`
`______________
`
`BEFORE THE PATENT TRIAL AND APPEAL BOARD
`
`______________
`
`
`
`FORD MOTOR COMPANY
`Petitioner,
`
`v.
`
`PAICE LLC & ABELL FOUNDATION, INC.
`Patent Owners.
`
`______________
`
`
`
`U.S. Patent No. 7,237,634 to Severinsky et al.
`IPR Case No. IPR2014-00784
`
`
`
`DECLARATION OF DR. GREGORY W. DAVIS IN SUPPORT OF
`PETITIONER’S REPLY TO PATENT OWNER’S RESPONSE
`
`
`
`
`
`Page 1 of 25
`
`
`
`FORD 1609
`
`
`
`
`
`
`
`Case No.: IPR2015-00784
`Attorney Docket No. FPGP0104IPR9
`
`
`
`Table of Contents
`
`Updated Exhibit List .................................................................................................. 3
`
`I.
`
`Ibaraki ’882 discloses a torque based line ....................................................... 7
`
`II.
`
`Ibaraki ‘882 compares road load to MTO .....................................................10
`
`A.
`
`
`Figure 5 also discloses operating the motor and engine when
`“road load” is “more than MTO” ........................................................21
`
`III. Ground 2: Claims 6-11 are obvious over Ibaraki ‘882 in view of Frank ......23
`
`IV. Ground 3: Claim 23 is obvious over Ibaraki ‘882 in view of the
`teachings of Jurgen and Lateur ......................................................................23
`
`A.
`
`
`Rationale to combine ...........................................................................24
`
`V.
`
`Conclusion .....................................................................................................25
`
`
`
`
`
`Page 2 of 25
`
`
`
`FORD 1609
`
`
`
`Case No.: IPR2015-00784
`Attorney Docket No. FPGP0104IPR9
`
`
`
`Updated Exhibit List
`
`Identifier
`Date
`’634 Patent
`July 3, 2007
`
`Sept. 2014
`Ibaraki ’882
`Aug. 4, 1998
`Sept. 12, 2000 Frank ‘363
`
`Jurgen
`
`Description
`U.S. Patent No. 7,237,634
`Ford Letter to Paice
`US Patent 5,789,882
`US Patent 6,116,363
`Automotive Electronics
`Handbook (Jurgen)
`US Patent 5,823,280
`Declaration of Gregory Davis
`US Patent 7,104,347
`7,237,634 File History
`(certified)
`Toyota Litigations
`Hyundai Litigation
`
`PTAB Decisions & Preliminary
`Response in 2014-00571
`Excerpt of USPN 7,104,347
`File History
`Innovations in Design: 1993
`Ford Hybrid Electric Vehicle
`Challenge
`1996 & 1997 Future Car
`Challenge
`Introduction to Automotive
`Powertrain (Davis)
`US Application 60-100095
`
`
`
`
`
`
`
`Exhibit
`No.
`1550
`1551
`1552
`1553
`1554
`
`1555
`1556
`1557
`1558
`
`1559
`1560
`
`1561
`
`1562
`
`1563
`
`1564
`
`1565
`
`1566
`
`1567
`
`1568
`1569
`1570
`
`1571
`
`Oct. 20, 1998
`
`Sept. 12, 2006
`n/a
`
`2005
`2013-2014
`
`
`
`n/a
`
`Feb. 1994
`
`Feb. 1997 &
`Feb. 1998
`
`
`Filed Sept. 11,
`1998
`1998
`
`Lateur ‘280
`Davis Dec.
`‘347 Patent
`’634 Patent File
`History
`Toyota Litigation
`Hyundai
`Litigation
`
`
`‘347 File History
`
`
`
`
`
`Davis Textbook
`
`‘095 Provisional
`
`Wakefield
`
`Unnewehr
`Burke 1992
`Duoba 1997
`
`1994 Report to
`Congress
`
`History of Hybrid Electric
`Vehicle (Wakefield-1998)
`SAE 760121 (Unnewehr-1976) Feb. 1, 1976
`SAE 920447 (Burke-1992)
`Feb. 1, 1992
`Vehicle Tester for HEV
`Aug. 1, 1997
`(Duoba-1997)
`DOE Report to Congress
`(1994)
`
`Apr-95
`
`Page 3 of 25
`
`
`
`FORD 1609
`
`
`
`Case No.: IPR2015-00784
`Attorney Docket No. FPGP0104IPR9
`
`
`
`Date
`Feb. 1998
`Feb. 1996
`Sept. 1, 1988
`
`EPA HEV Final Study (1971)
`
`June 1, 1971
`
`Identifier
`Description
`SAE SP-1331
`SAE SP-1331 (1998)
`SAE SP-1156
`SAE SP-1156 (1996)
`Bumby/Masding
`Microprocessor Design for
`1988
`HEV (Bumby-1988)
`DOE HEV Assessment (1979) Sept. 30, 1979 HEV Assessment
`1979
`EPA HEV Final
`Study
`9323263
`Toyota Prius
`Yamaguchi 1998
`‘672 Patent
`IEEE Ehsani
`1996
`IEEE Ehsani
`1997
`Bosch Handbook
`
`Nov. 25, 1998
`Jan. 1998
`
`April 3, 2001
`June 5, 1996
`
`Feb. 1997
`
`Oct. 1996
`
`
`
`
`
`Exhibit
`No.
`1572
`1573
`1574
`
`1575
`
`1576
`
`1579
`1580
`
`1581
`
`1582
`
`1583
`1584
`
`1585
`1586
`1587
`
`1588
`1589
`1590
`1591
`
`1592
`
`1593
`
`1577 WO 9323263A1 (Field)
`1578
`Toyota Prius (Yamaguchi-
`1998)
`US Patent 6,209,672
`Propulsion System for Design
`for EV (Ehsani-1996)
`Propulsion System Design for
`HEV (Ehsani-1997)
`Bosch Automotive Handbook
`(1996)
`SAE SP-1089
`SAE SP-1089 (Anderson-1995) Feb. 1995
`Critical Issues in Quantifying
`Aug. 11, 1998 An 1998
`HEV Emissions (An 1998)
`Gregory Davis Resume
`Gregory Davis Data
`Bumby, J.R. et al.
`“Optimisation and control of a
`hybrid electric car” - IEE Proc.
`A 1987, 134(6)
`US Patent 5,343,970
`US Patent 5,327,992
`Paice Complaint
`Final Decision, IPR2014-
`00904, Paper 41
`Final Decision, IPR2014-
`00571, Paper 44
`Final Decision, IPR2014-
`01416, Paper 26
`
`
`
`Nov. 1987
`
`
`
`Bumby II
`
`Severinsky ‘970
`Boll
`
`’904 Decision
`
`Sept. 6, 1994
`July 12, 1994
`Feb. 25, 2014
`December 10,
`2015
`September 28,
`2015
`March 10, 2016 ’1416 Decision
`
`’571 Decision
`
`Page 4 of 25
`
`
`
`FORD 1609
`
`
`
`
`
`
`
`Exhibit
`No.
`1594
`
`1595
`
`1596
`
`1597
`
`1598
`
`1599
`
`1600
`
`1601
`
`1602
`
`1603
`
`1604
`
`1605
`
`1606
`
`1607
`
`Description
`Deposition Transcript of Neil
`Hannemann for IPR2014-
`01416
`Final Decision, IPR2014-
`00884, Paper 38
`Final Decision, IPR2014-
`00875, Paper 38
`Final Decision, IPR2014-
`01415, Paper 30
`Deposition Transcript of Neil
`Hannemann for IPR2014-
`00570
`Deposition Transcript of Neil
`Hannemann for IPR2014-
`00875
`Exhibit 2 from deposition of
`Neil Hannemann for IPR2014-
`00875
`Patent Owner’s Response,
`IPR2014-00884, Paper 19
`Modern Electric, Hybrid
`Electric and Fuel Cell Vehicles
`Bosch Handbook
`
`Deposition Transcript of Neil
`Hannemann for IPR2014-
`00884
`Deposition Transcript of Neil
`Hannemann for IPR2014-
`00787
`Exhibit 12 from Deposition
`Transcript of Neil Hannemann
`(IPR2014-00884)
`Patent Owner’s Response,
`IPR2014-01416, Paper 17
`
`Case No.: IPR2015-00784
`Attorney Docket No. FPGP0104IPR9
`
`
`
`Date
`Sept. 4, 2015
`
`Identifier
`Hannemann
`’1416 Dep.
`
`’884 Decision
`
`December 10,
`2015
`November 23,
`2015
`March 10, 2016 ’1415 Decision
`
`’875 Decision
`
`April 8, 2015
`
`Hannemann ’570
`Dep.
`
`April 30, 2015 Hannemann ’875
`Dep.
`
`April 30, 2015
`
`’875 Dep. Exhibit
`
`March 10, 2015 ’884 POR
`
`2005
`
`Ehsani
`
`1976
`
`Bosch Handbook
`1976
`April 30, 2015 Hannemann ’884
`Dep.
`
`April 27, 2016 Hannemann ’787
`Dep.
`
`April 30, 2015
`
`’884 Dep. Exhibit
`
`June 17, 2015
`
`’1416 POR
`
`Page 5 of 25
`
`
`
`FORD 1609
`
`
`
`
`
`Exhibit
`No.
`1608
`
`1609
`
`
`
`
`
`
`
`Case No.: IPR2015-00784
`Attorney Docket No. FPGP0104IPR9
`
`
`
`Description
`Deposition Transcript of Neil
`Hannemann for IPR2014-
`00571
`Reply Declaration of Dr.
`Gregory Davis
`
`Date
`April 7, 2015
`
`Identifier
`Hannemann ’571
`Dep.
`
`
`
`Davis Reply
`
`
`
`Page 6 of 25
`
`
`
`FORD 1609
`
`
`
`
`
`
`
`Case No.: IPR2015-00784
`Attorney Docket No. FPGP0104IPR9
`
`
`
`I, Gregory Davis, hereby declare as follows:
`
`1.
`
`I previously submitted a declaration on February 22, 2015 at the
`
`request of Ford Motor Company in the matter of Inter Partes Review of U.S. Patent
`
`No. 7,237,634 (“the ’634 Patent”) to Severinsky et al.
`
`2.
`
`I provide this supplemental declaration in response to arguments
`
`presented by the Patent Owner.
`
`I.
`
`Ibaraki ’882 discloses a torque based line
`
`3.
`
`I understand that Paice argues that boundary line B in Figure 11 of
`
`Ibaraki ’882 is a “power curve.” (see e.g., Ex. 2506, Hannemann Declaration at
`
`¶53.) But I disagree as the curved portion Mr. Hannemann relies upon is only a
`
`segment of the entire “boundary line B.”
`
`4. When looking at the entire “boundary line B” I understand it to be the
`
`“vehicle drive torque” (as the y-axis states) at all “vehicle speeds.”
`
`5.
`
`For instance, “boundary line B” includes (1) a hyperbolic curved
`
`portion that I have highlighted in red; and (2) a flat (constant) portion which I have
`
`highlighted in blue.
`
`Page 7 of 25
`
`
`
`FORD 1609
`
`
`
`
`
`
`
`Case No.: IPR2015-00784
`Attorney Docket No. FPGP0104IPR9
`
`
`
`Ex. 1552, Ibaraki ’882 at Fig. 11 (annotated)
`
`
`
`
`
`6.
`
`This is important as it appears that Mr. Hannemann (and Paice) are
`
`solely relying on the hyperbolic curved portion to argue that “boundary line B” is a
`
`line of constant power.
`
`7.
`
`But I do not believe this to be an accurate statement as demonstrated
`
`by Ex. 2510 that I understand was introduced by the Patent Owner with its
`
`response. Specifically, Ex. 2510 confirms that a person having ordinary skill in the
`
`art would understand the below graph to be the ideal characteristics of what an
`
`engine (or electric motor) would output at the drive wheels.
`
`Page 8 of 25
`
`
`
`FORD 1609
`
`
`
`
`
`
`
`Case No.: IPR2015-00784
`Attorney Docket No. FPGP0104IPR9
`
`
`
`Ex. 2510, Ehsani at 14, Fig. 2.10
`
`
`
`
`
`8.
`
`As shown two curves are illustrated. The first curve labeled “torque”
`
`includes a flat portion at low vehicle speeds and then a segment where the “torque
`
`varies with speed hyperbolically.” (Ex. 2510, Ehsani at 14.) This hyperbolically
`
`varying portion would be a torque line indicating a constant power value.
`
`9.
`
`In fact, the above graph illustrates this fact by also including a power
`
`output line. As is shown, when the “torque varies with speed hyperbolically” the
`
`power line is constant (flat).
`
`10. Likewise, as shown by Fig. 2.10, when the torque is constant (flat) the
`
`power line increases rapidly up to its constant (flat) value. This graph simply
`
`further illustrates the well-known relationships between torque and power with
`
`respect to speed.
`
`Page 9 of 25
`
`
`
`FORD 1609
`
`
`
`
`
`Case No.: IPR2015-00784
`Attorney Docket No. FPGP0104IPR9
`
`
`
`
`
`11. But simply because a hyperbolically varying torque line might be
`
`understood as representing a constant power curve, does not mean the line is a
`
`power curve.
`
`12. Again, Fig. 11 is expressly labeled in terms of “vehicle drive torque”
`
`and “vehicle speed.” This alone should confirm that “boundary line B” is a torque
`
`line.
`
`13. Further, Ex. 2510 illustrates a person having ordinary skill would
`
`understand that the torque at the wheels is constant (flat) at low vehicle speeds, and
`
`then the “torque varies with speed hyperbolically.”
`
`14. A person having ordinary skill would therefore have understood the
`
`entire portion of boundary line B as being a “vehicle drive torque” line (as the
`
`graph expressly is labeled) which is constant (flat) at low “vehicle speeds,” and
`
`then which “varies with speed hyperbolically.”
`
`II.
`
`Ibaraki ‘882 compares road load to MTO
`
`15.
`
`I understand that Paice argues that boundary line C in Figure 11 of
`
`Ibaraki ‘882 does not use or disclose the use of MTO in its mode control strategy. I
`
`disagree with this statement.
`
`16. As I stated in my original declaration, a person having ordinary skill
`
`would have understood “boundary line C” as being equal to or possibly less than
`
`the MTO of an engine. (Ex. 1556, Davis Dec. at ¶238.)
`
`Page 10 of 25
`
`
`
`FORD 1609
`
`
`
`
`
`Case No.: IPR2015-00784
`Attorney Docket No. FPGP0104IPR9
`
`
`
`
`
`17. Again, it is my understanding that Paice has introduced Ex. 2510 with
`
`its current response to explain the MTO graph illustrated on page 15, Fig. 2.11. It
`
`is also my understanding that Mr. Hannemann has overlayed what he states is
`
`“boundary line C” onto an engine graph having an MTO line. (Ex. 2506 at ¶85.)
`
`18. But it is my opinion that Ex. 2510 illustrates that Mr. Hannemann’s
`
`overlay graph is not accurate with respect to Figure 11’s data map.
`
`19.
`
` Mr. Hannemann uses the overlayed curves to explain that the
`
`engine’s MTO curve is a hyperbolic curve that looks different than boundary line C
`
`in Figure 11. But there are several reasons for the difference in appearance, even
`
`though both lines are based on the engine’s MTO.
`
`20. First, the drawing generated by Mr. Hannemann is a graph of engine
`
`torque (y-axis) versus engine speed (x-axis). In other words, it is an engine graph
`
`like the one shown by Figure 5 of Ibaraki ’882. Figure 11, however, is a “data
`
`map” illustrating the vehicle torque versus vehicle speed, as highlighted below.
`
`Page 11 of 25
`
`
`
`FORD 1609
`
`
`
`
`
`
`
`Case No.: IPR2015-00784
`Attorney Docket No. FPGP0104IPR9
`
`
`
`
`21. And below is Mr. Hannemann’s generated figure where he overlays
`
`what he alleges is “boundary line C” onto the above engine graph. (Ex. 2506,
`
`Hannemann Declaration at ¶¶84-85.)
`
`
`
`Ex. 2506, Hannemann Declaration at ¶85
`
`
`
`Page 12 of 25
`
`
`
`
`
`FORD 1609
`
`
`
`
`
`Case No.: IPR2015-00784
`Attorney Docket No. FPGP0104IPR9
`
`
`
`
`
`22. A person having ordinary skill in the art would understand Mr.
`
`Hannemann’s graph as being incorrect is because Ibaraki ’882 discloses a
`
`“transmission 116” being included between the engine and drive wheels. (Ex.
`
`1552, Ibaraki ’882 at 19:23-33.)
`
`Ex. 1552, Ibaraki ’882 at Fig. 8
`
`
`
`23.
`
`
` A person having ordinary skill in the art would therefore understand
`
`that the engine’s torque and speed would be modified by the “transmission 116”
`
`and the corresponding “vehicle drive torque” and “vehicle speed” would be based
`
`on the particular gear ratio of the transmission.
`
`24. Ex. 2510 even explains that it was known to use a “multigear
`
`transmission... to modify” the “torque-speed profile” shown in Figure 2.11. (Ex.
`
`Page 13 of 25
`
`
`
`FORD 1609
`
`
`
`
`
`Case No.: IPR2015-00784
`Attorney Docket No. FPGP0104IPR9
`
`
`
`
`2510, Ehsani at 15.) Ex. 2510 further states that how a transmission modifies the
`
`“torque-speed profile” is shown in “Figure 2.13.” (Ex. 2510, Ehsani at 15.)
`
`25.
`
`It is my understanding however, that Paice did not include the portion
`
`of the textbook including Figure. 2.13. I have acquired a copy of this textbook and
`
`included chapter 2 in its entirety. (Ex. 16021, Ehsani.)
`
`26. Shown below is “Figure 2.13” which was discussed on page 15 of Ex.
`
`2506. (Ex. 1602, Ehsani at 39.) As shown below, Figure 2.13 illustrates that each
`
`gear in the transmission has a different gear ratio that modifies the single torque vs
`
`speed curve of the engine to map to various torque vs speed curves for the vehicle.2
`
`For instance, in first (1st) gear, the engine provides the greatest torque to the wheels
`
`at a low vehicle speed. On the other hand, in fourth (4th) gear the engine torque
`
`
`1 Ex. 1602 (Ehsani) is a true and accurate copy of excerpts from a textbook titled
`
`“Modern Electric, Hybrid Electric, and Fuel Cell Vehicles Fundamentals, Theory,
`
`and Design” that was published by CRC Press in 2005 and authored by Mehrdad
`
`Ehsani et al.
`
`2 One of ordinary skill in the art recognizes that Tractive Effort at the wheel (kN)
`
`(shown on the y-axis of Fig. 2.13) is simply the Tractive Torque at the wheel (kN-
`
`m) divided by the rolling radius of the wheel. (See Ex. 1582, Bosch Handbook at
`
`6-7.)
`
`Page 14 of 25
`
`
`
`FORD 1609
`
`
`
`
`
`Case No.: IPR2015-00784
`Attorney Docket No. FPGP0104IPR9
`
`
`
`
`provided at the wheels has a relatively flat curve and can only provide a low torque
`
`but can do so up to a much higher vehicle speed. (Ex. 1602, Ehsani at 39.)
`
`
`
`
`27. The above figure illustrates what was commonly known to a person
`
`having ordinary skill. For instance, a person driving a manual-transmission vehicle
`
`would have understood that 1st gear cannot be used to drive vehicles at higher
`
`speeds (e.g., driving on the freeway). Likewise, a person driving a manual-
`
`transmission vehicle in 1998 would have also understood that higher gears cannot
`
`be used when attempting to climb a very steep hill or tow a heavy load at low
`
`speed. This is because higher gears (e.g., 4th gear) cannot produce the torque
`
`necessary to meet these vehicle demands. Therefore, lower gears (and lower
`
`vehicle speeds) are used to operate the vehicle under these situations.
`
`Page 15 of 25
`
`
`
`FORD 1609
`
`
`
`
`
`
`
`28.
`
`Case No.: IPR2015-00784
`Attorney Docket No. FPGP0104IPR9
`
`
`
`It was also well-known to a person having ordinary skill that
`
`transmissions were used not only to improve the performance of an engine, but
`
`also to improve the efficiency. For instance, Ex. 1602 describes that the gear ratios
`
`of a transmission are “selected in such a way that the engine can operate in the
`
`same speed range for all the gears. This approach would benefit the fuel economy
`
`and performance of the vehicle.” (Ex. 1602, Ehsani at 40.)
`
`29. A person of ordinary skill in the art would understand that Figure 2.13
`
`(Ex. 1602, Ehsani at 39) illustrates the engine’s MTO at each gear, as provided at
`
`the wheels of the vehicle. As annotated below, the engine’s MTO (as modified by
`
`each gear of the transmission) is limited by a hyperbolic curve.
`
`
`
`
`
`
`
`Page 16 of 25
`
`
`
`FORD 1609
`
`
`
`
`
`Case No.: IPR2015-00784
`Attorney Docket No. FPGP0104IPR9
`
`
`
`
`
`30. As is further illustrated below, Figure 2.13 (Ex. 1602 at 39) includes a
`
`dashed line (highlighted in yellow) that is the upper bound of each individual MTO
`
`curve that has been modified by the transmission and provided at the drive wheels.
`
`This upper bound represents the maximum power that could be provided to the
`
`drive wheels by the engine at any vehicle speed. In other words, the dashed line
`
`represents the maximum torque output of the engine that can be provided to the
`
`wheels at any given vehicle speed.
`
`
`
`
`
`Ex. 1602, Ehsani at 39, Fig. 2.13 (annotated)
`
`
`
`Page 17 of 25
`
`
`
`FORD 1609
`
`
`
`
`
`
`
`31.
`
`Case No.: IPR2015-00784
`Attorney Docket No. FPGP0104IPR9
`
`
`
`It was further known by a person having ordinary skill that if an
`
`“infinitely variable transmission” was used, the hyperbolic curve highlighted above
`
`in yellow could be attained over a range of gear ratios. (Ex. 1603, Bosch
`
`Handbook 1976 at 3.3) In other words, the dashed line would be the engine’s MTO
`
`as seen at the vehicle wheels when using an infinitely variable transmission. This
`
`concept is illustrated somewhat by the 4 gear transmission shown in Figure 2.13.
`
`Specifically, it can be seen that each gear follows the hyperbolic curves for at least
`
`a portion. With the infinitely variable transmission, there would not be any “steps”
`
`or gaps between gears; thus the engine MTO at the wheels of the vehicle would
`
`follow the hyperbolic curve highlighted in yellow.
`
`32. A person of ordinary skill in the art would understand that boundary
`
`line C in Fig. 11 of Ibaraki ‘882 represents the upper bound of the engine’s MTO
`
`as seen at the output of the “transmission 116” (i.e., at the drive wheels) in any
`
`gear represented on a graph of vehicle torque versus speed, as described by Dr.
`
`Ehsani in Ex. 2510. A comparison is shown below.
`
`
`3 Ex. 1603 (Bosch Handbook 1976) is a true and accurate copy of excerpts from
`
`the 1976 Bosch Automotive Handbook that was published by Robert Bosch GmbH
`
`in 1976.
`
`Page 18 of 25
`
`
`
`FORD 1609
`
`
`
`
`
`
`
`
`
`Case No.: IPR2015-00784
`Attorney Docket No. FPGP0104IPR9
`
`
`
`33. While Ex. 2510 is not prior art, illustrating the transmission output for
`
`
`
`each gear of the engine’s MTO was well-known as shown and described in the
`
`Bosch Handbook in 1976. (Ex. 16034.) Ex. 1603 also explains that it was well
`
`known that without a transmission, the engine could “provide only little
`
`acceleration and exhibit unsatisfactory climbing ability.” (Ex. 1603, Bosch
`
`Handbook 1976 at 3.) This is shown below by the dashed line labeled “direct
`
`drive.” In other words, with a direct drive gear ratio the engine’s MTO is not
`
`
`4 Just as before with Ehsani, one of ordinary skill in the art recognizes that the
`
`Tractive force at the wheel (shown on the y-axis of Ex. 1603 at 3) is simply the
`
`Tractive Torque at the wheel divided by the rolling radius of the wheel. (See Ex.
`
`1582, Bosch Handbook at 6-7; see also Ex. 1603, Bosch Handbook 1976 at 3;
`
`explaining that “M = F*r,” where M = torque, F = force, r = radius.)
`
`Page 19 of 25
`
`
`
`FORD 1609
`
`
`
`
`
`Case No.: IPR2015-00784
`Attorney Docket No. FPGP0104IPR9
`
`
`
`
`modified and will be far below the hyperbolic “ideal tractive force hyperbola”
`
`curve illustrated below at most vehicle speeds.
`
`
`
`
`
`Ex. 1603, Bosch Handbook 1976 at 3
`
`
`34. The direct drive illustration just further demonstrates that a person
`
`having ordinary skill would have understood that the hyperbolic “boundary line C”
`
`curve is at or possibly below the engine’s MTO at all points. The “direct drive”
`
`curve shows that without a transmission, the MTO of the engine at the wheels is
`
`below the engine MTO curve at the wheels for each gear ratio of the transmission
`
`that follows the hyperbolic “ideal tractive force” curve.
`
`Page 20 of 25
`
`
`
`FORD 1609
`
`
`
`
`
`
`
`
`A.
`
`Case No.: IPR2015-00784
`Attorney Docket No. FPGP0104IPR9
`
`
`
`Figure 5 also discloses operating the motor and engine when “road
`load” is “more than MTO”
`
`35. As I explained in my opening declaration, Figure 5 describes how an
`
`engine map can be modified to embody the data map shown by Figure 11. (Ex.
`
`1556, Davis Dec. at ¶¶239-245; Ex. 1552, Ibaraki ’882 at 25:46-65.)
`
`36. Aside from describing using Figure 5 for selecting just the “ENGINE-
`
`DRIVE” mode and “MOTOR-DRIVE” mode, Ibaraki ’882 also contemplates the
`
`engine graph of Figure 5 could be used for selecting the “ENGINE-MOTOR
`
`DRIVE” mode.
`
`Ex. 1552, Ibaraki ‘882 at Fig. 5 (annotated)
`
`
`
`
`
`37. Specifically, Ibaraki ’882 described the modification as applying to
`
`the “first embodiment.” Then, Ibaraki ’882 also explains that the first embodiment
`
`may be further “modified to have the ENGINE-MOTOR DRIVE mode... which is
`
`Page 21 of 25
`
`
`
`FORD 1609
`
`
`
`
`
`Case No.: IPR2015-00784
`Attorney Docket No. FPGP0104IPR9
`
`
`
`
`selected when the vehicle load is comparatively high.” (Ex. 1552, Ibaraki ’882 at
`
`26:28-33.)
`
`38. Based on this disclosure, it is my opinion that a person having
`
`ordinary skill would have understood that Figure 5 could further include a
`
`“ENGINE-MOTOR DRIVE” mode. A person having ordinary skill would have
`
`further understood that high “vehicle loads” means loads that exceed the MTO of
`
`an engine. For instance, as I described in ¶34 above, a “direct drive” vehicle (i.e.,
`
`vehicle without transmission) is limited as to how much tractive effort (load) that
`
`the engine can provide at the drive wheels. In conventional vehicles, a transmission
`
`is used to increase the torque (load) output at low vehicle speeds.
`
`39. However, in hybrid vehicles, it was understood that at high load
`
`demands the electric motor can also provide the extra torque (or power) needed to
`
`propel the vehicle. (See e.g., Ex. 1556, Davis Dec. at ¶¶129-134; Ex. 1568,
`
`Unnewehr at 5.)
`
`40. This would allow the engine the capability of providing a certain
`
`amount of torque (as modified by the transmission) to the drive wheels. And then
`
`beyond the engine’s MTO, additional torque (again as modified by the
`
`transmission) could be provided using a combination of the engine and the electric
`
`motor. This torque which is modified by the transmission would be above
`
`“boundary line C” which I discussed above in ¶¶31-33.
`
`Page 22 of 25
`
`
`
`FORD 1609
`
`
`
`
`
`Case No.: IPR2015-00784
`Attorney Docket No. FPGP0104IPR9
`
`
`
`
`III. Ground 2: Claims 6-11 are obvious over Ibaraki ‘882 in view of Frank
`
`41.
`
`See ¶¶364-420 of my first declaration. (Ex. 1556, Davis Dec.)
`
`IV. Ground 3: Claim 23 is obvious over Ibaraki ‘882 in view of the
`teachings of Jurgen and Lateur
`
`42.
`
`I understand that Paice argues that Lateur’s disclosure is unrelated to
`
`controlling the engine output as required by the claim. (Ex. 2506, Hannemann
`
`Declaration, ¶99, quoting Ex. 1555, Lateur ‘280 at 10:36-43.) Mr. Hannemann
`
`states:
`
`99. Lateur’s disclosure of “determin[ing] whether the speed control
`
`switch is producing a ‘cruise control on’ signal or a ‘cruise control
`
`off’ signal,” Ex. 1555 (“Lateur”) at 9:47-50, does not relate to
`
`controlling the engine output torque in accordance with variation in
`
`RL. Likewise, Jurgen’s disclosure of a “closed-loop speed control,”
`
`Ex. 1554 (“Jurgen”) at 47, is unrelated to controlling engine output
`
`torque in accordance with variation in RL. Claim 23 requires more
`
`than just cruise control.
`
`(Ex. 2506, Hannemann Declaration at ¶99.)
`
`43. Paice appears to be asserting that prior art must teach separately
`
`varying the engine torque output to meet the claim. But the claim does not require
`
`separately controlling/varying the engine output to maintain the desired cruising
`
`speed. Rather the claim requires “wherein the controller . . . control instantaneous
`
`torque output of the engine and/or one or more of the first or the second electric
`
`motors” collectively to maintain the desired cruising speed.
`
`Page 23 of 25
`
`
`
`FORD 1609
`
`
`
`
`
`
`
`44.
`
`Case No.: IPR2015-00784
`Attorney Docket No. FPGP0104IPR9
`
`
`
`Ibaraki ’882 discloses that the engine is operated to drive the vehicle
`
`when the “road load” varies between the “setpoint,” i.e., boundary line B and the
`
`“MTO” i.e., boundary line C. (Ex. 1556, Davis Dec. at ¶¶235-246.) And, Lateur
`
`discloses controlling the second motor/generator to change the torque applied to
`
`the output shaft in response to “variation in RL” due to external conditions (e.g., a
`
`hill), or operator commands (Ex. 1555, Lateur ‘280 at 10:36-60.) Therefore, even if
`
`the claim did require separately controlling the engine output torque to maintain
`
`the desired cruising speed, it would have been obvious in view of Ibaraki ’882 and
`
`Lateur.
`
` Rationale to combine
`A.
`
`45.
`
`I described the rationale to combine Ibaraki ’882 with Jurgen and
`
`Lateur in ¶¶422-430 of my first declaration. (Ex. 1556, Davis Dec.)
`
`46. A person of ordinary skill in the art would have known that modifying
`
`the base-control strategy in Ibaraki ’882 to implement Lateur’s cruise control
`
`strategy would have been a simple software modification without having to modify
`
`the hybrid vehicle architecture disclosed by Ibaraki ’882. And a person having
`
`ordinary skill in the art would have been capable and knowledgeable to make such
`
`a software change.
`
`
`
`
`
`Page 24 of 25
`
`
`
`FORD 1609
`
`
`
`
`
`
`V. Conclusion
`
`Case No.: IPR2015-00784
`Attorney Docket No. FPGP0104IPR9
`
`
`
`47.
`
`In my opinion, all the elements of the challenged claims are
`
`unpatentable in view of the references discussed above. For the reasons presented
`
`above, it is my opinion that the applied references support instituted Grounds 1-3
`
`as set forth in the Petition for inter partes review and in my Declarations (First and
`
`Second).
`
`48.
`
`I reserve the right to supplement my opinions to address any
`
`information obtained, or positions taken, based on any new information that comes
`
`to light throughout this proceeding.
`
`I declare under penalty of perjury that the foregoing is true and accurate to
`
`the best of my ability.
`
`
`
`
`
`
`
`
`
`
`
`
`
`
`
`
`
`
`
`
`
`
`
`
`
`Respectfully submitted,
`
`___________________________
`Gregory W. Davis, Ph.D., P.E.
`
`FORD 1609
`
`
`
`
`
`
`
`
`
`Executed on: May 6, 2016
`
`Page 25 of 25