Wait and see
Probably makes more sense to use AMD's integrated offering now that the low power versions are available and continue to differentiate at high-end with discrete. Having AMD, Intel and nVidia as suppliers should help with price negotiations as well: Apple doesn't need Intel's engineering expertise as much as it did a few years ago.
Of course, there is also the possibility of using the Power VX stuff from the iPhone for graphics. The really would put the cat in amongst the pigeons!