd. previously claimed that the product patent infringement lacked factual and legal basis. Commet said that KMT-1269, a silicone encapsulant for Camden's LEDs, was not patent infringement, but was independently developed by Commet.
On April 18, Dow Corning issued a statement on its official website stating that it had infringed Dow Corning's patents through its Chinese subsidiary and the license to Shanghai First Intermediate People's Court. Commet uses Dow Corning's patented silicone technology to produce products and sell them under the Commett brand.
However, soon Commet launched a counterattack to prove innocence. On April 28, 2014, the Patent Reexamination Board of the State Intellectual Property Office officially accepted Commett's invalidation request for the Chinese patent of Dow Corning Toray Co., Ltd. - "curable organopolysiloxane composition and semiconductor device" . In this request, Commet proposed that the patent content has been disclosed in many prior art documents, and does not comply with the provisions on novelty and creativity in the Patent Law, and should be declared invalid according to law.
The "one come and go" of both sides shocked the industry. However, in the eyes of many insiders, Dow Corning v. Commet is somewhat untenable, and more is an opportunistic attack on domestic glue manufacturers. "In the past two years, domestic high-profile packaging silicone products are gradually maturing, and can gradually replace some foreign first-line manufacturers' products, including Dow Corning, Shin-Etsu, and other imported brands. Some customers are already using them. It can be said that domestic high-definition products have been able to Meet the requirements of domestic customers." A person in charge of a domestic glue factory said in an interview.
In the view of the person in charge, in the LED industry, chemical products involve patent issues. Compared with other products, the definition may be more vague, and it is not possible to directly define a clear boundary range. "What is infringement, what is not infringement, in fact, it is more difficult to grasp."
Conmet, which specializes in new materials, is primarily engaged in the replacement of imported products. Ge Shili said that in terms of technical advantages, Kangmet is not inferior. At present, there is a research and development team with a number of authoritative experts from the Chinese Academy of Sciences (including many of the special allowances of the State Council). The company has established a number of core technology platforms, such as silicone and epoxy resin, in the research and development of epoxy resin, polyurethane and other polymer new materials.
"For him, it may be a kind of hype, or it may be a means of competition." Ge Shili said that Commet's products are independently developed. “Our professors have been involved in the phenyl system since the 1960s and have developed high-fold glue technology. The phenyl technology that Dow Corning is targeting has long been involved, and there is no patent for it.â€
In the case of Commet, Ge Shili said that with the current production situation of Commet, the existing production capacity has been obviously tight, and the order supply is not available. “The sales volume of high-yield products has been very large since last year.â€
According to the GLII report, in 2013, the average unit price of high-end silicone in China has dropped from 3,500 yuan/kg in 2012 to less than 2,000 yuan/kg, a drop of nearly 50%. Zhang Hongbiao, director of GLII, believes that with the continuous decline in the price of high-end silicone, more domestic packaging companies will use high-end packaging silicone instead of low-profile silicone. The international first-tier manufacturers such as Japan and the United States are losing their market share in the domestic high-end glue market.
Since 2012, with the domestic silica gel to the high-end silicone market, under the advantage of cost and supply chain, imported silicone high-definition products have been forced to cut prices again and again, foreign manufacturers are also in the situation of domestic manufacturers gradually rising. Retreat, domestic glue gradually grabs high-definition market share, "Dow Corning" once monopolized the high-end market share under the attack of domestic manufacturers, the year-on-year decline.
Under the current trend of fierce competition in the LED industry and a sharp decline in prices in all segments, competition in the silicone market is intensifying. And Dow Corning’s counterattack may also announce the official start of the domestic and imported glue, and the ignition of the glue market in the rubber market is intensifying by the fuse.
An industry insider who did not want to be named said frankly that Dow Corning’s lawsuit against domestic glue infringement may be to suppress the situation. “Comemet is in the forefront of the quality of the domestically produced high-definition products. He may want to arrest the typical pressure and want to control this market. In order to curb some enterprises, they dare not use domestic glue, so he can re Dominate this market."
The above-mentioned people also confessed that not only Dow Corning's importers are declining, but Shin-Etsu is slowly withdrawing from the market. The rest is mainly that Dow Corning, which has a slightly larger share, is holding a market share of high-end imported glue, and this part It is Dow Corning’s so-called star product, which is his main source of profit. 
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Glue patent warfare hits Commet's counterattack Dow Corning's strong domestic silica gel
[Text / Zhou Jin] Since 2012, the domestic packaging glue has been popular. In contrast, foreign brand glue has encountered Waterloo, and the share in the domestic market has fallen sharply.