To extremely simplify the business: the company who has more r&d and capital spending will, to a large extent, win moore's law's. With current smartphones - TSM

To extremely simplify the business: the company who has more r&d and capital spending will, to a large extent, win moore's law's. With current smartphones - TSMC and Intel are about equal in that parameter, and TSMC even beats Intel sometimes . Not good for Intel, but maybe livable. But now people are talking about augmented/virtual reality. lots of silicon. phones or phone like devices might take a big part in that.LG's chip will probably be for that purpose excatly . What happens if Intel loses that market ? maybe TSMC wins.