Principal Analyst (Physical AI Semiconductors, IOT, Market Intelligence, Forecast/ Market Sizing models)

Overview

Principal Analyst in Gartner's Emerging Market Dynamics Group, owning the quantitative semiconductor-market view for MCUs, sensors and edge AI SoCs enabling Physical AI, and turning adoption and content shifts into forecasts, market shares and competitive intelligence.

What you'll do

• Develop and maintain global forecasts for MCUs, AI-enabled MCUs, edge AI SoCs, embedded AI accelerators and selected sensor semiconductor markets, including units, revenue, ASPs and vendor market share.
• Quantify semiconductor demand across industrial automation, robotics, automotive, drones, machine vision, smart cameras, intelligent edge systems and other major Physical AI applications.
• Build bottom-up semiconductor-content models linking Physical AI system shipments to MCU, edge processor, sensor, memory, connectivity and power-semiconductor content.
• Develop adoption and penetration models distinguishing total device shipments, AI-capable devices, devices actively running AI workloads and Physical AI deployments.
• Track MCU and embedded processor transitions including 32-bit MCUs, MCU + NPU architectures, real-time processors and heterogeneous CPU/GPU/NPU SoCs.
• Track perception and sensing semiconductor markets including CMOS image sensors, MEMS/IMUs, time-of-flight/depth sensing, radar semiconductor content, intelligent sensors and sensor-fusion processors.
• Analyze architecture transitions, design wins, ASP/content growth, competitive positioning and vendor market-share shifts driven by edge AI and Physical AI adoption.
• Maintain quarterly market trackers, forecast models, source databases, vendor-share analysis and scenario models.
• Provide evidence-based written responses and support VP/market-intelligence-level client conversations.
• Partner with analysts covering robotics, automotive, AI accelerators, foundry, advanced packaging, memory, networking and power semiconductors to quantify cross-market dependencies.
• Identify early indicators that could invalidate the current forecast and proactively revise assumptions and outlooks.
• Actively participate in appropriate Gartner global research communities for formal and informal knowledge sharing sessions.

What you'll need

• BE/BTech from Grade A engineering colleges with specialization in Electronics, Semiconductors or Software Engineering.
• 5-7+ years minimum experience in semiconductor market intelligence, MCU/embedded processors, sensors, edge AI, product planning, business planning, forecasting or industry research.
• Strong expertise in one or more of MCUs, embedded processors, sensors or edge AI SoCs, with the ability to develop credible quantitative coverage across the broader Physical AI semiconductor stack.
• Strong understanding of embedded and edge AI architectures, end-market demand, semiconductor content, technology transitions and competitive dynamics.
• Demonstrated ability to build and maintain quantitative market models, market-share analysis and forecasts.
• Ability to design, develop and maintain large Excel models for market share analysis and forecasting, and working knowledge of Word and PowerPoint for writing and presenting analysis.
• Project management skills: ability to manage time, keep projects on schedule, resolve issues and deliver client deliverables on time.
• Strong written communication skills; strong writing ability is mandatory, stating and justifying positions with facts and providing actionable recommendations.
• Oral communication skills to converse on telephone, face to face and on stage, explaining complex concepts concisely.
• Strong analytical and problem-solving skills, including working on estimation problems and providing insightful, original analysis.
• Ability to represent Gartner research, methodology and strategies at multiple levels (Board, C-Level, Business Unit and Operational) and to multiple client organization types.
• Ability to organize effectively, drive for results, collaborate productively, coach and develop colleagues, and give and receive constructive feedback.
• Complete ownership mindset, professional maturity, intellectual curiosity, and ability to embrace change and act with integrity.

Nice to have

• Graduate + MBA (Marketing or Ops) from leading A and B-schools.
• Experience with semiconductor vendors, market-research firms, industrial/robotics ecosystems, automotive suppliers or electronics supply-chain organizations.
• Awareness of the major issues across the IT, technology, semiconductor and electronics industry affecting embedded AI and Physical AI markets.
• Prior experience with speaking engagements.

Details

• Remote - India.
• Hybrid work environment: virtual work when productive, with periodic gatherings with colleagues.
• Job Requisition ID: 114762.