That was my impression as well, but we also really shouldn't underestimate the remaining percentage of unpatched software, especially for embedded software.
We are building hardware with software included right now, which will still be on roads, in doctor's offices, broadcast stations, manufacturing lines, water pumps etc. in 2038.
And I can guarantee you that some of the hardware manufacturers will cheap out and put in too little memory for a larger clock.
Mainly because no customer asks for it at this point, but also because they won't be liable in a decade from now.