Transformação digital: patentes como proxy determinante para a Indústria 4.0

Luciana Peixoto Santa Rita; Joaquim Alexandre Ramos da Silva; Silvia Beger Uchoa; Ibsen Mateus Bittencourt; Jovino Pinto Filho

doi:10.5585/2024.25326

Authors

Luciana Peixoto Santa Rita Universidade Federal de Alagoas (UFAL) / Maceió https://orcid.org/0000-0002-6868-9014
Joaquim Alexandre Ramos da Silva Universidade de Lisboa / Lisboa, Portugal https://orcid.org/0000-0001-7672-1996
Silvia Beger Uchoa Universidade Federal de Alagoas (UFAL) / Maceió, AL - Brasil https://orcid.org/0000-0002-2317-5554
Ibsen Mateus Bittencourt Universidade Federal de Alagoas (UFAL) / Maceió, AL - Brasil https://orcid.org/0000-0002-6543-143X
Jovino Pinto Filho Universidade Federal de Alagoas (UFAL) / Maceió, AL - Brasil https://orcid.org/0000-0001-5694-3639

DOI:

https://doi.org/10.5585/2024.25326

Keywords:

digital transformation, patents, Industry 4.0, technological catching-up

Abstract

Objective of the study: To analyze the indicators of patents filed between 2008 and 2022 in the process of digital transformation of industries in Brazil and Portugal, seeking to understand the changes brought about by the Fourth Industrial Revolution (4IR).

Methodology/approach: The study is descriptive and applied in nature, using documentary research and access to bibliographic databases and legal protection institutes in Brazil and Portugal, as well as Questel’s Orbit Intelligence database.

Originality/Relevance: The study differs in that the specific technologies that make up the 4IR studied on a large scale in the fields of information systems are less available within management fields, and the study compares two developing countries in terms of patents.

Main results: The comparative analysis of patents reveals that Brazil and Portugal have participated, albeit unevenly, in the development of enabling technologies in the context of digital transformation. Despite the technological gaps, both countries have increased patent filings, but to a lesser extent than developed countries.

Theoretical/methodological contributions: The study contributes methodologically by applying comparative analysis to the literature on patents and Industry 4.0. In theoretical terms, it includes digital transformation in the joint analysis of patents and industrial structure.

Social/management contributions: The study proposes a diagnosis capable of reducing the gap between the creators and users of Industry 4.0 technologies, which will make it possible to overcome technological gaps, encouraging the adoption of new technologies and the development of associated skills, which can generate positive impacts on society, such as creating jobs and increasing the competitiveness of the countries involved, as well as industrial and innovation policies in both countries.

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Author Biographies

Luciana Peixoto Santa Rita, Universidade Federal de Alagoas (UFAL) / Maceió

PhD in Business Administration from the School of Economics, Business Administration and Accounting - USP and Post-doctorate in Economics, Industrial Policy at ISEG, University of Lisbon. Full Professor at the Federal University of Alagoas. Coordinator of the Postgraduate Program in Public Administration in the National Network (PROFIAP). Professor of the Postgraduate Program in Intellectual Property and Technology Transfer for Innovation (PROFNIT- 2018-2022) and the Postgraduate Program in Information Science. Evaluator for the Ministry of Education, CAPES and ARCO-SUL since 2006.

Joaquim Alexandre Ramos da Silva, Universidade de Lisboa / Lisboa, Portugal

Full Professor at the Higher Institute of Economics and Management (ISEG), University of Lisbon. PhD in Economic Analysis and Policy from the École des Hautes Études en Sciences Sociales, Paris. Chair of the Economics Department at ISEG: elected for two terms (from 2014 to 2018). At ISEG, he has held various management positions since 1980, has been coordinator of the Master's Degree in International Economics and European Studies since 2011, and of the Scientific Area of International Economics and Development (elected for the 2010-2013 and 2017-2018 periods). Researcher at CSG/SOCIUS, ISEG, a research center of the Foundation for Science and Technology (Portugal) with an excellent rating; he is also a member of several research groups in Brazil, including NIG.one (CNPq/UFMG). Main field of research: international economic relations, combining the methodology of international economics, international political economy and international business; among the most focused topics are trade and foreign direct investment, in terms of analysis, but also public and business strategies and policies; the concrete processes of internationalization of companies; foundations and practice of regional integration, particularly in Europe, globalization, international economic organizations and global governance. The study of Portuguese-Brazilian economic relations and their main developments over the last few decades has been one of the main vectors of his research in search not only of better and more qualified knowledge but also of a theoretical foundation, giving rise to a wide range of in-depth and diverse research work involving both countries and where the role played by younger researchers stands out. He has been a visiting professor or researcher at various foreign universities, including the University of Orléans, Hitotsubashi University (Tokyo), Kiel Institute of World Economics, Texas A&M University, and in Brazil: University of São Paulo, Center for Mineral Technology ? Ministry of Science and Technology (Rio de Janeiro) and the Federal University of Minas Gerais (FACE, Belo Horizonte). He has often been a member of the editorial board and/or evaluator of papers submitted to scientific journals and/or presented at international conferences. He has been a member of the Scientific Committee of around two dozen conferences and congresses, most of them international. He has participated in international projects sponsored by organizations such as ECLAC, Commissariat Général du Plan, and in the EU context, among other programs, ETUI, Tempus Phare and MEPSIR

Silvia Beger Uchoa, Universidade Federal de Alagoas (UFAL) / Maceió, AL - Brasil

Coordinator of Technological Innovation and Entrepreneurship at UFAL's Pro-Rectory for Research and Postgraduate Studies. Technical Director of FORTEC for the 2021-2022 and 2023-2024 biennia. She has a degree in Civil Engineering from the Federal University of Mato Grosso (1984); a master's degree in Architecture and Planning from the São Carlos School of Engineering at the University of São Paulo (1989) and a PhD in Chemistry and Biotechnology - Physics and Chemistry concentration area, from the Institute of Chemistry and Biotechnology (IQB) at UFAL (2007) and a PhD-sandwich period at West Virginia University. She was a visiting professor at the Federal University of Alagoas from 2020 to 2022, and was Vice-coordinator of the PROFNIT Professional Master's Degree - UFAL Focal Point until August 2018. She is a professor on the PROFNIT/UFAL master's program and National Vice-Coordinator of the Technological Prospecting course. She was coordinator of the Center for Technological Innovation and Special Programs at PROPEP/UFAL, coordinating the Institutional Scholarship Program for Initiation in Technological Development and Innovation - PIBITI from 2010 to January 2016. She has experience in the areas of Intellectual Property and Innovation, Civil Construction and Electrochemistry, with an emphasis on Construction Materials and Components and Corrosion and Durability Testing. She was vice-coordinator of the NE Regional FORTEC from April 2010 to April 2012 and an alternate member of the ANPROTEC Fiscal Council.

Ibsen Mateus Bittencourt, Universidade Federal de Alagoas (UFAL) / Maceió, AL - Brasil

PhD in Business Administration (Mackenzie-SP), Master's Degree in Brazilian Education in the field of Information and Communication Technology (UFAL), Bachelor's Degree in Business Administration (UFAL) and Bachelor's Degree in Tourism (CESMAC). He is an Adjunct Professor IV at the Federal University of Alagoas - UFAL and a Researcher at the Center of Excellence in Social Technologies - NEES/UFAL/CNPq.

Jovino Pinto Filho, Universidade Federal de Alagoas (UFAL) / Maceió, AL - Brasil

Master in Public Administration from the Federal University of Alagoas (2022). Specialist in Public Management from the Federal University of Sergipe (2016). Specialist in Strategic Administration from Estácio-FASE (2016). Bachelor's degree in Administration from the Federal University of Sergipe (2011). Currently holds the position of Administrator at the Federal University of Alagoas - UFAL and works as a Researcher at the Center for Excellence in Social Technologies - NEES.

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