That makes me wonder whether the other GPUs with position-only shading - Intel and Adreno - do the same.
As for PowerVR, I've never seen them described as position-only shaders - I think they've always done full vertex processing upfront.
edit: slides are at https://old.hotchips.org/wp-content/uploads/hc_archives/hc28...
I suppose the difference is whether the render target lives in the "SM" and is explicitly loaded and flushed (by a shader, no less!) or whether it lives in a separate hardware block that acts as a cache.
The big difference is the end of the pipe, as mentioned; whether you have ROPs or whether your shader cores load/store from a framebuffer segment. Basically, whether or not framebuffer clears are expensive (assuming no fast-clear cheats), or free.