Ok, that makes sense for the low power 9W MBA and 15W MBP Base model, but what about the higher wattage 28W MBP13 and the MBP16, and of course the desktops? Are the simply going to increase the clock speed on whatever chip they use? After a while, it does not make sense to keep increasing the clock speed, as you hit a problem of exponentially higher power consumption.
I'm confused if ur talking about GPUs or CPUs here, but 28W MBP's (13" basically) have never had dGPUs since 2010, they won't add one now. As I said Apple's GPUs are more powerful than the Iris Pro's that the MBP 13" and MBA were carrying now.
On iMacs: the 21" has an intel iGPU, while the next one has a 2GB AMD's 555 GPU which is only 19% faster in OpenCL than the A12Z. Except for the top end iMacs, again it makes no sense to go for dGPUs.
The thing about power consumption is the following: to keep it simple, general purpose processors (CPU/GPU) are great for doing general purpose tasks (serial tasks in CPU/rasterizing + raytracing more recently, in GPU), but the moment you try to bruteforce every task with high clocks makes them really inefficient. In ARM you can design "little ASICS" (to say it simple) inside the SoC, so instead of inefficiently resolving stuff with high clocks you resolve it in specific hardware which is way more efficient (or more powerful per watt wasted). That's why an iPhone's 5.0TPU NPU, which is just a small part of the silicon (and about 2W), is on par with 150-200W Nvidia GPUs when it comes to AI.
So thay's what they'll do, they won't aim for 2GHz GPUs like AMD/Nvidia, but for instance will add a VPU will deal with machine vision and image processing way more efficiently than a whole GPU using generic CU's (i.e a GTX using CUDA). That's the reason Nvidia (and soon AMD) add specific Tensor Cores to deal with Raytracing, because they are way more efficient and suited for the task than the traditional graphic cores.
Apple chooses whats best for Apple, and if that means ARM CPUs and AMD/NVIDIA GPUs, then I'm sure that is what they'll choose.
Indeed, and that's why they won't go for discrete 3rd party GPUs in most of their line: because one Apple SoC costs them 60 bucks and it has the CPU + GPU, a single 3rd party discrete GPU costs already more than that. The only products that will have AMD GPUs (because Apple definitely cut with Nvidia) are products that professionals are in need for them: Mac Pro and probably MBP 16".