good
As consumables as they are, they still needs infrastructure. Especially if you want them to actually return. Otherwise the better term would be Loitering munitions or cruise missile.
The biggest limiting factor with UCAVs is actually runways rather than ground stations.
Even if you did have thousands of ground stations, you would not be able to use them all at the same time since you can only realistically fly so many aircraft within an area before you start to literally fly into each other.
With existing AI and the long loitering time these drones offer, you can essentially ‘park’ reserve fleets of them in a safe location close to the actual battlespace (over a friendly naval battle fleet for example) while pilots control the first wave.
As the first wave expends munitions or get shot down, reserve drones can be ‘tagged’ in to substitute for returning Winchester’d drones or those shot down fairly quickly to maintain almost fully combat effectiveness essentially indefinitely.
That is the true revolutionary power of drone combat - unrelenting maximum pressure as opposed to the locust swarms people might think based on Hollywood imaginings.
That makes things completely untenable for enemy ground forces. There is no waiting for enemy air power to move on. You move, you get hit; you fight, you get hit; you hide, good chance you get hit all the same.
The biggest limiting factor is that current standard UCAVs are all conventionally launched. That means they directly compete with manned aircraft for landing and take off spots at limited airfields.
As such, I don’t think you can fully unlock the total potential of drones until you can solve that problem and develop some sort of mass launch and recovery mechanism for UCAVs that doesn’t also impose limitations and constraints on manned aircraft operations.
Until that happens, I think there will be a natural limit to how many UCAVs China might procure because more would just end up parked as back ups and you only need so many back ups. That’s probably still in the region of thousands of units so it’s not like it’s not going to be a fundamental quantum leap in combat capabilities. But it’s not going to be tens of thousands.