What exponential growth in ultramobile?
Try reading what I said. I said that ultra mobile graphics performance is increasing exponentially. The TAM and total unit shipments for ultra mobile products is also increasing each and every year, even as the rate of growth slows in certain areas (such as high end smartphones, although the rate of growth is likely increasing for more moderately priced smartphones).
How many of them are using GT 610's and 620's? AMD's worst Trinity is at least comparable to those.
Remember that I said Intel CPU's + NVIDIA GPU's is by far the preferred choice for Windows PC gamers who use discrete graphics. Intel simply builds better and more power efficient CPU's than AMD. For pre-built systems with Intel CPU's + discrete GPU's, NVIDIA is now used more than 90% of the time. AMD's purchase of ATI sealed it's fate in the sense that pre-built systems with Radeon graphics are now largely restricted to systems with AMD CPU's and not Intel CPU's. The ironic thing is that, even with all the back and forth posturing some years ago between NVIDIA and Intel, these two companies are now on friendly terms again, and expect to be more collaborators than competitors moving forward.