I dunno, DaT. I think there's some confusion in those big numbers. Nobody really mines on laptops or with integrated GPUs in any significant numbers or hash rates, so we can discount the additional 60 million units (although it does make for a sensational number!).
Well AMD doesn't really care. All that matters is how much product is sold. How useful that product is for Bitcoin is kinda irrelevant.
Furthermore, I think you're lumping together AMD's commercial and business units to arrive at that 7.5 million figure. For the sake of simplicity let's just say it's 50/50 for the ratio of consumer to business units. So that further pares the number down to 3.75 million. Now out of the 3.75 million discrete cards (a pool where most miners reside in), how many of those are considered gaming cards? I'm talking about 57XX, 58XX, and 5970 cards where a large portion of network hashing power comes from. I'm guessing maybe 10% of those 3.75 million consumer cards were actually 57xx/58XX/5970s. But let's be generous and call it 30%... That's still 1.125 million 57XX, 58XX and 5970 units.
Very few business machines use discrete GPU. Removing them is kinda silly like above ultimately they all add to AMD revenue. Still even if you say 75% of AMD discrete cards are used by consumers and 50% of them would be considered gamer cards (not many people buy discrete cards that are less powerful than a 5700 they would simply buy integrated graphics).
Even though I find the distinction useless i will concede the point for the sake of argument but with slightly more plausible numbers. 7.5*0.75*0.5 = ~2.8 million cards.
If your estimation of 20k-50k units are correct for the number of miners, we can go with the lower end of the scale to discount the non-57XX/58XX/5970 cards. Doing a quick number crunch that comes out to 1.78% of all of ATI's gaming GPUs being bought up for mining. That's quite a significant number and anything but a "drop in the ocean".
Except that was 1 QUARTER of sales. You don't think every card in the Bitcoin network has been bought in the last 2.9 months do you. So 2.8 million discrete, consumer, gamer cards (as dubious as those distinctions are) per quarter * 5 quarters = 14 million "discrete, consumer, gamer" cards sold since GPU mining became public.
So if we split the difference of the 20K to 50K and say 35K. Then 35K vs 14 million = <0.2%. IF the network was 5x as large we still wouldn't be 1% of the dubious "discrete, consumer, gamer" market. Within 2-3 years FPGA will largely replace GPU mining just as GPU mining replaced CPU mining. So at best we are a sub <1% blip for a couple of years and then gone.
I would call that a drop in the ocean.