You are still not thinking this from the perspective of AMD. Why add validation and debugging time into their already tight schedule if the iGP:
I can see why AMD would not want to include an iGPU in the first generations of the Zen CPU, since it would require additional design and testing as you say, delaying the products TTM. But later once they have a Zen based APU ready, they have all the bits and pieces ready to create a workstation variant with 8-16 cores and a small iGPU. So then it should not require much effort.
- Will ocuppy only 15% of the die
- Will seldom be used in the HEDT market (even an 1150/1 i7 K proccesor's iGP is seldom used).
This is where we disagree. Because I
do think the iGPU will be used. Typical tasks like SW development, video editing, and office-type side-activities like document editing and web surfing requires it. A decent iGPU that is, nothing more, nothing less. You can of course always add a discrete graphics card, but then the total platform cost will be higher except for the cases where a really powerful GPU is needed. Same reasoning as for mainstream desktop CPU/APUs.
You are far off better adding more cores which have a lot higher of a chance of being used in HEDT/workstation scenarios, making ToM stay almost the same and have a higher chance to compete against Intel's HEDT products. AMD will sell more 10/20t dies if they are priced the same as they would sell 8c/16t plus 2CU if they are stacked (and will be) against Intel's HEDT.
It's not either or. You can have an iGPU on a 10C/20T CPU too.
And remember that workstation CPUs are not primarily priced based on die area, or how much the chip costs to produce. The 8 core 5960X costs $999, and the 6 core 5820K costs $389! That huge price difference is despite that the 5960X only has ~20% larger die area. The reason for this pricing is that Intel intentionally has segmented the market this way, which they can do due to the close-to-monopoly situation.
So you cannot say that a 6 core 5820K with iGPU should be priced at $999 just because it has the same die area as the 5960X.
Otherwise, why not replace the iGPU on the $182 i5-4430 with 2-4 additional CPU cores, and sell the chips for $389-$999. (Yes, I know you need different interconnects, larger cache, etc, but I think you get the point.)
To make it simpler, why do you think the first Zen APU (higher volume, less margin but potential for more revenue) is coming later than the first Zen CPU (lower volume, more margins but less potential of revenue)? It's very simple: The Zen APU has a lot more of complexity on it due to the iGP, thus more validation/debugging/binning that the CPU variant. Having both products be actual APUs is no use because it would only cover corner cases for AMD, while delaying their product and leaving even more sales to Intel.
The faster AMD gets Zen out of the door and the more competitive in pure CPU performance is against Intel's HEDT, the better. Adding super-anemic iGPs to HEDT products is a no-go.
As I mentioned above, I agree this makes sense in the first generation, before there are Zen APUs ready. But after that it's a different situation.