Lenovo - This Chinese giant has managed to avoid the worst of the PC shipment decline in the last two quarters. However, the company is not immune to the secular decline in the PC industry and has already made a very aggressive entry into the smartphone industry. Lenovo is a close Intel partner and is about to launch a flagship smartphone (K900) using Intel's "Clovertrail" chips. Lenovo is also going to start a Yoga line of products using Ivy Bridge processors. I expect that Lenovo will be one of Haswell's biggest customers in the coming year.
Microsoft - Microsoft like Intel has been pushing hard into the mobile devices industry and has launched the Surface tablets on its own. The newer Windows versions are becoming mobile friendly and Haswell ultrabooks will give Windows 8 a further boost. The North Cape prototype used a Windows 8 operating system.
Apple - There are strong rumors that Apple will launch a new line of Mac products using Haswell chips. If Intel delivers on its promise of delivering a radically improved processor, then Apple might not have a choice as competing processors will be outclassed on performance/watt metrics. There are already credible rumors that Intel will start shipping Haswell processors to Apple in May for Apple products that will be launched during the fall. The Macbook Pro's biggest upgrade might be the usage of a Haswell processor.
Other PC vendors - HP, Dell, Toshiba, Fujitsu and Acer should also benefit from a revival in the PC industry's fortunes. These companies have been unable to fight against tablets as both Intel and Microsoft did not have the hardware and software to compete effectively. As Intel levels the field with ARM in power efficiency, these companies will be able to fight back.