I chatted with Alex Lindsay about this during a test call last night. Even he paused when I explained this.
I think future ATEMs at least up to the 2 M/E are going to have to have some HDMI ports. Here is why, BM has made a big bet on growing their community through the Mini & Mini Pro. Those products may not be loss leaders but it is certainly a lower margin and this is to get creators and others into their system early.
They built on this by providing camera controls for the Pocket 4k and 6k. Great news, now you can shade cameras and focus just like a broadcaster. BM wants you to get good at it, but then leaves you nowhere to grow because their connectors do not allow you to grow at an affordable pace by buying a 2 M/E or 4 M/E and continuing to using the 3 to 4 Pocket cameras you started with.
So this is the end of my ramble, but I really think they are going to provide some option that allows a softer financial path to continue your growth and keep you moving into their more Pro product line. Especially now that we know you can use HDMI fiber cable to run the cameras at distance.