I think we’re beginning to uncover the edges of a world where lack of x86 compatibility is no longer the kiss of death it used to be. It’s unclear to me that Intel can ever reach equivalent performance per watt with ARM; Intel’s ultra-low-end Celeron 847 is twice as fast as the ARM A15, but it’s also 17 watts TDP. In a land of ARM chips that pull an absolute maximum of 4 watts at peak, slapping Intel Inside will instantly double the size and weight of your device – or halve its battery life, your choice. Intel’s been trying to turn the battleship, but with very limited success so far. Haswell, the successor to the Ivy Bridge CPUs in the Surface Pro and Yoga 13, only gets to 10 watts at idle. And Intel’s long neglected Atom line, thanks to years of institutional crippling to avoid cannibalizing Pentium sales, is poorly positioned to compete with ARM today.
A textbook example for disruption.