Intel has already previewed its next-generation
Haswell chips that will push power consumption to as low as 10 watts initially, but it seems that Intel is moving to reduce power needs for its chips even before Haswell hits the market.
Two things.
1. Ivy Bridge was late. If Haswell is also late then Intel may need stop gap chips. Even if on time some Ivy Bridge design wins are going to continue even after Haswell appears (with a new socket design and supporting chipset).
2. Even 10 Watts is about 10x higher than the ARM designs. The
only competitive designs Intel has for hand held mobiles up against ARM are in the Atom class. Medfield is the latest and has some wins.
http://www.engadget.com/2012/05/31/orange-san-diego-benchmarks/
http://www.anandtech.com/show/6307/motorola-hits-2ghz-with-intel-powered-razr-i
If look at the benchmarks the problem is that the Medfield doesn't keep up with the new A15 ARM designs like Exynos 5
http://www.engadget.com/2012/11/29/samsung-exynos-5-linux-benchmarks/
and A6
http://appleinsider.com/articles/12/09/19/apple_a6_soc_outperforms_intel_atom_in_javascript_test
Intel needs lower power Core i models because quad core A15's are going to start to eat into their core i design wins (e.g., MacBookAir ). Not that Apple is going to shift the iOS devices into x86.
I'm sure that Apple is probably doing a "what if" scenario with Intel testing whether the follow-on Atom alternatives would be a viable candidate in 1 or 2 generations. If their internal ARM design team stumbles badly they'll have a fall back but it likely isn't "Plan A".
In some previous reports Intel made comments as being inclined to do "custom" SoC x86 chips for customers. A custom SoC for a MBA like derivative or even a Surface Pro like clone ( Mac with detachable keyboard) is far more likely than some wholesale switch of the iOS product lines to x86.
With future Ivy Bridge and Haswell chips becoming feasible for tablets with their reduced power consumption, there have been rumors that Apple could consider Intel chips for at least the iPad,
Rumors by folks who don't look at chip power specs. The Core i chips are almost an
order of magnitude off on power consumption. Intel
has a product line aimed at being competitive to ARM, Atom, that is not Core i.
This is yet another one of those rumors that don't even remotely met the common sense test but land on the front page because they generate page views.