the problem is that kaveri is so drastically different, it could be delayed. From what I gather it will be made by TSMC on 28nm not GF, the first CPU from TSMC, and the first non-SOI. Who knows what the yields will be or how fast it will run. Likely they are just now (or soon) getting some prototype kaveri APUs back for internal testing.
This is why kaveri is 2H 2013, it could be as late as december if its on time.