I think it's between Sony and Nintendo. Sony have shown they can produce numerous quality IPs this gen and have a willingness to invest in quirky ideas like LBP as well as traditional games like Uncharted. They also have studios with experience in a whole range of genres so could pump out plenty of new IPs.
Nintendo have some very fresh ideas but they rely on their characters to sell their ideas which then go on to move millions. If they had to drop them (characters) then they'd be more reliant on "gimmicks" such as motion controls for big hits, whilst their traditional genre games would probably sell more normal numbers.








