It looks like ARM (NASDAQ:ARMH) licensees QCOM, NVDA, and TXN will be facing some real competition from Intel in the smartphone space. In addition to inking a deal with France Telecom, Intel's (NASDAQ:INTC) has struck a deal with Indian phone maker Lava, and a multi-year partnership with fast-growing ZTE (OTCPK:ZTCOY). Separately, Intel is announcing a more powerful successor to its Medfield chip, as well as plans for a less costly chip.