If Amazon have a glut of Kindles on their hands they could always ship them to Europe - with or without wireless chips!
But seriously, I'm not sure that the figures quoted say much about the potential ebook market. The original story lays the blame for the fall in production mainly at the door of a fall in demand for hand-held devices (not ebook readers) in China. At this moment the Shanghai stock exchange stands at half its peak in 2007, so it wouldn't be surprising if discretionary purchases like e-ink devices were taking a hammering.
Consumer confidence in both the US and much of Europe is also low, so it's difficult to read the significance of sales levels. Almost no-one 'needs' an ebook reader and there very few examples out there in people's hands so far to create desire among friends and family. In those circumstances if it is true that, on Amazon, Kindle books are taking an average of 6% of sales where they are published in parallel with paper editions (as Bezos claims), I think that is a truly astonishing level of market penetration in such a short time.