Currently there are no notable shipping devices with Intel CPUs. Thus, up to now, Intel's fabrication process advantage has not been enough. I speculate that th

Currently there are no notable shipping devices with Intel CPUs. Thus, up to now, Intel's fabrication process advantage has not been enough. I speculate that the rest of the world will stay close enough to Intel to make the advantage non-disruptive to ARM. There is however a technological chasm that ARM must successfully cross - namely the transition to high performance systems enabled by the ever higher transistor budgets permitted by Moore's Law. One can imagine that big L2 caches, high memory bandwidth and eventually 64-bit addressing will be important for mobile devices. On one hand Intel can attempt to drive existing high performance x86 solutions to low power, and on the other hand ARM can attempt to extend their architecture for high performance - given more transistors and better power characteristics available to both sides, the rest of the world lagging Intel.