Well you seem to be re-stating some of my comments, so ill leave the first few.
Intel's core business are and will remain to be CPUs. But feel free to enlighten us why Intel didn't manage with an ungodly amount of resources poured into the Larabee GPU project to get anything worthwhile out of it for desktop GPUs and was forced to cancel it.
I think you are getting mixed up, Intel actually has dominated the graphics side of desk top..not in terms of performance..they suck..or in terms of credibility..they suck. but in terms of units sold they win...of course im talking about IGP and not discrete..but thought i would throw that one in there..
And besides, we are talking about moving down into mobile, Intel owns shares in IMG TECH, they can just use those chips, which are widely considered to be the most advanced in every metric.
If you are comparing Intels graphics portfolio to its MOBILE competitors, it actually has more powerfull IP, or shares the same =IMG TECH.
Intel dominates anything above 15w, it would be churlish to suggest otherwise, ARM vendors dominate below 5w and AMD somewhere in between.
So the battle then is pushing into each others markets, who has the most tools, who has the most to lose/the most to gain?
I would argue It is Qualcomm/TI/STE/Marvel/Renensis etc,
Intel has the best manufacturing..years ahead of everyone else..exclusivly to them selfs.
Intel has the most money.Intel has the most engineers.
Intel also makes most of its money where arm can't hope to get near in the short term, where as Intel looks like it can strike below 5w within 12 months if it wanted to, and not only that, it could afford to do it by selling its silvermont break even...just to knock the competition down.
Ill make this clear i don't want that to happen, because it will suck, i also didn't think this was a likely scenario for years untill CES, untill i saw the performance of Medfield, backed up by various credible sources.
Medfield looks like it would have been competitive with any ARM derived chip currently released, and if they can get 22nm silvermont out, and start chipping away at the market share of ARM, then it could get messy.