There's a lot of valid reasons why they would stay with intel, but my gut feel is that they will go AMD because:
- If they were going intel then all the parts are already available; There was a mid and a late version of the imac in 2015 so it's not like they can't refresh quickly if they wanted to.
- Kaby Lake iisn't going to introduce that much gain over the current top end bto spec
- Practically zero rumors on an iMac replacement or leaks which, if due to a move to amd, goes hand in hand with the NDA code of silence which lifts on ryzen on March 2
- If the Ryzen part turns out to live up to the hype with performance equal or better to intel at half the price it's going to be a heck of a lot cheaper and pretty difficult for Apple to ignore.
Not necessarily true, I don't believe Kaby Lake CPU's for iMac are out just yet (or just recently came out) and they are likely waiting for a new GPU update from AMD.
I *really* doubt we're going to see AMD CPU's anytime soon, especially not a first generation chipset. A lot of people state price is the reason they would but AMD's chips have low margins and they probably can't give Apple the same bulk buy % off that Intel does.