Factor analysis and structural equation model for patent analysis: a case study of Apple’s technology

Jong Min Kim, Dong Man Im, Sunghae Jun

Research output: Contribution to journalArticlepeer-review

6 Scopus citations


In this study, we analyse patent data for technology analysis (TA) because patents are rich in information on developed technology. The results of TA can be used to perform more efficient research and development (R&D) planning. Most companies are trying to develop new and innovative technologies to improve their competitive positions. Research involving TA has been introduced in a variety of fields. Most of the published research analysed original variables related to a target technology. However, it is necessary to analyse the latent variables as well as the original variables included in the technology to achieve a better TA model. Therefore, we propose a factor analysis and a structural equation model for patent analysis. In addition, we use Apple’s patents to determine the target technology. In our case study, we analyse Apple’s technologies by latent variables. Our case study shows how the proposed model is applied to Apple’s R&D planning.

Original languageEnglish (US)
Pages (from-to)717-734
Number of pages18
JournalTechnology Analysis and Strategic Management
Issue number7
StatePublished - Aug 9 2017

Bibliographical note

Publisher Copyright:
© 2016 Informa UK Limited, trading as Taylor & Francis Group.


  • Apple Inc
  • Patent technology analysis
  • factor analysis
  • structural equation model


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