cmake: Set COMPONENT_PATH during early expansion of dependencies
cmake: Set COMPONENT_PATH during early expansion of dependencies

Works around bug where components/soc/CMakeLists.txt was testing "EXISTS
${COMPONENT_PATH}/${SOC_NAME}" and this test could pass during early
expansion if COMPONENT_PATH was empty and a directory /esp32 exists
on Windows.

Closes https://github.com/espressif/esp-idf/issues/3195

espressif/esp-idf,espressif/esp-idf,espressif/esp-idf,espressif/esp-idf