Now we have at least some design wins for phones. The Lenovo P90 (there are talks of a second one from Lenovo), the Asus Zenfone 2 and the Asus Padfone.
Especially Lenovo is a very important customer for Intel. With Motorola, it is at third place worldwide at smartphone sales. Lenovo and Motorola both had an early Intel Atom based phone design (the K900 and the Razr I).
In general, the 64 bit Android 5.0 might give a nice push for Intel, especially when they take care of a decent x86 port and future updates, customer might see a benefit in buying Intel instead of Mediatek, Rockchip etc. In addition, I think the current LTE modem from Intel will make it into many budget phones which are not powered by Qualcomm SoCs with integrated modems.
What is still missing is the announced SOFIA chip. That was due end of last year and nothing mentioned yet. More important will be the LTE variant early this year with 64 bit support. That may make it into many cheap phones and start a price war with Qualcomm and Samsung. Intel will not make any profits, but they are clearly an important player in the Android ecosystem by now.
As a side note, I was at my local electronics seller recently and at least 1/3 of the tablets there were Atom based, most of them Android based (basically all Windows 8.1 ones, but there were only a few). All seemed to perform nicely and I couldn't see a performance hit when compared to the higher end Qualcomm 801 ones. So, finally, Intel kept its promise and they are finally there to stay in the Android camp. I think it was worth the high price of contra revenue and lets hope they can leverage their 14nm process for mobile asap with reduced losses at toughest competition.
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