Here's some hints as to what molds will (or won't) be used for this year's exclusives. According to BotCon's Twitter, there will be no molds from the Unicron Trilogy (or anything before it), Animated, or the main Movie toylines (Movie 1, ROTF, and DOTM, specifically).
That leaves only Generations, TF 2010/RtS, maybe PCC, Universe 2008, and Classics toy molds to be used for this year (it's too early to use the Prime toy molds, they don't really use much Japanese-only stuff, and they don't use the complex stuff like Alternators or Alternity).
@ME_Counterpunch Oh. Good q. Um. Actually, looks like nothing outside of the last couple years. 1st year NO AEC. Wow. Just realized that.
Every year since 2005 has had AEC. 2012 is the first year NONE. Does this make you happy or sad?
@Richard_Stangl Only thing off limits are licensed vehicles or fantasy vehicles that appeared in the movie.
@DomBlanco No Animated
@Richard_Stangl Well, ma[n]y people confuse anything in yellow packaging as "movie" toys, and they are not.
@Richard_Stangl They are main line toys. Many of those are fair game.
When asked about things like Terradive and Lugnut, they said:
@The_Secretcode Not this year. Came out too late...
When asked about such toys as the Lockdown, Bludgeon, and Mindwipe molds from ROTF, they said:
@GeneralTekno As I just posted, those are not movie line toys. They are mainline. At the end of the day, they are all "Transformers"