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.
As we unveil EE Times’ 2015 Silicon 60 list, journalist & Silicon 60 researcher Peter Clarke hosts a conversation on startups in the electronics industry. Panelists Dan Armbrust (investment firm Silicon Catalyst), Andrew Kau (venture capital firm Walden International), and Stan Boland (successful serial entrepreneur, former CEO of Neul, Icera) join in the live debate.