Excavator core is not a SR respin and Carrizo will not be a Kaveri variant. Whether it will be noticeably faster (via clock,IPC or combination of the two) is unlikely, but calling it Kaveri respin is just wrong.
I'm just thinking how aggressive AMD can be with this split.
40h-4Fh(FX CPU) : 16 Excavator Cores, No GPU, 8MB L2, 8 MB L3, 256-bit DDR3/DDR4. >65W
50h-5Fh(FX APU) : 6 Excavator Cores, 16 3rd gen GCN CUs, 3 MB L2, 6 MB L2+L3, 256-bit DDR3/DDR4. >45W
60h-6Fh(A(x) APU) : 4 Excavator Cores, 8 3rd gen GCN CUs, 2 MB L2, 128-bit DDR3/DDR4. <35W
This implies that these are all launching very late this year. With planned 20-nm node drop downs later next year.
http://www.linkedin.com/pub/ramya-gandamaneni/16/485/aa8
Fast macro porting designs like GCN and 16h can jump to the 20-nm node first. Then, the large macro count designs with slow porting speed like 15h, port later. Small L2 and L3 making better use of the space of 28-nm. Then, going back to the large L2 and large L3 with the shrink.
This would technically also allow AMD to do what Intel did with Sandy Bridge/-E and Ivy Bridge/-E. While doing it with PCIe 3.0(/Hypertransport 8 Gb/s) and PCIe 4.0(/Hypertransport 16 Gb/s).