Alea,
Arm will win more of Intels market than Intel does of the Arm market. JMO
Arm is going after the PC space and the Server market and we know they have 90-95% of the mobile market now.
But that's what makes a market and there certainly is speculation involved
))
"Bright Future For ARM Servers Says Dell Exec"
http://www.techweekeurope.co.uk/news/bright-future-for-arm-servers-82240
Also:
"ARM says Intel is no threat in smartphones"
Warren East, chief executive of Cambridge-based ARM, said Intel's phones were still a couple of generations behind the latest ARM-based smartphones.
"I've played with the (Indian) phone and it's a very good phone," East told the Reuters Media and Technology Summit.
"It's very comparable with the Apple 3G (launched in 200
in terms of browsing speed, and ease of user interface and so on."
But he did not perceive Intel "as a huge threat".
"We've been saying Intel will gain some share in the smartphone space," he said in London.
"However, we think it will be not be vast because they will be one of 20 companies supplying into that space, the others have the advantage of using the ARM architecture, and the last 10-15 years has been spent developing a very strong ecosystem around that architecture."
He said Intel were catching up in making microprocessors more efficient, but the ARM world continued to move ahead.
East said ARM was working on the assumption that Intel would gain about 10 percent of the smartphone apps processor market in two to four years. "In a few years time, it will settle out at some number but we do not think it's going to be much bigger than that," he said.
ARM's blueprints are licensed to chipmakers, such as Samsung and Qualcomm (QCOM.O), which in turn pay a small royalty of 1-2 percent of the shipping price per chip.
Electronics manufacturers and software designers also license the British firm's technology, with the result that development costs are spread across the industry.
While Intel could gain ground in smartphones, ARM is moving in the other direction into Intel's territory.
Later this year, PCs based on ARM's architecture will launch, a milestone enabled by Microsoft (MSFT.O) configuring its Windows operating system for ARM's architecture for the first time, enabling it to capture a chunk of the tablet market.
East said an added benefit of Microsoft's decision was that it opened the PC market up to ARM
http://www.reuters.com/article/2012/06/12/us-media-tech-summit-arm-idUSBRE85B0C320120612
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