I don't think ARM can outdo Intel given Intel's tech and advanced fab capability, but I think business model wise Intel is in serious trouble with this announcement.
Intel has done its best to lock companies out of adding value to Intel's chips. Intel forced Nvidia into a more limited role and even limits the usage of Atoms. Intel also is failing at keeping the wattage of its chips down.
Companies are getting very good at adding their own custom designs to the ARM core (something Intel is kinda / sorta conflicted about). With a 64-bit core, some of Intel's safe space might got away as companies go with a solution that they can decide on fab partners and on chip design elements. Don't want this type of port, then don't put it on. Need more GPU, add it.
The game really isn't technology, it's business model.
Intel has done its best to lock companies out of adding value to Intel's chips. Intel forced Nvidia into a more limited role and even limits the usage of Atoms. Intel also is failing at keeping the wattage of its chips down.
Companies are getting very good at adding their own custom designs to the ARM core (something Intel is kinda / sorta conflicted about). With a 64-bit core, some of Intel's safe space might got away as companies go with a solution that they can decide on fab partners and on chip design elements. Don't want this type of port, then don't put it on. Need more GPU, add it.
The game really isn't technology, it's business model.