Principal Analyst (Physical AI Semiconductors, IOT, Market Intelligence, Forecast/ Market Sizing models)
Core
Principal Analyst creating quantitative market forecasts, market sizing models, and competitive intelligence for Physical AI semiconductors (MCUs, sensors, edge AI SoCs) to equip industry leaders with decision-useful insights.
Role type
Principal Analyst (Market Intelligence & Forecasting)
Builds
Global forecasts, bottom-up semiconductor-content models, adoption/penetration models, and scenario models for Physical AI semiconductor markets.
Domain
Semiconductor industry, Physical AI, Embedded Systems, IoT
Required skills
quantitative market modeling, market sizing, forecast development, market share analysis, semiconductor architecture knowledge, bottom-up modeling, adoption modeling, competitive intelligence, data analysis, scenario planning
Preferred skills
MBA from top business school, experience with semiconductor vendors, robotics/automotive ecosystems, industrial/robotics supply chains, executive presentation skills
Technologies
Microsoft Excel, MS Office Suite
Responsibilities
Develop and maintain global forecasts for MCU, AI-enabled MCU, edge AI SoC, and sensor semiconductor markets; Quantify semiconductor demand across industrial automation, robotics, automotive, drones, and machine vision; Build bottom-up semiconductor-content models linking Physical AI system shipments to component content; Track architecture transitions including 32-bit MCUs, MCU+NPU, and heterogeneous CPU/GPU/NPU SoCs; Analyze architecture transitions, design wins, ASP/content growth, and vendor market-share shifts; Maintain quarterly market trackers, forecast models, source databases, and scenario models; Provide evidence-based written responses and support VP/market-intelligence-level client conversations; Partner with analysts covering adjacent markets to quantify cross-market dependencies; Identify early indicators that could invalidate current forecasts and revise assumptions.
Seniority
Principal, hands-on IC with strategic client interaction
