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Eliminating the Restrictive Effect on Competition caused by Trademark Protection: Non-Traditional Marks and Functionality

Research Project

Project/Area Number 16K17041
Research Category

Grant-in-Aid for Young Scientists (B)

Allocation TypeMulti-year Fund
Research Field New fields of law
Research InstitutionChukyo University

Principal Investigator

Kojima Takahiro  中京大学, 法学部, 准教授 (80722264)

Project Period (FY) 2016-04-01 – 2020-03-31
Project Status Completed (Fiscal Year 2019)
Budget Amount *help
¥3,770,000 (Direct Cost: ¥2,900,000、Indirect Cost: ¥870,000)
Fiscal Year 2019: ¥910,000 (Direct Cost: ¥700,000、Indirect Cost: ¥210,000)
Fiscal Year 2018: ¥910,000 (Direct Cost: ¥700,000、Indirect Cost: ¥210,000)
Fiscal Year 2017: ¥1,040,000 (Direct Cost: ¥800,000、Indirect Cost: ¥240,000)
Fiscal Year 2016: ¥910,000 (Direct Cost: ¥700,000、Indirect Cost: ¥210,000)
Keywords商品形態 / 不正競争防止法 / 機能性 / 商標法 / 立体商標 / 非伝統的商標 / 商品の形態
Outline of Final Research Achievements

With respect to the protection of non-traditional marks, such as the three-dimensional shape or color of goods, there is a risk of restricting competition in a product market by allowing a certain producer to monopolize them. In particular, protection of product features that are essential to ensure its function or that give it a competitive advantage should be denied, even if they are recognized by the consumer as a source identifier. This study examined (1) the justification for denying protection under the Trademark Act and Article 2(1)(1) of Unfair Competition Prevention Act and (2) the criteria for determining whether or not protection should be granted, through a comparison with the U.S. Trademark Law and the European Union Trademark System.

Academic Significance and Societal Importance of the Research Achievements

本研究は、標識法に基づく商品形態の保護を否定する際の正当化根拠および具体的な判断基準を探るために、米国商標法および欧州連合商標制度における裁判例および学説を詳細に分析した点に意義が認められる。また、主に米国の学説を参照することにより、機能性に関するルールを執行するための費用(エラーコストを含む)を考慮に入れて、機能性法理を適用の有無を判断する際の基準を分析した。さらに、機能性法理の適用に際しては検討対象市場の画定が重要となることを指摘し、競争法における市場画定の手法を参照することにより、代替的形態の有無を検討する作業に先だって行う市場画定の方法論を明らかにした。

Report

(5 results)
  • 2019 Annual Research Report   Final Research Report ( PDF )
  • 2018 Research-status Report
  • 2017 Research-status Report
  • 2016 Research-status Report
  • Research Products

    (8 results)

All 2019 2018 2017

All Journal Article (4 results) Presentation (4 results) (of which Int'l Joint Research: 1 results)

  • [Journal Article] 標識法における機能性法理2019

    • Author(s)
      小嶋崇弘
    • Journal Title

      日本工業所有権法学会年報

      Volume: 42 Pages: 1-28

    • NAID

      40022003999

    • Related Report
      2019 Annual Research Report
  • [Journal Article] 損害不発生の抗弁〔小僧寿し事件〕2019

    • Author(s)
      小嶋崇弘
    • Journal Title

      特許判例百選[第5版]

      Volume: 1 Pages: 88-89

    • Related Report
      2019 Annual Research Report
  • [Journal Article] 文献紹介 Christian Riffel, The Protection Against Unfair Competition in the WTO Trips Agreement: The Scope and Prospects of Article 10 Bis of the Paris Convention for the Protection of Industrial Property2018

    • Author(s)
      小嶋崇弘
    • Journal Title

      日本国際経済法学会年報

      Volume: 27 Pages: 244-248

    • NAID

      40021723578

    • Related Report
      2018 Research-status Report
  • [Journal Article] 検索連動型広告と商標権侵害2017

    • Author(s)
      小嶋崇弘
    • Journal Title

      ジュリスト(平成28年度重要判例解説)

      Volume: 1505 Pages: 284-285

    • Related Report
      2016 Research-status Report
  • [Presentation] Protection of Shape Marks with a Technical Function: A Comparative Analysis2019

    • Author(s)
      Takahiro Kojima
    • Organizer
      The 10th Japan-Taiwan Symposium on IP Law
    • Related Report
      2019 Annual Research Report
    • Int'l Joint Research
  • [Presentation] 標識法における機能性法理2018

    • Author(s)
      小嶋崇弘
    • Organizer
      日本工業所有権法学会
    • Related Report
      2018 Research-status Report
  • [Presentation] 標識法における機能性法理2018

    • Author(s)
      小嶋崇弘
    • Organizer
      北海道大学知的財産法研究会
    • Related Report
      2018 Research-status Report
  • [Presentation] 米国商標法におけるトレードドレスの保護ー機能性法理の分析を中心にー2018

    • Author(s)
      小嶋崇弘
    • Organizer
      同志社大学知的財産法研究会
    • Related Report
      2017 Research-status Report

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Published: 2016-04-21   Modified: 2021-02-19  

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