Intel: The Semiconductor winner in the mobile race.
The device winners will include Apple, Samsung, and Lenovo. Dell and HP could make the list if they make a few correct decisions in the near future. Intel currently has at least twice the capacity required for a flat PC business and are adding more. The only obvious reason for this excess capacity is for a high powered run at all of the mobile chip business.
I call Intel the single major winner as the semiconductor supplier to the device winners. In the process, Intel revenue will double to $100 billion plus. This self organization of the mobile business will take place in no more than two years from today.