content: They're moving away from it being their main profit driver, they don't seem worried about AMD really. But to think they are just going to leave that market on the table, with VR coming, is downright asinine. In mobile, no one else has anything like core m, and as ARM gets ever closer to maxing efficiency it'll matter even more. By the time the ARM cores are having to work their power consumption up, intel will probably still be scaling core m down. Intel also actually owns their own fabs as well.  Qualcomm relies on other owned fabs, that may or may not have capacity.  AMD's problems have everything to do with marketing / advertising moreso than their tech. As soon as a vendor uses an APU, they can't use the ultrabook or 2-in-1 branding. Not good, as that is the one growth category for traditional OEM's