Which market gets it first is not something I can predict. The ground swell is deep and wide though. It's being designed in to products where the architecture will not matter to the consumer. nVidia is very interested and contributing - I would not be surprised if they made something like Tegra with RISC V in a year or two. The government of India is funding several designs (because they want their own processor IP), as are students around the world. Some of the vector implementations are power and area efficient enough that they compete with the best. Don't be surprised if it shows up in the Top 500 in the next few years.

On the software side you've got GCC, LLVM, core boot, Rust, and Google Go, all going there. There are thousands of Fedora and Debian packages already ported.

Several companies exist to support real world implementation by others - they'll help you put RISC V into whatever SoC or system you want.

This is all falling into place for an instruction set that has no production silicon yet. It's going to go somewhere. All it needs is finalized specs and some actual hardware.

Having said all that, one thing desperately missing is a free GPU. If SoCs for the public do arrive soon they will have to come from someone with graphics IP.

I don't expect Intel to be directly affected for a good while, but they will be missing out on whatever markets it takes for the next few years. I do see ARM in grave danger, but not immediately.