>The point of the article is that intel has been disrupted by ARM.
Has it?
Intel is a much smaller part of all CPU's sold, that's true, but it's also true that the market for CPU's has increased exponentially in the last few years. The places where Intel is losing is places where they have never actually competed in.
A decade ago, if you were looking for a low-power CPU for a mobile device, you sure as hell weren't looking at X86. You were going with an ARM solution. That hasn't changed, but the market for those CPU's has grown incredibly.
Intel actually did license ARM tech at one point with their XScale chips. It also wouldn't matter if they never competed in the phone market before, because the phone and tablet market is eating away at the desktop/laptop market already. People are probably more likely to want a flashy new phone or tablet, than upgrade their desktop or notebook.
Has it?
Intel is a much smaller part of all CPU's sold, that's true, but it's also true that the market for CPU's has increased exponentially in the last few years. The places where Intel is losing is places where they have never actually competed in.
A decade ago, if you were looking for a low-power CPU for a mobile device, you sure as hell weren't looking at X86. You were going with an ARM solution. That hasn't changed, but the market for those CPU's has grown incredibly.