Mobile device are not PC devices, despite becoming mainstream, and tablets and phones getting smarter, mobile device realm it's restricted to personal consumer needs, pro-sumer and pro- it market simple can't migrate apps to mobile device, despite having same cpu power (still years away), are tons of platform specific code, just realize some apps to migrate just from Windows to OSX required to be rewritten from ground, this took years : A. E. AUTOCAD, CATIA, while others as photoshop, just offer *joke* versions of its desktop apps, just to name few, desktop market may shrink but only for those who really Don use a computer.The problem is that all the operating systems, mobile devices use ARM, it's established there; and mobile is the future.
To get the companies to switch to Intel, they'll have to offer something incredible!
I really doubt Intel is stalling because of AMD. They might've beat AMD, but now they have an even bigger and more dangerous competitor, ARM. And in this game Intel is the challenger, not a leader.
Finally, nowadays things get outdated and replaced with a new version so quickly, I doubt Intel would hold back their CPUs.
Most homes trend to use only tablets, smartphones, and some times (very often when someone needs to do heavy work) a pc (one shared or few pc), and few more just add shared hone NAS to the equation. ARM has access to all this market, except the pc, which is not the exception or the device no one wants, just like an organization where everybody has a car, but there are a helicopter, sure the chopper it's better than a car but rationale only few fight ares actually necessary, so no danger to the turbine manufacturer that the piston engines manufacturer take on they market just because driving a car becomes more popular, are segregated markets by nature.
The biggest treat to the x86 architecture only comes from the most erratic yet proposal from Google: Chrome OS, since it can run on arm, but Google just failed to open 3rd party apps (now too late) and goes too forward axing support for Java and Flash, maybe java/flash lack will not be a concern soon (may take at least 3yr to become unnecessary at least practically), but still the migration qeue and the performance, not easy.
Ms did just better with Windows RT, but also felt short.
Apple later may offer an osx server based on ARM, but only as server appliance (as part of an supercharged Timecapsule), but I don't see on Apple stores at least the next 2yr.