Legacy device markets are pretty firmly entrenched on both sides. Intel with server/PC MCUs, ARM with any silicon at the SoC/MPU level and below for smartphones

Legacy device markets are pretty firmly entrenched on both sides. Intel with server/PC MCUs, ARM with any silicon at the SoC/MPU level and below for smartphones, embedded systems, etc. (also gaining share from migration away from MIPS and Power architectures). Throwing money at these mkts probably won't help much, and many are low growth anyways. The interesting, high-growth spaces where ARM and Intel are currently battling for hardware mkt share are the IoT Gateways market and the autonomous vehicle SoC market. The supporting software ecosystem will also become increasingly important over the next few years - this is a spot where ARM could really outpace Intel if it receives a big infusion of resources (see ARM mbed cloud/OS).