even if AMD was doing marginal, if Apple switched fully to them from Intel, that's over 10% market share growth right there, which is a large increase. So Apple alone should help shore them up. I hope they don't do it though. I have yet to use a AMD laptop CPU that wasn't power hungry, hot, and slow...
But AMD's roadmap shows they have solved those problems. Their future CPUs are much cooler and nearly as efficient as Intel's CPUs in the mobile platforms. In addition, they offer a gigantic leap in terms of quality of the integrated GPUs over Intel and would allow Apple to use a high quality integrated GPU that's more energy efficient than the best Nvidia has to offer.
We need to look at these things as a total package. If the discrete GPU doesn't work in low-end Macs given Apple's strategy, then what exactly is the best plan moving forward... I feel AMD has the best complete package when considering CPU, GPU, and chipset as a whole.
Intel has the best CPUs, we can all agree to that, but Intel is being anti-competitive by simply changing the rules and terminating Nvidia's license agreement. The result is a situation that hurts us consumers as we're required to use their inferior IGP if we want to use their superior CPU.
So there are a few possibilities, but given Apple's resistance to leaving an integrated GPU/chipset model, I believe AMD offers the best solutions beyond C2D CPUs in low-end Macs. The other three possibilities are discrete GPUs with Intel CPUs, Intel's Core i-series CPU with IGP onboard, or negotiating a truce (or having the justice department step in) between Nvidia and Intel forcing Intel to allow Apple to use Nvidia GPUs with Core i-series CPUs.
We can all pray that Intel gets wise, or the justice department speeds up their process, but in reality Intel terminated Nvidia's licensing agreement because Intel wants to sell its integrated IGP on Core series CPUs along with Intel's own chipsets. Intel wants it all, and that's not what's best for consumers. In addition, Apple could change its strategy with low-end Macs and use discrete GPUs in the 13" MBP and Mac mini and Intel's integrated GPUs in the MBs and MBAs. However, I don't believe that will happen. Apple wants to lower the price of Macs, and it needs to keep costs down for components, production, software integration and etc to keep margins where its stakeholders are comfortable.