
As the mobile and embedded device market rise, once dominating companies are slowly fading away while small contenders are gaining more and more ambition.
Intel which is by far the most successful CPU company is facing now a great challenge.
Their flagship in the mobile industry : the infamous Atom is a dead end, not enough powerful for the notebook market and not enough power efficient to be integrated in the MID and phone market where integrated SOC proved to be much superior. Old x86/PC architecture failed to turn any good in the mobile world.
Although Intel still has the upper hand on the performance destkop and server market, the announce of ARM massively parallel SOC put the server at risk, while Windows 8 expected to run ARM cpu will eventually lead to ARM coming to the desktop.
Intel's main asset the x86 instruction set also failed to deliver an interesting product on the GPU market with the dead attempt Larabee.
Nvidia can now hope for a brighter future thanks to its new comitment in embedded device. Stuck in desktop market between Intel and AMD/ATI, driven out of the chipset market, it was reduced to the niches of pc gaming and GPGPU market. Thanks to the Tegra, which is considered the best SOC for Android (at least until recently), Nvidia is back in force. Should Apple used an Nvidia Soc in a future iPad or iPhone and it will be like a winning lottery ticket for Nvidia.
AMD now is facing trumendous difficulties, over-engineered by Intel on the desktop market, it's server oriented cpu the Bulldozer has subpar benchmarks, AMD has also missed the embedded market take off, as well as AMD for the CPU or ATI for the GPU, their so-called "Fusion" (CPU/GPU in the same die) hasn't given birth to any game changer product. Which is a huge blow. Tide to the shrinking destkop PC market, I wouldn't bet on the future of the company without a major strategic change.