GP107 is a 75w chip. GV107 is not going to give GP106 perf at 1/2 the power. TSMC 12FF is not a full node shrink. Its a 16FF+ optimization for area reduction. btw you will never use exactly the same power as CPU+GPU TDP. It takes power to drive signals across a PCI-E bus. most importantly form factor advantages are huge with single die APUs. Cost also is a major advantage and an AMD APU can significantly undercut the CPU + dGPU combo especially in OEM PCs where AMD is not going to sell at DIY retail prices.
https://www.techpowerup.com/reviews/Palit/GeForce_GTX_1050_Ti_KalmX/28.html
Does GP107 here look like 75W TDP GPU? . OC'ed GTX 1050 Ti's - yes, they are 75W TDP GPUs.
GV107 will bring GP106 performance at the same power consumption. Nvidia was able to increase the core dramatically of Volta GPUs, compared to GP100, at the same power consumption, and with the similar core clocks. If the change of architecture will bring uplift in performance GV107 will easily outperform GP106, while consuming much less power.
Do not get me wrong. I would love to see this on desktop. But I do agree with Stilt's technical point of view, and that this chip may only be custom design, with MCM, to compete with Intel.
IMO best thing AMD could do is to partner with an OEM, like ASRock, and offer those chips only for SFF market as a BGA package, coming with MoBo, already. mITX sized MoBo, with full 4c/8t/28CU/2GB HBM2 chip soldered into the MoBo with place for standard 160 mm cooler on top of the IHS, for 399$? That is actually very good deal and simplifies a lot of hassle with construction. Anything that saves space, and offers some new possibilities, for new markets is great addition.
Actually Im really hoping that the Kaby Lake-G CPUs will come with BGA package boards, and also will be available for consumers.