She said that the apocalypse will occur over the next two years when Chipzilla starts selling 14-nanometer chips in 2014 – and then it will be goodnight for all things ARMish
Leber believes that Intel will pull ahead with its 22-, 14-, and, eventually, 10-nanometer technology, and that this edge may be its best hope for convincing device makers to buy its newest mobile processors, along with new, more efficient chip designs.
Intel has been working to solve the problem of power consumption which has kept ARM in the lead. In the future, Intel will not only manage this but will overtake the British fabless chip maker.
Leber wrote that there will be large barriers that Intel’s advanced manufacturing technology cannot solve as it tries to sell to more device makers. Intel will still have to come up with products getting the right combinations of features and specifications on its chips will be the challenge, integrating everything from wi-fi and cellular capability to graphics and GPS features.
She thinks that Intel has managed to get around this void by buying companies to help with its efforts. So far, however, it has not proven it can incorporate them smoothly.
The next thing Intel has to do is to combat the perception that ARM is the default mobile chip designer. Suppliers are not that keen to switch until Intel’s mobile technology is proven.