Charlie fails to mention something he knows very well - that the ultrabook program was born during hardball negotiations with apple in which (supposedly) they were very close to using an AMD APU part due to the poor intel gpus. Without a credible threat in the form factor Apple had much more latitude in choosing a lower performing cpu from amd or even a different isa. Did ultrabook fail? Look at it this way - Intel is selling more ULV chips than they ever have - and while I'm sure they'd like to have the volume less lopsided, it's obviously way better than not selling them.

Meanwhile, 2 years later the ivy gpu is really pretty good for mobile workloads, and haswell appears to continue their overweight focus on it to keep apple happy.