I’m guessing ‘SoC and IoT’ includes things like the CPUs in NAS appliances. I have noticed recently a huge proliferation of AMD Ryzen CPUs in these devices when a couple of years ago it was Celerons/Pentiums.
But I suspect they rejected it because they don't care about IGP performance, just as they rejected Intel's "Iris" Broadwell CPUs and the hybrid amd/intel chip.
I love my Synology and love that they are going AMD. While some argue that having video transcoding on a NAS is wrong, it’s also very handy, but the AMD options I’ve seen aren’t a patch on quicksync.
That tech is unbelievably good and might be the only bit of Intel I like.
I bet they will in due time. They have to recompile their whole stack to ARM, which probably isn't easy, but ARM is eating the world. It's only a matter of time.
The 80-core ARM servers Hetzner provides are great. A nice midpoint between a slower general-purpose x86_64 server and an expensive and brittle GPU server.
I can easily see datacenters with these things in the future.
Low-end NASes have been using ARM for a long time.
The higher end x86 NASes are advertised closer to "home datacentre in a box" solutions that offer VM/container runtimes and third party software markets.
So far, x86 is significantly more user friendly and performant for these use cases: the "desktop-ish performance for desktop-ish prices" range doesn't really have many hardware options (Apple certainly won't sell theirs to OEMs, and the Snapdragon 8c is a bit on the low end, and the real data centre ARM many-core monsters are too big); and the software offerings aren't quite as user friendly either.