Honestly, I'm kinda shocked by the performance. I was expecting 4060 (but actually slightly better) and I thought that would've been an ok performance but I see them actually struggling to even do that. Worst of all, the RT numbers vs AMD are also pretty bad, which is where I'd have thought they'd wipe the floor with them. And ofc plenty of problems still there typical of ARC. Basically it has 12 GB of vram going for it on the budget, but that's it. No way they only manage to put out low range cards and still can't even outcompete there (after they already have to use a much larger to die to even do that!) and they survive. Don't forget, RDNA 3 & Lovelace are the old cards, this will have to compete for much longer with Blackwell & RDNA 4!
I genuinely think this kills their GPU division.