If they have a winner, they are in pretty good position. Competitors have nothing launching in the near future that offer anything meaningful over what they currently have. Well, Intel might.
Panther Lake will probably be very low volume for a while even for the first half of 2026 and it's unlikely to be competitive with the X Elite 2 on either CPU performance or efficiency. With third gen Xe cores it's going to be interesting to see how it does in gaming (which should remain QC's main weakness) but that's pretty much it.
For the premium thin and light market X Elite 2 has a serious shot at being *the* best chip on the market until at least 2027 when Nova Lake and Medusa Point release. If they can improve Windows on ARM (and for the love of god please improve Linux support) it might really be a winner.