Seems like a harsh characterization. When I read articles like this from a person who is enthusiastic and smart but not widely experienced yet, I read it in the frame of mind that this is what the author wishes were true, rather than as something that actually is true. In this case Andrew, who is a student and has been interning at Google apparently, would really like the world to leave the "x86" behind and move on to something presumably more akin to what ever he happens to think should be a worthy successor.

That being said, in terms of CPU's being shipped that are 'customer facing' and programmable with applications from multiple third parties, ARM chips in 'smart' phones and tablets are taking up a bigger chunk of the pie than any previous instruction set architecture (ISA). That includes both PowerPC (Apple products) and Motorola's 68K architecture (Sun and Apple products).

However, what the Andrew misses out on completely is the distinction between systems and processors and the effect that has on adoption rate. This 'secret weapon' that guards the x86 ISA from death like the charm on Harry Potter's head, was put there by IBM in 1981.

In 1981 IBM shipped its first "Personal Computer" and because it was new to IBM to do that and they expected mostly hobbiests to buy them, the 'hardware information' manual came with schematics, a BIOS listing, and where all the various chips were addressed and how those chips would work. Then as its popularity soared, it was 'cloned' (and this is very important), right down to the register level and with identical BIOS code. The parts were available from non-IBM sources and there was really nothing preventing an engineer from doing it except the off chance that IBM would sue them for something.

As it turned out they did sue for copyright violation on the BIOS code but that was really all they could do, the schematic could be copyrighted but implementations of the schematic were not. Once someone had implemented a BIOS in a 'clean room' and that the BIOS was legitimate was sucessfully litigated, the door was opened and the 'PC' business was born. The key here however was that every single one of them was register and peripheral compatible.

Another event happened at this time which helped seal the charm. Microsoft started selling MS-DOS which was software compatible (which is to say had the same APIs) as PC-DOS but could run on hardware that was not register compatible. Intel made a high integration chip, the 80186, which you could think of as a ancestor of today's system-on-a-chip (SOC) ARM chips. It ran MS-DOS but because the registers and peripherals were slightly different (better engineering wise, but different) programs that ran on PCs would not run on it if they talked to say the interrupt controller or the keyboard processor. Thus the term 'well behaved' programs was born, and they were few and far between. And the other side was Microsoft Flight Simulator that, in order to get any sort of performance at all, talked almsot exclusively to the bare metal, became the barometer of 'clone' ness. The question "Can it run Flight Simulator?" was a buyer discriminator and if the answer was 'no' then sales were disappointing.

Those two events, cemented for almost two decades the definition of what it meant to be a 'PC'.

Into those decades billions of person-hours were invested in software and tools and programs and features. A meeting of Microsoft and Intel regularly got together with OEMs and chip makers and system builders to define all of the details, the same details that were originally from the PC Hardware Manual, that everyone would agree on constituted a "PC". These became known as the "PC-98" standard (for PC's built after 1998) or the "PC-2000" standard. Things like power supplies, keyboards, board form factors and slot configurations all became sub processes within that ecosystem and followed the lead of this over-arching standard. Obscure stuff like what the thread pitch would be on the screws that sealed the cabinet, not so obscure stuff like the dimensions of the 'cut out' for built in peripheral ports. And during all that time the basic registers, the boot sequence, what BIOS provided, and the set of things that could be counted on to exist so that you could boot to a point to discover the new stuff all remained constant.

ARM doesn't have any of that. ARM, as an ISA, is controlled by a company that doesn't build chips, doesn't sell systems using those chips, and is not affected by 'stupid' choices in their architecture. All of that is offloaded to the 'ARM licensees.' And since anyone can license and ARM chip, they do. And that means you have ARM chips in FPGAs and ARM chips from embedded processor manufacturers, and ARM chips from video graphics companies. They are all different. Worse, they all boot differently, they all have different capabilities, they don't talk to a standard graphics configuration, they don't have a standard I/O configuration, they don't have a place where USB ports are expected to appear, or a standard way of asking 'what device is booting me and can I ask it for data?' Quite simply there is no standard ARM system.

And because they don't have a standard system, there isn't any leverage. Its like running a race with lead shoes, possible but very tiring.

Now some folks, and Andrew here is clearly one of them, think the system problem is solved by 'Android.' They believe that because software developers can write to Android APIs and have their code run on all Android machines, that they are done. Except that getting Android to run on an ARM system is painful. And worse the 'high volume' Android systems have features at different places (where the accellerometer is, how the graphics work, can it do 2D accelleration or not?) There is not Android 'pc' which gets to define all the detail bits and thus free manufacturers from the grip of having to hire expensive software types to figure this out.

In the end I agree with Stephen's comment that "If someone could explain how Intel will fail to meet the challenges of getting x86's performance-per-watt to match ARM's...." is a red herring, since Intel has literally years of runway to do that, meanwhile ARM platforms are dying (Playbook anyone?) because the cost to make them pushes them out beyond what the market will bear (and yes the iPad/iPhone are keeping a lid on what you can charge for one of these things)).