Intel's poor lack of SOC focus pushed M-soft to also move its software to Arm with Windows RT including Office. Yes, plus Apple and Samsung (and likely soon M-soft) can now design their own Arm SOCs chips and this completely changes the business model in semiconductors. It did not have to play out like this. A friend of mine recently left Intel. He said the silicon process technology team at Intel has unbelievable focus with methodologies like "Copy Exactly" but the team also lacks vision and understanding of the designer needs for the mobile SOC market (like value of FDSOI vs finfet). He did not think workable for Intel to integrate LTE baseband with Atom on SOC until perhaps 2015 and even then it would still not be cost competitive with TSMC. He said even as of a few weeks ago the finfet SOC models in the development kit were still unstable for mixed signal designers and the finfet process variation was difficult for methodologies.
LIKE AN APPLE: Microsoft will design their own ARM chip based on an ARM Mali graphics core. WinRT will run on a dedicated Microsoft Windows Metro Processor (No more Qualcomm, Nvidia fragmentation). TBA '13.