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Ballpoint pen

Device dispensing ink over a metal ball at its point

  • 15 min read
  • 8 chapters
BIC cristal pen
Trounce · CC BY 3.0

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History

Origins

The first patent for a ballpoint pen was issued on 30 October 1888 to American inventor John J. Loud, who was attempting to make a writing instrument that would be able to write "on rough surfaces—such as wood, coarse wrapping paper, and other articles"—which fountain pens could not. Loud's pen had a small rotating steel ball held in place by a socket. Although it could be used to mark rough surfaces such as leather, as Loud intended, it proved too coarse for letter-writing. With no commercial viability, its potential went unexploited, and the patent eventually lapsed.

The manufacture of economical, reliable ballpoint pens as known today arose from experimentation, modern chemistry, and the precision manufacturing capabilities of the early 20th century. Patents filed worldwide during early development are testaments to failed attempts at making the pens commercially viable and widely available. Early ballpoints did not deliver the ink evenly; overflow and clogging were among the obstacles faced by early inventors. If the ball socket was too tight or the ink too thick, it would not reach the paper. If the socket was too loose or the ink too thin, the pen would leak, or the ink would smear. Ink reservoirs pressurized by a piston, spring, capillary action, and gravity would all serve as solutions to ink-delivery and flow problems.

László Bíró, a Hungarian newspaper editor (later a naturalized Argentine) frustrated by the amount of time that he wasted filling up fountain pens and cleaning up smudged pages, noticed that inks used in newspaper printing dried quickly, leaving the paper dry and smudge-free. He decided to create a pen using the same type of ink. Bíró enlisted the help of his brother György, a dentist with useful knowledge of chemistry, to develop viscous ink formulae for new ballpoint designs.

Bíró's innovation successfully coupled viscous ink with a ball-and-socket mechanism that allowed controlled flow while preventing ink from drying inside the reservoir. Bíró filed for a British patent on 15 June 1938.

In 1941, the Bíró brothers and a friend, Juan Jorge Meyne, fled Germany and moved to Argentina, where they formed "Bíró Pens of Argentina" and filed a new patent in 1943. Their pen was sold in Argentina as the "Birome", from the names Bíró and Meyne, which is how ballpoint pens are still known in that country. This new design was licensed by the British engineer Frederick George Miles and manufactured by his company Miles Aircraft, to be used by Royal Air Force aircrew as the "Biro". Ballpoint pens were found to be more versatile than fountain pens, especially in airplanes, where fountain pens were prone to leak.

Bíró's patent, and other early patents on ballpoint pens, often used the term "ball-point fountain pen".

Postwar proliferation

Following World War II, many companies vied to commercially produce their own ballpoint pen design. In pre-war Argentina, success of the Birome ballpoint was limited, but in mid-1945, the Eversharp Co., a maker of mechanical pencils, teamed up with Eberhard Faber Co. to license the rights from Birome for sales in the United States.

In 1946, a Spanish firm, Vila Sivill Hermanos, began to make a ballpoint, Regia Continua, and from 1953 to 1957 their factory also made Bic ballpoints, on contract with the French firm Société Bic.

During the same period, American entrepreneur Milton Reynolds came across a Birome ballpoint pen during a business trip to Buenos Aires, Argentina. Recognizing commercial potential, he purchased several ballpoint samples, returned to the United States, and founded the Reynolds International Pen Company. Reynolds bypassed the Birome patent with sufficient design alterations to obtain an American patent, beating Eversharp and other competitors to introduce the pen to the US market. Debuting at Gimbels department store in New York City on 29 October 1945, for US$12.50 each (1945 US dollar value, about $224 in 2025 dollars), "Reynolds Rocket" became the first commercially successful ballpoint pen. Reynolds went to great extremes to market the pen, with great success; Gimbel's sold many thousands of pens within one week. In Britain, the Miles-(Harry) Martin pen company was producing the first commercially successful ballpoint pens there by the end of 1945.

Neither Reynolds' nor Eversharp's ballpoint lived up to consumer expectations in America. Ballpoint pen sales peaked in 1946, and consumer interest subsequently plunged due to market saturation, going from luxury good to fungible consumable. By the early 1950s the ballpoint boom had subsided and Reynolds' company folded.

Paper Mate pens, among the emerging ballpoint brands of the 1950s, bought the rights to distribute their own ballpoint pens in Canada. Facing concerns about ink-reliability, Paper Mate pioneered new ink formulas and advertised them as "banker-approved". In 1954, Parker Pens released "The Jotter"—the company's first ballpoint—boasting additional features and technological advances which also included the use of tungsten-carbide textured ball-bearings in their pens. In less than a year, Parker sold several million pens at prices between three and nine dollars. In the 1960s, the failing Eversharp Co. sold its pen division to Parker and ultimately folded.

Marcel Bich also introduced a ballpoint pen to the American marketplace in the 1950s, licensed from Bíró and based on the Argentine designs. Bich shortened his name to Bic in 1953, forming the ballpoint brand Bic now recognized globally. Bic pens struggled until the company launched its "Writes First Time, Every Time!" advertising campaign in the 1960s. Competition during this era forced unit prices to drop considerably.

Production in China

Many industrial sites specializing in pen production were created in China. One important production site is the Fenshui Township. Their ballpoint pen production started in 1974, when the Hangzhou Ballpoint Pen Factory initiated its production using bamboo. The Wengang Township has a long tradition of brush pen production, but all kinds of pens are produced, including ballpoint pens. In 2002, China's Pen Capital was constructed in Wenzhou, with an investment of ¥ 600 million. AIHAO was one of the first companies to move to the industrial site. Their most famous product is the ball-point pen.

In the 2000s, China ballpoint pen production skyrocketed. In 2017, China produced 38 billion ballpoint pens per year, 80% of the global market. But the country had a problem in precision engineering the ballpoint pen tip, which had to be imported from Germany, Switzerland, and Japan for the cost of ¥120 million a year. The subject was criticized by western media. Forbes argued that the lack of IP protections were the cause of it, as the country wouldn't attract investments in innovation. Financial Times argued that because of Chinese self-sufficiency policy, companies handled the entire supply chain by themselves, thus creating inefficiency. Hong Kong Economic Journal declared that "the day China can produce a 100% homemade ball pen will be the day it truly qualifies as a first-class industrial power".

Since 2011, the Ministry of Science and Technology invested $8.7 million in the production of the tips. Beifa Group worked with Taiyuan Iron & Steel Group (TISCO) with no success. In 2016, the Chinese Premier Li Keqiang complained on national television about the quality of Chinese pens. In June 2016, TISCO produced the first national ballpoint pen. In November, TISCO's industry standard was approved by the China Metallurgical Standardization Research Institute and on 10 January 2017 the pens were officially announced. The achievement reached the front-page news, was discussed in talk shows and celebrated on social media.

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