It's just around the corner, as usual.
This has to be one of the most overused and baseless arguments commonly thrown around in the tech industry as a whole.
Game over means what exactly? They'll own nearly 100% of the market? Or just be the largest single SoC supplier? Are you one of the people who thinks Apple will switch to using them? What's your time scale here? Wanna place some wagers on anything?
I think Apple switching to them is very unlikely -- they have the cash in hand to make more... effective, more... radical investments. Perhaps they'll buy a country.
I think Intel will become a big player within the next two years. I think Nvidia is going to suffer the most out of the current big contenders, but it's hard to say. Tegra's been underwhelming thus far, and they've been relying on being the first of the big players to market. That didn't work out with Tegra 4, and I think that things will only get worse as time goes on.
What does Cherry Trail have to do with servers??
I should have said Airmont.
The way I see it, the server market isn't really about Intel vs ARM, it's about Intel vs other companies who build server stuff. Those companies are moving from supplying hardware systems built around third party CPUs and chipsets to full custom/integrated solutions. Given that ARM is just the reasonable choice for CPU in most of these cases.
The closed-off nature of x86 is certainly its biggest weakness, and it will be interesting to see what Intel does, if anything (other than what they've already announced to support the industry's desire for custom solutions, which is of questionable use), to address that and keep ARM from infiltrating the low power server market.
Intel's Atom-based server parts will be formidable but I don't see them displacing everyone else's market viability (for the low power/cloud based microservers) just because they won't satisfy as many niches and they won't offer the best implementation for everything that they throw on there vs every other specialist with a lot of experience. Having a manufacturing advantage alone doesn't make you the best and most suitable at everything in the world.
I expect Intel to infiltrate more markets as time goes on. Intel's growing influence on the DRAM market will be fun to watch.