This is all absolutely true - and would apply in any typical circumstance - but I'm not sure this is typical.
These aren't geostationary - they're low earth orbit. This means several things:
- cheap to launch - and to deorbit.
- lots of erosion compared to GEO - LEO is like being in a mild sandblaster while occasionally being shot at by rifles and howitzers.
Taking those two alone into account, you either end up building for durability or for disposability.
When you're dealing with a fleet of 4000 and your speciality/the thing you want to practice is heavy lift to LEO/MEO, you are absolutely talking about a disposable fleet where you expect daily failures and replacements. Having mass production facilities at your fingertips can't hurt.
Which is why they'd likely go for the cheaper tech that they have very low cost access to, even if it costs about the same after launch costs. Also, it would be more profitable for the collective enterprises than outsourcing such a component to a third party. Think about it - spend the money with a competitor, or at the gas station. I know which I'd do.
So - despite obvious truths re GaAs, my money is on them using their own Si cells.