Intel Corp (INTC)

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It will be interesting to see when devices actually start shipping and how these compare to devices made on Intel 14nm FF.

I agree. Given that QCOM is planning 20nm in 1H 2015, I would imagine that 16 FF parts from QCOM (pretty much the lead partner to TSMC/major competitor to INTC) would be a 1H 2016 affair if TSMC hits schedule.

I also see plenty of QCOM employees on LinkedIn talking about both 14nm and 16nm, so I would imagine that Samsung 14nm will see mobile parts shipping then.

Since Broxton is "mid-2015", Intel probably has a ~1yr head start on these guys unless Samsung's own chip teams get super duper aggressive and actually go into high volume on a real mobile SoC design.

That said, it is troubling that TSMC claims to do 20nm in 2014 then both 16 FF and 16 FF+ (actually claiming 16 FF won't be used much) go into volume during 2015 (albeit we do not know when during 2015...will look over TSMC CC again).

tl;dr - Broxton in mid-2015 may not have a huge time-to-market lead on the process side of things, and Intel's lead at 14nm relative to others may not be as wide as Intel indicated at Investor Meeting. Architecture is what will really define this battle. On the CPU side Intel is golden (mont) and I think Gen 9 could be a solid GPU...it's the rest of the IPs that matter at this point.