Looks like there's been a lot of misreporting on the actual figures and they do not include all sales including consumer sales.
"There has been a ton of misreporting as many lazy reporters and bloggers have characterized this as all sales, which it wasn't, or even consumer sales, which it most assuredly was not," said Stephen Baker of the NPD Group, in an email reply to questions. "It has been very personally distressing to me that so many reporters/bloggers refuse to read, or don't know what commercial channels mean."
http://news.idg.no/cw/art.cfm?id=3CF25874-B69F-E19B-024BC4137078E1F0