I would go with less in a state of peace- you the Ronin and Gunslingers fighting in the DC, the Davion War of Succession and Operation Smother, pirate attacks and terrorism in the periphery (which stepped up dramatically after 2752). Even if combat losses are low, a high op-tempo could create a strong demand for replacement parts/equipment.
I guess it's really a question of what you consider "peace."
From an equipment usage standpoint I'd say none of your aforementioned examples even come close to using or requiring the same level of material compared to the Periphery uprising and later. The First Hidden War took place between individual soldiers already assigned to preexisting units in their normal garrisons. These are individual 'Mechs being used with the same frequency as a Solaris Gladiator. Not exactly high requirements. Whereas the pirate attacks and periphery terrorism wasn't met with the reinforcement of regular SLDF Divisions, with division-level material requirements, but with SAS brigades who were more than likely outfitted solely with conventional gear. Outside of Operation Smother, which again only saw the deployment of half a dozen Division-sized units, the SLDF's material usage was more or less stagnant throughout the period.
I'm not suggesting the SLDF didn't continue to stockpile material, but what concrete evidence existed during the era to suggest a forthcoming Periphery Rebellion and Amaris Coup-type fighting to the people in charge? The fact that the SLDF had to rely heavily on some of the Great Houses to provide equipment and materials during the liberation is telling. It says to me that the SLDF wasn't deploying the Hegemony resource hub and its great stores to suppress the Periphery Rebellion. Sure it was moving in troops to crush the uprising, but it wasn't deploying for a Reunification War-type multi-year conflict. If it were, the SLDF would have been in a far better position materially to reclaim the Hegemony, nor require a lengthy two-year refit period in the conquered Rim Worlds. The truth is that the SLDF would have brought more supplies to forward areas closer to the TC if it were expecting a long, drawn out conflict. Which initially Kerensky clearly did not think was going to occur.
I agree that the source material does make it appear that the SLDF did not depend heavily on the production from the Great Houses. But then again there were numerous SLDF commissioned manufacturing programs that were located within the borders of the Great Houses. I would say that the SLDF did get a good portion of it's equipment from factories in the Great Houses.
I'm not saying it didn't. I fully agree with the assessment that the SLDF used material produced by the Houses. Interstellar Logistics 101 - use locally produced material when possible.
What I'm suggesting is that we differentiate between the type of equipment used and produced, the amounts used and when they were used. I also want to differentiate between "equipment" and the word "material," with "material" standing for replacement parts, ammunition, etc. and "equipment" standing for finished pieces of, well...equipment - like 'Mechs, Tanks, Fighters, and so on.
Meaning, for arguments sake lets say that SLDF units deployed in the Hegemony were outfitted 100% with Hegemony-produced equipment and material regardless of unit type. And make no mistake, they would be. These units were sitting right in the heart of the SLDF's largest producer and stronghold. There would be zero reason to import.
However, I fully expect units deployed in Regions 2 & 3 inside the Houses to have a different equipment/material split depending on the unit type. So where a Royal Division garrisoning a string of planets in the Federated Suns Region 3 will have most of its equipment coming from the Hegemony, a great deal of the division's necessary "material" may in fact be coming from locally produced sources in the Federated Suns. I mean, outside of a Headhunter Missile, I'm fairly certain the SLDF wouldn't mind using FedSuns-produced LRMs, even with their Royal units. Not only does it cut down on the cost, but it simplifies logistics and resupply time. And besides, the FedSuns is a member-state after all, shouldn't it help out the SLDF a little.
Now Regular Army units garrisoning the Great Houses may have an entirely different percentage split, since their technology requirements are a little less strict than their Royal brethren. A Regular Army division may receive a fair percentage of its equipment from locally produced sources. Not all mind you, because the Star League economy was still very dependent on the Terran Hegemony being the largest producer in the Inner Sphere, but definitely some.
Which ties into this...
I guess that depends on how much the SLDF spread out it's production to reduce shipping/logistical issues- i.e. maybe the Mountain Wolf factory in the OA provided Night Hawk 'Mechs for SLDF regiments in the DC/OA/FC area while the Vendrell plant supplied those in the RWR/LC and FWL. Another thing to consider is the Cyrano entry in TR3050U which implies the Cyrano was developed and built by the New Vandenberg factory and the SLDF became the primary purchaser of the design.
I think we're talking about the same thing, but I'm not sure.
However, this statement also brings me back to the differentiation bit.
I think for this discussion, timing is super important to take into account. I mean we're dealing with technically three distinct "stages" or periods of time. First we have the SLDF pre-Periphery Uprising. Second we have the SLDF during the Uprising and finally the SLDF during the Coup.
During each stage the SLDF requires and uses differing amounts of equipment and material, as well as receiving most of said goods from different primary sources, with primary being the operative word. So lets take each one in turn. I'll over simplify a little to save space.
Prior to the Uprising, the SLDF is more or less stagnant. Their equipment/material usage and/or requirements (as a whole) is consistent. Their "peace time" logistics are firmly in place and their general deployment follows their peace time garrisons. The SLDF is receiving its materials/equipment from "normal" sources, (that percentage split I was talking about earlier) which are produced and stockpiled at peace time speed and in peace time locations. In my opinion this is the period when the Great Houses are upgrading their militaries in earnest and have the excess materials/equipment production to do so.
However, during the Periphery Uprising the situation changes. This is perhaps the most complicated of the three periods to decipher because as a transitional period it also splits down the center as benefit from the surprising inclusion of 50 'Mech Divisions. Also, the Periphery Uprising is the shortest period at only 1-2 years in length.
During the Periphery Uprising we have a large portion of the SLDF on the move and heading into combat. Equipment/Material usage is on the rise, but initially IMO is nothing to worry about since we're only seeing SLDF units in Regions 2 & 3 moving into the Periphery. And here's the rub. During the first months of the Periphery Uprising, I don't think the SLDF was super hungry for any and all material being produced by the Houses even then.
I mean, prior to the Periphery Divisions hitting the SLDF en-masse it's clear that the SLDF hadn't turned the supply machine to full speed or was committed to another RW-type fight by stockpiling supplies because many of the SLDF units in the Periphery, when cut off, didn't have the supplies to withstand the siege and to wait for relief. (Again, another reason that leads me to believe that the SLDF wasn't buying everything at the time.) I mean, the SLDF was technically fighting separatists armed with slug throwers and conventional vehicles. Kerensky had no way of knowing that 50 'Mech Divisions were just across the horizon. I think his deployment of the SLDF's stores reflects that.
A massive increase in equipment and materials for the SLDF to the point where the House armies can no longer upgrade because they are supplying the SLDF seems a bit excessive this early in the campaign and probably wasn't approached for political reasons as much as physical ones.
On a side note, sadly, I personally think that had the Amaris Coup not occurred the Periphery Rebellion would have turned into a RW-type fight and we would have seen an immediate and sharp decline in House army growth as most of their production would have been turned towards supplying the SLDF. However, the suddenness of the Amaris Coup nips this possibility before it could develop.
However, I also believe the conversion and decline (in the LC, FS & CC since they DID supply the SLDF with materials during the Liberation) occurs nevertheless in some of the Great Houses thanks to the Amaris Coup, but (again) sadly, not across all of the Houses.
The final third period of the Amaris Coup is basically support for my assumptions of the first two. When the Amaris Coup erupts you can extrapolate from the conquest of the Rim Worlds and from what the Houses supplied to the SLDF during the liberation the idea that the SLDF was wholly unprepared for the full extent of the Periphery Uprising. If the SLDF had been prepared for 50 'Mech Divisions or a RW-type conquest of the Periphery it would have been in a far better position to liberate the Hegemony and may have been able to liberate it sooner.
So working backwards, if we take into account how unprepared the SLDF was to liberate the Hegemony you can see the picture forming - the SLDF's equipment/material usage prior to the Amaris Coup should not have significantly impacted the Houses' ability to upgrade or expand their armies.