Apple's deployment of 64 bit ARM v8 ISA in its A7 chip has been on an accelerated schedule. No one else has released a 64-bit ARM chip yet. Most of them are expected next year. I think the fact that Apple has managed to bring this out so quickly puts ARM in a better competitive position w.r.t. Intel and their recent announcements about new processes and architectures and chips. What this development means effectively is that when phones based on Intel's new 22nm Merrifield chip comes out at the end of this year, they may not be any better than the iPhone5s in terms of performance denting Intel's ability to grow their mobile market share. Next year, Apple moves to TSMCs 20nm process so they will get a process bump in performance from that which could better power/performance over Intel's Bay Trail chip.
The timing of this introduction is really in ARM's favour.
Do you know that Baytrail supports 64 bit?
Intel does know 64 bit.
When all the pluses and minuses are calculated, Intel will still have a performance and energy efficiency lead because they a fabrication lead.
Apple's 20nm planar will be matched against Intel 14nm finfet. Intel wins!