VR Zone dedicated an article to discuss why the delay of the Kaveri APU is a big problem for AMD, you can read it over here. Originally promised for the second half of 2013, the chip was anticipated to be available by now but recent rumors indicate Kaveri won't hit the retail market until mid-February 2014.
AMD saying one thing to the press and another thing to OEM partners behind closed doors is not a tactic a company trying to win back confidence of investors should be engaging in. Investor newsletters and analysts had many favorable things to say about AMD as the company racked up wins with its APUs and got its intellectual property into the next-generation of game consoles.
Kaveri’s delay is a big deal not because the chip will be revolutionary upon launch — try asking a developer how to code effectively in hUMA as extracting parallelism in existing code is hard — but because it shows that AMD hasn’t outgrown its former self. CEO Rory Read has done some amazing things reforming the company, but it looks like you can’t un-teach an old dog its usual tricks.