wow - interesting! I was hoping to order mine this week, but to wait until september may not be in the cards for me... I'll have to see what's in transit, etc, as "my dealership" mentioned that they will see cars in 5-6 weeks. Given they are not custom configurations, that's reasonable.
He mentioned that due to the crisis in Japan, they have put a hold on May production to get out all the March - April orders. I would imagine that there are many manufacturers that produced 2011 model parts that were affected and were forced to seize production.... even though the 2011 and 2012 models I can imagine will be virtually the same and they will resume production in June-July (assuming his information was correct).
So... instead of creating VINs for 2011 model vehicles that won't arrive until the fall... Lexus may have opted to simply create VINs to be applied towards the 2012 model year, even though the cars themselves will be virtually identical.
When you think about March production orders being delivered in July, you have to agree that it makes sense to just seize production of 2011 models earlier than expected... this will avoid the dealerships being stocked with 2011 models and having to sell them at a discount and nearly completely eliminate their profit margins.
I have no idea though - simply speculating lol