Well at a company scale, >90% of Lallemand's yeast production is bread yeast, the brewing market is just gravy for them. Bakers are a much nicer market in some ways as they can't repitch, but slimmer margins.
I don't know what their split is within brewing, but I think you'd be surprised how much they shift in the form of 500g bricks, and one of those is the equivalent of 45 homebrew packs.
Anyway, actually reading your original link, I see it was dated 8 months ago and it talks about the dedicated Belle packaging line being reallocated elsewhere, I wonder if this is tied up with their increasing 3rd-party drying business with White Labs and Omega etc?