How significant depends a lot on how the ARM processor manufacturers and foundries respond to the Intel challenge. Taiwan Semiconductor Manufacturing Company (TSMC) and IBM's Common Platform partners Samsung and Global Foundries are working feverishly on their own 14 nm processes, which should rival Intel's in power efficiency. If the ARM foundries can get the process on line by the middle of 2014, they should be able to hold the line against Bay Trail and its successors. If not, tablet device makers will begin to abandon ARM for Intel in 2014, thereby finally bringing profitability to Intel's mobile business.
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