My point was specifically for packaging reasons on premium products. There is room even at the increased power usage for a 4 core CPU that also has a powerfulish igpu. Iris is an example of that. Something like a HBM2 setup would allow full Discrete GPU performance and alleviate need for ram. I am not saying we see a dozen of these show up. But a small Alienware, an option for Apple with their notebooks and Imacs (specially the Imacs since they have space for the dispersed cooling and putting the Mem options on the CPU means that they don't have differentiate the board construction). A future Surface or Surface book. List goes on. This is something that can get them design wins assuming they have the CPU in the pocket. None of these guys is going to wait for AMD to come up with a semi-custom design for them. Otherwise they can just continue working with Intel who will give them a deal just for not talking to AMD.
That said is RR the right release to do this. Probably not. But there is a packaging advantage that a HBM APU from AMD would fill and it would be in there best interest to have it ready for the opportunities as they open.
Your point was ultrabooks.
So we take a 15W SoC, we increase costs, we decide to add, let's say 5W worth of memory to the package, lower the TDP available for the CPU/GPU to 10W so by 33%.
Higher cost, much lower perf due to the lower TDP and what's the upside?
Intel Iris is very cheap in comparison, like bread vs caviar.
Using HBM as system memory can be a tool to mitigate the downsides but you still need for HBM to bring value to the table and be the best solution.
You got cost, power, perf. Costs are terrible, power increases when you add HBM where there was nothing and perf only benefits when you got a rather large GPU.All added up must be BETTER than any other solution.Other solutions would be larger cache, smarter software, better power management, a larger die, more DRAM channels, embedded DRAM, other on package memory, better cooling, discrete GPU and so on.