@dividebyzero, I don't think Llano is meant to help AMD's average selling price (Bulldozer might be for that, if it's good enough). What it's meant is to increase its market share and profits.
That implies that AMD are going to take a fairly substantial share of Intel's market with a series of SKU's that on first glance look roughly equal to Intel's entry level CPU that's just been made irrelevant by Sandy Bridge, no? Volume sales on low-end parts -AMD still need to recoup it's ROI.
If by Bulldozer you mean the desktop parts (Zambesi) then there's an ASP upper limit probably defined by their competition (Sandy Bridge/Ivy Bridge), if you're talking server (Interlagos) -the sky's the (relative) limit -but that presupposes that AMD's narcoleptic server marketing arm actually start to make inroads into the marketplace -not a given by any stretch of the imagination.
How many lower volume Bulldozer parts does AMD need to sell for every hundred Zacate/Ontario and Llano APU's in order to raise AMD's average selling price?
While I would think that Zacate/Ontario will be a cash cow for AMD, this also is a high volume/low ASP market
Realistically Zambesi can't retail for much more than the Phenom II X6/Core 2500K so I don't see how AMD would bank on a smaller volume mainstream/performance desktop part providing a healthier bottom line for AMD. As far as I'm aware, Llano (170-210mm²) and Zambesi (~320mm²) are substantially larger than their competition (less dies per wafer) - I think we can safely assume that Sandy Bridge and NOT Clarkdale* will be Llano's competitor at 131/149mm² as well as the desktop variety at 216mm²- so for your hypothesis to be correct I gather you expect Bulldozer to command a higher premium due to higher performance than say the 2500K/2600K/ low-end LGA2011.
I for one hope you're right. AMD badly needs to hit one out of the ballpark, but the pragmatist in me says New architecture + new process node + new technology. How often are all three introduced on the same product? And on top of this Bulldozer is now expected to be viable at an SKU price that exceeds it's competition...a competition that is already in the marketplace.
As far a Llano is concerned it needs to be either substantially better than it's Intel competitor to supplant the incumbent (unlikely if AMD are comparing it with the last generation) at a better price, or substantially cheaper to win in the performance/$ metric -where AMD are at present.
*Rather a pity that AMD's slide didn't include Sandy Bridge 2820QM (mobile) or 2300 (desktop) for comparisons sake
