Intel Corp (INTC)

[mas]

They would not sell both ARM and Intel SOC's to the same customer.

Why not especially when their ARM product does not contain an integrated modem. A Silvermont quad-core would also be above the performance of their current top of the line quad-core 1.8 GHz A12 chip.

http://en.wikipedia.org/wiki/Rockchip#RK32xx_series

I could even see Rockchip going all x86 from here with Airmont at 14nm and Goldmont at 10nm. Intel would of course pick up good foundry margin then.

Intel is actually designing the SOC with Rockchip guidance.

I believe it's the other way around. This is a way for x86 to become a Chinese native product which will obviously help penetration.