[theevilsharpie]

The number of non-Apple desktops and laptops running ARM is likely a rounding error, and that's unlikely to change anytime soon. Intel has never had a significant presence in mobile devices in the current smartphone era, and they've survived thus far.

Intel does have a presence in servers, but AMD has been offering vastly superior products for years in that space, and consequently, AMD has significantly eaten into Intel's server market share. The hyperscalers are also investing in ARM server products, but it's unclear what effect this has on the market.

I think we're witnessing the end of Intel as we know it, but not due to ARM. Rather, the current CEO -- Pat Gelsinger -- has bet the company on Intel becoming a foundry for other chip designers. Whether that bet will succeed is up in the air.

My 10-year prediction is that Intel will survive as a foundry -- semiconductor manufacturing is a national security priority and the US government can't afford to let Intel fail -- but the chip design segments of Intel may end up getting spun off into their own company (the inverse of how AMD spun off its fabs into what is now Global Foundries).