the thing is, if you look at the nbcheck benchmarks the Celeron is still clearly faster on ST and slower on MT but that's 2c vs 4c, 1.8 vs 2.0, if the 2GHz Kabini is $60 product like on the last graph, that's $10-15 more than a 2.7GHz Haswel (1820) obviously this means performance vs lower power draw basically, and I think the cheapest mitx h81 board is like $50 (but you mentioned upgrade path, these can run i7s, the AM1 board can't go higher than 2ghz kabini right now), the 1037U would probably only be competing in price with the slower "Sempron" variations anyway, if the more or less $70 price for board+cpu stays the same,
the best potential I'm seeing right now for this and quad core bay trail on desktop is for OEMs to sell slower CPUs and save some money on the PSU/cooling while advertising "quad core" and not dual core that's a win, replace your current 2.6GHz IB celeron cheap PC with a 1.4GHz quad core and there you go.
obviously Kabini can be a compelling option for small DIY PCs, basic HTPCs and so on, like the 1037u, 1007u/ 847, E-350, Atom and other boards have been for years, but I'm not seeing the socket part as such a huge win, but just something that can inflate prices overall, maybe I'm wrong and AMD is not only going to release 100MHz rebrands, and price will go down quickly.
you know what would be great to come along with the socket? OC, Intel is never going to allow that.