What we are hearing is that currently, the delays are due to availability of product. Bulldozer is built on the same process as Llano, 32SHP, so the yield problems are going to hit that chip at least as hard as Llano. Llano has a large portion of it’s area taken up by GPU shaders, so you can salvage a lot of lower binned dies because of that, and more by going to 3 or 2 cores. Assuming any single module can be fused off in Bulldozer, it could have a very high resistance to defects as well.
That said, Bulldozer is a larger die, about 50% larger than Llano, so yield should go down noticeably. Llano’s yield, to use the technical term, sucks, so Bulldozer should be at least as bad. Time will tell, but the constant slipping by a week or two here or there is a pretty good sign that this is the case. When Bulldozer is released in volume, what SKUs are offered, and their availability should give a lot of clues about yields and bin splits.