Your latter point is not to be estimated.
The gaming laptop market in 2018 was worth 12 billion dollars.
https://www.notebookcheck.net/Gamin...-billion-in-the-past-five-years.415335.0.html
Considering the pricing of Nvidia GPU's and better bins are going into laptop chips, I could easily see 15% of this 12 billion dollars going to laptop GPU's.
Considering how rare AMD discrete GPU's there are, this could be 1.8 billion dollars going mostly to Nvidia which is a huge portion of their consumer revenue.
The GTX 1050 ti is a very popular GPU found in laptops because the TDP is perfect for laptops. This is why performance per watt matters so much in todays market.
The gaming laptop market is exploding in growth much higher than the desktop market.
https://www.marketresearchfuture.com/reports/gaming-laptop-market-5153
If AMD continues to ignore performance per watt, they will miss this 22 billion dollar market(by 2023).
In 2013, the market was only worth 1 billion dollars so it mattered even less in the Fermi days. But with todays 12 billion dollar valuation of the market and 2023 22 billion dollar valuation, we could look at the laptop market representing 50-60 percent of the overall discrete market in the future.
If AMD 75 watt navi simply matches the gtx 1050 ti, Nvidia will simply undercut AMD to laptop makers and without a game bundle in this market, it will not be successful considering how much stronger Nvidia as a brand when it comes to selling laptops.
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It would be a big mistake if AMD continues to ignore performance per watt because it will lock them out of the laptop market.