Intel Corp (INTC)

[wthdik2]

and great concluding paragraph(s) to that Anandtech article..

What's interesting to me is just how quickly Qualcomm has shifted from not having any 64-bit silicon on its roadmap to a nearly complete product stack. Qualcomm appeared to stumble a bit after Apple's unexpected 64-bit Cyclone announcement last fall. Leaked roadmaps pointed to a 32-bit only future in 2014 prior to the introduction of Apple's A7. By the end of 2013 however, Qualcomm had quickly added its first 64-bit ARMv8 based SoC to the roadmap (Snapdragon 410). Now here we are, just over six months since the release of iPhone 5s and Qualcomm's 64-bit product stack seems complete. It'll still be roughly a year before all of these products are shipping, but if this was indeed an unexpected detour I really think the big story is just how quickly Qualcomm can move.

I don't know of any other silicon player that can move and ship this quickly. Whatever efficiencies and discipline Qualcomm has internally, I feel like that's the bigger threat to competing SoC vendors, not the modem IP.