Three reasons why Intel might lose server market even faster than consumer
One of the biggest challenges to Intel’s x86 hegemony in the consumer market has been the emergence of smartphones where ARM-based processors have 90% market share. The PC market where Intel has a stronghold is declining at (estimated) 10% annual rate. While a lot of coverage has been to given to Intel’s decline in the consumer market, I believe Intel has a tough road ahead in server market too. One major advantage Intel has is the amount of (legacy) code which has been written for x86 (the same thing which keeps Cobol on life support), this advantage is diminishing rapidly due to following trends.