Lead market studies on physical AI segments build TAM models maintain competitive analysis and present recommendations to leadership.

**Please note that no relocation package is available for this role.**
Job Overview:
Arm is looking for a Manager of Physical AI Market Intelligence to help shape how our Physical AI BU sizes market opportunities positions against competition and prices into a rapidly evolving market. Our customers are building innovative real-world AI systems-humanoid robots industrial automation AVs drones with more Physical AI innovation on the way. The Market Intelligence function sits at the intersection of Product GTM and Strategy & Ecosystem informing product and commercial decisions across the BU.
In this role you'll partner closely with the Director of Market Intelligence on the BU's core analytical infrastructure leading various market studies and analyses with direct exposure to the BU leadership team. While an analytical role the right candidate will have the business judgment and communication skills to influence senior leaders and the intellectual honesty to defend rigorous conclusions under pressure.
Responsibilities:

• Independently lead deep-dive market studies on physical AI segments (e.g. autonomous vehicles humanoids AMRs etc.) and synthesize market trends
• Build bottom-up TAM models across priority Physical AI markets
• Research cost and performance benchmarks that underpin the BU's value based pricing framework
• Maintain the competitive tracker across roadmap signals design wins performance benchmarks and architecture-level comparisons
• Synthesize analyses on make-vs-buy system BOM economics and cost curves and platform TCO
• Translate findings into clear recommendations for Physical AI leadership team and present them in high-stakes cross-functional settings

Required Skills and Experience :

• 3-5 years in management consulting corporate strategy product strategy or Biz Ops at a semiconductor or deep-tech company
• Strong financial and analytical modeling skills (experience building complex TAM models DCF analysis for investment decisions)
• Advanced Excel and Powerpoint proficiency
• Exceptional written and verbal communication particularly in distilling complex analyses into executive-grade narratives
• Intellectual honesty and independence

"Nice To Have" Skills and Experience :

• Prior work experience in semiconductors robotics autonomous vehicles or automotive
• Advanced technical degree (EE / CS)

In Return:
You will join a highly focused group to create learn define and lead!
We value people as individuals and our dedication is to reward people competitively and equitably for the work they do. Salary is only one component of Arm's offering. The total reward package will be shared with candidates during the recruitment and selection process.
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Salary Range:
$177100-$239700 per year
We value people as individuals and our dedication is to reward people competitively and equitably for the work they do and the skills and experience they bring to Arm. Salary is only one component of Arm's offering. The total reward package will be shared with candidates during the recruitment and selection process.
Accommodations at Arm
At Arm we want to build extraordinary teams. If you need an adjustment or an accommodation during the recruitment process please email [email protected] . To note by sending us the requested information you consent to its use by Arm to arrange for appropriate accommodations. All accommodation or adjustment requests will be treated with confidentiality and information concerning these requests will only be disclosed as necessary to provide the accommodation. Although this is not an exhaustive list examples of support include breaks between interviews having documents read aloud or office accessibility. Please email us about anything we can do to accommodate you during the recruitment process.
Hybrid Working at Arm
Arm's approach to hybrid working is designed to create a working environment that supports both high performance and personal wellbeing. We believe in bringing people together face to face to enable us to work at pace whilst recognizing the value of flexibility. Within that framework we empower groups/teams to determine their own hybrid working patterns depending on the work and the team's needs. Details of what this means for each role will be shared upon application. In some cases the flexibility we can offer is limited by local legal regulatory tax or other considerations and where this is the case we will collaborate with you to find the best solution. Please talk to us to find out more about what this could look like for you.
Equal Opportunities at Arm
Arm is an equal opportunity employer committed to providing an environment of mutual respect where equal opportunities are available to all applicants and colleagues. We are a diverse organization of dedicated and innovative individuals and don't discriminate on the basis of race color religion sex sexual orientation gender identity national origin disability or status as a protected veteran.