FUD Zilla reports Intel sees Qualcomm as its largest threat. The chip giant is also carefully watching NVIDIA and Texas Instruments, but it believes Qualcomm is currently the strongest ARM player.
Still, Intel is now shifting its focus and it sees Qualcomm as its main competitor in years to come. We heard this from high ranked sources from within Intel who believe that Qualcomm is the only ARM company that has it all, and Intel wants to take it on.
Intel is carefully watching Nvidia and Texas Instruments, again two strong ARM players, but it still thinks Qualcomm has better time to market, more customers and a much stronger portfolio.