Patent Categorization: Market Protection

As previously emphasized, patent use is not binary and may be focused on one of a variety of categories.  The focus of this article is on market protection patents, as indicated below. 



Often the most valuable patents are those that anticipate, many years in advance, where the market is going.  Market protection patents deal precisely with this of strategy – they anticipate where the competition is headed, where the market will end up, and what consumers will desire.

Steve Jobs was a master at anticipating what the consumer would want.  In fact, he made it his job to figure out what consumers wanted.  He obviously succeeded at many levels given the popularity of the ipod, the iphone, and the ipad.  Patents could, and should, be used in a similar manner. They should not only protect the invention “as is” right now, but should anticipate where the market is going so that the invention is still protected.

Market protection patents focus very much on thinking outside of the box, on the different ways that the invention may be applied.  Although some patent attorneys rely on a general understanding of a POSITA to supplement the information in the specification, a patent will be stronger if specific embodiments are actually disclosed.  The more that is disclosed, the easier it will be to convince a jury that the invention was intended to be construed in such a manner. 

There are several types of market protection patents.  First, and consistent with what I have been describing, the specification may be very in-depth and describe how the invention will be used or applied (e.g. anticipating where the market is going).  Although such types of patents may have several hundreds of pages (to cover every embodiment), I would add one caution.  As the page number increases, the USPTO will tack on some significant charges.  For example, for every 50 pages over 100 pages (application size), a fee of $400 will be applied.

Second, market protection patents may include “fence” patents or “design around” patents.  The term “fence” patents may include patents which simply fences in your competition.  For example, if your competition disclosed (or received a patent for) a software algorithm dealing with displaying a calendar, a fence patent may be one that modifies the original base elements (apply a similar algorithm to an email system or to a photo system, etc.) or otherwise limits the freedom of the original elements in some manner.  By limiting the options of a competition, it effectively hedges them into one embodiment and prevents them from expanding into other areas of the market.

Fence patents may also refer to a proactive act by the patent holder.  For example, after receiving a patent, a patent owner may then apply for several other patent applications, each of which focuses on a substitute or alteration of the original patent.  By acting in this manner, the patent owner would effectively hedge in the competition by preventing them from expanding in the market off of the original patent.

A design around patent is similar to the second fence patent that we just discussed.  If the competition has disclosed a circuit board with element A, a design around may include designing a similar circuit board but with element B.  This may in some regards fence in the original patent (as we discussed), but more importantly, this gives the patent applicant the freedom to use the disclosed embodiment.  So although one possible consequence of a design around patent may be to fence in the competition, the focus here is on giving the patent applicant the freedom to make and/or use the intended product.

Design arounds are very much a reality, especially in high technology.  For example, a first company may discover that a component of their system may infringe a patent associated with another entity (e.g. a competitor, etc.).  To avoid any problems, the first company may modify the component by coming up with an alternative design which does not infringe the claims of another patent.

Third, market protection patents may further include “live” patents.  The idea behind this categorization is simply to always have a live family member in existence.  By “live,” I mean a family member which is still going through the patent review process.  In most instances, this issue comes up when a patent application is nearing issuance.  Rather than letting the family die, in the sense that no further review will occur with respect to the patent claims once the patent is granted, the patent owner may file a continuation or a continuation-in-part which effectively keeps the contents of the specification alive (i.e. subject to review, etc.).

Keeping a patent application alive is beneficial for a variety of reasons.  For example, claims may be modified, or new claims may be drafted based on existing support in the specification.  In other instances, having a live family member is useful for defensive and offensive reasons, as we will analyze in another post.  In short, keeping a family member “live” ensures that modifications can more easily be made and tailored more accurately to market terminology. 


Market conditions can be as as unpredictable as individual consumer's desires. It is important therefore to not put all of your "eggs in one basket," but to strategically write and prepare the patent Specification to anticipate where the markets can and may go. Doing so puts the patent application in a much better position to respond to volatile market conditions.