Its pretty clear that there is a huge demand of energy efficient, powerful chips though and its only ever going to grow. Smartphones are close to or have already surpassed PCs as computing devices. Cars are starting to require more and more chip functionality from OS, connectivity and in the future for automation. That's another fleet of 1B+.
We see this in parts of the server market, so much that Amazon designed their own ARM chip. We see this as wearable tech has exploded, from smartwatches, ear devices and soon to be AR/VR devices. Another 1B+ devices.
Car manufactures, cloud vendors, smartphone makers, wearable devices, there is a big and growing need for these vendors for such a chip.