Intel vs. ARM: The Battle Isn’t Over Yet
The market seems to think that the folks at ARM and its licensees (TI, Nvidia, Qualcomm, Marvel, Apple, et. al.) are on the verge of attacking Intel where it is most susceptible – the PC and server space. Indeed, ARM is making inroads with low power designs, and has a virtual monopoly on mobile devices. But the path to PCs and Servers is a very different path than smartphones and tablets. And clearly, Intel doesn’t think it can afford to concede any territory, which is why it is pushing back hard on the mobile heartland of ARM. So let’s step back and see what Intel has going for it vs.