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Career | Manager, Market Intelligence - Physical AI | Arm

Manager, Market Intelligence - Physical AI

Arm

San Jose, CA, US

Job Type: Full-Time
Function: Business Intelligence
Industry: Frontier Tech
Post Date: 05/01/2026
Website: www.arm.com
Company Address: 110 Fulbourn Road, Cambridge, Cambs CB1 9NJ, GB

About Arm

Armâ€™s foundational technology is defining the future of computing. A future built by the greatest technology ecosystem in the world. A future built on Arm.

Job Description

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:

$177,100-$239,700 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 accommodations@arm.com. 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.