Why are people talking about HBM? Are they hoping to add separate VRAM? Unless I totally misunderstand HBM, you really don't want to use it INSTEAD of DDR. In any case, I don't see how that makes sense. I don't think memory bandwidth is going to be the major bottleneck for a GPU that has to share a 15-25W TDP. If you're just looking for a design that can handle 1080p 60fps, I think what you really want is just a bigger GPU with like eDRAM if it really does end up being bandwidth limited. But I would also guess you'd need a little more thermal headroom too.
As far as memory is concerned a bigger concern would seem to be lack of support for LPDDR, it seems like there's a very good chance that these parts deliver on the performance side but not battery life. Specifically, it seems plausible that it is very competitive on high utilization battery life but not at lower utilization. That's purely speculative, but 2 of the 3 designs that were announced were larger than I would have expected for a 15/25W TDP and the smallest is limited to single channel memory and could also be running TDP down?