Interesting article there. I hope Neely gives it a read with his eggnog
Interesting quote from the conclusion:
Here's where it really gets tricky: Intel built the better SoC, but Microsoft built the better device - and that device happens to use Tegra 3. The days of Intel simply building a chip and putting it out in the world are long gone. As it first discovered with Apple, only through a close relationship with the OEM can Intel really deliver a compelling product. When left to their own devices, the OEMs don't always seem to build competitive devices. Even despite Intel's significant involvement in Acer's W510, the tablet showed up with an unusable trackpad, underperforming WiFi and stability issues. Clover Trail has the CPU performance I want from a tablet today, but I want Apple, Google or Microsoft to use it. I do have hope that the other players will wake up and get better, but for next year I feel like the tune won't be any different. Intel needs design wins among the big three to really make an impact in the tablet space.
This is a big area where Intel needs to do some work. Unfortunately, just making great silicon is not enough these days. Could we see Intel branded products in the future in the same way we see Samsung branded products? Intel would like to avoid that path, but it may not have an option.