They might not be cost-competitive. Intel's process advantage comes from vertical integration. But it also means that they need to keep pushing out high-margin

They might not be cost-competitive. Intel's process advantage comes from vertical integration. But it also means that they need to keep pushing out high-margin flagship products to support their scale of operations and technology advantage. A niche thing like this is likely to get thrown under the bus internally, but they can't ignore the pressure from below and the deteriorating PC market anymore. In contrast, the ARM ecosystem has flexibility to mix and match the design, manufacturing and marketing amongst a group of companies. This is why a lot of people are confident about ARM's fortunes in coming years; the business model favors them in a "cheaper is better" computing market.