Energy

Qcells Solar Panels to Use US-Made Frames by Late 2026

Aluko Group's Tennessee plant will supply fully domestic aluminum frames to help installers meet rising Treasury thresholds for tax credits.

Residential solar installers racing to secure the full value of federal tax incentives will gain a new compliance tool before the end of 2026, when Qcells begins shipping updated panel lines anchored by entirely U.S.-manufactured aluminum frames.

The integration targets the company’s Q.Tron AC and Q.Peak Duo AC residential modules. By sourcing frames that are extruded, anodized, and fabricated domestically, Qcells is positioning its hardware to help third-party ownership providers and installation firms qualify for the 10% domestic content bonus adder attached to the Investment Tax Credit (ITC).

Navigating the Treasury Department’s domestic content rules has proven complex for the solar industry. The guidance requires projects to meet strict thresholds for U.S.-made components and overall manufactured product costs. Because the statutory domestic content requirement steps up to 55% for clean energy projects that begin construction in 2027, developers are under mounting pressure to secure verifiable American supply chains now rather than scrambling closer to the deadline.

Aluminum framing represents a critical vulnerability in that compliance chain. Historically, the vast majority of solar module frames sold globally have relied on Chinese extrusion and fabrication. While several U.S. manufacturers have begun producing solar cells and assembling modules domestically over the past three years — spurred by the Inflation Reduction Act and tariffs on Southeast Asian imports — ancillary components like frames, junction boxes, and trackers have lagged behind. A frame that is merely assembled in the U.S. using imported extrusions often fails to satisfy the stringent origin requirements set by Treasury guidelines. Consolidating all three core production stages within a single domestic facility eliminates ambiguity during project audits.

To close this gap, Qcells partnered with Aluko Group, which is preparing to bring a fully integrated manufacturing plant online in Halls, Tennessee. Located in Lauderdale County, the facility is designed to handle every major stage of frame production under one roof. Aluko plans to invest more than $107 million into the site over five years, generating 285 full-time jobs. Once commercial production reaches capacity by late 2026, the plant is slated to manufacture enough frames annually to support 4 gigawatts of solar modules.

“Through this partnership to produce modules with domestic frames, we are furthering our commitment to U.S. manufacturing, supporting clean, affordable energy and giving our customers the certainty they need to qualify projects for the domestic content bonus,” said Il Hyeong No, head of Qcells North America’s residential business.

“By carrying out extrusion, anodizing, and fabrication here in the United States, we are delivering a product that offers transparency and confidence at every step of the process,” Aluko Group President Jinwoo Park said.

The Tennessee frames will feed directly into Qcells’ expanding manufacturing footprint in Georgia. The South Korean parent company, Hanwha Solutions, has invested billions into its Dalton and Cartersville facilities, building one of the most vertically integrated solar supply chains in the Western Hemisphere. Those plants handle everything from silicon ingot production to final module assembly, insulating the company from international trade disruptions and anti-dumping duties that have repeatedly destabilized U.S. solar procurement over the last decade.

For residential installers, the shift carries immediate financial implications. Third-party ownership models, where financing companies lease panels or sell power through agreements, rely heavily on maximizing the ITC to keep consumer rates competitive. Losing the 10% bonus adder due to insufficient domestic content documentation can fundamentally alter the economics of a residential portfolio. Hardware that inherently satisfies Treasury scrutiny reduces administrative friction and lowers the risk of retroactive credit clawbacks.

Aluko Group expects the Halls facility to reach full commercial production by the end of 2026.

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