The reason that UX has become more critical for certain classes of software is because (a) consumers rather than business have become the predominant driver of spending for desktop computers over the last 15 years, and (b) because the web and app stores removed distribution and sales channels as competitive advantages, leaving price and experience.
Product design is now more important, sure, but it's because the playing field has been flattened and because more consumers are buying. NOT because of some broader macroeconomic trend that can be applied to all markets.