Gartner - 2013 Smartphone/Tablets Sales Roar;PCs Plummet
"Of the 1.875bn mobile phones to be sold in 2013, 1bn units will be smartphones, compared with 675m units in 2012."
"The proliferation of lower-priced tablets and their growing capabilities is accelerating the shift away from PCs." ie cannibalization of Intel's PC chips.
Disclosure: I am long ARMH.