Vi doesn’t necessarily need to win the 5G race. It could win the “good enough, affordable connectivity” race.
Executive Summary
I believe Vodafone Idea has a potentially underappreciated opportunity: target the large segment of Indian consumers for whom reliable 4G is already sufficient, rather than competing primarily on 5G speed.
The transition from 3G to 4G created a major improvement in everyday smartphone usage. However, for activities such as WhatsApp, browsing, UPI, Maps, social media, YouTube and video calls, a good 4G connection already provides more than enough performance for many users.
Instead of treating 5G as the default upgrade for everyone, Vi could position reliable, high-quality 4G at an attractive price as a deliberate value proposition.
The strategy would not mean abandoning 5G. Vi could deploy 5G where it improves capacity, serves premium users or creates clear commercial value, while prioritising 4G coverage, capacity and reliability for the broader value segment.
The proposition is simple:
«“You don't need the fastest network. You need a network that works reliably at a sensible price.”»
If executed well, this could help Vi differentiate itself, attract price-sensitive customers, reduce dependence on an expensive 5G speed race and potentially build subscriber growth around a proposition that many consumers already understand and value.
I recently started using Vodafone Idea (Vi) again. After experiencing 3G years ago, where mobile internet could genuinely feel frustrating, I expected 4G to feel outdated by now.
But something surprised me: good 4G is still more than enough for what I actually do on my phone.
I browse, use WhatsApp, UPI, Maps, watch YouTube and reels, read news, use social media and occasionally download files. When the 4G connection is stable, I don't find myself thinking, “I wish this were 5G.”
That made me wonder whether there is a business opportunity here for Vi.
The industry seems obsessed with speed
Telecom marketing increasingly revolves around 5G, gigabit speeds and increasingly impressive speed-test numbers.
But most customers don't buy Mbps.
They buy:
- Reliable connectivity
- Good indoor coverage
- Consistent speeds
- Clear voice calls
- Affordable tariffs
- Enough data for their daily usage
If my 4G connection reliably gives me enough bandwidth for everything I do, whether it is 30 Mbps or 300 Mbps makes very little difference to my daily life.
There is a point beyond which additional speed becomes difficult for an ordinary consumer to notice.
What if Vi deliberately targeted this customer?
Instead of trying to compete purely on who has the fastest 5G network, Vi could build a proposition around:
“Reliable 4G. Sensible price. No unnecessary premium.”
There are potentially millions of customers who don't care about having the latest network technology. They simply want their phone to work reliably without paying more than necessary.
For these customers, a strong 4G network could actually be a competitive advantage.
I would rather have excellent 4G than mediocre 5G
Imagine two operators.
Operator A
- Very fast 5G in selected locations
- Expensive plans
- Patchy experience outside those locations
Operator B
- Excellent 4G coverage
- Consistent speeds
- Reliable calls
- Competitive pricing
- 5G available where it genuinely adds value
For a large group of users, Operator B may be perfectly adequate.
And adequacy matters.
A customer who gets everything they need from a cheaper plan has much less reason to switch.
Vi could make “4G first” a deliberate strategy
This doesn't mean Vi should abandon 5G.
5G has legitimate uses:
- Network capacity in congested areas
- Fixed wireless access
- Enterprise applications
- High-bandwidth users
- Future applications
- Competitive requirements
But perhaps the strategy should be:
Deploy 5G where it creates economic or customer value, while aggressively improving 4G everywhere else.
In other words:
«Don't deploy 5G simply because competitors have 5G. Deploy it where it solves a problem.»
At the same time, use the investment required for network modernization to make Vi's 4G experience exceptionally reliable.
The potential business model
Vi could potentially segment its customers.
Value segment
Affordable plans + excellent 4G + generous enough data + reliable voice.
Premium segment
5G + higher speeds + additional services.
This would allow Vi to compete for customers who are currently perfectly happy with 4G rather than forcing everyone into a 5G-centric proposition.
The message could be extremely simple:
«“You don't need the fastest network. You need a network that works.”»
Why this could matter specifically for Vi
Vi is in a different strategic position from the market leaders.
It doesn't necessarily have to win every technology race.
It needs to build a sustainable customer proposition.
If an operator can acquire customers at a lower cost by offering something they actually value, that can be more meaningful than competing purely on headline network speeds.
Suppose a customer is currently paying ₹X for a 5G plan but uses only a fraction of what that network can provide.
If Vi can offer that customer reliable connectivity for less, the customer gets better value and Vi gets an opportunity to increase its subscriber base.
The challenge, of course, is network capacity.
You cannot advertise cheap 4G to millions of additional customers and then allow the network to become congested. The strategy only works if the underlying 4G experience is genuinely good.
So the priority should be:
Coverage → capacity → reliability → affordability → then speed.
My experience with 3G → 4G → 5G
I remember using 3G.
The jump from 3G to 4G was obvious. Everyday smartphone usage became dramatically more comfortable.
The jump from 4G to 5G, for my particular usage, is much less dramatic.
That's an important distinction.
Some technology transitions create a massive improvement in the customer experience. Others mainly increase the ceiling of what the network can do.
4G already crossed the threshold required for many everyday smartphone activities.
That doesn't make 5G useless.
It means the business opportunity may be different.
My suggestion to Vi
Don't ask:
“How do we convince every customer that they need 5G?”
Ask:
“How many Indians would be perfectly happy if we simply gave them reliable, affordable mobile internet?”
Then build that product.
Make 4G so reliable that customers don't feel they are settling for an older technology.
Make pricing aggressive enough to attract price-sensitive users.
Use 5G selectively for customers and locations where it genuinely creates value.
And most importantly, don't let the pursuit of headline 5G numbers come at the expense of basic network quality.
I may be only one customer, but I suspect I'm not the only one.
Good 4G at the right price is still a product.
And there may be a very large market for it.
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