This quick & easy specialization might be a part of what could give them market share, but I don't think this is their best shot. While this "IoT" might be the

This quick & easy specialization might be a part of what could give them market share, but I don't think this is their best shot. While this "IoT" might be the most stupid buzzword I've ever heard, what it stands for is true: everything will be networked in the future. The only thing that matters here is that devices can talk together, and this might be their biggest shot. These days micro-controllers are already being replaced by cheap ARM's that run circles around them and are easier to develop for. This is an area where the semi-conductor industry will grow massively. If they're able to prove that their design offers the same processing power for less power, a whole lot of companies could be interested.