2025: The Year Domestic Content Became Real — And How Bila Solar Is Meeting the Moment
By Wei-Tai Kwok, President, Bila Solar
As 2025 comes to a close, it’s clear that this has been the year domestic content moved from a political talking point to a practical reality. With the U.S. Department of the Treasury providing the guidance developers had been waiting for, the 10% Investment Tax Credit adder has become a strategic imperative. The economics now favor those with access to qualifying modules, and that shift is reshaping the market faster than many expected.
For the last several months, developers everywhere have been asking: How do we secure the 10% adder — and who can genuinely deliver FEOC-compliant modules with the required domestic-content profile? At Bila Solar, we accepted the challenge.
In 2025, our U.S. manufacturing footprint moved decisively from ambition to operation. Our Indiana facility began producing U.S.-assembled bifacial modules. We locked multi-year agreements for U.S.-made solar cells. We set our year one manufacturing target at 300 MW of annual capacity, with a future roadmap to achieve 1 GW. Most recently, we announced a new product line of 550 W dual-glass modules built with U.S.-manufactured steel frames in partnership with Origami Solar. The launch, announced on Aug. 25, underscores the depth of our domestic-content strategy: U.S.-made frames and U.S.-manufactured cells combined to deliver both a higher percentage of domestic content and stronger supply-chain resilience.
That steel-framed series isn’t just about a new product — it’s about the statement it makes. By choosing steel frames made in the U.S., we mitigate the impact of shifting tariffs on aluminum, counter import-price swings and provide developers with the financial stability and documentation required to capture the domestic-content bonus.
In conversations over the past year, our customers told us they no longer accept hypothetical domestic-content options. They want a U.S.-supplier that is producing today, shipping products, providing supporting documentation and maintaining compliance in every sense. The market validated that shift. Our announced 10 MW order from a leading community-solar developer is one of the first proof points that demand is moving decisively toward modules that meet every requirement.
Throughout the year we’ve emphasized three core pillars across our work: transparency, reliability and scale. Transparency means we’re upfront about sourcing and qualification so developers can model the 10% adder with confidence. Reliability means our modules are available with U.S.-made steel frames and cells, and our supply agreements are clear. Scale means our manufacturing footprint is executing now and expanding for the future.
Entering 2026, the landscape has shifted, and domestic content will continue to be highly desirable. Developers who secure compliant modules early will capture better tax-equity terms, more competitive bids and stronger long-term returns. With our Indiana facility, U.S.-made frames and domestic-content roadmap in place, Bila Solar is positioned to be one of the few U.S.-based manufacturers delivering meaningful volumes of adder-eligible modules in that critical window.
Looking ahead, our focus remains on expanding manufacturing capacity, broadening U.S. supply chain partnerships and assisting project teams in integrating domestic content into their tax modeling, procurement strategies and execution timelines. Bila Solar is ready with the manufacturing infrastructure, product innovation and supply-chain foundation to help developers capture the bonus credit and proceed into 2026 with certainty.
This year proved domestic content and FEOC compliance are no longer abstractions — and Bila Solar is positioned to deliver the technology, documentation and scale developers need to act on them.