Given that gaming was specifically mentioned, I'm assuming it probably isn't Apple. It's probably for products more similar to the Razer Blade Stealth. The concept of something like that is cool, but the integrated graphics are definitely the bottleneck.
I doubt gaming is really their endgame here, there are many reasons to want integrated GPU and CPU on the same die beyond gaming that would be relevant to Apple for desktop and mobile (integrated pipelining, higher memory bandwidth)
