Auto safety systems are becoming a global business and airbag yarns are part of this business. Increasing car production and rising airbag installations per car are driving growth in demand for airbag yarn, which is set to rise by over 5% per year to 2025. Airbag use in motorcycles, bus, aircraft, and even medical applications could produce much higher growth. However, cost pressures in the auto sector are leading to structural adjustments in airbag yarn supply chains and increasing merger and acquisition activity. The first adjustment is vertical integration, as horizontal, multiple-profit centres become uncompetitive. Second is the need to provide a fully globalised product offer to meet the needs of airbag module manufacturers. Third is the battle between the traditional but more costly nylon 66 yarns and lower cost polyester yarns. Finally, the rise of autonomous vehicles could render safety systems, such as the traditional yarn and textile-based airbags, redundant.