What if the the use of HBM removes the need for system memory? This would be a big plus for Ultrabooks/Surface like products. A $200 increase in price for 8GB of HBM might be worth not having include RAM since that would be sourced by AMD. There is a reason products such as the Iris lineup exist.
That's even worse.
From a cost perspective HBM has a premium over DDR , the more you add , the worse it gets (then there is the interposer, yileds and other costs).
More importantly you add way too much heat to the package for an ultrabook , drastically decreasing the TDP available for the CPUGPU so end up with a much much slower solution at a higher cost. You don't need more BW to begin with at such a low TDP so the idea is ridiculous from the start.
Intel's Iris is an entirely different solution , not even close to being comparable in costs and TDP - not that it's a good solution or one that is competitive.Intel did it because there was no competition
A large discrete GPU with HBP ,maybe even paired with a SoC in a single package ( the SoC not on the interposer) does make sense from a form factor perspective but at much higher TDP and price. Achieves a similar goal to Nvidia's downclocked garbage that was just announced but does it better. The problem with that is the low volumes and they would need to use already existing products and just pack them together.
A much cheaper HBM with no interposer or a much cheaper interposer would enable for HBM to be used in more budget friendly products - starting with discrete GPUs that are not 500$+ but those kind of solution are just emerging.