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Sharp VGA Notebook 3⁄90
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1990-06-24
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Confidential / Apple Product Marketing 3/22
Contact: David Garr, Competitive Analysis, GARR1
SHARP ANNOUNCES 286 VGA NOTEBOOK COMPUTER
_______
SUMMARY
On March 21, Sharp announced the PC-6220, which we believe is a breakthrough
notebook computer. The PC-6220 is a 286 VGA notebook computer with a 20 MB
hard disk. It weighs only four pounds and measures just 1.4" by 8.5" by 11".
The PC-6220 comes with 1 MB of RAM, a 20 MB hard disk, 640 x 480 VGA graphics,
and a 12-MHz 80286 processor. It does NOT have a floppy disk. Sharp says that
this configuration is scheduled for U.S. availability in June and will have an
SRP below $4,000.
We think that the PC-6220 provides very good functionality for its weight. It
offers sufficient features to meet the needs of many mobile computer users.
Sharp has not been a major player in the portable computer market, so it is
unclear whether Sharp can obtain the distribution and customer loyalty
necessary to unseat the Compaq LTE/286, which is probably its biggest
competitor.
The PC-6220 is about three pounds lighter than the LTE/286 and has a much
better display. The PC-6220 is also priced about $1,000 less. However, the
Sharp machine has some weaknesses when compared with the LTE/286. It lacks a
built in floppy disk. Another weakness is probably its battery life (Sharp
didn't specify how long it lasts, therefore we would guess it has a short
life). Furthermore, no mention is made about the screen being backlit.
We expect many other notebooks similar to Sharp's to become available this
year.
______________________________
OVERVIEW OF NOTEBOOK COMPUTERS
The notebook category is the hottest segment of the portable computer market.
NEC's UltraLite, a 4.4 pound XT-compatible, and Zenith's MinisPort, a 5.8
pound machine which features a 2-inch micro floppy disk drive, have received a
lot of attention.
The leader in this market is the Compaq LTE/286. The LTE/286 weighs 6.7 pounds
and measures 8 1/2 by 11 inches, and is 1.9 inches high. It offers a 80C286
processor, a 40 MB hard disk and a standard 3.5-inch floppy. However, the
LTE/286 is heavier and thicker than other computers that have been referred to
as notebooks.
Before the Sharp announcement, notebook computers had been limited by a poor
screen display. Sharp's 640 x 480 VGA triple supertwist display is one of the
best for any portable, let alone a notebook computer. Another key weakness of
notebook computers has been their lack of a standard diskette drive. The
Zenith MinisPort and the NEC UltraLite both use non-standard removable media,
which we believe has limited their acceptance. Sharp's lack of a built in
floppy disk drive will probably limit its acceptance also. (An external 3.5"
floppy disk drive can be purchased.)
Processor RAM Disk Graphics Weight Dimensions Price
HxWxD (in)
-----------------------------------------------------------------
Sharp PC-6220 80286 (12-MHz) 1MB 20MB VGA 4 lbs 1.4x11x8.5 $3,999*
Cmpaq LTE/286 80286 (12-MHz) 640KB 40MB CGA 6.7 lbs 1.9x11x8.5 $4,999
MinisPort 8088 (8-MHz) 1MB 720KB CGA 5.9 lbs 1.3x12.4x9.8 $1,999
NEC UltraLite V-30 (9.8-MHz) 640KB 1MB CGA 4.4 lbs 1.4x11.8x8.3 $2,499
Toshiba T1000 8088 (4.7-MHz) 512KB 720KB CGA 6.4 lbs 2x12.2x11 $999
*Sharp says the PC-6220 will retail below $4,000.
______________________________________
COMPARING THE PC-6220 WITH THE LTE/286
Sharp advantages. The Sharp notebook computer is almost three pounds lighter
than the LTE/286, and it is slightly thinner. We think that these differences
are very important to notebook computer customers. Sharp's screen is much
better than the LTE/286 screen (VGA vs. CGA). Sharp offers an optional docking
station that provides slots for AT-compatible cards; the LTE/286 doesn't have
that option. Furthermore, the Sharp is priced about $1,000 less than the
Compaq machine.
Compaq advantages. The LTE/286 has a built-in floppy disk and a better battery
life (three hours vs. Sharp's non-disclosed battery life). Sharp makes no
mention of the PC-6220 screen being backlit, while Compaq's LTE/286 is backlit.
Also, Compaq has a very good reputation for quality and has already sold
hundreds of thousands of portables.
Note: Sharp announced an additional "slice" battery that can be added on to
the PC-6220 to increase battery life up to five hours. The slice battery
weighs two pounds.
____________
IMPLICATIONS
* Expectations have been raised. The Sharp PC-6220 sets a new level of
expectations by which competitive notebooks will be judged. Companies planning
to introduce notebook computers in the future will have to differentiate
themselves from Sharp's offering.
* Notebook computer sales will accelerate. Before the Sharp PC-6220,
notebook computers offered limited screen displays and processor speeds. We
expect many other notebooks similar to Sharp's to become available this year.
As they become available, we expect notebook computers to have higher unit
sales than larger laptops and portables.
* Not a direct competitor to Macintosh. The Sharp PC-6220 is small and yet
offers many attractive features. However, it does not have the functionality
of the Macintosh Portable. It doesn't have a floppy disk. It cannot run a
graphical environment very well (slow screen updating, no built-in pointing
device). Its battery life was not specified, but will not come close to the
6-12 hours provided by the Macintosh Portable. It doesn't have networking
built in. And most importantly, it is not a Macintosh, and so it lacks the
power and intuitiveness of the Macintosh.
______________________
If you'd like more information, please link us at COMPETITION.
We also welcome your comments and suggestions.