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You are right that smartphones have drive demand for higher performance and hence more expensive / higher margin ARM CPUs.

But overall ARM volume has been far higher than x86 volume for a long time even excluding all smartphones and tablets.

Most of our x86 servers at work have more ARM CPU's on them than they have x86 cores (most of the harddrives have controllers with ARM CPU's - some of them multi-core etc.). You'll also find it all over the place from washing machines to set-top boxes to microwaves. You find ARM cores in some sd-cards even.

I believe the projected number of cores for ARM last year was around 3 billion. I doubt x86 passed 500 million, which also means that both MIPS and PPC is competing with x86 for second place in number of cores for 32bit+ CPU's. (On the 16 bit or below end you also have surprises like 6502 derivatives shipping in ludicrous volumes)

So x86 has been "hot" for the market for main CPU's in devices consumers recognise as computers, and has been by far the most profitable architecture for a long time. Outside of that, though, it's at best at second place in total volume, and in most non-computer markets it's more likely to place in 3rd to 5th place in volume.




Intel is a big ship to get turned around. When they finally do they will end up more than competitive.




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