Like it or not, Core-based Celeron/Pentium notebooks are becoming rare these days, so this is what you're going to find inside Chromebooks & Windows-based Cloudbooks in the next few years.
They get maybe one or two more years before decent (compelling) ARM based hybrids hit the shelves, from both Apple and Google, with both iOS and Android teams laser focused on improving multitasking user experience. The only way they can still grow their business is to carve deeper into PC territory, and that big PC monster is so slow that it barely registered the mobile piranhas tasting it's tail.
This will be an epic battle, and I'm pretty sure we're going to see a far more agile Intel in the years to come.
Maybe now, the true performance of Intel is just being known?
First of all, be careful on how you interpret performance benchmarks for mobile chips. Just like in the past people fell for Intel optimized benchmarks, now they may just as well fall for benchmarks that are not truly representative of SoC performance. That's your house of cards right there, or at least part of it.
Second, Apple is selling you similarly priced ARM based products with the best and most expensive PC equivalents. The iPad Pro is asking for the same $$$ as the Surface Pro 4. If Intel's perf/dollar ratio is bad, who has the better one?
Third, watch this
video from 11:30 to 14:00. Intel made the wrong bet on tech ever since the beginning of this century, and it's still not fully clear to me whether they are fully committed to a mobile strategy. On the surface all they do & talk is mobile, bringing down to passive cooling their high performance cores, optimizing future processes for even more perf/w, investing in the future IoT etc, but when I look at the way they handled their mobile strategy I see leadership who still thinks they can use old tactics, pull an ace from their sleeve and steam through the competition in order to get back asap to the old status quo (the peace and quiet of high margins).
They lost smartphones, they lost cheap media consumption tablets, now it's gonna be about high end tablets/hybrids with productivity in mind. Until now we saw Intel losing fights in enemy lands, now we're seeing skirmishes at the border and soon enough, as I wrote at the beginning of this post, we'll see the battle move in Intel's territory.
Some think Intel is losing the performance crown, but I beg to differ. I think Intel currently has the better tech (performance wise), however I also fear this is exactly the reason they're still too confident and not taking the bull by the horns. Being comfortable wearing the performance crown is surprisingly the reason they allow this siege to take place, and I'm not so sure their walls are that high and that thick. And since I made so many analogies so far,
here's a song from a PC game that perfectly describes this scenario.
On the other hand, this is the nature of the beast: it's easy to watch mistakes being made from afar, another thing entirely to explain investors why you sacrifice today's profits to build strength for a storm that may or may not come several years later.