Well I agree with the "maybe", as this is just guessing on all of our parts...Canon wanted to upgrade its glass before releasing the higher MP bodies, and now they have filled out some of the line (never going to keep everyone happy) then they have a complete env. for photographers. Releasing the body before releasing the better lenses doesn't make sense and I would guess does not need the same investment as a new sensor line. Investing in lenses means you get a better return as it appeals to all sorts of shooters, so you've got a larger addressable market than the high mp body will haveAnd the right translation would mybe be: Canon can not with its sensor technology increase the number of pixels without using the sensor line from the compact sensor line , they can not use the old sensor lines as these are to course / rough. This means new sensors line which there are no indications that Canon have invest in, a investments of several billion dollars as for example Sony has done, or they can use the compact sensor line and stitch together an APS or 24x36mm sensor with a high cost
Meanwhile develop the next sensor tech to support them for perhaps the next 7 to 10 years (given previous cycles), and also watch and see how the market responds to the d800 - this in itself takes a reasonable time before you can reasonably assess the impact. And while you wait that new sensor tech is still useful for the whole of your product line.
It will be a pro body as I said earlier, and a body in between this and the 5d. Finally it will be in the 7d ii but perhaps a higher pixel density. Interesting times...
WE WILL soon SE WHAT CANON HAVE IN THEIRS SLEAVES, the market outside Canon = Omnivision, Toshiba, Sony, Renesas, Aptina etc are not standing still in theirs own developments of new sensors tech from mobile sensors up to 24x36mm sensors
When the annual meetings are regarding the new sensor technology Canon are not involved in this meetings, tell me what are the odds that at Canon would come with a new sensor technology before others as Toshiba, Panasonic, Sony etc?
Then they can say that they are improving the lenses or what ever in the mean time.
But I was suggesting that there's more to development of a big MP camera than just the sensor, and given the amount of money involved, then it makes sense to develop the whole ecosystem and choosing where you get best return on your money, especially as new sensor tech as you state costs billions of dollars.
Everyone wants Canon need to do is improve their sensor tech - they know that, and they know that other companies aggressively develop their own further. But of those you mention, except for Sony, I don't believe the others make full cameras (so less revenue streams, more dependency on 1 line). Of course it means other (camera) companies can use their sensors, but again I'm reminded of Tom Hogan who when asked about the 1DX, 5D III, D4 and D800 essentially stated that you can take very good pictures with any of them.
Ultimately, as you say, we'll have to see what they release. But for me personally, it's still about the whole ecosystem (AF, Sensor, Ergonomics, Lens Range, Lens Quality, Build, SW Support). Your and other peoples' mileage may differ....