The fact that it's conjecture doesn't make it less likely.None of those mental gymnastics will make any of your aforementioned claims any less than pure conjecture.
Maybe that's enough for you to go e.g. write for fudzilla, semiaccurate or wccftech, or write posts on neogaf.
Here on B3D it's still pure conjecture and it will be valued as such.
There haven't been a lot of reasons to choose AMD for laptops in the last 2 years, since power consumption happens to be a key factor, yet Apple continues to do so.
Conjecture as it may be, price is the most obvious factor.
For AMD, even a low price GPU may still be sufficient to increase their abysmal corporate gross margin percentage. For Nvidia, it'd result in a gross margin hit.