Sony is spinning off its TV business. What does that mean for Bravia?
The home entertainment industry awoke Tuesday morning to stunning news: Sony is ceding control of its home entertainment business, including its storied Bravia TV brand, to TCL.
It’s the kind of headline that makes you do a double-take: Sony, giving up on TVs? Well, it’s more complicated than that, but in broad strokes it’s true. As detailed in a joint press release, Sony will spin off its home entertainment division—including soundbars and TVs—into a new joint venture, with TCL controlling 51 percent of the new entity while Sony will retain a 49-percent share.
The deal likely won’t be finalized until late March, with the new joint company expected to open its doors in the April 2027 timeframe, so it will be business as usual for Sony TVs and home entertainment products until then. The agreement is also subject to regulatory approval.
Still, does this mean Sony TVs as we know them will eventually go away? Well, yes and no.
On a surface level, there will still be Sony- and Bravia-branded TVs on sale even after the presumed closure of the deal, with the Sony/TCL press release specifying that both “the globally recognized ‘Sony’ name and ‘Bravia’ name” are “expected” to live on.
And while TCL will be supplying the panels for new Sony TVs, Sony will still be contributing its “high-quality picture and audio technology” — in short, the under-the-hood chips and picture-quality enhancements that give Sony TV sets their signature look.
Beyond the actual display panels, TCL will serve up its global supply chain and industrial facilities, including the “end-to-end” logistics required to efficiently churn out millions of TVs per annum.
So no, Sony’s Bravia name isn’t going anywhere, but it’s conceivably at risk of spreading everywhere, going both up and down the TV market and thus diluting the brand.
Put another way, we’re used to Sony’s “Bravia” brand being a mark of high-end quality. You’ve got your Sony TV sets, then you’ve got your Sony Bravia TVs, including OLED sets and higher-end LCD-based models. If we start seeing 43-inch-plus Bravia TVs in the sub-$300 range, the Bravia brand may cease to mean anything.
To be clear, it’s not certain that’s going to happen, and we should also point out that TCL itself is the maker of some mighty fine TVs.
Early this month, TCL took the wraps off a new SQD (super quantum-dot) TV that it claims will “end” the picture-quality debate between OLED and LED, and we’re eager to see it for ourselves. We’ve also praised TCL’s bargain TVs for being among the best values in the market.
But even with Sony’s continued involvement in the joint venture and TCL’s impressive track record with TVs, we can’t help but wonder about the future of the Bravia brand, and what it will stand for with TCL at the helm.