Type: High endurance experimental, reconnaissance aircraft
Number built: Three prototypes
Before the outbreak of the Second World War, the Luftwaffe (Eng. German Air Force) was undergoing a massive expansion. Numerous new aircraft designs were either being introduced into service or undergoing testing, with many being integrated into the military for various roles. A number of newly developed aircraft were also primarily used for evaluation and experimentation, and, there were also several designs created specifically to set records. One such aircraft, the Me 261, was built specifically at the request of Adolf Hitler to set long-range records. Due to its specialized role, and the fact that it was not initially ordered by the Luftwaffe, only three prototypes of the Me 261 were built.
History
With the rise of Nazis in Germany, substantial financial resources were allocated to military projects. The Luftwaffe was founded, and saw massive expansion and the introduction of new aircraft designs. However, not all these designs were intended for pure military service. Some projects were mainly aimed at experimentation, and among these were aircraft designed solely to showcase technological advancements and break world records. This trend was quite common in the years leading up to the outbreak of the Second World War in Europe. For example, the Messerschmitt Me 209 was created to set a world speed record, with little to no concerns made over a possible military application.
Speed was not the only record to be pursued, there were others, such as long-range flight. This particular challenge fascinated Hitler, who in 1937, initiated the development of a long-range monoplane. Aside from the many things that might be learned from the experiment, Hitler envisioned this aircraft undertaking the long-range flight from Berlin to Tokyo for the 1940 Olympic Games, carrying the Olympic Torch from Germany over Asia. To meet this requirement, the initial requirements specified that the aircraft needed to have an operational range of over 13,000 km.
The Reichsluftfahrtministerium (RLM), or German Air Ministry, selected the Messerschmitt company for this task. Despite being a relatively small enterprise at the time, Messerschmitt had achieved great success with the Bf 109, one of the best fighters of its era. The official contract was signed on the 18th March, 1938. Under the designation P.1064, Messerschmitt presented a proposal to Hitler for a new aircraft. This aircraft was to be operated by a crew of five within a rather cramped, and elongated fuselage. Due to the aircraft’s specific role, the fuel load was prioritized over crew comfort. Hitler approved the proposal and ordered the construction of three prototypes. The project was subsequently renamed Me 261. Due to Hitler’s keen interest, the aircraft was nicknamed Adolfine by its crew.
In 1939, work began on the three Me 261 prototypes. Despite Hitler’s ambitions, the Me 261 was given low priority, and construction proceeded slowly, and anticipating a war with Poland, work on these aircraft was halted. However, recognizing its potential for long-range reconnaissance and the valuable information it could provide, work resumed in 1940.
The first prototype, Me 261 V1 (BJ-CP or BC-CP, depending on the sources), was flight-tested by Karl Baur in December 1940. The following year, the second prototype, Me 261 V2 (BJ-CQ), was tested. The V2 featured a glazed observation dome on the dorsal fuselage, replacing the rear dome used on the V1. The construction of the third prototype, Me 261 V3 (BJ-CR), faced delays and only completed its test flight in 1943. This version was distinct from the earlier prototypes, featuring a larger crew capacity of seven and being powered by two 2,950 hp DB 610 engines. On the 16th April, 1943, Karl Baur conducted a ten-hour test flight with the V3.
Technical characteristics
Unfortunately, since the Me 161 did not progress beyond the prototype stage. It was designed as an all-metal, long-range transport and later as a reconnaissance aircraft. The fuselage was slim but cramped, made of metal, and covered in duralumin.
The wings of the Me 261 were constructed using a metal frame with a single spar. They were then covered with flush-riveted, stressed-skin metal panels. Notably, the section of the wing closest to the fuselage had a thick profile, which tapered to the wingtips. This design was intentional, as it allowed for a large fuel storage area. The aircraft also featured a twin-rudder tail at the rear.
For its long-range flight operations, the Me 261 had a crew of five: a pilot, co-pilot, radio operator, navigator, and flight engineer. The pilot and copilot sat side-by-side in the cockpit with the radio operator in a central compartment, and the flight engineer and navigator seated in the rearmost compartment, where the aircraft’s bunks were also located.
The first two prototypes were powered by twin 2,700 hp DB 606A/B twenty-four-cylinder engines. These engines were essentially two twelve-cylinder DB 601 engines coupled together to drive a single shaft, requiring two separate radiators and oil coolers. Each DB 606A/B engine was housed within a large nacelle and used four-blade propellers with a diameter of 4.6 meters.
Despite frequent mentions of the aircraft being overburdened, sources do not specify a consistent maximum takeoff weight. Additionally, the total fuel capacity is also unspecified. Depending on the sources, the operational range varies from 11,000 to 13,200 km.
To accommodate the aircraft’s weight, it required large-diameter landing wheels that could retract up to 90 degrees into the wings. In addition to these, it had a fully retractable tail wheel retracted towards the front of the aircraft.
Fate
Despite demonstrating some potential for long-range reconnaissance, the Me 261 was ultimately rejected from service due to the additional equipment requirements that would have further strained its already overburdened airframe, thereby compromising its flight performance. Despite its cancellation, the V3 prototype (and possibly the other two prototypes) saw operational use as reconnaissance aircraft during the war. In July or April of 1943, the V3 suffered an accident during landing that heavily damaged its landing gear. Although repaired and returned to service, the V3 was eventually scrapped by order of the RLM.
The V1 aircraft was lost during an Allied bombing raid on the Rechlin test center in September 1944, while the V2 was captured by the Allies at the same location in April 1945. Neither prototype survived the war; the captured V2 was scrapped a few weeks after its capture.
Conclusion
The Me 261 was an aircraft that was not ordered by the Luftwaffe as a military aircraft and thus received low priority. Despite its initial potential for use as a reconnaissance aircraft, it quickly became evident that it would not be feasible for adoption in this role due to its considerable weight. Ultimately, only three were built, and none of them survived the war.
Me 261 V3 Specifications
Wingspans
26.9 m / 88 ft 1 in
Length
16.7 m / 54 ft 9 in
Height
4.72 m / 15 ft 5 in
Wing Area
76 m² / 817.8 ft²
Engine
Two 2,950 hp DB 610 engines
Endurance
24 hours and 36 minutes
Maximum Speed
620 km/h / 385mph
Cruising speed
400 km/h / 248 mph
Range
11,000 km / 6,831 miles
Maximum Service Ceiling
8,250 m / 27,060 ft
Crew
1 pilot
Armament
None
Illustration
Credits
Article written by Marko P.
Edited by Henry H.
Illustration by Oussama Mohamed “Godzilla”
Source:
D. Herwig and H. Rode (2000) Luftwaffe Secret Projects Strategic Bombers 1935 to 1945, Midland Publishing
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.
J. R. Smith and A. L. Kay (1972) German Aircraft of the WW2, Putnam
B. C.Wheeler, German Fighters of WWII, Aeroplane Special
R. Jackson (2005) Infamous Aircraft, Pen and Sword
M. Griehl () X-planes German Luftwaffe prototypes 1930-1940, Frontline Book
W. Green (1970) Warplanes of the Third Reich, Doubleday & Company
During the war, Messerschmitt endeavored to find potential successors to their existing aircraft models. This quest yielded several aircraft proposals, one of which was the Me 309, which they sought to replace their older Me 109 fighter with. Despite Messerschmitt’s hopes for its success, the Me 309 proved to be unreliable and mechanically flawed, leading to its rejection for adoption. Undeterred by this setback, Messerschmitt persisted with the project, eventually turning their attention to a new twin-fuselage fighter, often referred to in various sources as the Me 609.
A Brief History of Germany Twin-Fighter Program History
In the early stages of the war, the Messerschmitt Me 109 emerged as an exceptional fighter, arguably one of the world’s best at the time. However, despite its prowess, there remained ample room for improvement in its design. By the early 1940s, engineers at Messerschmitt began exploring avenues to enhance its overall flight performance. Among the considerations was the idea that while one engine delivered outstanding results, pairing two engines might yield even greater capabilities, bringing an increase in operational range and top speed. This notion laid the groundwork for a bold project: combining two Me 109s into a single aircraft, designated as the Me 109Z, with the ‘Z’ representing the German word “Zwilling”, meaning twin. The concept aimed to harness the power of dual fuselages and engines to significantly enhance both performance and firepower, envisioning the aircraft as either a formidable destroyer or a fighter bomber.
In theory, the design was relatively straightforward: merging two fuselages along with a central wing. The cockpit would be positioned within one of the fuselages, along with modifications to the landing gear. Despite the unconventional approach, a functional prototype utilizing two Me 109Fs was successfully constructed in 1942. However, the evaluation and test flight process extended until 1943, during which the prototype was either lost or severely damaged in one of the numerous Allied bombing raids.
Amidst the pressing demands of concurrent projects, such as the development of the Me 262, the Me 109Z initiative was ultimately abandoned, reflecting the shifting priorities and challenges faced by German engineers during the Second World War .
A Second Option
Another Messerschmitt project aimed at enhancing the performance of the Me 109 was the Me 309. This new endeavor sought substantial improvements, integrating several new features such as enhanced armament, a pressurized cockpit, a tricycle undercarriage, and retractable radiators. Initiated by Messerschmitt in 1940, the project faced reluctance from the German Aviation Ministry (RLM), leading to significant delays. It wasn’t until the end of 1941 that actual work on the project began. Despite these challenges, the first Me 309 V-1 prototype was completed in June 1942, followed by a few more test models. However, the project encountered various mechanical issues that remained unresolved, including engine overheating, the problematic landing gear which caused the aircraft to crash onto its nose should the nose gear fail, and flight instability, among other issues. As a result, the RLM showed little enthusiasm for the Me 309, prioritizing increased production of the Me 109 instead. Introducing another fighter design would also inevitably lead to production delays. Moreover, refining the Me 309 design would likely necessitate additional time, possibly extending into months or even years. Consequently, a decision was made to abandon the development of the Me 309 entirely.
However, Messerschmitt hoped that proposing a new variant of the twin-fuselage fighter based on the Me 309 might renew interest from the RLM. Unfortunately, this strategy didn’t yield the desired results. Despite some initial drawings, the aircraft designated as the Me 609 was abandoned at the beginning of 1944 in favor of the Me 262.
Technical characteristics
Given that it was a paper proposal, and no working prototype was built, its overall technical specifications are rather obscure. In essence, the Me 609 consisted of paired Me 309 fuselages which were joined together by a central wing section. Given this fact, in theory, most of the components for this aircraft would be available and reused from the Me 309. The Me 309 was conceived as a single-seat fighter, featuring an all-metal construction with a low-wing design. So we can assume that the new Me 609 would also follow a similar construction.
The two fuselages were connected with the new inner wing section. Besides this, it also served to house the two main landing gear units. The nose wheel was located under the engine, and retracted to the rear. The pilot’s pressurized cockpit was located on the left fuselage, while; the right-sided fuselage had its cockpit covered.
Depending on the source it was either powered by a Daimler Benz 603 or 605 or a 2,000hp Jumo 213E june engine. In the case of the latter, the estimated maximum speed was to be 760 km/h. All of which were inverted V-12 engines.
The main armament was to consist of two 3 cm MK 108 and Two MK 103 cannons. Including either two 250 kg or one 500 kg bomb. Two more cannons could be mounted under the center wing section.
The Truth of it
The information as previously mentioned, however, may not be entirely accurate. According to various sources such as D. Herwing and H. Rode (Luftwaffe: Secret Projects Ground Attack and Special Purpose Aircraft), as well as several internet sources, it is asserted that the twin-fuselage Me 309 variant was designated as the Me 609. Contrary to this, D. Sharp (Luftwaffe: Secret Designs of the Third Reich) argues that this designation was incorrectly assigned to the project. The actual designation for it was Me 309 Zw (Zw standing for Zwilling, meaning twins). Claiming, the Me 609 was unrelated to this project. Sharp supports this assertion by citing surviving Messerschmitt documentation salvaged after the war, in which the projects are referred to as 309 Zw. Thus, the twin-fuselage fast bomber/destroyer based on the Me 309 existed only as a proposal, albeit under a different name.
Now, what about the aircraft bearing the Me 609 designation? Simply put, it did not exist. In reality, it was a designation that Messerschmitt applied to describe the Me 262 twin-engine fighter. Why this designation was used remains unknown, but it may have been employed to deceive the intelligence offices of the Western Allies
Conclusion
The Me 309Zw project was an intriguing endeavor aimed at enhancing the overall performance of German fighters by integrating two fuselages. However, it failed to progress beyond the prototype stage, leaving us unable to determine its feasibility.
Me 309Zw Estimated Specifications
Wingspans
16 m / 52 ft 6 in
Length
9.52 m / 31 ft 2 in
Height
3.24 m / 10 ft 7 in
Wing Area
26.755 m² / 288 ft²
Engine
Two 2,000hp Jumo 213E
Empty Weight
5,247 5kg / 11,660 lbs
Maximum Takeoff Weight
6,534kg / 14,520 lbs
Maximum Speed
760 km/h / 472mph
Crew
1 pilot
Armament
Two MK 108 and Two MK 103
Bomb load two 250 kg or one 500 kg
Illustration
Credits
Written by Marko P.
Edited by Henry H.
Illustrations by Oussama Mohamed “Godzilla”
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.
J. R. Smith and A. L. Kay (1972) German Aircraft of the WW2, Putnam
D. Myhra (2000) Messerschmitt Me 209V1, Schiffer Military History
M. Griehl () X-planes German Luftwaffe prototypes 1930-1940, Frontline Book
D.Herwing and H. Rode (2002) Luftwaffe: Secret Projects Ground Attack and Special Purpose Aircraft, Midland
D.Sharp (2018) Luftwaffe: Secret Designs of the Third Reich, Mortons
The Messerschmitt Me 109, although an outstanding aircraft, still had room for improvement. Its most noticeable shortcomings included a rather small operational radius, significantly reducing its combat potential in prolonged engagements. To address this, Messerschmitt initiated the development of a successor model designated as the Me 309. However, from the outset, this new fighter was plagued with numerous mechanical faults that could not be resolved in the foreseeable future. Consequently, only four prototypes were built before the project was ultimately canceled.
History
At the onset of the Second World War, Germany relied heavily on the Me 109 as its primary fighter aircraft. Renowned for its exceptional performance and cost-effectiveness, the Me 109 outmatched most of the enemy fighters it encountered over Europe. Following the fall of France in June 1940, Germany launched a significant bombing campaign against the UK. This prolonged engagement highlighted a critical issue: the Me 109’s limited operational range prevented it from carrying out long-range fighter sweeps, or being usable as a bomber escort.
Recognizing the urgent need for enhancements, Messerschmitt began experiments on improving the performance, and range, of the Me 109. Initial assessments underscored the necessity for substantial improvements, including an 85% increase in operational range and a minimum 25% boost in maximum speed. Additionally, there were aspirations to augment its firepower, introduce a pressurized cockpit, implement a tricycle undercarriage, and incorporate retractable radiators. Before commencing work on a completely new fighter, Messerschmitt opted to experiment with these features by modifying an existing Me 109F
The new fighter project was initiated by Messerschmitt in 1940. However, the German Aviation Ministry (RLM) was not enthusiastic about it, after significant delays. Actual work on the project didn’t commence until the end of 1941. The project, designated Me 309, was led by Woldemar Voigt and Richard Bauer. It’s worth noting that Messerschmitt’s previous attempt to develop a fighter, based on the record-breaking Me 209, failed because its airframe wasn’t suitable for military purposes. Despite the RLM’s initial skepticism towards the Me 309, they eventually ordered nine prototypes.
The first Me 309 V-1 (GE-CU) prototype was completed in June 1942, and immediately underwent ground trials at the end of that month. However, almost from the outset, a major issue became apparent, the new landing wheel configuration proved difficult to control on the ground. Subsequent flight tests revealed additional challenges, including strong vibrations at high speeds. In July 1942, after a series of modifications, the prototype underwent flight testing once more, only to encounter new problems with the landing gear. The hydraulic retraction system was found to be inadequate, and issues with engine overheating and aerodynamic instability persisted. On one occasion, test pilot Karl Baur was forced to abort the flight after just seven minutes in the air.
Addressing these issues required further modifications, including redesigning the tailplane and improving the hydraulic system for the landing gear. Despite these efforts, subsequent test flights did not yield significant improvements in the overall flight performance of the Me 309. Messerschmitt’s test pilot, Fritz Wendel, expressed dissatisfaction with the aircraft, noting that its flight characteristics were not markedly superior to those of the Me 109. He criticized the high landing speed and the poor design of the control surfaces.
Not ready to abandon the Me 309 prematurely, the first prototype underwent evaluation at the Rechlin test center for further assessment. On the 20th of November 1942, a report was issued deeming the overall performance of the Me 309 unpromising, even inferior to the new Me 109G. Consequently, the RLM reduced the initial production order from nine prototypes to just four. Initially, the RLM had little enthusiasm for the Me 309, and still preferred instead to prioritize increased production of the Me 109. Introducing another fighter design would inevitably cause production delays. Compounding the industrial challenges, perfecting the Me 309 design would likely require additional time, months if not years of work.
Despite these setbacks, the development of the Me 309 continued at a sluggish pace. The first prototype was initially equipped with a 1,750 hp DB603A-1 engine. It would later be replaced by a 1,450 hp DB 605B engine instead during the testing phase. During one landing, the front landing gear collapsed, causing the aircraft to nose down. Fortunately, the damage sustained was minor. However, the same couldn’t be said for the second prototype (GE-CV), which underwent flight testing on November 28, 1942. Upon landing during its maiden flight, the front landing gear failed, resulting in a hard impact on the ground. The force of the impact nearly split the aircraft into two parts, rendering it extensively damaged and subsequently written off. Despite this setback, two more prototypes were constructed during 1943.
Technical characteristics
The Me 309 was conceived as a single-seat fighter, featuring an all-metal construction with a low-wing design. There is limited information available regarding its overall construction. The fuselage was of an oval shape, while the wings were characterized by a dihedral angle with rounded tips, accompanied by automatic leading-edge slots for better maneuverability at low speed. Notably, the wings also incorporated large flaps extending from the wing roots to the ailerons’ end. The canopy was fully glazed, affording excellent visibility of the surroundings.
There is some disagreement among available sources regarding the precise engine used in this aircraft. According to J.R. Smith and A.L. Kay in (German Aircraft of WWII) it was initially powered by a 1,750 hp DB 603A-1 engine, which enabled the Me 309 to achieve a maximum speed of 733 km/h at an altitude of 8,500 meters. This claim is supported by B.C. Wheeler in (Aviation Archive: German Fighters of WWII) although Wheeler does not specify which DB 603 engine was used. On the other hand, Jean-Denis G.G. Lepage, in (Aircraft of the Luftwaffe) mentions that the Daimler-Benz DB 603G engine model was used, with the same maximum speed being achieved. The DB 603G is the likely most correct engine used on the Me 309, considering it was an experimental high-altitude model that never entered mass use.
The later prototypes were powered by a smaller 1,450 hp DB 605B engine. Even the first prototype was eventually reequipped with this engine. As a result, the overall performance dropped significantly to 575 km/h, according to D. Nesić (Naoružanje Drugog Svetsko Rata-Nemačka).
With a fuel capacity of 880 liters, its operational range extended to 1,400 km. Equipped with a retractable ventral radiator positioned under the fuselage, the aircraft’s landing gear retracted inward into the wings. A notable departure from convention was the absence of the standard tailwheel; instead, it featured a nosewheel, retracting rearward into the fuselage’s front section.
Fate
Despite the considerable investment of time and resources into the Me 309 project, its overall flight performance fell short, ultimately leading to the project’s demise. By the beginning of 1943, the RLM had lost interest in the aircraft, prompting the cancellation of the project after the completion of four prototypes. Despite the cancellation, Messerschmitt proceeded to develop two additional prototypes.
One of these, the Me 309V-3 (CA-NK or CA-CW), was intended as a replacement for the lost V-2 prototype. Its maiden flight took place in March or April of 1943. The fourth prototype marked a significant milestone as it was the first to be equipped with offensive armament, including four 13 mm MG 131 (300 rounds), two 20 mm MG 151 (150 rounds), and two 30 mm MK 108 (65 rounds) cannons. Alternatively, it could be outfitted with two 15 mm MG 151 cannons and three 13 mm MG 131s. Although these armaments were primarily experimental and not used operationally, they were essential for various testing purposes.
Unfortunately, the fate of the last two prototypes remains unclear, with records suggesting they were lost during Allied bombing raids in 1944.
Even before the official cancellation, Messerschmitt officials were hopeful for a larger production order. To this end, they presented several variant proposals for the Me 309. The Me 309A was designed as a fighter variant, equipped with one MG 151 cannon and two MG 131 machine guns. The Me 309B was intended to serve as a fighter-bomber variant, armed with two 250 kg (550 lbs) bombs. As for the Me 309C, it was designed as a destroyer, featuring three MG 151 cannons and up to four MG 131s. An intriguing proposal was the Me 309 Zwilling (Eng. Twins), which involved two aircraft joined together in a configuration reminiscent of the post-war US F-82, but ultimately, this concept did not materialize.
Interestingly in 1944 Japan expressed interest in its design and asked for plans and drawings of the Me309V-3 aircraft. But nothing came of this in the end.
Prototypes
Me 309V-1 – First prototype powered by a 1,750 hp DB 603A-1 engine
Me 309V-2 – Second prototype lost during the first test flight
Me 309V-3 – This prototype was built in early 1943 as a replacement for the second prototype
Me 309V-4 – First prototype to be armed.
Proposed Variants
Me 309A – Proposed fighter variant
Me 309B – Proposed fighter-bomber variant
Me 309C –Proposed destroyer variant
Me 309zw- Proposed twi-aircraft configuration
Conclusion
The Me 309, despite the investment and the hope that it would be an adequate successor to the Me 109, proved to be a troubled design and pulled down by wartime pragmatism. From the start, it was plagued by various mechanical problems that were never resolved. The fact that RLM was never interested that much in such a project did not help either. As it would take considerable time to fully remediate all the noted issues, the project was abandoned in favor of the latter Me 262.
Me 309V-1 Specifications
Wingspans
11.04 m / 36 ft 2 in
Length
9.46 m / 31 ft 1 in
Height
3.4 m / ft
Wing Area
16.55 m² / 178.08 ft²
Engine
One 1,750 hp DB 603A-1
Empty Weight
3,530 5kg / 7,784 lbs
Maximum Takeoff Weight
4,250 kg / 9,371 lbs
Maximum Speed
733 km/h / 455 mph
Cruising speed
665 km/h / 413 mph
Range
1,400 km / 870 miles
Maximum Service Ceiling
12,000 m / 39,360 ft
Climb to 8 km
In 10 minutes
Crew
1 pilot
Armament
Illustration
Credits
Written by Marko P.
Edited by Henry H.
Illustrations by Oussama Mohamed “Godzilla”
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.
J. R. Smith and A. L. Kay (1972) German Aircraft of the WW2, Putnam
D. Myhra (2000) Messerschmitt Me 209V1, Schiffer Military History
M. Griehl () X-planes German Luftwaffe prototypes 1930-1940, Frontline Book
D.Sharp (2018) Luftwaffe: Secret Designs of the Third Reich, Mortons
Jean-Denis G.G. Lepage (2009) Aircraft Of The Luftwaffe, McFarland & Company, Inc
B. C. Wheeler (2014) Aviation Archive German Fighters of WWII, Kelsey Publishing Group
Independent State of Croatia (1944-1945)
Fighter – 15 to 30 Operated
Following the collapse of the Kingdom of Yugoslavia after the Axis invasions in April of 1941, the Nezavisna Država Hrvatska (Eng. Independent State of Croatia) was created. It immediately began forming its military, including an air force. This air force, while managing to acquire a few hundred aircraft of various types, always lacked fighter planes. Nothing major was done to improve them in this regard up to 1944, when finally, Germany agreed to send a small group of Me 109’s to the NDH to bolster their fighter force.
History
After Italy’s unsuccessful invasion of Greece, Benito Mussolini was forced to ask his German ally for help. Adolf Hitler agreed to assist, fearing that a possible Allied attack through the Balkans would reach Romania and its vital oil fields. In the path of the German advance towards Greece stood Yugoslavia, whose government initially agreed to join the Axis side. This agreement was short-lived, as the Yugoslav government was overthrown by an anti-Axis, pro-Allied military coup at the end of March 1941. Hitler immediately gave an order for the preparation of the invasion of Yugoslavia. The war that began on 6th April 1941, sometimes called the April War, was a short one and ended with a Yugoslav defeat and the division of its territory between the Axis powers.
With the collapse of the Kingdom of Yugoslavia, Croatia, with German aid, was finally able to declare independence, albeit becoming a fascist puppet state. It was officially formed on the 10th of April 1941. The new state received a significant territorial expansion by annexing most of western Yugoslavia, including Bosnia, parts of Serbia, and Montenegro.
While the conquest of the Kingdom of Yugoslavia proved to be an easy task for the Axis, holding these territories proved to be much more difficult. This was mainly due to two major resistance movements that were actively engaged in sabotage, destroying railways and bridges, and attacking isolated occupation units’ positions and strong points. Despite attempts to suppress these attacks, the resistance movements, especially the Communist Partisans, grew rapidly, forcing the Germans and their Allies to introduce ever-larger occupation forces. The NDH forces were especially targeted by the resistance as they committed numerous war crimes, including mass murders and deportations to concentration camps. Thanks to German help, they managed to form a small air force that had in its inventory all kinds of obsolete, and in rare cases, modern equipment. By 1943, it was in the process of reorganization, and the NDH officials during this period often asked their German overlords for more modern aircraft. Sometimes they even portrayed their own Air Force as being weaker than it was in the hope of getting military aid. Eventually, near the end of the war, several dozen Me 109s were sent from Germany to NDH.
A Brief Me 109 History
The Me 109 was Willy Messerschmitt’s response to the German Air Force’s request for a modern fighter in 1934. Despite being a completely unknown aircraft designer, his aircraft, thanks to its simplicity and performance, easily beat the competition. Soon after it entered mass production in 1936. It was quite an advanced design for its time and superior to most fighters around the world. Over the years various versions were built, each introducing various modifications. Some were even specially made for various other roles, such as training or reconnaissance. By the end of the war over 30.000 were built making it the second most produced military aircraft in history. Given the sheer number of produced aircraft, it should not be surprising that many were sold or given to various nations in Europe.
The Need of the NDH Air Force
Following the collapse of the Kingdom of Yugoslavia, the NDH began organizing its newly created armed forces. Its air force was created on the 19th of April, 1941. Immediately, work began on creating an adequate structural organization, acquiring manpower, and procuring equipment. Initially, plans for arming this Air Force were ambitious and included acquiring the newest German aircraft design. For example, the main fighter aircraft was to be the Me 109E. A single fighter group would consist of 22 such aircraft. The Germans on the other hand decided to ignore this request, as these planes were needed for the upcoming invasion of the Soviet Union. They also did not fully trust the NDH officials. As a compromise, the NDH air force was to be equipped with the stockpiles of captured Yugoslavian aircraft. The Germans, once again disappointed in the state of their air force, gave the NDH only those aircraft that were mostly obsolete while transferring the better aircraft, like the Hurricanes, to Romania instead.
Under German Command
While the Germans did not provide the NDH with the Me 109, the Croatian pilots still got the chance to fly on them. While receiving no major import of equipment from their ally, the NDH still wanted to have a good relationship with the Germans. When the massive invasions on the Soviet Union were launched, while the NDH did not directly participate in this attack, its government issued a proclamation for volunteers at the start of July 1941. It called for volunteers among the Croatian population to join the German Army. The NDH Air Force also contributed to this voluntary enlisting. While it lacked equipment, it did not have shortages of personnel willing to go and fight the Soviets. For this purpose, the 4th Air Force Regiment was formed. It consisted of the 4th Air Force Fighter Group and the 5th Air Force Bomber Group. The 4th Group had in total over 200 members. Once assembled, the fighter group was transported to Furth in Germany where their training was to commence. The training officially began on the 19th of July 1941. For this purpose, the Germans provided some Bu 133, Ar 96, and even some older Me 109D planes. During the training process, one pilot was killed in an accident. During this period the 4th Group was divided into two newly created 10th and 11th squadrons
At the end of September 1941, elements from the 10th Squadron were sent to fight on the Eastern Front. They arrived on the 6th of October and were allocated to the Jagdgeschwader (Eng. Fighter wing) 52. They were to pilot five allocated Me 109Es, with six more being expected to arrive later. Their first combat flight mission occurred on the 9th of October. They were patrolling the area around Ahtijevka-Krasnograd when the unit spotted a lone Soviet aircraft. It was engaged and shot down by a German pilot who served as a liaison officer in this unit. The following month saw the unit mainly tasked with patrolling and protecting the German airfields in this region. On the 2nd of November, the first air victory was achieved by Croatian pilots. Seven days later another victory was scored. On the 16th of November, the German liaison officer Lieutenant Baumgarten managed to achieve another victory. He died two days later when he collided in mid-air with a Soviet Aircraft. At the end of November, a Soviet I-16 fighter was shot down. At the start of the following month, the first Croatian pilot, Ivan Karner, lost his life in an accident.
During December they were stationed in the Azov area. During January, pilots from this unit managed to shoot down some 23 Soviet aircraft. By April 1942, 12 more enemy aircraft were shot down over the Kerch Peninsula. In May, the whole unit was renamed to Jagdgruppe Džal (Eng. Fighter Group Džal) which was a common thing for the Germans to name particular military groups for their commanders, in this case, Colonel Franjo Džal. By that time the unit operated the older Me 109E and requested the delivery of newer models. In July 1942, the first Me 109G-2 version began to reach this unit. July and August were quite successful for the Croatian pilots who achieved many air victories, some 137 at that point, against various types of Soviet aircraft, despite being used mainly for support missions.
The Croatian pilots returned to the NDH at the end of 1942 for rest and recuperation. By this point, they had achieved 164 confirmed air victories over 3,300 flights. The best fighter ace of this unit was Cvitan Galić who was credited with 24 air victories, plus 7 more that were not confirmed. The unit was not without casualties as six pilots were lost. After a few months spent resting, they returned to the Soviet Union in February 1943. They were stationed in Crimea and saw heavy action there. Interestingly they encountered Allied-supplied Spitfires and P-39s. While they continued bringing down many more Soviet pilots, the rapid deterioration on the frontlines caused some of these pilots to second-guess their place in the war. In May and June, at least three pilots defected to the Soviet Union. Fearing that more would follow, the Germans prohibited any further flights by Croatian pilots. The unit commander was temporarily removed from this post but reinstated later in September 1943. In late October more combat flight patrols with new pilots were initiated. The 4th Group in October had only 8 fully operational aircraft.
This unit would remain active on the Eastern Front in 1944. In September 1944, two more pilots defected to the Soviet Side, forcing the Germans to once again forbid the remaining Croatian pilots from flying. In November, the unit was disbanded and its personnel received infantry training. In early 1945 these saw action as standard infantry in Poland. After March 1945 those that survived were sent back to the NDH. In total the 4th Group that served over four years on the Eastern Front was credited with the destruction of over 300 enemy aircraft.
In NDH service
It was not until early 1945 that the first Me 109 began to arrive in the NDH itself. These included the G-6, 14, and 10 variants. These aircraft were acquired for the 4th Fighter Group (11th and 12th Squadrons). While nominally part of the NDH Air Force, the 4th Fighter Group was actually under the direct control of the Germans. While 15 aircraft were to be delivered, 5 of them never reached Croatia as they were lost during the transit. These numbers are according to T. Likso and D. Čanak. (The Croatian Air Force In The Second World War). However, both authors expressed their doubts about the precise number of delivered aircraft. They believe that that number was actually higher and that more than 15 aircraft were delivered.
Author V. V. Mikić (Zrakoplovstvo Nezavisne Države Hrvatske 1941-1945) gives a different account. According to him, some 30 Me 109s were allocated to the NDH service. The first 10 aircraft arrived at the end of November 1944. The second group of 10 aircraft reached NDH at the end of 1944. The last 10 were to arrive in January 1945. On transit flight two of them accidentally collided, with one more benign heavily damaged during the landing.
In The Balkans
Given that these fighters arrived late into the war, there is little surviving documentation that mentions their use in combat. In March, two Me 109s were used to attack a partisan airfield Smrdan but without any success.
During March and April 1945, some of these newly arrived aircraft were used for crew training. These flights mainly lasted between 10 to 15 minutes, and the older Me 109G-6 was used for this purpose. On the 26th of March, and later on the 2nd of April, ground attacks against Partisan-held airfields were made.
By 1945, defections from the NDH’s forces became a common occurrence, and they were having a hard time keeping the Army intact. The Air Force was not an exception to this, as its pilots often managed to escape either to the Allies in Italy, or the Yugoslav Partisans. On the 16th of April 1945, while flying a patrol mission, two Me 109s escaped to Italy and surrendered to the Allies. These were piloted by Josip Ceković, flying aMe 109G-10, and Vladimir Sandtner, in a Me 109G-14. The first pilot escaped to Falconara and the latter to Ancona. Allegedly, these two fighters had acted as a guard to a secret NDH delegation that was to fly to Italy and ask the Allies for peace, and possibly even switch sides.
Two more pilots deserted with their aircraft, both flying Me 109G-10s, on the 20th of April. These were part of a group of four Me 109s that were tasked with attacking Partisan ground targets. Instead, two pilots defected and flew to the city of Mostar, which was at that time in Partisan hands. They were immediately put into partisan service after the NDH symbols were repainted. On the 7th of May, they saw action against the retreating Axis ground forces.
On the 23rd of April 1945 while on patrol, two NDH Me 109s spotted two Allied P-51s. The Me 109 pilots managed to fly at a close range of some 80 meters and opened fire. One of the P-51s caught fire, and while the pilot tried to escape a second burst of cannon fire from the Me 109 brought it down. They were intercepted by two more P-51s. The NDH aircraft, despite receiving many hits, managed to damage another P-51. As more Allied fighters began to approach this engagement, the Me 109s began to fly away toward their base of operation, managing to escape the pursuers.
The few remaining Me 109s were used in the last days of the war. They tried to defend the Axis positions at the Sermian Front in the Eastern part of Croatia. This was a vital defense line for the remaining Axis Forces that was for some time besieged by the advancing Partisans. During this time, the Me 109 participated in a few skirmishes with the Partisan-operated Yak fighters. The NDH Me 109s generally avoided direct fights as they were severely outnumbered.
In the last days of the war, many of the Me 109 escaped to Austria. It is believed that up to 17 aircraft made this flight, and they were left abandoned, later to be put to use by the advancing Partisans
Camo and markings
The NDH Me 109s were left in German late time war-type camouflages. This usually consisted of Dunkelgrun (Eng. Dark green) and Grau (Eng. Grey) on the upper aircraft surfaces, and Hellblau (Eng. Sky Blue) on the lower surfaces. A yellow-painted ring followed the black nose. To the rear, the usually yellow-painted band that goes around the fuselage was repainted in green. A standard Croatian white and red checkerboard coat of arms was painted on the tail unit. Starting from 24th February 1945 the NDH Air Force introduced the use of a black trefoil that was painted on the aircraft fuselage sides or wings.
Technical Specification
The Bf 109 was a low-wing, all-metal, single-seat fighter. 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.
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’s 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
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. The Me 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.
As the production of this aircraft went on for years, various modifications and improvements were carried out to improve the flight performance. This included its overall shape, engine, armament, and instrumentation. For example, the Me 109B-1 which was introduced before the outbreak of the war in Europe, was powered by a 635 hp Jumo 210D engine and armed with three 7.92 mm MG 17 machine guns
The later Me 109G-6 which was introduced to service in early 1943 was powered by a much stronger 1,475 hp DB605A engine. In addition, the armament was improved with either one 30 mm (1.18 in), or two 20 mm (0.78 in) cannons and additional two 13 mm (0.51 in) machine guns It was a mass-produced fighter aircraft that stayed in service up to the end of the war. There were several sub-variants of the G-6 some of which were the R-2 reconnaissance, R-3 with larger fuel load, and R-6 with stronger armament in the wings.
The G-14 variant incorporated some minor changes mainly intended to standardize some parts of the Me 109 series. This includes using the erla haube type canopy, a larger tail fin, and standardized the use of methanol-water injection. The G-14 was an attempt to consolidate all of the modifications that had accumulated with the G-6 into a common variant, the G-10 was converted from old airframes to get the newer DB 605D engine into service faster.
The G-10 (essentially modified G-14/G-6) was an attempt to increase the overall flight speed and high-altitude performance by introducing the new DB 605D engine equipped with a larger supercharger. In addition, this variant received several modifications such as a reinforced, lengthened tail wheel strut, using wider front wheels, somewhat larger wings, etc. It was introduced to service in late 1944 and saw relatively limited combat action due to this.
Conclusion
The Me 109 was the best NDH fighter during the war. Unfortunately for the NDH, these began to arrive at the end of 1944. It is way too late and in too few numbers to have any meaningful impact on the war in Yugoslavia. Lack of fuel, the Allied air supremacy, and the rapidly collapsing Axis resistance meant that these stood little chance to effectively fight back.
Me 109G-6 Specifications
Wingspans
9,92 m / 32 ft 6 in
Length
9 m / 29 ft 7 in
Height
2.6 m / 8 ft 6 in
Wing Area
16.2 m² / 175 ft²
Engine
One 1,475 hp DB605 AM
Empty Weight
2,700 kg / 5,950 lbs
Maximum Take-off Weight
3,200 kg / 7,055 lbs
Maximum Speed
620 km/h / 373 mph
Range
600 km / 620 miles
Maximum Service Ceiling
11,550m / 37,895 ft
Crew
1 pilot
Armament
One 30 mm (1.18 in), or two 20 mm (0.78 in) cannons and two 13 mm (0.51 in) machine guns
Illustration
Credits
Written by Marko P.
Edited by Henry H.
Illustrated by Godzilla
Source:
A. Pelletier (2002) French Fighters Of World War II in Action, Squadron/Signal Publication
J. R. Beaman (1983) Messerschmitt Bf 109 in action part 2, Squadron publication
V. V. Mikić, (2000) Zrakoplovstvo Nezavisne Države Hrvatske 1941-1945, Vojno istorijski institut Vojske Jugoslavije.
T. Likso and Danko Č. (1998) The Croatian Air Force In The Second World War, Nacionalna Sveučilišna Zagreb
J. R. Smith and A. L. Kay (1990) German Aircraft of the Second World War, Putnam
D. Monday (2006) The Hamlyn Concise Guide To Axis Aircraft OF World War II, Bounty Books
C. Chants (2007) Aircraft of World War II, Grange Books.
Upon its introduction before the outbreak of the Second World War, the German Me 109 emerged as one of the premier fighter designs globally. While it proved formidable during the conflict, rival aircraft gradually matched and even exceeded its performance in several key areas. In a bid to secure a successor for the Me 109 late in the war, Messerschmitt endeavored to develop the Me 209A, a highly modified design based on its predecessor. Despite demonstrating promising flight attributes, logistical constraints hindered its adoption for active service.
History
While the Germans acknowledged the effectiveness of the Me 109, it became evident that a new fighter design, or serious enhancements to the existing model, would be necessary. In early 1941, Messerschmitt began developing a successor to the Me 109. This exploration resulted in the creation of the Me 309. It was a brand-new fighter aircraft that incorporated a new fuselage design, larger wings, and a tricycle undercarriage. It was powered by a 1,750 hp DB 603A-1. A few different armament systems were to be tested including four 13 mm MG 131 (300 rounds), two 2 cm MG 151 (150 rounds), and two 30 mm MK 108 (65 rounds) cannons. Alternatively, it could be outfitted with two 15 mm MG 151 cannons and three 13 mm MG 131s.
By June 1942, the prototype underwent flight testing. Despite an initially promising design, testing revealed that the Me 309 did not offer significant improvements over the Me 109G, which was already in mass production. Consequently, recognizing the impracticality of further investment, the Me 309 project was ultimately terminated.
As the development of the Me 309 proved fruitless, Messerschmitt continued to strive towards a suitable replacement for the Me 109. Fortunately for the company, the German Air Ministry (RLM) initiated the development of a new high-altitude fighter on April 23, 1943. In response, Messerschmitt introduced the Me 209. Interestingly, this name was recycled from an earlier project, the original Me 209, which had been crafted specifically to set world-breaking speed records. However, it was ill-suited for military purposes and the project was ultimately shelved having fulfilled its original purpose. Despite this, Messerschmitt endeavored to develop a viable fighter based on the Me 209 but met with little success. To avoid potential confusion, the new project, which bore no resemblance to the record-breaking aircraft, was designated as the Me 209A (also occasionally referred to as the Me 209-II).
In order to expedite development and minimize costs, the design of this new fighter used many components from the Me 109. A powerful engine was essential for achieving optimal flight performance. Thus, the prototype, powered by a 1,750 PS DB 603A-1 engine, underwent completion and testing in early November 1943, with Fritz Wendel as the pilot. To avoid confusion, it was designated as the Me 209V-5 (SP-LJ), distinguishing it from the original Me 209 prototypes, V-1 to V-4.
The success of the first prototype led to the completion and testing of a second prototype by the end of 1943, both exhibiting impressive flight characteristics. Encouraged by this achievement, construction of another prototype commenced. However, due to shortages of the DB 603A-1 engine, the decision was made to utilize the 1,750 hp Jumo 213E instead. This third prototype underwent flight testing in May 1944, prompting a designation change to Me 209A. The prototypes, with their alternate engine configurations, were then distinguished with the suffixes A-0, A-1, and A-2 for the first, second, and third, respectively.
Technical characteristics
Unfortunately given the obscurity of this project, its overall technical specifications are somewhat ambiguous. What is known is that it incorporated some 65% of its construction from the Me 109G. The original Me 109 fuselage was a monocoque design 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.
In order to accommodate the retracting landing gear, Messerschmitt deliberately opted for a single wing spar positioned towards the rear of the wing. This spar needed to be robust enough to withstand the flight’s load forces. The wings were attached to the fuselage by four sturdy bolts, simplifying the overall wing construction and reducing production costs. The Me209A boasted a larger wingspan and area, consequently increasing wing loading by 25% compared to the original Me 109. Furthermore, alterations were made to the wings and tail to address the Me 109’s strong yaw forces on takeoff. Whether these adjustments successfully rectified the issue in the Me 209A remains unclear according to available sources.
Initially, it was powered by a 1,750 hp DB 603A-1 engine which was provided with an annular radiator and a three-blade propeller. With this engine, a maximum record speed achieved was 724 km/h 450 mph at an altitude of nearly 7 km (22,960 ft). The third prototype (A-2) received a new 1,750 hp Jumo 213E engine. It too was provided with an annular radiator. With it, a maximum speed of 660 km/h (410 mph) was achieved at an altitude of 6 km (19/680 ft)
The canopy was placed in the center of the fuselage. It was a fully enclosed compartment that was riveted to the fuselage.
The Me 109 boasted an unconventional landing gear arrangement, at least for German standards, with the landing gear primarily affixed to the lower center base of the fuselage. This configuration centralized the aircraft’s weight at this pivotal point, while the two landing gear struts extended outward toward the wings. In contrast, the Me 209 utilized a wide-track undercarriage unit, with the pivot points being out on the wings.
Various sources have proposed different armament configurations for the Me 209. One suggestion was the installation of two 3 cm MK 108 cannons, each equipped with 70 rounds of ammunition, alongside two 2 cm MG 151 cannons with 250 rounds per cannon, all to be housed within the aircraft’s wings. Alternatively, another proposal suggested the placement of four MK 108 cannons within the wings and two MG 151 cannons positioned above the engine compartment. However, it remains unclear whether any of these proposed armament configurations were ever implemented on the Me 209A.
Fate
In 1944, further testing ensued, yet for Messerschmitt, the advent of the new Fw 190D posed a challenge. The Fw 109D, slowly making its way into production, boasted better performance, being faster in both high and low altitudes. What ultimately sealed the fate of the Me 209A project was the swiftness and cost-effectiveness with which the Fw 190D could be put into production. While the Me 209 incorporated many components from the Me 109, setting up its production would demand considerable time. A luxury in short supply for the Germans in 1944. Additionally, Messerschmitt’s focus at that time was squarely on the new Me 262 production, leaving scant resources to spare for yet another piston-powered fighter.
Despite these challenges, Messerschmitt made a final push to advance the Me 209 project with the construction and testing of the fourth prototype, designated Me 209H V-1, in June 1944. This iteration underwent several modifications, including enlarged wings and propulsion by a DB 603G engine. Unfortunately, the first prototype fell victim to an air raid on August 14, 1944, casting uncertainty over the fate of the remaining aircraft. Although there were intentions to export the Me 209A to Japan, these plans never materialized. It was also competing with the Ta 152H, which was easier to put into production while also having better performance, at least on paper.
Prototypes
Me 209A-0- First prototype powered by a 1,750 hp DB 603A-1 engine
Me 209A-1- Secon aircraft is essentially a copy of the first prototype
Me 209A-2- Third tested with a new 1,750 Jumo 213E engine
Me 209H V-1 – The fourth prototype powered by a DB 603G engine and received larger wings
Conclusion
The Me 209A project ultimately reached a dead end, not because it was a poorly designed aircraft, but simply because it didn’t offer significant enough improvements to justify production. The new Fw 109D, boasting similar flight performance, was already in the production phase. Introducing yet another new design without any notable advancements in this fighter category would have been illogical and a waste of already meager resources.
Me 209A-2 Specifications
Wingspans
10.95 m / 35 ft 11 in
Length
9.62 m / 31 ft 6 in
Height
3.65 m / 12 ft 2 in
Wing Area
17.15 m² / 184.53 ft²
Engine
1,750 hp Jumo 213E
Empty Weight
3,475kg / 7,662 lbs
Maximum Takeoff Weight
4,200 kg / 9,261 lbs
Maximum Speed
660 km/h / 410 mph
Cruising speed
490 km/h / 305 mph
Range
690 km / 430 miles
Maximum Service Ceiling
13,000 m / 42,650 ft
Crew
1 pilot
Armament
None
Illustration
Credits
Written by Marko P.
Edited by Henry H.
Illustrations by Oussama Mohamed “Godzilla”
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.
J. R. Smith and A. L. Kay (1972) German Aircraft of the WW2, Putnam
D. Myhra (2000) Messerschmitt Me 209V1, Schiffer Military History
B. C.Wheeler, German Fighters of WWII, Aeroplane Special
R. Jackson (2005) Infamous Aircraft, Pen and Sword
M. Griehl () X-planes German Luftwaffe prototypes 1930-1940, Frontline Book
Empire of Japan (1937) Fighter Aircraft – Number Operated 30
During the war with China, the Japanese Air Forces encountered enemy fighters that were much better than what they currently had in their inventory. As their modern fighters were either under development or only available in limited numbers, they tried to acquire new fighters from aboard. The options for acquiring such fighters were rather limited, and the Japanese turned to the Germans for a solution. This came in the form of 30 He 112 known in Japanese service as the A7He1.
A brief He 112 history
Before the Second World War, the Luftwaffe was in need of a new and modern fighter that was to replace the older biplane fighters in service, such as the Arado Ar 68 and Heinkel He 51. For this reason, in May 1934 the RLM issued a competition for a new and modern fighter plane. While four companies responded to this request, only the designs from Heinkel and Messerschmitt were deemed sufficient. The Heinkel He 112 was a good design that offered generally acceptable flight characteristics and possessed a good basis for further improvements. The Bf 109 on the other hand had slightly better overall flight performance and was much simpler and cheaper to build. Given the fact that the Germans were attempting to accelerate the production of the new fighter, this was seen as a huge advantage over the He 112. Ultimately it would not be accepted for service, and only 100 or so aircraft would be built. These would be mainly sold abroad, with those remaining in Germany used for various testing and evaluation purposes.
While the He 112 project was canceled by the RLM, to compensate for the huge investment in resources and time into it, Heinkel was permitted to export this aircraft. A number of countries such as Austria, Japan, Romania, and Finland showed interest, but only a few actually managed to procure this aircraft, and even then, only in limited numbers.
Attempts to make a deal with Japan
In 1937 a war between Japan and China broke out. While Japan had a better-equipped and more organized army, it faced stiff resistance. The Chinese were supported by the Soviet Union which supplied them with weapons and equipment, including aircraft. These caused huge concern within the Imperial Japanese Navy. Their newest fighters were either present only in small numbers or were still under development. As a temporary solution, IJN officials decided to approach Germany for assistance in the hope of acquiring new fighters.
For this reason, a military delegation was dispatched to Germany in the Autumn of 1937. Despite its later known fame, the German Air Force at that time was still in its early stage of rebuilding and realistically did not have much to offer, being in need of modern fighters themselves. This would come in the form of the Messerschmitt Me 109. Its competing Heinkel He 112 lost the competition but was allowed to be sold abroad if anyone was interested. It was probably for this reason that the Japanese delegation visited the Heinkel factory at Marienehe. There they had the choice to observe the He 112 V9 aircraft. They were generally satisfied with what they saw and placed an initial order for 30 He 112Bs. If these proved to be as good as they hoped they would be, another, larger order for 100 more aircraft was to be given. As a confirmation of this agreement, the Japanese delegation returned with one He 112 aircraft that was to be used for familiarization and evaluation.
Naming Scheme
As this aircraft was expected to enter service, it was designated as A7He1 by the IJN. The capital ‘A’ stands as a designation for a fighter. The number ‘7’ represents that this aircraft was to supersede the type 6 designation fighter. He stands for the Heinkel, and lastly the ‘1’ stands for the first variant of this type. The Allied intelligence services discovered its existence within the IJP and awarded it the code name Jerry.
Testing In Japan
Four aircraft arrived in 1937, and the last one arrived at the end of 1938. As the first aircraft began to arrive, the IJN began testing the A7He1’s performance in contrast to other fighters that they had in inventory, namely the Mitsubishi A5M2. While the A7He1 proved to be some 65 km/h faster, in other regards such as climbing speed and general maneuverability it proved equal or even worse than the Japanese fighter. The Japanese were not satisfied with the A7He1 engine which was deemed too complex. These factors ultimately led the commission which examined it to propose that it should not be adopted, nor that any further orders should be given. After the arrival of the last A7He1, the order for an additional 100 aircraft was canceled.
Ultimate Fate
As the A7He1 was not adopted for service, the IJN had to decide what to do with the 30 aircraft. They still represent a financial investment that could not be simply discarded. Some of these were allocated to various research institutes for future studies and evaluation, the remainder were given to training schools. None were ever used operationally in combat either in China or in the Pacific.
Quite surprisingly given their age and the rather limited numbers that were acquired, a few He1 survived the war and were captured by the Allies. One example was found in Atsugi airfield near Honshu in early October 1945. Unfortunately, the fate of these captured aircraft is not known but they were likely scrapped at some point after the war.
Technical Characteristics
The He 112 was an all-metal single-engine fighter. The monocoque fuselage consisted of a metal base covered by riveted stress metal sheets. The wing was slightly gulled, with the wingtips bending upward, and had the same construction as the fuselage with a combination of metal construction covered in stressed metal sheets.
During its development life, a great number of engines were tested on the He 112. For the main production version, the He 112 B-2, the 700 hp Jumo 210G liquid-cooled engine was used, and some were equipped with the 680 hp Jumo 210E engine. The He 112 had a fuel capacity of 101 liters in two wing-mounted tanks, with a third 115-liter tank placed under the pilot’s seat.
The landing gear was more or less standard in design. They consisted of two larger landing wheels that retracted into the wings and one semi-retractable tail wheel. The He 112 landing gear was wide enough to provide good ground handling and stability during take-off or landing.
The cockpit received a number of modifications. Initially, it was open with a simple windshield placed in front of the pilot. Later models had a sliding canopy that was either partially or fully glazed.
While the armament was changed during the He 112’s production, the last series was equipped with two 7.92 mm MG 17 machine guns and two 2 cm Oerlikon MG FF cannons. The ammunition load for each machine gun was 500 rounds, with 60 rounds each for the cannons. If needed, two bomb racks could be placed under the wings.
Conclusion
While the He 112 was often portrayed as a modern fighter, from the Japanese point of view it proved to be disappointing in any case. While expecting a potentially effective fighter that was better with everything they had, the He 112 proved to be quite the opposite. After the 30 aircraft arrived no further orders were given. This only serves to prove that the old saying the grass is always greener on the other side is correct once in a while.
He 112B-2 Specifications
Wingspans
29 ft 10 in / 9.1 m
Length
30 ft 2 in / 9.22 m
Height
12 ft 7 in / 3.82 m
Wing Area
180 ft² / 17 m²
Engine
One 700 hp Jumo 210G liquid-cooled engine
Empty Weight
3,570 lbs / 1,620 kg
Maximum Take-off Weight
4,960 lbs / 2,250 kg
Climb Rate to 6 km
In 10 minutes
Maximum Speed
317 mph / 510 km/h
Cruising speed
300 mph / 484 km/h
Range
715 miles / 1,150 km
Maximum Service Ceiling
31,170 ft / 9,500 m
Crew
1 pilot
Armament
Two 20 mm (1.8 in) cannons and two machine guns 7.92 mm (0.31 in) machine guns and 60 kg bombs
Credits
Written by Marko P.
Edited by Henry H.
Illustrations by Godzilla
Source:
Duško N. (2008) Naoružanje Drugog Svetsko Rata-Nemаčaka. Beograd
J. R. Smith and A. L. Kay (1990) German Aircraft of the Second World War, Putnam
D. Monday (2006) The Hamlyn Concise Guide To Axis Aircraft OF World War II, Bounty Books
D. Bernard (1996) Heinkel He 112 in Action, Signal Publication
R.S. Hirsch, U, Feist and H. J. Nowarra (1967) Heinkel 100, 112, Aero Publisher
C. Chants (2007) Aircraft of World War II, Grange Books.
Kingdom of Hungary (1938)
Fighter Aircraft – 4 aircraft operated
Despite being not adopted for service by the German Luftwaffe, the He 112 had great potential as an export aircraft. Spain, Romania, and Japan were some of the countries that got their hands on fighter aircraft. Hungary, with its close ties to Germany, also wanted this fighter in its inventory, though it was not to be. Unfortunately for them, despite their efforts, only a few of these aircraft would ever see service with their Air Force. This was mainly due to the reluctance of Germany to provide the necessary parts and licenses, and the start of the Second World War. The few aircraft that did reach Hungary were mainly used for crew training and even saw limited combat use.
A brief He 112 history
Prior to the Second World War, the Luftwaffe was in need of a new and modern fighter to replace the older biplanes that were in service, such as the Arado Ar 68 and Heinkel He 51. For this reason, in May 1934, the RLM issued a competition for a new, modern fighter plane. While four companies responded to this request, only the designs from Heinkel and Messerschmitt were deemed sufficient. The Heinkel He 112 was a good design that offered generally acceptable flight characteristics and possessed a good foundation for further improvements. The Bf 109 on the other hand, had slightly better overall flight performance and was much simpler and cheaper to build. Given the fact that the Germans were attempting to accelerate the production of the new fighter, that alone was seen as a huge advantage over the He 112. Ultimately it would not be accepted for service, and only 100 or so aircraft would be built. These would be mainly sold abroad, with those remaining in Germany being used for various testing and evaluation purposes.
While the He 112 project was canceled by the RLM, to compensate for the huge investment in resources, Heinkel was permitted to export this aircraft. A number of countries such as Austria, Japan, Romania, and Finland showed interest, but only a few actually managed to procure this aircraft, and even then, only in limited numbers.
Hungarian Interest in the He 112
Being that it was on the losing side of the First World War, the Hungarians were in a similar situation to Germany in regard to military restrictions under the Treaty of Versailles. Crucially, it prohibited the Hungarians from developing their air forces. In time though, the Allies became less and less involved in maintaining the Treaty, and the Hungarians began slowly rebuilding their air force. By 1938 the Magyar Királyi Honvéd Légierő MKHL (English: Royal Hungarian Home Defence Air Force) was openly presented to the world. At that time, the Hungarians undertook steps to rebuild their armed forces in the hope of reclaiming some of their lost territories. For a modern air force, they needed better fighter designs, as their aged biplanes would not be sufficient. By 1938, they had improved their relations with Germany, and it was then possible to acquire new equipment from them.
The Hungarian military delegation that was in Spain during the civil war observed the relatively new Heinkel He 112 fighter in action and immediately became interested in it. In June 1938, a military group disguised as a civilian delegation visited Heinkel’s company. Three Hungarian pilots had the chance to flight test the He 112V9 aircraft. They were highly impressed and urged the Hungarian Army officials to adopt this aircraft. Unsurprisingly, based on the glowing report, the Hadügyminisztérium (Ministry of War Affairs) asked Heinkel for 36 such aircraft.
Unfortunately for them, Heinkel never actually put the He 112 into mass production, given the fact that it was not adopted for service with the German Air Force. It did, however, build a small series that was intended for Spain and Japan. The Hungarian offer was not considered as important, and thus no aircraft would be delivered to them. The Reichsluftfahrtministerium RLM (English: German Ministry of Aviation) also intentionally delayed the delivery of weapons to Hungary. This was done to politically and economically pressure the Hungarians and Romanians who were on the brink of war at that time, in an attempt to reduce tensions.
Still, the Hungarians persisted, and at the start of 1939, they requested again for the 36 aircraft, and once again, the Germans denied this request. However, a single He 112 V9 was given to Hungary and was used for flight testing near Budapest. On the 5th of February 1939, it crashed during a test flight against a CR-32 biplane fighter. In March 1939, another aircraft was sent to Hungary, this one being a He 112 B-1. It was extensively tested by the Hungarians who generally liked its design.
As the Romanians acquired a batch of 24 He 112 In 1939, the Hungarians were concerned over their neighbor’s growing military strength. Realizing that the Germans would not deliver the promised aircraft, they decided to ask for a production license instead. This was granted, and Heinkel also delivered two more He 112 B-1 with the Jumo 210E engine. When the license document arrived in Hungary in May 1939, a production order for the 12 first aircraft was given to the Weiss Manfréd aircraft manufacturer. Several changes were made, including the installation of 8 mm 39.M machine guns and the addition of bombing racks. In addition, the original 2 cm cannons were to be replaced by the Hungarian, domestically built, Danuvla 39, though it is unclear if any were actually installed. As the preparation for the production was underway the three available He 112 were adopted to service. This received coded designation V.301 to 303 where the V stands for Vadász (English: Fighter).
Despite the best Hungarian attempts to put the He 112 in production, the situation was made impossible by the coming war between Poland and Germany. The RLM would officially prohibit the export of any German aircraft engines and equipment at the start of the war. This meant that the vital delivery of the Jumo 210 and DB 601 engines could not be made. Based on this fact, all work on the Hungarian He 112 was canceled. Instead, Weiss Manfréd investigated to see if it could reuse most of the He 112 production line to produce a new domestic design named WM–23 Ezüst Nyíl(English: Silver arrow). While one prototype was built it was lost in an accident which ended the project.
In Combat
In the Summer of 1940, the rising tension between Romania and Hungary over Transylvania reached a critical point. Transylvania was once part of Hungary but was lost after the First World War when it was given to Romania. By 1940, the Hungarian Army began preparing for a possible war with Romania over the territory. As neither side was willing to enter a hastily prepared war, negotiations began to find a possible solution. But despite this, there were some minor skirmishes, and Hungarian aircraft made several reconnaissance flights over Romania. The three Hungarian He 112 were stationed near the border, and the Romanians also had some He 112 in their inventory. While the Hungarian He 112’s did take up to the sky, no combat action by them was reported. Ultimately, at the end of August, Romania asked Germany to arbitrate the issue regarding the disputed territory, With Hungary being given the northern part of Transylvania in the settlement.
During the Axis invasion of Yugoslavia in April 1940, Hungary once again mobilized its He 112s. These were stationed near the border with Yugoslavia but they were not used in any combat operations.
By the time the Axis attacked the Soviet Union in June 1941 all three He 112 were used as training aircraft, with their secondary role being to protect the Weiss Manfréd factory. Due to a lack of spare parts, there was no point in sending this aircraft to the frontline. Two aircraft were involved in a landing accident where they were damaged. While their final fate is not completely clear, they may have been destroyed in 1944 when the Allies intensified their bombing campaign against Hungary. It is unlikely that the He 112s were operational at this point.
Technical Characteristics
The He 112 was an all-metal, single-engine fighter. The monocoque fuselage consisted of a metal base covered by riveted stress metal sheets. The wing was slightly gulled, with the wingtips bending upward, but otherwise had a conventional construction.
During its development life, a great number of different engines were tested on the He 112. For the main production version, the He 112 B-2, it carried a 700 hp Jumo 210G liquid-cooled engine, with some others being equipped with the 680 hp Jumo 210E engine. The He 112 had a fuel capacity of 101 liters in two wing-mounted tanks, with a third 115-liter tank placed under the pilot’s seat.
The landing gear was more or less standard in design. It consisted of two larger landing wheels that retracted into the wings and one semi-retractable tail wheel. The He 112 landing gear was wide enough to provide good ground handling and stability during take-off or landing.
The cockpit received a number of modifications. Initially, it was open with a simple windshield placed in front of the pilot, with Later models having a sliding canopy.
The armament was changed throughout the He 112’s production, and the last series was equipped with two 7.92 mm MG 17 machine guns and two 2 cm MG FF cannons. The ammunition load for each machine gun was 500, with 60 rounds for each of the cannons. If needed, two bomb racks could be placed under the wings.
Conclusion
The He 112, although few in number, provided the Hungarian Air Force with one of its first modern fighter aircraft. Despite the Hungarian attempts to acquire over 30 aircraft from Germany, this was never achieved. In the end, the Hungarians only had three operational He 112, and one was lost in an accident during testing. While these were stationed on the front line on two occasions they never saw actual combat action. By 1941 due to a lack of spare parts, they were allocated for training purposes. The Hungarians eventually got a production license for the Messerschmitt Bf 109G making the few available He 112 unnecessary.
He 112B-1 Specifications
Wingspans
29 ft 10 in / 9.1 m
Length
30 ft 2 in / 9.22 m
Height
12 ft 7 in / 3.82 m
Wing Area
180 ft² / 17 m²
Engine
One r 680 hp Jumo 210E liquid-cooled engine
Empty Weight
3,570 lbs / 1,620 kg
Maximum Take-off Weight
4,960 lbs / 2,250 kg
Climb Rate to 6 km
In 10 minutes
Maximum Speed
317 mph / 510 km/h
Cruising speed
300 mph / 484 km/h
Range
715 miles / 1,150 km
Maximum Service Ceiling
31,170 ft / 9,500 m
Crew
1 pilot
Armament
Two 20 mm (1.8 in) cannons and two machine guns 8 mm (0.31 in) machine guns and 60 kg bombs
Credits
Article written by Marko P.
Edited by Henry H.
Ported by Marko P.
Illustrated By Godzilla
Illustrations
Source:
Duško N. (2008) Naoružanje Drugog Svetsko Rata-Nemаčaka. Beograd
G. Punka (1994) Hungarian Air Force, Squadron Publication
J. R. Smith and A. L. Kay (1990) German Aircraft of the Second World War, Putnam
D. Monday (2006) The Hamlyn Concise Guide To Axis Aircraft OF World War II, Bounty Books
D. Bernard (1996) Heinkel He 112 in Action, Signal Publication
R.S. Hirsch, U, Feist and H. J. Nowarra (1967) Heinkel 100, 112, Aero Publisher
C. Chants (2007) Aircraft of World War II, Grange Books
S. Renner. (2016) Broken Wings The Hungarian Air Force, 1918-45, Indiana University Press
In the years prior to the Second World War, in Europe, there was significant interest in the development of aircraft intended to be used for breaking various world records. International competitions and exhibitions of new aircraft technology were quite common in this period. While at first glance this may seem like a hobby or sports event, in reality, these were often used for propaganda purposes to glorify a nation’s own aviation industry as superior to those of other countries. Achieving the greatest possible speed was often regarded as a clear measure of engineering supremacy over other countries. Germany was one of these, which took up the task in the late 1930s to achieve the greatest possible speed. They successfully achieved with the Me 209, an excellent record-setter, but completely unsuited for military use.
History of the Me 209
Due to restrictions imposed by the Western Allies, the Germans were partially limited from researching certain aircraft technologies. This did not stop them, however, as German aviation enthusiasts and aircraft manufacturers found numerous ways to bypass these restrictions. In the early 1930s the German aircraft industry worked at full capacity in order to increase the production of ever-needed new aircraft designs, but also introduced a series of new technologies. When the Nazis came to power in 1933, huge investments were made in order to build one of the most modern air forces in the world. Thanks to these resources, the Germans introduced a series of excellent aircraft designs that would dominate the skies over Europe in the first years of the war.
Some of these aircraft were specially modified so that they could be reused as propaganda tools. Their purpose was to achieve as many world records as possible. On the other hand, these were never actually accepted for service. One aircraft developed by Heinkel, the He 100, managed to achieve great success by reaching a speed of 764 km/h. However, this was not enough in the minds of the leading officials of the Reichsluftfahrtministerium – RLM ( German Air Ministry) who wanted something more imposing to show to the world. Adolf Hitler himself wanted to show off the superiority of the German aviation industry. So to win worldwide prestige in aviation, in 1937 Messerschmitt was instructed by the RLM to begin developing an experimental aircraft that set the world speed record. Given its specialized nature as a high-speed record-breaker, Messerschmitt received production orders for three prototype aircraft.
Willy Messerschmitt and his team of engineers began working on such a project, codenamed P.1059 in the early stage of development, soon after the requisite was made and the first working prototype was now under the designation Me 209 V1 (D-INJR).
The Prototype Development
The Me 209V1 prototype made its maiden flight at the start of August 1938. This flight was rather short at only 7 minutes. It was flown by the Messerschmitt chief engineer J. H. Wurster who was also a pilot. It was initially planned to use the experimental DB 601ARJ engine. As it was not yet available, a more orthodox 1,100 hp DB 601A engine was used instead. Almost from the start, the Me 209V1 was shown to be a troublesome design. Numerous issues were detected during flight testing. Some of these included the aircraft’s tendency to abruptly dive in mid-flight, the controls being heavy and hard to work with either in the air or on the ground, cockpit ventilation was poor, engine overheating problems were evident due to insufficient cooling, and cockpit visibility was quite limited. During landings, the Me 209 showed that it had a high sinking rate which usually led to a harsh landing, potentially causing damage to the landing gear. Despite all of this, which would in other circumstances lead to a sure cancellation of the project, the RLM officials urged that the Me 209 development should go on.
The side view of the Me 209V1 prototype. Interestingly the Messerschmitt workers did not even border apply any paint job to it. The natural aluminum color is quite evident in this photograph.
The second prototype Me 209 V2 (D-IWAH) was completed in early 1939. It was flight-tested for the first time on the 8th of February 1939. At that time Wurster gave up his position as the Messerschmitt test pilot to Fritz Wendel. On the 4th of April, there was an accident where this aircraft would be lost. After a short flight, the pilot Fritz Wendel was preparing for a landing approach on Haunstetten airfield. Suddenly, and without warning, the engine stopped working and the aircraft rapidly lost altitude. In another version of this event, the engine stopped working shortly after take-off. Regardless of which event was true, the aircraft was lost but surprisingly the pilot Fritz Wendel survived the forced landing without injury.
In the meantime, with the loss of the V2 aircraft, the testing continued using the first prototype which was finally equipped with the DB 601ARJ engine. This engine was rated for 1800 PS on take-off, with its emergency power setting reaching 2,465 PS.
A New World Record
As the V2 was lost and the other two prototypes were still under construction, it was devised to use the V1 aircraft for the anticipated world record flight. On the 26th of April 1939, while piloted by Fritz Wendel, the Me 209V1 reached a phenomenal speed of 755 km/h. It would take nearly 30 years before the record was beaten by a modified American Grumman F8F-2 in 1969.
German Minister of Propaganda Joseph Goebbels was quick to exploit this successful flight. Goebbels propaganda machine soon published this news as a great success of the German aviation industry. To hide the experimental nature of the Me 209, in propaganda news it was renamed Bf 109R. This was also done to deceive the general foreign public that this was an actual operational fighter. Shortly after that, all further work on beating the speed record was strictly forbidden. Following this success, Me 209 V3 (D-IVFP) was completed and flight-tested in May 1939. Its flight career would end shortly as its frame was mostly used for various testing and experimentation duties.
Technical Characteristics
The Me 209 was a low-wing, all-metal, single-seat, experimental record-breaking aircraft. Unfortunately due to its experimental nature, not much is mentioned about its precise construction in the sources.
The fuselage and the wings were made of a metal frame covered in aluminum sheets. The rear tail unit had an unusual design with the rudder being greatly enlarged. This was done to help the aircraft design cope with propeller torque.
The Me 209 landing gear consisted of two landing gear units that retracted outward towards the wings. The Me 209 used a more common type of landing gear that retracted inward to the wings. To the rear, a sliding skid was placed at the bottom part of the large tail fin. The skid was connected with a spring to the tail unit and could be completely retracted to reduce the drag.
The cockpit was placed quite to the rear of the aircraft fuselage. This design had a huge flaw, as it severely restricted the pilot’s front view. The canopy of this cockpit opens outwards to the right. It was likely taken directly from Messerschmitt’s early design of the Bf 109. In an emergency, the canopy could be jettisoned.
The Me 209 was to be powered by the DB 601ARJ engine, a twelve-cylinder, liquid-cooled V-12 engine. This engine used a Messerschmitt P8 three-bladed propeller. The engine cooling system was rather unusual. As the Messerschmitt engineer wanted to avoid using a standard radiator to avoid unnecessary drag, they came up with a new design. The engine was cooled with water, which was nothing unusual, but the way the water itself was cooled was quite a new and complicated process. The hot water steam from the engine was redistributed to the wings through pipes. Once in the wings, through a series of specially designed openings, the hot water stream would be condensed back to a liquid state. The cooled water would then be brought back to the engine, where the process would be repeated again and again. The negative side of this system was the constant loss of water due to evaporation, which depending on the conditions like speed may differ widely from 4 to 7 liters per minute. Due to this huge loss in a short amount of time, the aircraft had to be equipped with a 200 (or 450) liter water container. With this water load capacity, the Me 209 had an endurance time of only 35 minutes.
Attempt To Develop a Combat Version of Me 209
In May 1939 the Me 209 V4 (D-IRND) was flight tested. While the previous prototypes were to be used for beating international world records, the V4 was an attempt to adopt the Me 209 for potential military use. It was not requested by the RLM but instead a Messerschmitt private venture.
This prototype would receive a military code CE-BW in 1940. Its design was modified to include new and enlarged wings. The racing engine was replaced with a military model, the 1,100 hp DB 601. Due to the limitations of the wing-mounted cooling system, it had to be replaced with conventional radiators, which were changed several times in the Me209 V4’s development. The wing design was also changed as it was somewhat larger and longer than that used on the original Me 209. These were also provided with an automatic leading-edge slat.
In addition to its new purpose, it was to be equipped with offensive armament. The sources disagree on its precise armament. According to, D. Myhra (Messerschmitt Me 209V1) it consisted of two 7.92 mm MG 17 machine guns placed above the engine, a 2 cm cannon that would fire through the propeller shaft, and two 3 cm Mk 108 cannons to be installed in the wings. The potential use of this wing-mounted armament is quite questionable for a few reasons. The installation of such a cannon would not be possible given the limited room inside the wings. In addition, the MK 108 would be introduced to service in the later stages of the war, years after the Me 209 V4 was tested.
Authors J. R. Smith and A. L. Kay (German Aircraft of the WW2) on the other hand mentioned that the wing armament was to consist of two MG 17 machine guns, but this had to be abandoned as there was no room in the wings for them.
During testing of the much modified Me 209V4 it was shown to have weaker general flight performance than the already produced Bf 109. Attempts to further improve it by installing a stronger engine failed, as the Me 209 was still underpowered as its airframe was designed around a phenomenally powerful engine. Despite all this work the Me 209V4 was simply not suited for use as a fighter and thus the project had to be abandoned.
The Fate of the Me 209 prototypes
Following the completion of its original goal, the Me 209V1 aircraft was given to the Berlin Air Museum in April 1940. While initially the Messerschmitt workers simply kept the natural aluminum color for the Me 209. This was not appropriate for an exhibit; it would be repainted in dark blue with its code painted to its fuselage sides. Interestingly during its brief service, the Me 209 was often nicknamed by its crew as Fliegend Eber (Eng. flight boar).
In 1943 the Berlin Air Museum was hit during an Allied bombing raid and many aircraft were lost. The Me 209V1 was damaged but its fuselage was left relatively intact. It and other exhibits were moved to Poland for safekeeping, where it was simply forgotten. It was not until 1967 that Norman Wiltshire from the International Association of Aviation Historians actually discovered its remains during his visit to the Polish Air Museum in Krakow. The preserved Me 209V1 fuselage is still located at the Polish Museum, despite many attempts by the Germans to buy it back. The Me 209V3 was completely destroyed in one of many Allied bombing raids of Germany, while the V4 was scrapped at the end of 1943.
Japanese Interest
Despite being obvious from the start that the Me 209 would not enter production, a Japanese attaché showed interest in the project. In 1943 he approached the RLM officials with a request for technical data and that one aircraft to be shipped to Japan. In the end, it appears that nothing came of this and no Me 209 was ever sent to Japan.
An Me 209 but not a Me 209
As the war progressed, Messerschmitt engineers were trying to design a new piston-powered aircraft that would replace the Bf 109. That would initially lead to the creation of the Me 309 which proved to be a failure, and in 1943 a new project was initiated named Me 209. This project, besides having the same name, had nothing to do with the original Me 209 record holding aircraft. The first prototype of this new design was designated Me 209V5 in order to avoid confusion with the previous Me 209 aircraft design. It used many components of the already existing Bf 109G and had a fairly sound design. The few prototypes built would receive the designation Me 209A (sometimes referred to as Me 209II) designation. Despite their improved performance over the Bf 109G, the Luftwaffe opted for the Fw 190D instead, which proved to be a better use of the Junkers Jumo 213 engine.
Production
Production of the Me 209 was carried out by Messerschmitt at Ausburg. The RLM ordered three prototypes to be built which were completed by 1938. The fourth prototype was Messerschmitt’s own project which ultimately proved to be a failure.
Production Versions
Me 209 V1 – First prototype was successfully managed to break the world speed record.
Me 209 V2 – Lost in a landing accident
Me 209 V3 – Third prototype that did see limited use
Me 209 V4 – This prototype was intended to serve as a base for a new fighter, but due to its poor performance, this project was canceled.
Conclusion
Despite its problematic design, it managed to reach an extraordinary speed of 755 km/h and thus set a record that would take decades to be beaten. For this alone, the Me 209 held a great place in aviation development and achievement history. That same could not be said for its attempt to be modified and used as a fighter aircraft. Despite a series of modifications and improvements, it was simply unfit to be used in this role.
Me 209V1 Specifications
Wingspans
7.8 m / 25 ft 6 in
Length
7.3 m / 23 ft 8 in
Wing Area
10.6 m² / 115 ft²
Engine (early rating)
1,800 hp DB 601ARJ
Maximum Takeoff Weight
2,512 kg / 5,545 lbs
Maximum Speed
755 km/h / 470 mph
Flight duration
35 minutes
Crew
1 pilot
Armament
None
Me 209V4 Specifications
Wingspans
10 m / 32 ft 11 in
Length
7.24 m / 23 ft 9 in
Wing Area
11.14 m² / 120 ft²
Engine
1,100 hp DB 601A
Maximum Takeoff Weight
2,800 kg / 6.174 lbs
Maximum Speed
600km/h / 373 mph
Cruising speed
500 km/h / 311 mph
Climb rate per minute
1,125 m / 3,690 ft
Maximum Service Ceiling
11,000 m / 36.080 ft
Crew
1 pilot
Armament
One 2 cm cannon and two 7.92 mm MG17 machine guns with additional weapons that were to be installed in the wing
Gallery
Credits
Article written by Marko P.
Edited by Henry H. and Ed
Ported by Henry H.
Illustrated by Ed
Source:
D. Nesić (2008) Naoružanje Drugog Svetsko Rata-Nemačka. Beograd.
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
D. Myhra (2000) Messerschmitt Me 209V1, Schiffer Military History
M. Griehl () X-planes German Luftwaffe prototypes 1930-1940, Frontline Book
E. M. Dyer (2009) Japanese Secret Projects Experimental Aircraft of the IJA and IJN 1939-1945, Midland
The end of the battle of Britain was the beginning of an escalating air war which would claim nearly all of Europe as its theater. While neither air force could be said to claim the Channel in its entirety, low level fighter sweeps, tactical bombing raids, and high level photoreconnisance efforts would be conducted with ever more sophisticated methods and technology over the coming years. High flying recon planes, in particular, would prove the most challenging to combat, as specialized aircraft, like the Ju 86p, began to appear alongside ever faster fighter planes equipped with cameras. With the air war quite literally being taken to new heights, it would take a considerable effort to modify existing fighter planes to enable them to deal with an enemy operating at extreme altitude. In Germany, such efforts would produce the high altitude, ‘odd numbered’ variants of the Bf 109G, which would incorporate nitrous boosting systems and pressurized cockpits to enable them to chase targets far above their unmodified counterparts.
No laughing matter
Prior to the Second World War, high altitude fighter development was a largely secondary issue, in comparison to the build up of aircraft geared for combat at low and medium altitude. The premier fighters of the battle of Britain, the Spitfire Mk I and the Bf 109E, both exemplified this, the latter possessing a single stage, two speed supercharger, and the former a single stage mechanically driven variable speed type. The performance of both aircraft declined considerably as the planes rose above six kilometers. After the battle of Britain, the once highly active theater of Western Europe became secondary to the battles waged in the Mediterranean and the East. The primary activities there soon became focused on intelligence gathering and nuisance raids; there was an escalating nightly strategic air war, however, it was largely dislocated from the efforts of both the RAF’s and Luftwaffe’s daylight forces.
In 1941, both sides would introduce two aircraft which would largely shape the high altitude mission, namely the Ju 86P and the DeHavilland Mosquito. Neither aircraft could be caught by the conventional models of either the Bf 109 or the Spitfire, and thus a race to design high altitude models of the fighters began. For the Germans, the process would be far more complicated, as the reduced supply of certain critical materials meant that the traditional methods of increasing performance were off the table. There was insufficient nickel for corrosion resistant exhaust valves, no tin for heavy duty bearings, and eventually, less cobalt and chromium for heat resistant alloys. On top of this, a transition to synthetic fuels would further complicate matters. While the Battle of Britain-era Bf 109E could boast of both good performance and reliability, its succeeding F model would be plagued by a number of issues, and its increased performance was accompanied with horrible mechanical reliability. In short, nickel poor exhaust valves corroded and failed and the untested C3 synthetic fuel degraded in rubber fuel tanks and escaped into the oil system. Fuel escaping into the oil system was common on most aircraft, but it often happened in small quantities that were subsequently boiled off. The droplets which failed to aerosolize in the DB 601N tended to be of a larger than normal volume, and combined with Daimler Benz engines running cooler than most, they often failed to boil off.
With the new model of Bf 109 in such a sorry state, any new major modification of the engine was forgone, and boosting high altitude performance would fall on some external system. However, the Germans already possessed and employed such a system the year before. GM-1, or Goering Mixture-1, was a nitrous oxide injection system which was used to boost the high altitude performance of a late and uncommon model of the previous aircraft, the Bf 109E-7NZ. The mixture worked as a means of delivering oxygen into the engine’s combustion cycle at altitudes where the supercharger’s boost could not supply the boost pressure to run the engine at emergency power. Additionally, the mixture had the added benefit of cooling the engine when the mixture was injected at a low temperature. Carried in bottles behind the pilot’s seat, the mixture would be pumped into the compressed air circulating in the supercharger, after which it entered the manifold. Even when the supercharger was failing to produce the compression needed, any decrease in the volume of oxygen would be offset by that which was being delivered by GM-1. However, the system was not without its disadvantages. Namely, it increased the weight of the aircraft and provided only a marginal increase in power at low to medium altitudes, where a supercharger had no difficulties in providing sufficient boost to the engine. In short, GM-1 was dead weight below an engine’s full throttle height and, thus, the system had no real place on board a general use fighter plane. Transporting the mixture was also an issue, as GM-1 had to be transported either by pipeline or refrigerated trucks, after which it was transferred to smaller bottles. As it was kept cool, it could not be kept aboard a grounded aircraft and was usually loaded aboard as part of its pre-flight preparations.
Its limitations aside, it was clear that GM-1 was the only means by which the Bf 109 could achieve the much needed high altitude performance.
One Step Forward, Two Steps Back
The trouble with the Bf 109 F’s DB 601N engine would be solved mostly by the introduction of the DB 601E. The new engine switched the fuel source to the lower octane B4, its direct injection pumps were adjusted to prevent fuel drops from entering the oil system, and some of the more fragile components of the engine were redesigned. Prior to this, the Bf 109F ran at a reduced maximum output prior to the Spring of 1942. With the restriction rescinded, it was allowed for the maximum rated manifold pressure to rise from 1.3 ata to 1.42, and it could finally run at its intended, full emergency power.
The new engines were installed aboard the Bf 109F-3 and F-4, and were largely satisfactory, but the delay in achieving their full performance was considerable. The success of the new model DB 601E meant that high altitude developments could continue, and the first new model, after over a year, was the Bf 109F-4/Z. The engine was similar to the early DB 601N aboard the high altitude E-7Z, and delivered roughly the same level of performance, however, the structural and aerodynamic improvements of the F model allowed for better handling and maneuverability. Like the earlier E-7Z series high altitude fighter, there were no standardized provisions for photoreconnisance equipment. The GM-1 system too was improved and expanded on. The tanks were moved from behind the pilot into the wings, which increased the total to 100 kg. The mixture too was stored in a chilled, liquid state which increased its potential horsepower increase from +3 bhp per gram to +4.
It is difficult to ascertain the success these aircraft had, as no distinction was made between F-4 subtypes for kill claims. However, an F-4 of JG 1, a unit which did possess the high altitude variant, brought down a Mosquito at high altitude on August 19, 1942. Lieutenant Gerd Scheiger engaged Mosquito W4065 on a bombing raid to Bremen, at a height of 8.8 km. Given the extreme altitude of the engagement, it is very likely the aforementioned Bf 109 was a high altitude model.
The few Bf 109F-4Zs would serve on every front with considerable success, though access to GM-1 could be problematic across the Mediterranean and on the Eastern Front. However, these troubles were nothing compared to the issues soon to arise with the aircraft’s successor. The Bf 109G series hoped to bring a much desired increase in performance with its DB 605A engine. Effectively developed by boring out the cylinders of the preceding DB 601E, its volume and compression ratios were increased considerably. Along with improvements to its supercharger, and built with a crankshaft able to handle higher RPMs, great hopes were placed on the engine. They were soon shattered. Almost as troublesome as the DB 601N, the engine faced a variety of harsh teething issues. Worst of all were its fragile, corrosion prone exhaust valves and an insufficient oil scavenge system made worse by a switch from ball to sleeve bearings. The series would not reach its potential for almost two years, as Daimler Benz worked through these issues. However, in perhaps the clearest example of the confusing and disjointed relationship between the Luftwaffe and its contractors, they failed to ensure a continuity in materials between the engines in its development branch and those being produced for the Luftwaffe. At an RLM meeting on May 19, 1942, it was revealed that the valves on the test engines had a nickel content of 14%, while those shipped to the Luftwaffe possessed only 8%. This, and similar discrepancies delayed effective testing for some time.
Regardless of the disasters brought on by the lower quality economy alloys, and the misadventures between the Luftwaffe and its contractors, development of the high altitude Bf 109 continued apace.
Under Pressure
The new supercharger on the Bf 109G was extremely promising, and was one of the only things that really worked when the aircraft was introduced. With it, a new high altitude model and standard fighter were produced. The G-1 and 2 were largely built along the same lines as the late F-4 series, with a series of improvements to its armor and instrumentation. The G series also incorporated a series of standardized, modular Rustsatz kits, which could represent anything from bomb racks to photographic equipment. However, these initial models brough little improvement, as they were soon prohibited from running above 1.3 ata in manifold pressure, or in other words, without an emergency power setting. However, the G-1 would prove fairly innovative thanks to a number of new features.
Of the two, the G-1 was the specialized high altitude model, which would include both the ability to carry the GM-1 system, and was equipped with a pressurized cockpit. The cockpit pressurization allowed for a pilot to remain at extremely high altitudes without encountering any of the discomfort one would otherwise experience. Without these aches, pains, and numbness, a pilot was far less likely to become fatigued after long flights at extreme altitudes. The cockpit pressurization system was rudimentary, and was kept pressurized by a compressor which drew from a small scoop left and forward of the pilot. Silica pellets were also installed in the canopy and windscreen to prevent fogging. The GM-1 system too was improved, being made modular and paired with a set of fuselage racks which allowed for the fitting of a reconnaissance camera. GM-1 would also be made available to all subsequent models of the Gustav, regardless of pressurization gear.
The first of these aircraft were built in May of 1942 at the Erla plant and were subsequently handed off for testing and familiarization with Luftwaffe crews. These planes were then used by the 11th staffel of JG 2, noted as their high altitude unit, and began operations on July 17. The unit was first based in St. Pol in the Netherlands and would be assigned to the area before later being redeployed to Germany, and then to the Mediterranean in November, and then transferred to JG 53 before the end of the year. JG 5 also received a number of the planes some weeks after JG 2, the unit being assigned to various bases in Western Europe until the end of the war. Beyond these combat units, the aircraft was operated by the training units Ergänzungs-Jagdgruppe West and JG 105.
In service, the aircraft performed well. In particular, the pressurized canopy was well regarded, and performed well enough to see its inclusion in several succeeding models of the aircraft. Curiously enough, the aircraft were not reserved exclusively for high altitude use and was instead used much like the standard version of the fighter. Their use as high altitude interceptors was more typical of the European squadrons, which had the benefit of better access to GM-1. Even then, G-1’s were still sortied to engage targets at all altitudes. Among the earliest victories came on July 11,1942, when Unterofficier Herbert Biermann engaged and downed a low level Mosquito which had attacked rail traffic near the Danish town of Tonder, after a raid on the U-boat pens in Flensburg. The plane had been damaged during the raid, which undoubtedly helped the pursuing Messerschmitt.
The Up Swing
In spite of the debacle that was getting the DB 605A into service, improvements were slowly being made. Experiments with face hardened, chrome plated exhaust valves would give way to a workable solution to corrosion, and combined with added oil throwers and a new oil centrifuge, would eventually allow the plane to run at its highest power setting. The restrictions would finally be released by August 1943, over a year after the aircraft first entered service.
At the beginning of the year, the Bf 109G-3 had superseded its predecessor. The aircraft’s largest difference, apart from its engine improvements, were its larger tires. Small bulges were added to the top of the wing to accommodate the enlarged landing gear, and the larger tail wheel was now non-retractable, adding a not inconsiderable amount of drag. These changes were made to give the aircraft better ground handling and allow it to better operate out of rough airfields in the Eastern Front and the Mediterranean.
Unlike the previous model, the G-3 saw increasing use against USAAF daylight bombing raids. The raids had started small in late 1942, often against targets nearest England. By the Summer and Autumn of 1943, the raids had escalated continuously and were increasingly focused on targets within Germany. By then, the major focus was on the so called ‘panacea’ targets, which numerous war planners thought could bring an early end to the fighting. Ball bearing and aircraft assembly plants received particular attention.
The bombers of the 8th Air Force often flew at extreme heights, with B-24’s averaging about 22,000 ft, and the lighter loaded B-17 at or above 25,000. Despite being above the altitude where most Luftwaffe fighters could not sustain emergency power, this advantage, and the heavy defensive armament of these bombers, did not translate into a sufficient defense against fighters. While the high altitude Bf 109G-3’s did have the edge, it was largely unnecessary, as the Luftwaffe only made massed attacks against the formations until after the bombers had passed over the Low Countries, where their fighter cover could not follow them. Thereafter, they were harassed by all manner of fighters, from light single-engined types, to night fighters pressed into daylight use.
In the case of the Bf 109, they followed Generalmajor Adolf Galland’s recommendation. The method involved attacking bomber formations at frontal angles in massed attacks using formations no smaller than the four plane schwarm. These attacks were conducted to help cope with the somewhat inadequate armament of the Bf 109, and to reduce the likelihood of being hit by the defensive gunners of the bomber. During a frontal attack, a bomber’s pilots and engines are the most vulnerable, which is quite important considering the single 20 mm aboard the Bf 109 was regarded as inadequate for bringing down a heavy bomber and thus needed to be directed toward these critical areas. Underwing gunpods were somewhat commonly fitted, though their impact on flight performance was considerable. The real breakthrough in anti-bomber weaponry came with the 30 mm Mk 108 autocannon, though its late introduction meant supplies were tight until mid 1944. The frontal attack also ensured the highest possible closure rate with the formation, making the small fighter a much more difficult target for any defensive gunner, and allowed the fighter to strike at the bomber’s engines and cockpit.
Large scale anti-bomber tactics employed early warning radar to track bombers during their ingress into German held airspace, and after they had passed the range limitations of their escorts, the Luftwaffe tracked the formation using trailing Ju 88’s and other long range aircraft. Fighter units would be massed over radio beacons until they received the order to attack and were vectored on to the bomber formations, where they could meet them in numbers. The height of their success was seen in Autumn of 1943, when USAAF planners were hoping to accelerate their progress on Operation Pointblank, seeking to cripple the German aviation industry. On August the 17th, the 8th Air Force prepared for its largest raid yet, with 376 B-17’s dispatched to attack the ball bearing works at Schweinfurt and a Messerschmitt factory at Regensburg. Both of these facilities were located deep within Germany and most of the journey would see the B-17’s outside the area where they could be escorted. To compensate for this, the flight over Regensburg would continue over the Alps and into Allied controlled Tunisia. It was hoped that flight over the Alps would prove easy, and in the case of the Schweinfurt force, they believed that the German fighter squadrons would still be on the ground refueling after their first attacks while the bombers made their return. Both waves would be met with disaster, as the Luftwaffe would hit both forces after their escort fighters turned for home, and the Luftwaffe fighters had taken to the air again as the Schweinfurt raiders made the return trip.
Of the 376 bombers to leave England, 60 would be shot down, 176 were damaged, and 30 remained in North Africa, where they awaited repairs at the overburdened facilities in Tunisia. Losses in combat and written off airframes amounted to 31% of the dispatched force; in contrast, the Germans lost only 28 fighters. In effect, the Luftwaffe was able to effectively deny large portions of their airspace to the raiders. A stalemate in the air ensued in the following months, with new challengers further shifting the balance of power next spring.
Wilde Sau
In addition to the typical daylight squadrons, several Bf 109G-3’s and 5’s were passed on to the single engine night fighter unit JG 300, its sister squadrons 301 and 302, NJG 11, and the first staffel of the 10th Night Combat division. The new G-5 was much the same as the 3, save for its 7.92 mm guns being swapped for 13 mm ones. Originally formed as an experimental unit in the spring of 1943, JG 300 was meant to test the suitability of single engine fighters for night interception use. The initial premise of the unit was to engage RAF bombers over their targets, where the light of the fires and searchlights would make the planes more visible against the ground and cloud cover, and thus enable interception without the use of ground control and onboard radar systems. The squadron saw mixed success and was expanded upon after the bombing of Hamburg, when the RAF succeeded in spoofing the shared frequency of Wurzburg ground based and Fug 202 airborne radar systems with chaff. The Luftwaffe would recover in the span of several weeks, though the attack made the idea of radar-less night fighting alluring.
The group was expanded upon with the 301st and 302nd squadrons being established. While the hope of transitioning daytime fighter squadrons to night use was deemed infeasible due to the amount of training required, the combined unit would continue its task, being joined by a staffel of the 10th Night Combat Division. The task of carrying out the interceptions over raided cities was an exceptionally dangerous one, as they shared the space with flak units, and by the end of the year, enemy night fighters.
There was also a transition away from the unguided wild boar tactics to ground directed interception in order to deal with high flying Mosquito pathfinders and bombers, which no Luftwaffe aircraft could effectively catch until the Me 262B provisional night fighter was introduced. In this role, the single engine night fighter would be directed into a fixed ‘Himmelbett’ intercept zone which covered either the approach, or departure path of the detected enemy aircraft. There, the target would be tracked by the Himmelbett zone’s dedicated radar and searchlight units while the fighter would be guided on to the target. This was an exceptionally difficult task owing to the speed of the Mosquito, and could prove exceptionally dangerous if the aircraft being chased turned out to be a night fighter. As RAF night fighters began to escalate their intruder missions, transiting to and from interception areas became much more dangerous. While the Mosquito night fighters were larger and less nimble than the Bf 109, their radar systems allowed them to catch the otherwise “blind” daylight fighter.
The success of these units was mixed, though some extraordinarily capable pilots achieved some very impressive results. The best of them was Lt. Kurt Welter, who by the end of the war was in command of the only night fighter unit equipped with Me 262’s. On the night of August 30th, 1944, Lt. Welter flew a Bf 109 which had been vectored over the Stettin raid area. In the span of ten minutes, he attacked four Lancaster heavy bombers, two of which were later confirmed destroyed, these being 115 Squadron’s PB131 and 12 Squadrons’s PD 273, representing his 14 and 15th confirmed victories. Most pilots, however, achieved considerably less success owing to the extremely high level of flying and combat proficiency their missions demanded. Mosquito interception duties were the most difficult owing to the speed and altitude of the light bomber, which could often exceed 8 km. To aid these pilots, a number of rare Bf 109G-5’s with high altitude DB-605 AS engines were made available to these squadrons. Nonetheless, Mosquito interception remained a gamble depending on the distance at which the bomber was detected, whether a fighter could be launched fast enough to climb, and still have enough time to be vectored into its flight path.
Crowded Skies
By the end of 1943, the newest and last iteration of the high altitude series was in service. The new Bf 109G-5 now carried a pair of 13 mm MG 131’s in the place of its 7.92 mm MG 17s, this increase being installed after long standing complaints regarding the inadequacy of the machine guns in the upper cowling of the plane. The heavier guns and the enlarged cowling meant the aircraft was slower than the one it replaced. This proved fairly concerning, as no major improvements in engine output were expected for the foreseeable future. These aircraft were distributed to units on all fronts and used much like their standard, non-pressurized counterparts. Most were deployed in the strategic air defense of Germany, where they soon faced a new, and very dangerous opponent.
The P-51B Mustang appeared to be the solution to bomber offensive’s ills, being a fast, maneuverable fighter with incredible range and high altitude performance. The danger of this new threat was quickly recognized by one Generalmajor Joseph Schmidtt, who began to advocate for the need for GM-1 equipped Bf 109s to act as top cover for the previously secure massed fighter formations. In this, the aircraft proved a mostly adequate stop gap, performing much better than other models, but it still lagged behind the American P-51B and the P-47D at altitude. In short, the Bf 109 was an old airframe, operating with an engine which had become fairly outdated after significant delays in getting it to reach its highest power ratings. Even worse, many of the airframe’s changes over the years had negatively impacted its performance, especially the addition of the non-retractable tail wheel, and the enlarged upper cowling to accommodate the larger machineguns.
However, there were still some areas of improvement. In particular, the supercharger was swapped for an enlarged version which came from the DB 603 engine. Switching the engine entirely was completely unfeasible. The Luftwaffe’s research and development could be chaotic at the best of times, and 1944 certainly was not the ideal environment for such a big risk. The bombing raids too were making their mark as, while they had failed to curtail the German aviation industry entirely, they had forced a consolidation of existing designs. In effect, German bomber production plummeted in order to bolster production of a series of fighter designs which saw very slow modification rates. The vastly expanded use of slave labor in the following months also created no shortage of trouble, with quality slipping sharply as skilled workers were increasingly drafted into the Wehrmacht, and slaves increasingly sabotaged components.
The final models of the G-5 used the DB 605AS engine, with the much larger supercharger designed to improve high altitude performance. The effort was largely successful, though only a few Bf 109G-5’s would ever be equipped with the engine. As much as pilots enjoyed the comfort of the pressurized canopy, it was an expense that Messerschmitt and their directors at the Jagerstab were no longer willing to accept. The G-5 would be the last model to carry it. The Luftwaffe’s fortunes too declined sharply, as P-51 fighter sweeps periodically attacked airfields once considered safe, and the brutal war of attrition had eroded the number of remaining experienced pilots further. Attacks on Germany’s synthetic fuel production in the summer of 1944 introduced a final, and catastrophic crisis which largely left the Luftwaffe crippled for the remainder of the war.
G-5 production was phased out entirely in June of 1944, as Messerschmitt moved to consolidate Bf 109 production with the G-14. The supply chain would however remain disjointed, as they produced models using the standard DB605A, and the high altitude DB605AS. The G-14, with its standardized, low altitude MW50 boost system, did help reduce the performance disparity at low altitudes, with the aircraft possessing an excellent rate of climb and acceleration, but high altitude performance equivalent to the best Allied fighters would elude the Bf 109 for the rest of the war.
Handling and Flight Characteristics
The Gustav, as with nearly all Bf 109 models, was maneuverable, but its increased weight had made it somewhat more cumbersome than its predecessors. Initially developed to be as light as possible while carrying with it a powerful engine, the continued added weight with a comparatively little increase in horsepower resulted in control harmony compared to earlier models. Test pilots noted that while aileron and rudder forces were light, while the elevator was fairly heavy, an issue which was exacerbated at high speed. While the aircraft was exceptionally nimble at low speeds, which was well aided by the wing’s leading edge slats, heavy rudder forces and stiff elevator controls severely impacted handling at high speed. At lower altitudes, the rudder forces became excessive at around 500km/h IAS, at higher altitudes, upwards of 7 km, the controls remained lighter at higher speeds and permitted better control. Dive performance was respectable, though given that the controls were nearly seized in a high speed dive, it could prove very dangerous at lower altitudes. Maximum level speed was decidedly mediocre, though the aircraft boasted a high climb rate and good acceleration thanks to its high thrust to weight ratio.The plane was otherwise stable and, by most accounts, with good level flight performance.
The cockpit was both cramped and provided exceptionally poor visibility. The deep set seat, with its heavy cockpit framing, greatly restricted the pilot’s view, especially towards the forward and rear aspects. A few late production Bf 109G-5s were equipped with the improved Erla canopy, as became standard on late war 109’s, and provided much better visibility to the sides and rear of the aircraft. The cockpit was among the smallest on any fighter during the time period. Pilots often felt it claustrophobic, which is understandable considering the centerline cannon for the aircraft rested between the pilot’s shins.
Operation of the Gustav was extremely straightforward, given the high level of automation the DB 605A possessed. The engine was controlled through a series of linkages between components which adjusted one another as the pilot adjusted the throttle lever. The supercharger, radiator, propeller RPM, and mixture were all managed automatically, though manual control was also possible. The core of these linkages was the propeller RPM, which was preset to an accompanying manifold pressure. The rest of the engine largely adjusted itself around this setting. In stark contrast to this truly modern feature, the plane still had manually operated flaps, which were retained through the end of the war. The aircraft lacked traditional trim tabs. Instead, the aircraft’s trim was set on the ground to match its cruise speed. The pilot could however correct for pitch by adjusting the angle of the horizontal stabilizer. Flying the aircraft was otherwise very convenient.
The takeoff run was fairly simple and the aircraft could easily be corrected for the torque produced by the engine. Visibility was poor on the initial run up, but given the relatively controllable nature of the aircraft, it was something pilots easily adjusted to. The same cannot be said of late war versions of the 109, which possessed engine outputs upwards of +1800 PS. Landings under ideal conditions were notably very easy, though were much more difficult in poor weather or when operating from hastily constructed frontline airfields. There was some improvement after the G-1, when the tire tread was increased, but landings and ground handling required a pilot to ensure solid directional control, as the narrow landing gear base could cause trouble.
Comparison with other single engine high altitude fighters, up to the Summer of 1944
Aircraft
Speed at Sea level (km/h)
Maximum speed at critical altitude, unboosted (km/h)
Speed at 10 km (km/h)
Maximum Output (hp)
Bf 109G-1 -Mid 1942-
506
630 at 6.6 km
640 (with GM-1)
1213
Bf 109G-5 -Late 1943-
510
620 at 6.5 km
635 (with GM-1)
1454
Bf 109G-6AS -Early 1944-
506
653 at 8.3 km
630
1415
Bf 109G-5AS w/GM-1 (estimated) -Mid 1944-
“
“
660*
1415
MiG-3 (AM 35) -Early 1941-
472
621 at 7.8 km
<550
1350
Spitfire HF Mk IX -Late 1943-
529
668 at 8.5 km
651
1710
Spitfire Mk XIV -End of 1943-
583
717 at 7.6 km
706
2050
P 47D-10 -Late 1943-
535
700 at 9.4 km
692
2300
P-51B-15 w/wing pylons -Early 1944-
586
685 at 7.2 km
667
1720
*It should be noted that the Spitfire Mk XIV saw service in low numbers, and was a very rare sight until almost a year after its introduction at the end of 1943. The rest of these planes were otherwise quite common.
Along with the Bf 109E-7Z, Mikoyan Gurevich’s MiG-3 debuted as one of the earliest high altitude fighters of the Second World War. The MiG-3’s AM-35A engine had high compression ratios and possessed a single speed supercharger which had been geared for high altitude performance. This allowed the aircraft to achieve a respectable level of performance above 7 km. It did, however, come at the steep cost of having mediocre low altitude performance, and above 8 km, its top speed fell dramatically. The aircraft also earned a reputation of being challenging to fly, a chief issue being its minimum landing speed, which was considerably higher than other Soviet fighters. Due to the lack of action at high altitudes over the Eastern Front, the aircraft was subsequently re-equipped with the AM-38 engine, for low altitude use. Production ceased early in the war, and its assembly lines were turned over to produce IL-2s.
The British followed the Germans in developing high altitude fighters with specialized boost systems. They would go on to produce a series of pressurized, liquid oxygen boosted Spitfires, operating on a very similar set of principles as the GM-1 boosted 109s. These however, did not see as widespread a use, as they were not quite as versatile or reliable, though this is not to say they were unimpressive. The Spitfire Mk VII with a Merlin 71 and LO could reach a speed of 618 km/h at an altitude of 12 kilometers. However, owing to a lack of available information, it will not be discussed in depth here.
A more versatile high altitude Spitfire also existed in the form of the HF Mk IX, which was powered by the Rolls Royce Merlin 71. This aircraft featured an intercooled engine with a two stage two speed supercharger, which provided it phenomenal high altitude performance, along with its broad elliptical wings. The addition of the second stage allows for further compression once the first stage alone reached its limit, and the use of the intercooler increases the upper limit of compression by reducing the temperature of the air entering the manifold. This allowed the engine to be run at a higher boost and was able to maintain combat power at altitudes far higher than the previous single stage 40 and 50 series Merlin engines. In comparison to the Bf 109, the engine can be could at combat power at high altitudes without needing to worry about depleting the supply of nitrous, which at most could last 22 minutes. In comparison, the Bf 109’s DB 605A, which operated using a variable speed supercharger which, while less powerful than the intercooled two stage type, lacked the performance gaps that came with the fixed gearing of the Merlin’s supercharger. In the case of the GM-1 powered series, however, there would have been a similar gap between roughly 7 and 8 km, between the aircraft’s critical altitude and the minimum height for GM-1 use. The use of GM-1 on the later DB 605AS powered Bf 109’s would have likely allowed them to exceed these high altitude Spitfires in respect to linear speed at extreme altitude. The performance figures for the Spitfire Mk XIV, equipped with the significantly more powerful Rolls Royce Griffon, speak for themselves.
The P-47 series of fighters achieved their tremendous high altitude performance through a different method entirely, turbocharging. Much of the interior space below and aft of the cockpit was taken up by a turbo supercharging system which managed to prevent any significant loss in horsepower up to 25,000 ft. The exhaust driven turbine proved a phenomenal means of attaining high altitude performance. Like the variable speed supercharger on the DB605A, the turbo-supercharger was not dependent on mechanically geared stages and thus lacked the associated performance gaps. However, a clear drawback to the system was its complexity, as in addition to the throttle and RPM levers, there was also a turbine lever. While it was possible to link the supercharger and throttle levers together on all but the early models, this was advisable only at certain altitudes. Running the turbine at higher speeds than necessary resulted in some horsepower loss. Regardless of this, many US pilots considered the P-47 far and away the best fighter above 30,000 ft. At high altitudes, where drag was minimal, and with over 2000 hp driving it, the P-47 possessed a speed and maneuverability far greater than its size might suggest possible. Further refinements to the design saw the aircraft exceed 720 km/h above 32,000 ft (~10 km).
The P-51B was driven by largely the same engine as the Spitfire Mk IX and it was eventually geared with usage at medium altitude in mind. In addition to its powerful Packard Merlin, which gave good high altitude performance, what set the P-51 above most was its extremely low drag airframe and wings. Having been designed later than most of the aircraft discussed here, it had the benefit of being able to incorporate the most recent breakthroughs in aerodynamics. Most notably, the use of laminar flow theories in its wing design, its drag eliminating radiator scoop, and its superbly streamlined fuselage, made it among the most exceptional fighters of the Second World War. Its high speed maneuverability too was largely unparalleled, as the laminar flow wing gave it an exceptionally high critical mach number, and its internally sealed control surfaces ensured effective control at very high speed. While its Packard V-1650-7 engine was geared for medium altitude use, it still outpaced both the standard high altitude models of the Bf 109 and Merlin powered Spitfire. When run on 150 octane fuel, as was more or less standard by mid-summer 1944, its performance largely matched that of the Spitfire Mk XIV, though the Griffon engine gave the Spitfire an incredible edge above 30,000 ft. Only the Bf 109G’s equipped with the DB 605AM high altitude engine could give comparable high altitude performance with the Mustang. They could both keep pace with one another above around 9km, though few of the pressurized high altitude model were built.
Production
Production of the Bf 109G began with centralizing supply chains around the Messerschmitt factory in Regensburg, and the subcontracted Erla machine factory. The escalating bombing campaign in 1943 forced a dispersion of the industry, and many components were built at dispersal sites before final assembly took place at either the Regensburg plant, the one at Erla, and later, the Wiener Neustadt aircraft factory. The Bf 109 was fairly well suited to this scheme, but nowhere near as suited as the Fw 190, which made use of much more convenient sub-assemblies. By the start of 1944, the Jagerstab was established to boost fighter production further, in order to compensate for potential losses incurred by bombing raids. They were very successful in this regard; production surged, and the average construction time of a Bf 109G declined from around 5000 hours to approximately 2500. The cost, however ,was substantial. Bomber production was cut to the bone, fighter designs were frozen over long periods, and the long standing use of slave labor skyrocketed. Bf 109G production became more complex as the war went on and the number of subtypes expanded. These would grow to G-1 through 6 and a separate high altitude series of Bf 109G-5/G6-AS aircraft. There was some consolidation between the disparate models with the G-14, though the still separate standard and high altitude models continued to complicate production and supply chains.
Messerschmitt was among the first to mass implement slave labor in late 1942, when they requested and received 2,299 inmates who were forced to work at the aircraft plant at Augsburg. They subsequently requested the construction of co-location camps for the rest of their factories. This marked a transition from skilled paid workers, who were of a dwindling number due to conscription, to a largely unskilled base of prisoners who sought opportunities for sabotage. Brutal retaliation from the SS, who managed security, and a severely declining standard of living saw rates of sabotage climb heavily as the war went on. By the Autumn of mid 1944, it was fairly common to see aircraft losses attributed specifically to sabotaged components. Other unsafe corner cutting practices became more common as well, and even saw the re-use of components scavenged from downed aircraft.
Bf 109G-1 Production
Werknummer
Factory
Period
10299-10318 (20)
Erla
May to June 1942
14004-14150 (147)
Regensburg
February to June 1942
Bf 109G-3 Production
Werknummer
Factory
Period
16251-16300 (50)
Regensburg
January to February 1943
Bf109G-5 Production
Werknummer
Factory
Period
15200-16000 ( with G-6)
WNF
March to August 1943
26000-26400 (mixed with G-6)
Erla
August to September 1943
27000-27200 (mixed with G-6)
Erla
September to October 1943
110001-110576 (dedicated production)
Erla
November 1943 to June 1944
*a total of 475 G-5s were built, at least 16 converted to G-5AS/R2 recon planes at the Erla plant in Antwerp
Construction
Much like its predecessors, the Bf 109G was a fairly conventional late 1930s fighter design, which sought to install the most powerful engine in a small, lightweight airframe. At its fore was the engine section, mounted on a steel mount with rubber vibration isolation. The engine oil cooler was mounted to the lower engine cowling, in order to give better access to the Bosch PZ 12 fuel injectors, with the section otherwise containing all of the motor associated systems save for the coolant radiators and GM-1 boost system. Above the engine and on the port side was the compressor scoop for the cockpit pressure system, where it remained until the Bf 109G-5, whereafter it was moved to the starboard side and slightly ahead of the MG 131 fairing. The system consisted of the compressor equipped with a relief valve, an air filter, a three way cock, a pressurizing valve, a negative pressure relief valve, a compensating valve, a pressure line, and removable silica gel cartridges. These components were distributed around the engine and canopy. The system proved fairly robust and was a much welcomed addition to the aircraft. The rest of the fuselage followed a largely conventional semi-monocoque construction, aside from the landing gear, which was mounted to the fuselage and swung inward when deployed. On the G-3, the tires were increased by a width of roughly a centimeter, such that they possessed a tread of 16 cm and a diameter of 66 cm. The associated bumps on the wing tops are the only external feature that allow differentiation between it and G-1. The control surfaces at the rear of the fuselage were operated through a standard cable linkage and were fabric skinned. The incidence of the horizontal stabilizer was adjustable in flight to set the pitch of the aircraft.
The cockpit was seated deep within the fuselage, in order to reduce the frontal windscreen area, though this choice drastically decreased the pilot’s visibility. The thick canopy framing made this issue worse, especially on the pressurized aircraft, which possessed reinforced beams and a non-removable armored seatback formed the rear of the pressurized canopy hood. The cockpit itself was noted as quite cramped by virtually all who flew it, offering little in the way of headspace and shoulder room, and made all the more claustrophobic by the lack of adjustable rudder pedals. At the front of the canopy was an integral 60 mm armor glass windscreen. As with the rest of the canopy frame, it contained silica to prevent condensation at low altitudes, which could then cause icing higher up. Several Bf 109G-5AS aircraft received higher visibility Erla canopies, though they lost their pressurized features. The layout of the instrumentation was clean if dense, though the pilot was aided by a high level of automation, which meant he could largely fly the plane through just the throttle lever. Raising or lowering the flaps and adjusting the stabilizer was done manually through a pair of wheels at the pilot’s left.
The plane’s elliptical wings were attached to the fuselage through a main, centerline bracket and possessed only a single mid wing spar. Connections for the hydraulic lines, which drove the flaps and landing gear, and radiator coolant lines, connected automatically when the wings were bolted to the fuselage. Each wing possessed a radiator located inboard, with airflow controlled by two outlet covers at the rear of the radiator matrix. These covers moved along with the outboard section of flaps when the plane was adjusted for takeoff and landing. The outermost rear section contained the fabric skinned ailerons. The leading edge of the wing had a slat which would extend during hard maneuvers and improve the turning abilities of the aircraft. These could prove troublesome on earlier models in regards to unwarranted deployment and jamming in place, but had been worked out by the G model.
The GM-1 system consisted of the nitrous bottles, compressed air, and the control system. On the Bf 109G, the system existed as part of a Rustzustand or Umbausatz kit which could be installed at a Luftwaffe field workshop or maintenance center, in the latter’s case. The pressurized models shared this with the standardized models, however, they differed in that the glass-wool insulated nitrous bottles were installed in the port wing, instead of in the fuselage, behind the pilot. Later models could have the tanks stored in either position. The GM-1 was kept in a chilled liquid state, which was found to provide a higher boost effect, providing +4 bhp per second per gram over the gaseous +3 bhp. The total volume of the bottles was 115 L, not counting the compressed air which was used to force the mixture through the system. The chilled nature of the nitrous did, however, bring a drawback in that it was released as it warmed and evaporated. An aircraft would need to have its tanks filled immediately before take off in order to have the longest duration. The boost could be maintained up to 22 minutes if the tanks were filled immediately before flight, falling to 19 minutes in the winter and 16 in the summer if the aircraft departed twelve hours later. In the summer, all of the GM-1 could be expended if the aircraft was left parked for two days. The weight of the entire system was considerable, at roughly 100 kg.
Use of GM-1 on the DB605A was prohibited below 8 km, where it provided little benefit, and below which the system was mostly dead weight. With the larger supercharger on the DB 605 AS, this height increased to 10 km. In the cockpit, the pilot possessed a pressure gauge and an on and off switch to control the system. Once activated, it took up to five minutes to have the greatest effect, whereafter the pilot could turn the system on or off as they pleased. At the initial activation height, the mixture could boost the top speed of an equipped Bf 109 by approximately 30 km/h and recover as much as 300 PS at high altitude.
The Bf 109G-3 through G-5 carried either the DB 605A or high altitude DB 605AS, both being an inverted, 35.7 liter, V-12. The reason for it being inverted was to ensure the propeller shaft was as low as possible. This would enable the low mounted, centerline cannon to fire through the eye of the engine without its recoil seriously jeopardizing the aircraft’s stability. This was achieved through the use of direct fuel injection, which was fairly common practice in German aviation by the start of the war, though rare elsewhere. The engine also possessed a high level of automation, which let the pilot manage the engine and most of its associated systems just through the throttle lever. These were essentially a series of linkages between components that adjusted one another as the pilot increased or decreased engine power. It did not possess a true engine control unit, as was used in the BMW 801. Additionally, the engine used a single stage, variable speed, centrifugal supercharger which was mechanically driven by the engine and used a hydraulic coupling for variable transmission. The fluid coupling supercharger automatically adjusted itself via barometric control and was easily the most impressive feature of the engine, allowing it to smoothly adjust its boost as it climbed or descended. This allowed the aircraft to avoid the performance gaps otherwise encountered with engines using fixed speed settings. The engine used B4, which was originally 87 octane, as most of the C3 high performance stocks were dedicated to squadrons flying Fw 190s.
In spite of these innovative features, the engine’s performance was fairly modest for its day. It produced up to 1475 PS, though this was only possible after several major modifications which saw the replacement of the original exhaust valves for chrome plated sets, among other major modifications. The system also had its oil system improved through the use of additional oil throwers to improve flow, and an oil centrifuge to address issues with foaming. Between 1942 and late ‘43, the high power settings on almost all of these engines were disabled in order to keep failure rates manageable. The supercharger too would eventually lag behind its contemporaries, as despite its smoothness, its volume became a bottleneck. This was most apparent in any comparison to the two-stage, intercooled models of the Merlin engine. Some later models would mount an enlarged supercharger with 30% greater volume, derived from the larger DB 603. Nearly all would be equipped with an anti-knock boost system in the form of MW50 by the summer of 1944, which would boost output up to 1800 PS, though the corrosive mixture of methanol and water decreased the engine’s lifespan. Engines with the larger supercharger were designated DB 605AS, those with the boost system 605M, and those with both were 605ASMs. Several Bf 109G-5’s were fitted with the high altitude engine, though none received the low altitude boost system, for obvious reasons.
The engine measured 101.1 × 71.9 × 174 cm, had a bore and stroke of 154 mm (6.1 in.) x 160 mm (6.3 in.), and weighed 745 kg (1,642 lb). Two coolant header tanks were set to either side of the engine, while the oil tank was placed at the front. Compression ratios were 7.5/7.3:1 (left and right blocks) with B4 aviation gasoline, ratios were different using C3 fuel, though this was not used aboard this series of fighters.
Early models were equipped with a pair of MG17 7.92 mm machine guns and a single, centerline MG151/20 autocannon. On the G-5, the MG17s were swapped for 13 mm MG131 heavy machine guns, which both provided a heavier armor piercing bullet, and a round with a small explosive core. While the standard G-6 could carry a centerline 30 mm autocannon, the modification was not available for any of the high altitude fighters. This was likely due to the necessary changes in the canopy required for mounting the larger weapon, which may have been incompatible with the pressurized model. As a firing platform, the 109G was excellent, especially in that all its weapons were placed at the center of the aircraft and thus required minimal adjustments for weapon convergence. However, the aircraft was very lightly armed, especially on the MG17 equipped models. Many pilots considered the armament inadequate, and the addition of supplementary underwing guns severely hampered the aircraft’s performance. These sentiments went as high as the General of Fighters, Lt. General Adolf Galland.
Conclusion
The pressurized models of the Bf 109G proved to be an expedient means of boosting the performance of high altitude squadrons. The pressurized canopy, while later seen as an expensive luxury, was well appreciated by pilots who often flew at great heights on interception and photorecononniance missions. As with their standard counterparts, the series was handicapped considerably by the limitations and troublesome DB 605A. While the aircraft offered good performance for 1943, without any substantive increase in power, the pressurized Gustav series fighters began to lag considerably behind their Allied opponents the following year.
Bf 109G-1 configuration (shared with G-2)
Modification type
Specification
Bf 109G-1/R 1
Rüstsatz
Mid fuselage bomb rack. ETC 500 or Schloss 503 A-1.
PR 16 radio direction finding gear, designation not usually applied
Bf 109G-5/U2
Umbausatz
GM-1 boost system
Bf 109G-5/R2
Rüstzustand
Rb 50/30 camera fitted
*Rüstsatz kits are removable on a mission basis, Rüstzustand are installed at workshops, Umbausatz are kits that are built into an aircraft at the factory or a maintenance and recovery center.
Aircraft with FuG 16y radio sets, for command aircraft, received a -y suffix. For example, Bf 109G-5y/U2/R 3 would be a fighter equipped with a radio set for ground control, GM-1, and an external fuel rack.
Bf 109G-1
Specification
Engine
DB 605A
Output
1475 PS
Gross Weight
3050 kg
empty weight
–
Combat Range (internal fuel only)
668 km
Maximum speed (prior to downrating)
660 km/h at 7 km
Armament
2x 7.92 mm MG 17, 1x 20 mm MG 151/20
Crew
Pilot
Length m
8.84
Height (without propeller) m
2.6
Wingspan m
9.924
Wing Area m2
21.6
Bf 109G-5
Specification
Engine
DB 605A, DB 605 AS
Output (DB 605 AS)
1475 PS (1415 PS)
Gross Weight
3350 kg
Empty weight
2543 kg
Combat Range (internal fuel only)
625 km
Maximum speed (DB 605 AS)
630 km/h at 6.5 km (650 km/h at 8.5 km)
Armament
2x 13 mm MG 131, 1x 20 mm MG 151/20
Crew
Pilot
Length m
8.84
Height (without propeller) m
2.6
Wingspan m
9.924
Wing Area m2
21.6
Plane
In use with
Bf 109G-1
I/JG2, 11./JG2, 11./JG26, II./JG51, JG 53,
Bf 109G-3
11./JG 2, 11./JG26, I./JG1 (later II./JG11)
Bf 109G-5
III./JG 1, II./JG 2, I.& II./JG3, II./JG11, III./JG 26, II./JG27, I./JG300, I.&II./JG302, II./JG 11, II.&III./EJG 1, NAG 2, NAG 12, NAG 13, (F)/123
Credits
Article written by Henry H.
Edited by Henry H. and Stan L.
Ported by Henry H.
Illustrated by Hansclaw
Illustration:
Sources:
Primary:
Bf 109G-2 Flugzeug Handbuch (Stand Juni 1942).Der Reichsminister der Luftfahrt und Oberbefehlshaber der Luftwaffe, Berlin. November 1942.
Bf 109G-4 Flugzeug Handbuch (Stand August 1943). Der Reichsminister der Luftfahrt und Oberbefehlshaber der Luftwaffe, Berlin. September 1943.
Bf 109G-2 Flugzeug Handbuch (Stand August 1943). Der Reichsminister der Luftfahrt und Oberbefehlshaber der Luftwaffe, Berlin. October 1943.
Flugzeug Flugleistungen Me 109G-Baureihen. Messerschmitt AG Augsburg. August 1943.
Daimler-Benz DB 605 Inverted V-12 Engine. National Air and Space Museum Collection. Inventory number: A19670086000.
Flugzeugmuster Bf 109 G-1 mit Motor DB 605A. Rechlin E`Stelle Erprobungsnummer 1586. 1943.
Memorandum Report on P-47D-10 Airplane, AAF No. 43-75035. Army Air Forces Material Command. Wright Field Dayton, Ohio. 11, October 1943.
The performance of Spitfire IX aircraft fitted with high and low altitude versions of the intercooled Merlin engine. Aircraft and Armament Experimental Establishment Boscombe Down. 4 March 1943
Leistungszusammenstellung Me 109G. Messerschmitt AG. Augsburg. 1 January, 1944.
Leistungen Me 109G mit DB 605 AS. Messerschmitt AG. Augsburg. 22, January 1944.
Leistungsmessung Me 109 G mit GM 1 – Zusatzeinspritzung. Messerschmitt AG. Augsburg. 21, September 1943.
Me 109 G-1. Ausführung. Messerschmitt AG. Augsburg. 21 May, 1942.
Speed vs Altitude P-51B-15 43-24777. Flight Test Engineering Branch Memo Report No. Eng-47-1749-A. 20 May 1944.
Kurz-Betriebsanleitung für Flugzeugführer und Bodenpersonal für GM 1-Anlagen in Bf 109 G. E-Stelle Rechlin R 3 a 1.
Me 109 G DIMENSIONS, WEIGHTS AND PERFORMANCE. A.I.2(g) Report No. 2142. 31, December 1942.
Spitfire F. Mk. VIII(Conv) (Prototype Mk.XIV) JF.319 (Griffon RG5SM). Aeroplane and Armament Experimental Establishment Boscombe Down. 27 October 1943.
Power Boosting By Liquid Oxygen and Nitrous Oxide Injection On Spitfire & Mosquito Aircraft Respectively. Engineering Report. Eng. 8723.
Secondary:
Douglas, Calum E. Secret Horsepower Race: Second World War Fighter Aircraft Engine Development on the Western Front. TEMPEST, 2020.
THE EFFECTS OF POOR QUALITY ASSURANCE DURING GERMAN AVIATION MANUFACTURING ON THE LUFTWAFFE DURING WORLD WAR II. MICHAEL J. GALLANT, MAJOR, UNITED STATES MARINE CORPS
B.A Florida State University, Tallahassee, Florida, 2006.
Radinger, W. & Otto W. Messerschmitt Bf 109F-K Development Testing Production. Schiffer Publishing. 1999.
Prien J. & Rodeike P. Messerschmitt Bf 109 F,G, &K Series An Illustrated Study. Schiffer Publishing Ltd. 1997.
Mosquito Fates, based on AirBritain files. Donated files, Mossie.org.
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
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
Initially three 7.92 mm MG 17 machine guns, later changed to four same type machine guns
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