A year or even six months ago the media largely characterized ARM's control over the tablet and smartphone market as a given, that Intel missed the mobile revolution and that was simply the way it was. A very small number of technically astute forum posters, but not journalists, challenged the prevailing thought arguing Intel's case for mobile success largely on a detailed understanding of technology and the financial implications of Intel's mutli-year roadmap.
Today, at the end of Q1 2013 the picture is looking very different. Intel's Core architecture is preparing to deliver the single largest improvement in power efficiency and graphics performance in Intel's history. Intel's 32nm Clovertrail+ is winning key performance benchmarkets and getting numerous design wins for smartphones and tablets and Clovertrail's successor Baytrail with even better performance will be in mobile products by the holidays. On the software front Intel's Windows-Android dual-boot, multi-boot capability will further distinguish Intel-based mobile devices from those based on ARM.
Today, we see articles like, "It's Not A Matter Of If, But When Intel Dominates Mobile". Perhaps that title is a bit strong as journalists like shock value, but the important point is that tide of sentiment among even the less-technical general media crowd has woken up to the new reality and the arsenal of products Intel is about to unleash in the marketplace as well as the impact those products will have on consumer behavior.
The design wins are all chump change. Intel's market share in mobile targeted chips has hardly changed. Motorola is their highest profile customer and we haven't heard anything from them. You can spin the news any way you want, but you can't change the sales numbers.
I disagree. Motorola may be high profile in the U.S., but not in China and India. China and India are where the real growth is. Intel has design wins for phone manufacturers native to those countries. I think this was strategic targeting. Intel's mobile chips sales will grow steadily over the next few years. Even a 20% market share by 2016 would be significant - especially given the overall market growth in China and India.