Those are their strengths compared to Intel, not compared to the other ARM manufacturers. Intel keeps beating AMD, but part of the reason is that Intel's process is really good. The fact that they reach a given process node much faster than everyone else is important, but even for a given node Intel's, e.g., drive currents tend to be much better than anybody else's. Against the rest of the ARM world AMD won't have that humongous handicap, and I expect that they'll be able to compete much better at things like straight up performance.