It didn't include every type of smart device that could connect to a to a TV, like every HDMI PC. That's more in this year than every PS3 ever sold. The major point to take from his is that 13 million devices were sold this year. That beats the combined console market sales this year.
What are the implications of this? The console market is dead, it's all going to be streamed data. When shitty ADSL (in the UK anyway, you may have better) can do 1MB per second who needs disks or hard drives to play games? LTE is promising to be faster than blueray by 2015, when it quicker to get it over the air than buy a disk with limited capacity, why pay the markup to keep shop's, distributes and everyone else in business.
I take 4 things from this 1) Apple may have a goldmine on their hands, 2) Google TV is shit but it could be a shit load of gold if they get it right 3) I'd really hate to be Sony 4) Apple TV(Apple making a TV) is something to be ignored, whoever gets the interactive streaming right gets the pot of gold at the end of the rainbow.
Someone should buy Netflicks, they have the ball's, give them cash and they could outdo facebook.