ARM is smart in not building the chip by itself but license it to multiple chip vendors so it can focus on its IP development and quickly penetrate the consumer market without the limit on process technology or production capacity. Of course, the architectural advantages over competitions help ARM to stay ahead for some while. I'm not sure if there is any new processor architecture that can do better power-speed performance than ARM yet. If yes, I would like to know more.
I have been looking at and using ARM based controllers for some time now, primarily due to low cost and high performance. What was hindering ARM's penetration into home electronics (I believe) was the missing higher speed devices. With the full release of 800Mhz, 1Ghz and beyond single, dual, and possibly quad devices, this is no longer an issue. Raise your ARM and toast their success.
This article shows a battle not of manufacturers but of microprocessor architectures.
I see the ARM business model vary smart and agile as by licensing it invites different manufacturers to provide the ARM chips. This doesn't only present a good chip for low power applications but it also enables a powerful supply chain from different geographical angles and places. For a monolithic manufacturer IP creator like intel will be difficult to top that, don't you think?
The advantage of low power consumption has made ARM to be an idea candidate to power digit home appliances/ devices. The demand of extremely low standby current will grow even higher as more devices are introduced into the market. Power management of different peripherals will become very critical as time goes, won't it?