Path: bga.com!news.sprintlink.net!howland.reston.ans.net!news.moneng.mei.com! uwm.edu!msunews!harbinger.cc.monash.edu.au!news.uwa.edu.au!usenet From: mich...@ecel.uwa.edu.au (Michael Simmons) Newsgroups: comp.multimedia Subject: ANNOUNCE:Status Report Regarding MPEG IPR (Intellectual Property Rights) Group Efforts Date: 9 Dec 1994 01:17:34 GMT Organization: ECEL,The Uni of WA Lines: 232 Message-ID: <3c8b7e$mi6@styx.uwa.edu.au> NNTP-Posting-Host: div-pc-michael.ecel.uwa.edu.au X-Newsreader: WinVN 0.92.6 Forwarded with permission. Please send any correspondence to b.f...@cablelabs.com ============================================================================== To: Interested Readers From: Baryn S. Futa Cable Television Laboratories, Inc. Louisville, Colorado, USA b.f...@cablelabs.com Date: November 29, 1994 Subject: Status Report Regarding MPEG IPR (Intellectual Property Rights) Group Efforts Summary The effort known as the MPEG IPR Group continues to make good progress towards development of a solution that will provide for the fair, reasonable and nondiscriminatory access to much of the relevant IPR needed for MPEG implementation. This effort, commenced outside of the MPEG process, is in the spirit of international harmonization that is the hallmark of ISO/JTC 1/SC 29/WG 11's achievement. In order that the reader be aware of the progress made by this effort, this memorandum provides a progress report. The next steps include the goal of establishment of a licensing pool entity to begin the process of creating a licensing source for all relevant MPEG IPR (video, audio and systems; MPEG 1 and 2) by March of 1995. The MPEG IPR Group's next meeting (its fifth) is tentatively scheduled for the Thursday AM of the week of the next MPEG meeting in Lausanne, Switzerland. Background At the MPEG meeting in New York in July 1993, a decision was taken by WG11 to acknowledge the commencement of an outside of MPEG discussion to deal with the complexity of the international patent rights issues related to MPEG implementation. Pursuant to that decision, individuals and the appropriate licensing expert(s) representing companies that believe that they hold patent rights related to the technology and techniques utilized in MPEG, the appropriate licensing expert(s) representing companies that intend to manufacture MPEG hardware and/or utilize MPEG technology were invited to attend an informational briefing regarding international patent rights involved in MPEG implementation had in Brussels (during the time of the September 1993 WG 11 meeting in Brussels.) Since then, numerous meetings have been held and a report on each is presented below. Further, prior to the New York MPEG meeting, MPEG had established an AHG that mandate of which was to explore the MPEG IPR situation (See WG11 N0434.) This exploration was based upon the informal meetings held regarding the IPR topic at the MPEG meetings in London (November 1992), Rome (January 1993), in Sidney (March 1993) and in New York (July 1993.) For seek of completeness, a brief report on these activities is also provided below. Discussion The MPEG AHG on IPR In the London meeting, many MPEG participants have expressed concerns regarding the effective and timely access to licenses associated with the rights necessary for the implementation of MPEG 2. These concerns stem, in large part, from the large number of patent rights involved in the MPEG 2. Further, many felt that the obtaining of the familiar ISO patent statement does not alleviate these concerns. In Rome, Sydney and New York, informal meetings were convened to discuss these issues. In Rome, it was reported that strictly from an ISO perspective, working groups request to obtain patent statements at the time of approval of a WD. ISO does not require that companies disclose which patents they actually claim nor does ISO determine whether the terms and conditions of licenses are fair and reasonable. Essentially, therefore, within the ISO context, it was reported that the only vehicle that ISO has available to assure the availability of rights associated with any standard is that companies participating in standard making provide to ISO the familiar patent statement. (See, Annex IV to Rome meeting report.) In Sydney, two informal meetings contemplated several scenarios for effective rights access. (See, N0386 (MPEG 93/452) , source: Convenor, title: Report of informal meeting on IPR in MPEG-2.) In the work of the AHG between Sidney and New York and at the New York informal meeting as well, the consensus was that an outside of MPEG activity involving the business and IPR representatives of interested companies should commence. That finding was acknowledged by WG 11 at the closing plenary of its New York meeting as reported above. The MPEG IPR Group Report of the Brussels Meeting After the MPEG meeting in Brussels, a briefing for licensing experts regarding MPEG 2 was held on September 11, 1993. At that meeting, we discussed the status of the MPEG 2 technical work and the discussions of the IPR issue held as of that date within the MPEG 2 standard setting process. A presentation by CableLabs' patent attorney and engineering consultant followed. In essence, their findings confirmed that the implementation of the MPEG 2 would require multiple licenses from many companies and that no one company would be able to implement the standard absent licenses from other companies. That presentation then lead to a discussion as to whether the group should continue: (1) as a forum for further discussion of these issues and (2) as venue for attempts at cooperative solutions to the above stated problem. The consensus was affirmative as to both (1) and (2). Further, the group agreed that I would put forward a "strawman" proposal for the group's consideration at its next meeting in Seoul. The "strawman" would be a starting point for discussion of possible solutions to the complex multi-patent/multi-company environment that surrounds any attempt to implement the MPEG 2 standard. Finally, we discussed how the CableLabs patent search effort would continue. The "Strawman" The "strawman" proposal I put forth for the group's consideration in Seoul was very simple: interested companies agree to form a consortium, association, pool - whichever title/name is deemed to be appropriate. This proposed entity would be given, by each participating company, a license to sub license all of each participating companies' patent rights relevant to MPEG 2 video and system implementations. Further, all of the licenses so received by the proposed entity would then be bundled and licensed back for a fee by the proposed entity to these same participating companies. The licensing fee would be set as a percentage of a participating companies' sales of devices utilizing MPEG 2 or MPEG 2- related video and/or system technology. The percentage would be the same for all participating companies and would be assessed at the "box" or "device" level at the FOB price. Of course, many participating companies may already have cross licensing arrangements with each other. Such arrangements need to be taken into account by the proposed entity in terms of the entity's structure and fees since they may prove to be beneficial to the entire effort. For example, such cross licensing arrangements may provide for, or be amended to allow, extension of these cross licenses to the proposed entity. Obviously, this would help all participating companies. Less the administrative cost associated with the proposed entity, fees would be subsequently distributed to participating companies. The methodology of distribution would be agreed upon by the participating companies and, of course, should include relevancy of a particular company's patent position as a factor for distribution determination. Report of the Seoul Meeting In Seoul, we discussed the "strawman" proposal and CableLabs' US patent search efforts at length. As noted above, the group's consensus was to form a working group to further iterate the "strawman" and to report back to the larger group at a third meeting of the larger group. The working group met twice and presented its findings at the third MPEG 2 IPR Group meeting in Paris on March 24, 1994. Report of the Paris Meeting The MPEG IPR group reached a consensus on an action plan for establishment of a licensing entity. The first phase of the effort was to determine which patent holders were willing to participate in this effort and whether these interested patent holders own any rights necessary for implementation of MPEG core technology. The second phase to follow includes determination of the administrative structure of the entity as an ongoing effort that works with new licensees and licensers, of the licensing structure as well as of allocation of royalties, etc. As to the first phase, the effort concentrated on determining which patent holders were interested in joining this effort as licensers of their own patents as well as which patent holders believe that they own or are likely to own patents which in their own opinion are necessary to conform to the MPEG standard. To this end, interested patent holders were asked to complete a form letter stating their interest in working towards establishment of a licensing entity and to provide an annex listing their own patents they believe are necessary to Mr. Futa. Thereafter, a compilation of the lists of patents provided to him based upon the submission of such letters was made. The compiled lists were sent to all companies that have submitted this letter and appropriate list along with an invitation (and required similar subsequent form letter to be completed) to attend a first meeting regarding the formation of a licensing entity. All patent holders submitting such letters and lists were also asked to commit to license their essential patents on a reasonable, fair and nondiscriminatory basis whether they join the pool or not. Further, they were asked to agree that submission of the letter and its attachment(s), as well as their company's participation in this effort, does not constitute a "notice" from them to anyone or any company, nor does it constitute a charge or basis for a charge of patent infringement and related damages of any kind by them against anyone or any company for any purpose under any applicable law. Finally, it was decided that a meeting of such willing Licensors should be held before the next meeting of the MPEG IPR Group in Singapore on November 10, 1994 and a new working group was established to plan the agenda for the first Licensor meeting. Working Group for Agenda of First Licensors Meeting/First Licensors Meeting/First Meeting of MPEG Licensing Entity Establishment Group That group met in Eindhoven on June 6 and 7, 1994. Based upon the recommendations of that Group, the first Licensor meeting discussed above occurred on September 29, 1994. At this meeting, a MPEG Licensing Entity Establishment Group was formed consisting of all licensors that compiled with the formalities discussed above and, in to view of the CableLabs' patent search, held relevant patents for the implementation of MPEG. Those members are: ATT, Columbia University, General Instrument, Matsushita, Mitsubishi, Sony, Philips and Thomson. ( It is important to note, however, that the CableLabs' search was limited to US issued patents covering MPEG 2 video, main level, main profile. The effort is now being expanded to systems level patents and will thereafter cover audio as well. As a result, it is quite possible that new members of this Group will be named as the effort expands.) Further, at this meeting, the Licensor Group confirmed that the mission of the effort was to "[t]o foster fair, reasonable and nondiscriminatory access to as much relevant IPR as is possible for the implementation of digital television." On September 30, 1994, the first meeting of the Entity Establishment Group was held. The Group adopted as its objective the creation of an ongoing effort (i.e. a licensing entity) to aggregate as much of the relevant IPR as is possible to implement MPEG, to determine appropriate measures to assure the fair, reasonable and nondiscriminatory access of this IPR to all parties desiring to be licensees and to implement the business structure necessary and appropriate to fulfill these objectives. This Entity Establishment Group plans to meet again in the January/February 1995 timeframe so as to meet the goal of establishment of an entity to begin this work by March 1995. The Group is meeting in a series of regional subgroup between the September 30, 1994 and its planned whole Group next meeting. Report of the Singapore Meeting On November 10, 1994, the fourth meeting of the MPEG IPR Group was held. The Group was briefed on the work undertaken and completed between this and its fourth meeting. The Group commented upon the work to date and their was consensus on its general direction. The Group also agreed to meet again (its fifth meeting) on the Thursday AM of the next MPEG meeting in Lausanne, Switzerland in March at which time it is anticipated that the MPEG Licensing Entity Establishment Group will announce its progress to date and the establishment of the licensing entity. =============================================================================