Intel won't be in serious play for another 12-18 months. 22 nm Atom should give them a keep-alive. It is what comes after Silvermont and Valleyview that should concern everyone.
With 14nm Airmont things should truly get interesting. A lot depends on how the migration to newer nodes works out at TSMC and Samsung. The foundry gap could increase, stay the same or decrease. We'll see.
After mistreating Atom like unloved stepchild Intel are finally throwing everything they have behind it. I think a lot of people will (re)learn in the next 24 months why Intel are called Chipzilla. It is going to be interesting, for sure. Great news for us consumers.
The competition will kick in, we will benefit for sure and that is great. For phones and tablets. I am pretty sure we will see some impressive numbers. The current Atom line is worthless on the market.
Where i have my doubts is, where will it benefit? - how is Atom positioned? What is the market here, and will Intel earn from it?
Intel might pull some extremely good improvements, but will it be enough benefit for the consumer to shift from the dirt cheap arm? Really what is the benefit, and marketing benefit to fx. a quad core A7 at only 2-3mm2 for the cores?
And what is the benefit to fx. a tablet with quad core temash with fx. docking and turbo facility providing speed that aproach IB territory?
I simply ask, who is going to buy the new Atoms?, secondly what is the profit for Intel here?
By far most of the arm stuff is still on 40nm, the need for process improvement does not seem like the most important, as 28nm is available and cheap already. I simply doubt the market value beyond a quad core a7 on 28nm. And when we see some improved A7 versions - think what apple can do - even a15 seem like a huge dog to me for the phones.