Nazi Germany (1935)
Fighter Aircraft– 20 to 22 Bf 109A and 341 Bf 109B Built
When the Nazis came to power in Germany during the early 1930’s they sought to modernize their armed forces with more modern military equipment. The founding of a new air force, the Luftwaffe as it was known in Germany, was one of the main priorities of the new regime. Massive resources were channeled into the construction of a great number of airfields and other forms of infrastructure necessary for the air force. In addition, many new and thoroughly developed military aircraft designs were requested. Among these new designs was the Bf 109, which would go on to later become the most widely produced fighter aircraft in the world.
Rise of the Luftwaffe
After the collapse of the German Empire following their defeat in the First World War, the Allies prohibited the development of many new military technologies, including aircraft. The Germans bypassed this prohibition by focusing on developing gliders which provided necessary initial work in aircraft development and crew training. Another solution was to develop civil aircraft that could be relatively quickly rebuilt and modified for military use. The efforts to hide these developments were finally discarded when the Nazis came to power in 1933. One of the first steps that they undertook was to openly reject the terms of the Treaty of Versailles that prohibited the Germans to expand their army and develop new military technologies.
The founding of the Luftwaffe was seen as a huge military priority among Nazi officials. The Luftwaffe would then begin a massive reorganization and expansion project that would see it expand into a formidable fighting force. Much of the Luftwaffe’s attention and energy during this period was focused on developing a new fighter aircraft to replace the then obsolescent Ar 68 and He 51 biplanes. For this reason, in 1934 the Reichsluftfahrtministerium RLM (German Air Ministry) issued a competition for a new and modern fighter plane that could reach speeds of 400 km/h. For this competition, four companies were initially contacted including Arado, Focke-Wulf, and Heinkel. Besides them was a rather small and less-known manufacturer, Bayerische Flugzeugwerke BFW (Bavarian Aircraft Works,) which was under the leadership of Willy Messerschmitt. Despite lacking the experience of their contemporaries in military aviation designs, this small company despite its inexperience would go on to win the contract and build what would become Germany’s then-most modern combat aircraft
The man behind the design
Wilhelm Emil ‘Willy’ Messerschmitt was from his early years interested in aviation. When he was 13, he met Friedrich Harth who was an enthusiast and a pioneering glider designer. He would become a mentor and help Messerschmitt develop his passion for building gliders, together designing and building several gliders. When the First World War broke out in 1914, Harth was drafted into the Army, and in 1917 Messerschmitt would follow. Fortunately for both of them, however, they were stationed at the same flight training school near Munich and were thus able to continue their work. Both of them survived the war and went back to doing what they both loved: designing and building gliders. As gliding was something that became highly popular in Germany after the war, Messerschmitt undertook further education by enrolling in Munich Technical College. With this knowledge, Messerschmitt managed to design and build his first glider in 1921, which he designated simply as S9. After gathering sufficient financial resources, Messerschmitt and Harth together opened a flying school in 1922. This did not last long, however, and the following year disagreements between Messerschmitt and Harth arose.
Messerschmitt then decided to work on his own and opened a small aviation company which he named Flugzeugbau Messerschmitt. His first proper aircraft design was the M17. It was a small all-wood, high-wing, sport aircraft powered by a British Bristol 29 hp engine. This aircraft was quite successful and even managed a 14-hour flight from Bamberg to Rome in 1926. The pilot was a World War One veteran Theodor Croneiss. A little-known fact, this was actually the first flight of such a small aircraft over the Alps ever attempted successfully. The M17 would later be lost in an accident when Messerschmitt himself was learning how to fly an aircraft. He crashed, losing the aircraft but surviving the hard landing, after which Messerschmitt spent some time in hospital. This did not greatly affect Messerschmitt’s new company as his next design M18 also proved to have good overall performance. Now in partnership with Croneiss, they managed to make a deal with Lufthansa, a German civil airline, to use the M18 for passenger transport.
Messerschmitt’s company received a number of production orders for their M18 aircraft. However, Messerschmitt lacked the money, resources, and production capabilities to actually deliver these aircraft. At some point, he came in contact with the Bavarian government in hope of finding a solution to his problem. He got an answer, that the Bavarian government was willing to help with one condition, Messerschmitt would have to merge his own company with the Bayerische Flugzeugwerke BFW. This company itself was in the midst of a huge financial crisis but possessed a great number of skilled workers and equipment that could greatly help Messerschmitt in his future work. While both companies would be technically independent, Messerschmitt was to give first production rights for any of his new designs to BFW. BFW on the other hand would provide the necessary manpower and equipment. Messerschmitt agreed to this condition and was positioned as chief designer of both companies. Representation of the company was relocated from Bamberg to Ausburg.
In 1928 Messerschmitt focused his work on a civil design intended for transporting passengers. His next design was the 10-passenger transport aircraft designated M20. During a flight test, part of the wing fabric cover peeled away, and pilot Hans Hackman possibly in a panic decided to bail out at a height of 76 m. His parachute failed to open properly and he died. This led to the cancellation of production orders for the M20 by Lufthansa. Messerschmitt developed an improved second M20 prototype which was presented to, and tested by Lufthansa officials. After an evaluation, the aircraft was deemed safe and a production order for 12 improved M20. However, tragedy would strike in two serious accidents involving the M20 aircraft, in which 10 people were killed. The first accident happened near Dresden in October 1930, where two pilots and six crew members were killed. The second occurred in April of the next year, with the death of both pilots. To make matters even worse, German Army officers were among the casualties. This affected Messerschmitt’s further work, who despite developing more aircraft designs failed to gain many production orders for them. While his own company did not suffer much, BFW was not so lucky and was forced into bankruptcy in 1931. In the next few years, Messerschmitt’s work was relatively stable as he saw some success selling his aircraft aboard. With better financing, he managed to acquire sufficient funds to reinstate BFW in May of 1933. The name was changed to BFW AG, a publicly-traded company. Unfortunately for Messerschmitt, a newly appointed Secretary of State for Air, Erhard Milch, opposed the idea of BFW operating under Messerschmitt. Erhard Milch’s hatred for Messerschmitt was personal, as the test pilot who flew on the doomed M20 prototype was his friend. He never forgave Messerschmitt who he deemed responsible for the accident. He forced BFW AG to accept production orders for Heinkel aircraft designs. This was also partly done to provide adequate financial resources so that the company could operate successfully.
Despite this distrust by Nazi officials, Messerschmitt was contacted in the summer of 1933 by the RLM to design a sports aircraft to represent Germany on the Challenge de Tourisme Internationale. Seeing a new opportunity Messerschmitt took great care in fulfilling this order. His ultimate design would be the highly successful Bf 108 (initially designated M37.) This aircraft would be crucial in the later stages of Bf 109 development. With the success of the Bf 108, Messerschmitt managed to gain support from some top Luftwaffe officials. One of these was the newly appointed Hermann Goring who replaced Erhard Milch in the position of commander-in-chief of the Luftwaffe. While there were still some who wanted the Bf 108 to be canceled, with the support of Hermann Goring they could do little about it.
A new fighter
In March of 1933 RLM issued a document (designated L.A. 1432/33) that laid the foundations for the development of the future German fighter aircraft. In it a shortlist of general characteristics that this aircraft should meet was given. It was to be designed as a single-seat fighter that must be able to reach speeds of at least 400 km/h at a height of 6 km. In addition, that height had to be reached in no more than 17 minutes. The maximum service ceiling was set at 10 km. Armament was to consist of either two machine guns each supplied with 1,000 rounds of ammunition or one cannon with 100 rounds of ammunition.
In February 1934 this document was given to three aircraft manufacturers, with these being Arado Heinkel and BFW AG. The last to enter the competition was Focke-Wulf who received this document in September of 1934. While not completely clear as some sources suggest, Messerschmitt and the BFW AG were not initially contacted but were later included in this competition. Realizing this competition as a great opportunity, Messerschmitt gathered the best team he could find. Some of these included the former Arado fighter designer Walther Rethal, who became Messerschmitt’s deputy. Another prominent figure was Robert Lusser who took a great part in the Bf 108 development. He would also later play a great part in the future Bf 110 aircraft design.
According to RLM conditions, all interested companies were to provide a working prototype that was to be tested before a final decision was to be made. Arado and Focke-Wulf completed their prototypes, the Ar 80 and Fw 159, by the end of 1934. Heinkel and Messerschmitt’s prototypes took a bit longer to complete. Messerschmitt and his team set a simple but ambitious plan. Their aircraft would be simple, cheap, and possess lightweight overall construction. It was to be powered by the strongest engine they could get their hands on. Work on this new fighter began in March 1934, at this early stage, the project was designated as P.1034 (while sometimes in the sources it is also mentioned as Bf 109a). A simple airframe mock-up was completed shortly in May the same year, but the work on a more complex and detailed mock-up took some time. By January 1935 it was finally ready. The engine chosen for it was the Jumo 210A. As this engine was not yet available, the license-built 583 hp Rolls-Royce Kestrel engine was used temporarily instead. Ironically this engine was available thanks to the good business relationship between Heinkel and the British Rolls Royce motor company. Thanks to this cooperation the Germans managed to purchase a number of these engines.
The first prototype named Bf 109 V1 (registered as D-IABI) was flight tested by Hans Dietrich Knoetzsch at the end of May 1935. The first flight was successful as no problems were identified with the design. While later prototypes would be tested with a weapon installation, the V1 was not outfitted with any armament.
Messerschmitt designation
Before we continue, it is important to clarify the precise designation of this aircraft. Sometimes it is referred to as Me 109 (or as Me-109). While technically speaking this is not completely incorrect given that it was designed by Messerschmitt and his team. The Bf stands for Bayerische Flugzeugwerke, the company which constructed the aircraft. While the 109 has no specific meaning, it was just next in the line after the 108 design.
In 1938 this company would be renamed Messerschmitt AG and all future designs from this point on would receive the prefix ‘Me’. The older designs including the 108 and 109 would retain the Bf prefix during the war. It is worth pointing out that both the Bf and Me designation was used in Messerschmitt’s own archives. In German service prior to and during the war, it was not uncommon to see both designations being used. So using either of these two designations would be historically accurate, this article would use the Bf 109 designation for sake of simplicity but also due to the fact that in most sources this designation was used.
The Bf 109 trials
As no major issue was noted in its design, the Bf 109 V1 was to be transported to the test centers located at Rechlin and Travemunde starting in October 1935. Here, together with all competitor designs, they would be subjected to a series of evaluations and tests. The Ar 80 and Fw 159 proved inadequate almost from the start after many mechanical breakdowns and even crashes, which ultimately led to both being rejected. The He 112 and Bf 109 on the other hand proved to be more promising designs. The Bf 109 had a somewhat bumpy start as the Rechlin airfield was unfinished and had a rough runway. During a landing, one of the Bf 109’s landing gear collapsed. Despite what appeared at first glance to be catastrophic damage, turned out to be only minor.
The second prototype was completed and tested by the end of 1935. The V2 (D-IILU or D-IUDE according to some sources) was powered by a domestically developed 680 hp Jumo 210A engine. It was moved to Travemunde for evaluation and testing in February 1936. The V2 was put into a series of test flights where it showed superb flying performance, in contrast to the other competitors. Unfortunately, during one test flight undertaken in April, part of the pilot’s canopy peeled away, forcing the pilot to make an emergency landing. A decision was made to not repair this prototype but instead to use its fuselage for ground testing and experimentation.
That same month that the V2 was damaged, the V3 (D-IQQY) was flight tested. This prototype served as the test aircraft for the installation of offensive armament. There is a disagreement between sources, as J. R. Beaman and J. L. Campbell mentioned that the armament was actually tested on the V2 aircraft. Regardless of which prototype was first armed, it possessed two 7.92 mm MG 17 machine guns. These were placed above the engine, close to the cockpit. The engine was once again changed, this time with the installation of the even more powerful 700 hp Jumo 210C. Another experimental feature was the installation of a FuG 7 radio unit. This necessitated adding a triple wire antenna, which was connected to the top of the fin, and the edges of the stabilizers to the cockpit. This aircraft would be extensively used for testing, and would later serve as the basis for the first production version. Later prototypes were used to test various additional equipment and weapon installations. For example, prototypes V4 to V7 were used to test various different armament arrangements. The V5 was used to test the installation of an automatic reload and firing system, among other features.
During the initial evaluation flights carried out on both the Bf 109 and He 112, the latter was favored by many test pilots. Heinkel at that time was among the largest and most well-known German aviation manufacturers. It supplied the new Luftwaffe with a series of aircraft, and thus was well connected to RLM top officials. Further examination of the Bf 109 showed that the aircraft had several persistent issues. The most serious problems were the Bf 109’s tendency to widely swing to the left during landing and take-off. Another major issue was the design of landing gear, which was too narrow and generally weak. This in turn would often lead to crash landings. In retrospect, these two problems would never be fully resolved, but with sufficient training and experience, these problems could be overcome by the pilots. Other complaints included the limited visibility due to the canopy’s small design. The cockpit interior was also regarded as too cramped. The Bf 109 was also notorious for its high wing loading, which was pointed out by the test pilots.
Most of these complaints do not necessarily indicate a flawed design. We must take into account that the test pilots were mostly experienced in older biplanes. This new single-wing fighter concept was completely strange to them. For example, the biplanes had a simple and open cockpit, so complaints regarding the Bf 109 cockpit design represented a refusal to adapt to newer technologies rather than a bad design.
During the series of test flights, the performance of the two competitors was quite similar, with some minor advantages between them. In the case of the Bf 109, it was slightly faster, while the He 112 had lower wing loading. In addition, the He 112 had a better-designed and safer landing gear assembly. As the He 112 had to be constantly modified in order to keep pace with the Bf 109, the RLM commission was getting somewhat frustrated. Despite Heinkel’s connections and experience in designing aircraft, the Bf 109 was simply more appealing to the RLM commission, given that it was simpler, faster, and could be put into production relatively quickly. At that time the Germans were informed by the Abwehr intelligence service that the British were developing and preparing for the production of the new Spitfire. RLM officials were simply not willing to risk taking a chance on an aircraft design that could not quickly be put into production. Thus the Bf 109 was seen as the better choice under the circumstances.
Technical characteristics
The Bf 109 was a low-wing, all-metal construction, single-seat fighter. In order to keep the production of this aircraft as simple as possible, Messerschmitt engineers decided to develop a monocoque fuselage that was divided into two halves. These halves would be placed together and connected using simple flush rivets, thus creating a simple base on which remaining components, like the engine, wings, and instruments would be installed.
The central part of the fuselage was designed to be especially robust and strong. Thanks to this, it offered the aircraft exceptional structural integrity. It also provided additional protection during emergency crash landings. The fuselage itself and the remainder of the aircraft were covered with standard duralumin skin.
Its wings also had an unusual overall design. In order to provide room for the retracting landing gear, Messerschmitt intentionally used only a single wing spar which was positioned quite to the rear of the wing. This spar had to be sufficiently strong to withstand the load forces that acted on the wings during flight. The wings were connected to the fuselage by four strong bolts. This design enables the wings to have a rather simple overall construction with the added benefit of being cheap to produce. During the Bf 109 later service life, the damaged wings could be simply replaced with others on hand. The wings were also very thin, which provided the aircraft with better overall control at lower speeds but also reduced drag which in turn increased the overall maximum speed. At the wing’s leading edge were slats that automatically opened to provide better handling during maneuvers at lower speeds. This had a secondary purpose to greatly help the pilot during landing. The tail unit of the Bf 109 was a conventional design and was also built using metal components. It consists of a fin with a rudder, and two vertical stabilizers each equipped with an elevator.
The cockpit was placed in the center of the fuselage. It was a fully enclosed compartment that was riveted to the fuselage. The Bf 109 cockpit itself was quite cramped. Most of the available space was allocated to the control stick. Left and right of the pilot were two smaller control panels with the main instrumental panel being placed in front of him. While the side control panels were a bit small, their overall design was more or less the standard arrangement used on other aircraft. The front instrumental panel contained various equipment such as the compass, and an artificial horizon indicator. Messerschmitt engineers also added an ammunition counter, which was somewhat unusual on German fighters. Another innovative feature was the installation of a FuG 7 radio unit. In front of the cockpit, a firewall was positioned to shield the pilot in case of an engine fire.
The overall framework for the canopy was fairly small, but despite this provided decent all-around visibility for the pilot. Its main drawback was limited forward visibility during take-off. The canopy opened outwards to the right. This was a major issue as it could not be open during the flight. To overcome this, it was designed to be relatively easily jettisoned. In case of emergency, the pilot would actuate a lever positioned in the rear. It was connected to two high-tension springs. When activated, the lever would release the two springs, which in turn released the canopy, which would then simply fly away due to airflow.
When designing the Bf 109 great care was taken for it to have a simple design. This is especially true for the engine compartment. The engine was easily accessible by simply removing a series of panels. The engine was mounted on two long ‘Y’ shaped metal bars and held in place by two quick-release screws. The necessary electrical wires were connected to a junction box which was placed to the rear of the engine. All parts inside the engine compartment were easily accessible and thus could be replaced in a short period of time. The Bf 109 “L” shaped fuel tank was located aft of the pilot’s seat and slightly underneath it. It too had easy access by simply removing a cover located inside the center of the wing. The total fuel capacity was 250 liters.
Once the Bf 109 was accepted for service, a small production run of the Bf 109B-0 was completed. It was powered by a 610 hp Jumo 210B, and served mainly to finalize the later production version. The Bf 109B-1 was powered by a 635 hp Jumo 210D engine and had a fixed-pitch two-blade wooden propeller. Later during the production, it would be replaced with a new all-metal two-bladed variable pitch propeller. This engine was equipped with a two-stage supercharger. The maximum speed achieved with this engine at the height of 3,350 meters (11,000 ft) was 450 km/h (280 mph). The engine oil cooler, which was initially placed close to the radiator assembly, would be repositioned under the right wing.
The Bf 109 possessed quite an unusual landing gear arrangement. The landing gear was mainly connected to the lower center base of the fuselage, which meant that the majority of the weight of the aircraft would be centered at this point. The two landing gear struts retracted outward towards the wings. The negative side of this design was that the Bf 109, due to its rather narrow wheel track, could be quite difficult to control during taxiing. Messerschmitt engineers tried to resolve this issue by increasing the span of the two wheels. This actually complicated the matter as it necessitated that the two wheels be put at an angle. In turn, this created a weak point where the wheels were connected to the gear strut, which could easily break during a harsh landing. This also caused problems with the Bf 109 tendency to swing to the side prior to take-off. When the pilot was making corrections to keep the aircraft headed straight, excessive force could be applied to the pivot point of the landing gear leg, which sometimes cracked.
The first series of the Bf 109 were only lightly armed, with two 7.92 mm electrically primed MG 17 machine guns. While this may seem like underpowered armament, we must not forget that in the period between the wars, mounting larger caliber guns in fighters was rare. Larger calibers at this time used were usually 12.7 mm. The two machine guns were placed in the upper fuselage, just forward of the cockpit. The port-side machine gun was slightly more forward than the starboard. This was done to provide more space for ammunition magazines. These were fully synchronized to be able to fire through the propellers without damaging them. In the early stages, the ammunition load consisted of 500 rounds for each machine gun, but this was later increased to 1,000 rounds.
However, the double MG 17 layout was eventually deemed somewhat weak, so Messerschmitt was instructed to increase the offensive firepower. As Messerschmitt initially did not want to add any armament in the wings, another solution was needed. The installation of a third machine gun inside the centerline of the engine block was tested. While this would be initially adopted, this installation proved to be problematic mostly due to overheating and jamming problems. So this machine gun was often not installed and removed on those aircraft that had it. A possible installation of a 20 mm cannon in its place was also tested. This was the 20 mm MG FF cannon, which was in fact a license-built version of the Swiss Oerlikon cannon. While it was tested on a few prototypes, it too proved unusable due to excessive vibration. On the other hand, the installation of two non-synchronized machine guns in the wings proved to be more promising, and this was implemented and installed on the later Bf 109E. For the reflector gunsight, a Revi C/12C type was used.
The Bf 109A and B versions
The Bf 109 A version is somewhat of a mystery in the sources. Usually this version, besides a few mentions, is rarely described in the sources. According to Messerschmitt’s own documents, a small series of 20 to at least 22 aircraft of this version were built. It appears that in every aspect, it was the same as the later B version. The only major difference between these two versions was that the A was solely equipped with the two machine guns in the upper engine cowling.
This is probably why most sources barely mentioned the A version, likely lumping them in with the B version. To further complicate matters author D. Nesić mentioned that while version A was planned to enter production, it was abandoned due to its weak armament.
Once the Bf 109 was accepted for service, a small pre-production run of 10 Bf 109B-0 was completed. It was powered by a 610 hp Jumo 210B, and served mainly to finalize the later production version. The Bf 109B-1 was powered by a 635hp Jumo 210D engine. This engine was fitted with a fixed-pitch two-blade wooden propeller. It was armed with three machine guns, with two placed above the engine compartment, and the third fired through the centerline of the engine and propeller hub. During the production run of the B-1, some minor changes were introduced. The three-wire radio antennas were replaced with a single one. To provide better cooling of the machine guns, several vent ports were added. The Bf 109B-1 was then replaced with the Bf 109B-2. The 109B-2 was initially powered by a 640 hp Jumo 210E but was replaced with a stronger 670 hp Jumo 210G. The wooden propeller was upgraded to a new completely metal, variable-pitch, two-bladed propeller.
While at first glance, the infamous Bf 109 seems to be a well-documented aircraft, this is not quite the case. Namely, there are significant differences in the sources regarding the precise designation of the B series. For example sources like R. Jackson (Messerschmitt Bf 109 A-D series) and J. R. Smith and A. L. Kay (German Aircraft of the WW2) divided the B series into three sub-series: the B-0, B-1, and B-2.
On the other hand sources like R. Cross, G. Scarborough and H. J. Ebert (Messerschmitt Bf 109 Versions B-E) mentioned that in the Messerschmitt archives, no evidence for the existence of a B-2 series was found. In addition, while the Jumo 210G may have been tested on the Bf 109B series, there is also little evidence that it was actually installed in them. This is also supported by sources like Lynn R. (Messerschmitt Bf 109 Part-1: Prototype). This particular source indicated that all alleged modifications to the B-2 were actually implemented on the B-1 aircraft.
Early Bf 109 operational use
The Bf 109 was shown to the general public for the first time during the 1936 Olympic Games held in Germany. The following year several Bf 109’s (including the V10, V13, two B-1, and one B-2) participated in the international flying competition held in Zurich, Switzerland, easily winning several awards including fastest dive, climbing, and flew a circuit of the Alps, etc. The event was not without incident, as the Bf 109 V10 had an engine problem, and its pilot Ernst Udet, was forced to crash land it.
In Spain
When the Spanish Civil War broke out in 1936, Francisco Franco, who was the leader of the Nationalists, sent a plea to Adolf Hitler for German aid in providing military equipment including aircraft. At the early stages of the war, nearly all of Spain’s mostly outdated aircraft were in the hands of the Republicans. To make matters worse for Franco nearly all forces loyal to him were stationed in Africa. As the Republicans controlled the Spanish navy, Franco could not move his troops back to Spain safely. Franco was therefore forced to seek foreign aid. Hitler, seeing Spain as a potential ally, was keen on helping Franco and agreed to provide assistance. At the end of July 1936, some 86 aircrew personnel, together with 6 He 51 and 20 Ju 57 were secretly transported to Spain. This air unit would serve as the basis of the so-called German Condor Legion which operated in Spain during the war. The Ju 52 transport aircraft proved instrumental in transporting the Francoist forces to Spain. The operation was a success, but the enemy was quite busy with their own preparations.
On the other side, the Republicans were greatly supported by the Soviets, providing them with some 30 I-15 fighters in late 1936. Additionally, the Republicans operated a number of Soviet SB-2 bombers. The few He 51 fighters of the Condor Legion were outdated and outnumbered by the enemy air force, so a request was made to send additional and more modern aircraft. Seeing an opportunity to test the performance of the Bf 109 in real combat situations, it was agreed to send a few to Spain. One of the first Bf 109 V4 to be sent to Spain was unfortunately damaged in an accident. Several delays later on the 14th of December, the Bf 109 V3 arrived in Spain. These arriving aircraft were initially used for a few weeks for testing and training. Initial evaluation of these early aircraft proved to be more than satisfactory, and additional aircraft of this type was requested. Besides the V3 and V4, the V6 was also sent to Spain. The fate of the V5 is not clear; some sources mentioned (like R. Jackson) that it was also used in the Spanish Theater. Lynn R. (Messerschmitt Bf 109 Part-1: Prototype) on the other hand informs us that the V5 was used during 1937 for weapon trials and thus not sent to Spain.
In early 1937 the first of the Bf 109s began to arrive. It is unclear which exact version was first issued for service, these were either version A or B. Author Lynn R. ( Messerschmitt Bf 109 Part-1: Prototype) mentioned that the first aircraft used were of the A version. He indicated that this was the case for several reasons, one of which was the use of only two machine guns. In addition, these were not equipped with the later-developed automatic cycling gun mechanism, which alleviated ammunition jam and misfeed issues. In total, at least 16 aircraft of the early Bf 109 would be sent in this shipment. Sources like R. Jackson (Messerschmitt Bf 109 A-D series) mentioned that only the B version was used in Spain.
In March 1937, with the arrival of the first group of the new Bf 109, two fighter groups were formed. These were the I and II/Jagdgruppe J.88 under the command of Lieutenant Günther Lützow. Interestingly, these aircraft were initially to be given to JG 132 stationed at Döberitz-Elsgrund. Due to the urgent need to reinforce the Condor Legion, JG 132 pilots with the Bf 109 were transported to Spain instead. Besides markings, they also received numerical designations beginning with 6-1, 6-2, and so on. The precise method which was used to determine the numbering designation is not clear. For example, the V3, which arrived second, received the 6-2, and later 6-1 designation. The Bf 109 that served with the Condor Legion received a large black circle on the fuselage for identification. Two additional black circles with a large white “X” were painted on the wings. An additional black X was painted on the rear tail.
Initially, it was planned that the Germans would act as instructors for their Spanish allies. As the Spanish had problems piloting the newly supplied aircraft, many German instructors would themselves see extensive combat action during the war.
Lützow was also the one who achieved the first kill of the Bf 109B that was used in Spain. He managed to shoot down a Republican I-15 on the 6th of April 1937. Three more victories were achieved during that month. At the end of April, the II.J/88 provided protection for bombers that raided the small town of Guernica. Initially, the few Bf 109 that were available did not have much effect on the war efforts of the Nationalists. The Republicans had nearly 150 modern Soviet fighters and thus had a clear advantage. During the heavy fighting at Madrid in July 1937, the Bf 109 engaged the enemy I-16’s for the first time in the conflict.
In July of 1937, a Bf 109 from the II.J/88, managed to shoot down three SB-2 bombers, one Aero A.101 light bomber, and three I-16. But the J.88 also suffered its first casualty of the war, a Bf 109B which was piloted by Guido Honess was shot down by an I-16 on the 12th of July. On the 17th, another Bf 109 was shot down but the pilot Gotthard Handrick managed to survive. The next day, another Bf 109 was lost but the pilot was only lightly wounded.
In August 1937, the Nationalists launched an offensive toward Republican-held positions around Santander. The heavy fighting that lasted up to October saw extensive use of air forces on both sides. The Nationalists were reinforced with the I.J/88 under the command of Harro Harder. By late October this commander managed to bring down 7 enemy aircraft. At the end of 1937, an incident of note occurred where a Bf 109A piloted by Otto Polenz was forced to land on Republican-held territory. His aircraft was captured almost intact and shipped to the Soviet Union for examination. During the German Invasion of the Soviet Union in 1941, this particular aircraft would be recaptured.
On the 16th of December, the Republicans launched an offensive toward the city of Teruel. Given the severe winter, the J.88 was unable to provide air support and the city fell to the Republicans. From late January and early February on, thanks to better weather, the German Bf 109s were once again active. On the 7th of February 1938, Wilhelm Balthasar managed to alone shoot down four SB-2 bombers alone during one flight. He too was forced to a harsh landing having received numerous hits by the bomber’s defensive fire, but Balthasar survived the landing.
By April 1938 the Nationalists realized that a direct attack on Madrid would be almost impossible without heavy casualties, and decided on another approach. They instead focused on the southern parts of Spain. The J.88 too was repositioned there and took on the enemy aircraft. Several Bf 109s were lost during this time, but most of these were either to mechanical breakdowns or pilot errors. For example, on one occasion two Bf 109s collided in midair on the 4th of April. While one pilot was killed, the second managed to escape by using a parachute. The following month saw extensive fighting on the ground and in the air. The Bf 109 pilots, thanks to their better machines and experience, achieved a series of victories over their opponents. On one occasion in late July 1938, three squadrons of Bf 109 took on a group of 40 I-15 and I-16. After a long engagement, the enemy lost six planes, while the Nationalists lost none. The Germans pilots were achieving so many victories that they had to invent excuses in order to not be sent back to Germany. According to official regulations, once a pilot had achieved 5 kills, he was to be replaced by another pilot. This regulation was clearly ignored as pilots like Werner Molders achieved some 14 victories. Other pilots were also very successful, Otto Bertram achieved four victories during August. While Werner Molders scored 8 victories through this period. During 1938, an additional 26 Bf 109B-1 with coded numbers, ranging from 6-19 to 6-45 arrived in Spain.
By early 1939, the Nationalists managed to gain almost complete air supremacy, thus air to air combat became a rare event. The J.88 aircraft were from this point on mostly used for ground attack operations. The last J.88 air victory of the war was achieved on the 5th of March when an I-15 was shot down. Out of some 130 Bf 109s that saw service in Spain, between 20 to 40 aircraft were lost (depending on the source). Not all were lost in air combat, most were lost due to mechanical breakdowns, pilot errors, or hard landings.
While the Republicans would fly in loose formations with any proper tactics, the Germans would employ a so-called Schwarm (swarm) tactic. This basically consisted of using a group of four aircraft, which would fly in a reverse ‘V’ shaped formation, with some 200 meters separating each aircraft. When attacking, these would be divided into two groups of two aircraft. Which were intended to provide each other with cover in the event enemy fighters gave chase.
In German Service
While the Bf 109 was initially used for various tests and participated in sporting events, these aircraft were soon allocated to Luftwaffe units. The first such unit to receive the Bf 109 B-1 was the Jagdgeschwader (fighter squadron) JG 132 in February of 1937, being supplied with 25 aircraft. Due to some delays in production, the second unit equipped with the Bf 109, II./JG 234, was formed nearly nine months later. In early 1938, the production of the Bf 109 was greatly increased which provided a sufficient number of aircraft to equip additional units.
The early Bf 109s were prepared to see potential action during the political crisis regarding the German relationship with Austria and later Czechoslovakia. Even by the end of 1937, the pressure on Austrian politicians was great as the Germans wanted to install a more friendly government. All these political machinations ended in March 1938 when German troops entered Austria without any resistance.
The German request for territories belonging to Czechoslovakia was initially met with fierce resistance from the Western Allies, France, and the United Kingdom. These tensions could have easily cascaded into open war. This particularly caused huge concern in the RLM, as the German Air Force was not yet ready for a war. The situation was so desperate that even some He 112 were accepted for service. In the end, the Western Allies backed down, not willing to go to war, and allowed the Germans to take disputed Czechoslovakian territory.
As the new and improved models of the C and D versions began to be available, the Bf 109B were slowly being allocated to secondary roles, such as training. In this role, some would survive up to 1943. By the time of the invasion of Poland in September, the majority of Bf 109 in use were the D version, with ever-increasing numbers of the new E version. While some Bf 109B were still present in frontline units, their fighting days were over.
Production
For the upcoming Bf 109 production, initially BFW AG was responsible. As it lacked production capabilities given that it was already under contract (made earlier with RLM) to build several other aircraft types, another solution was needed. When BFW AG completed all previously ordered aircraft, it was to focus its production capabilities on the Bf 109.
To increase overall Bf 109 production, other manufacturers were also contracted. Some 175 were built at Erla Maschinenwerk from Leipzig, with 90 more by Fieseler, and only 76 aircraft by BFW. The production run of the Bf 109A lasted from December 1936 to February 1937. In 1937 some 341 Bf 109B would be built.
Production Versions
- Bf 109 V – Prototypes series aircraft
- Bf 109 A – Proposed production version built in small numbers
- Bf 109 B-0 – A small pre-production series
- Bf 109 B-1 – Production version
- Bf 109 B-2 – Slightly improved B-1 version incorporating a new propeller. Note that the existence of this particular version is disputed in sources.
Surviving Aircraft
Today only one Bf 109B-0 V-10 is known to have survived. Given its rather low production numbers, this is not surprising. It is in a private collection of the “Bayerische Flugzeug Historiker” Oberschleissheim in Munich, Germany.
Conclusion
Despite focusing mainly on civilian aircraft, Messerchmitt and his team of engineers managed to design a fighter that bested all the other well-established manufacturers for Luftwaffe’s new fighter program. The Bf 109 was inexpensive to build and possessed good overall flight capabilities. While a good design, there was plenty of room for improvement, mainly regarding its armament and engine, which would be greatly improved in subsequent iterations.
Me 109B-1 Specifications |
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Wingspans | 9.9 m / 32 ft 4 in | |
Length | 8.7 m / 28 ft 6 in | |
Height | 2.45 m / 8 ft | |
Wing Area | 16.4 m² / 174 ft² | |
Engine | Jumo 210D | |
Empty Weight | 1,580 kg / 3,483 lbs | |
Maximum Takeoff Weight | 1,955 kg / 4,310 lbs | |
Maximum Speed | 450 km/h / 280 mph | |
Cruising speed | 350 km/h / 220 mph | |
Range | 690 km / 430 miles | |
Maximum Service Ceiling | 8,200 m | |
Crew | 1 pilot | |
Armament |
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Illustrations
Credits
- Written by Marko P.
- Edited by Stan L. Henry H.
- Illustrations by Hansclaw
Source
- D. Nesić (2008) Naoružanje Drugog Svetsko Rata-Nemačka. Beograd.
- D. Monday (2006) The Hamlyn Concise Guide To Axis Aircraft OF World War II, Bounty Books.
- R. Jackson (2015) Messerschmitt Bf 109 A-D series, Osprey Publishing
- J. R. Smith and A. L. Kay (1972) German Aircraft of the WW2, Putham
- R. Cross, G. Scarborough and H. J. Ebert (1972) Messerschmitt Bf 109 Versions B-E Airfix Products LTD.
- J. R. Beaman and J. L. Campbell (1980) Messerschmitt Bf 109 in action Part-1, Squadron publication
- Lynn R. (1980) Messerschmitt Bf 109 Part-1: Prototype to ‘E’ Variants, SAM Publication
- http://www.warbirdsresourcegroup.org/LRG/luftwaffe_messerschmitt_bf109.html