[ac29]

There are rumours and speculation about this, but my reading into it is that this is going to be a single SKU (maybe 2 or 3 variants), possibly for a single customer.

My best guess is Apple -- they were already using Intel CPUs with AMD GPUs, and they probably opened up their checkbook to make this collaboration happen. It should give them performance and power benefits, and Intel and AMD sell the same number of CPUs and GPUs, respectively, as before.

Not sure why you think this is so anti-competitive. Who knows if NVIDIA was offered the same deal and declined? They are much less prone to making "semi-custom" parts for third parties, while AMD already has a track record of doing this for Sony with the PS4 and Microsoft for the Xbox One.

[jrs95]

Given that gaming was specifically mentioned, I'm assuming it probably isn't Apple. It's probably for products more similar to the Razer Blade Stealth. The concept of something like that is cool, but the integrated graphics are definitely the bottleneck.

[adamson]

I doubt gaming is really their endgame here, there are many reasons to want integrated GPU and CPU on the same die beyond gaming that would be relevant to Apple for desktop and mobile (integrated pipelining, higher memory bandwidth)