A webcast of Mr. Iwata's keynote address at TGS is available here. It's extremely thorough and reviews a brief history of the industry including Nintendo's continuing innovation with software and hardware, including sales figures and demographics. A nice feature of the webcast is that the video and digital presentation the audience saw is presented right alongside the video. Next Generation does a nice summary.
The video lasts approximately 50 minutes, so if you want to skip to the part where Mr. Iwata introduces the new Revolution controller, skip ahead to 25:40 in the presentation. It's obvious this controller is a natural progression for Nintendo's innovation and is also part of a well thought-out plan.
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