I think the real rationale for this change is signal believes this will push user adoption.
If User A (who uses the signal app) regularly communicates with User B (who doesn't), then this change might encourage User A to ask User B to join signal. It makes a stronger network effect, and will increase viral growth.
However, I think the Signal team is misguided, and in fact they will just lose users who don't want one more app to manage.