I feel fairly strongly that the publicly available benchmarks for Strix Point and Hawk Point support my position. Strix Point is not much faster than Hawk Point when using the iGPU. You are proposing that Kraken Point, built on the same node, with the same logical blocks, with it's 8CUs will be as fast as or faster than Hawk Point's 12CU RDNA3 implementation when the Ryzen AI 9 365, with it's 12 CUs, is neck and neck with Hawk Point in many cases.
As for winning commercial...
Here's all 15 design wins that it has as of two weeks ago, built on about 9 different actual motherboard platforms. How much of this "winning" is really impacting AMD's bottom line? That's a TON of "winning" from some of the absolute giants in commercial sales, oh, it's got some Lenovo to be sure, but that's one Ideapad and some Yogas that I barely see in corporate. Yes, we do expect to see some HP and Dell, but I'm not holding my breath...
In this article, we're discussing the AMD Krackan Point hardware platform, the mid-segment iteration of AMD's Strix Point hardware, with Ryzen AI 7 and Ryzen
www.ultrabookreview.com
Face it, Kraken point is an exercise in cost optimization and not value. The gains from N3P would have the Zen4 core doing high enough clocks to keep pace with mobile Zen5 at the released clocks. Zen 5's big gains outside of DC were in AVX-512 throughput, which the mobile cores only have about half of. N3P would have helped RDNA3 achieve or sustain higher clocks as well.
I'm going to let the final benchmarks, once they get run by 3rd parties, prove this all out. KRK is going to be a fine chip, but, it's not going to be much of an improvement over HWK.