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Chronicles

The story behind the story

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Sony's new Vaio laptops revealed

The latest refresh of Sony's iconic Vaio laptop line is dominated by the company's first entry in the growing ultrabook category.  —  But, looking at the new Vaio T, you might think, “Doesn't Sony already have an ultrathin laptop?”

CNET Dan Ackerman

Context & Ripple Effects

Sony put its first true ultrabook on the table at the start of June, weeks after revealing the 11- and 13-inch Vaio T with Sandy Bridge processors for a release later that month. The awkward part, as CNET's own framing suggests, is that Sony has shipped ultrathin Vaios before — the VAIO P and the VAIO X both arrived back in 2009 as ultra-portable experiments priced and positioned well above the mainstream.

What changed by 2012 is that 'thin and light' stopped being a niche Sony could charge a premium for and became a defined, Intel-driven category every PC maker was expected to fill. That shift lands on a company already under financial strain: Sony and Panasonic issued earnings forecasts that missed analyst estimates in May 2012, and their television businesses continue to post persistent losses.

First-order effects

  • Sony enters the ultrabook market at the segment's price points rather than its historical premium tier, putting the Vaio T in direct lineup-to-lineup competition with every other major PC maker's 11- and 13-inch thin laptops.
  • The refresh forces a positioning decision inside Sony's own catalog between the new Vaio T and its legacy ultra-portables, which now look overpriced against a category they prefigured.

Second-order effects

  • Intel's ultrabook program gains one of its highest-profile OEM converts, tightening the standardization pressure on holdout manufacturers whose thin laptops sit outside the spec template.
  • With Sony's consumer electronics divisions absorbing losses elsewhere, the margin-thin ultrabook segment adds volume pressure without obvious profit relief, raising the stakes for the company's next-generation console and entertainment bets.

Third-order effects

  • If every major manufacturer keeps filling Intel-defined categories, laptop differentiation migrates from industrial design — long Sony's edge — to component specs and price, commoditizing the premium tier that brands like Vaio were built on.

The trend: PC makers are converging on Intel's ultrabook template, trading bespoke design identities like Sony's for standardized thin-and-light categories defined upstream by chipmakers.