IMO the competitive advantage of Intel in process,with 3D transistors, will be soon matched by TSMC or IBM fab club. So the competition will essentially boil down to power consumption/performance/price. In price Intel can noway match ARM, without seriously hurting their current margins. A mid end notebook cpu from Intel sells for 100-200 $ while a topend ARM CPU from nVidia/Qualcomm sells for like 30 $. Performance of ARM will gradually increase enough to be able to execute most computing tasks and people will have less reasons to pay for an Intel CPU.
Replay available now: A handful of emerging network technologies are competing to be the preferred wide-area connection for the Internet of Things. All claim lower costs and power use than cellular but none have wide deployment yet. Listen in as proponents of leading contenders make their case to be the metro or national IoT network of the future. Rick Merritt, EE Times Silicon Valley Bureau Chief, moderators this discussion. Join in and ask his guests questions.