I think the comment was about competing foundries, which are mostly using their leading-edge processes to manufacture chips that aren't going head to head with Intel's desktop and server CPUs. Instead, they're making smartphone SoCs and GPUs.
Those aren't mobile CPUs in the sense of being anywhere close to something that could power a smartphone or even a tablet. They're barely-functional desktop chips with large portions of the chip turned off and the rest down-clocked to small laptop power levels. And it's only one SKU so far, with extremely limited availability; mass production is currently scheduled for next year.
Intel's actual low-power microarchitecture is still on 14nm and can barely get its foot in the door for the tablet market. Meanwhile, two generations of smartphones have shipped using TSMC and Samsung 10nm SoCs, and TSMC's 7nm has started volume production.
Can you say what's the reason for this differential?