3. The Arrival of LPDDR6
LPDDR6 will bring huge bump in memory bandwidth, that's mean all vendors will bump the core counts of CPU, GPU and NPU. With more cores, so does the power consumption. x86 with high clock speed won't be able to scale without big bump in power usage. There was rumor about Qualcomm's next gen X-Elite with 192-bit memory bus comes with 18 cores. And if my speculation is correct, upcoming Apple M5 Pro with 192-bit LPDDR6 should get bump of 14-core to 18-core as well ? We are talking about monolithics SoC, not chiplet design which is more expensive and power hungry..
You're way too impressed with LPDDR6 from a memory bandwidth standpoint. Keeping the number of bits constant (i.e. comparing 96 bits of LPDDR6 with 96 bits of LPDDR5X) I doubt the first gen LPDDR6 is going to offer much of a bump over LPDDR5X, let alone its non standard cousin LPDDR5T. It has room for growth but that's always the case that when they iterate a standard whether LPDDR, DDR, PCIe, TB or whatever that they make sure they provide a roadmap for increased speeds, typically double (though that's not reached until several years in for memory standards that don't do 2x jumps all at once like bus standards)
Anyway, OEMs are hardly holding back on core counts due to lack of memory bandwidth. Few applications are limited by current levels of memory bandwidth, especially for CPU. Sure you can come up with some benchmarks and a few applications that would make hefty gains if you doubled their available memory bandwidth, but most stuff wouldn't see any improvement at all. I don't know enough about the gaming world to say whether there are a lot of titles that max out current iGPU bandwidth - and have it matter rather than people simply opting to buy a dGPU to resolve that issue - but I'd be surprised.
AI certainly stands to benefit from increased memory bandwidth, but we'll have to wait and see if there is any real benefit to consumers from having an AI so powerful that the current ~ 75GB/sec or so in phones is seriously limiting them. Marketers will market, but whether that drives product design decisions a few years from now is another matter.