Yugoslavia (1933)
Fighter – 2 Prototypes & 12 Production Aircraft Built
During the early 1930’s, the Royal Yugoslav Army Air Force (RYAF) was mainly equipped with old and obsolete biplane fighters. The introduction of a new fighter was desirable, but its development was hampered by the resistance of leading military officials, and pilots who still believed in the superiority of the biplane. Once Ikarus commenced production of the new high-wing IK-2, it readily demonstrated its superiority over the biplanes of the prior generation.
History of Ikarus
Ikarus was one of the first Yugoslavian domestic aircraft manufacturers. It was formed in October 1923 by a group of businessmen from the city of Novi Sad. The aircraft development department was led by Josip Mikl and Dimitrije Konjević. Josip Mikl had previously been involved in the development of hydroplanes for the Austro-Hungarian Empire during World War I, while Dimitrije Konjević was a former high-ranking officer in the Yugoslav Naval Air Force. The company saw success during the twenties and received a series of new orders for the production of aircraft, mostly for training. In 1927 thanks to increasing revenues, Ikarus opened a new production plant located in Zemun near the capital of Belgrade. It was heralded as a great success when it received a large production order for some 200 license-built Potez 25 aircraft in 1932.
The IK-2 Development
In early 1930, the main fighter of the RYAF was the aging Avia BH-33 biplane fighter. In the hopes of replacing it with a new domestically-developed fighter, two aircraft engineers from Ikarus, Ljubomir Ilić, and Kosta Sivčev began working on a new design. Interestingly this was a private venture and not ordered by the state, which was unusual.
While initially intended to be a low-wing fighter with retracting landing gear, due to fierce opposition from many Air Force officers and pilots who favored the old biplane design, this new concept had to be abandoned at an early stage of development. The two engineers then decided to proceed with a high-wing fighter design that was to be powered by a strong engine. A wooden mock-up was completed in 1933 which would be tested using a wind tunnel in Paris. After the first drawings and testing of the mock-up were completed, the result of this work was given to the RYAF officials in September 1933. After an analysis of all available data, a green light was given for the project, and Ikarus was instructed to build the first prototype.
At this early stage, the new fighter received the IK-L1 designation. As was common in Yugoslavia at the time, new aircraft designs usually received a designation based on the designer’s initials. In this case, I stand for Ilić and K stands for Koča which was Kosta Sivčev nickname. The L1 represents L for Fighter (Lovac in Yugoslavian) and the number 1 indicates the first prototype. The first fully functional prototype was completed by September 1934.
Testing the First Prototype
While the IK-L1 prototype was scheduled to be flight tested shortly after the first prototype was fully completed in September 1934, due to numerous delays it wasn’t conducted until April 1935. Unfortunately for the Ikarus and its design team, the first prototype had a very short and abrupt service life. As it was being prepared for the first series of test flights, an upswell of opposition, mainly from Captain Leonid Bajdak and other pilots, vehemently objected to the introduction of such a radical new design, arguing that the biplanes were superior. Regardless, Bajdak was chosen to fly test the IK-L1 prototype.
The maiden flight was made on the 22nd of April, 1935 at an airfield near Belgrade in Zemun. The first day of flying was rather successful, with the prototype exhibiting generally good performance. The test the following day produced largely similar results, but upon landing, some of the wing’s fabric skin was noted as slightly loose. Regardless, it was agreed that the testing should carry on. On the 24th of April, while flying the prototype, Captain Bajdak performed a series of unplanned aerobatics. At a height of 1,000 meters, he made a sharp dive, followed by an abrupt climb. This of course caused massive stress on the wing, which led to part of it breaking off the aircraft. Bajdak lost control and had to bail out. While he survived without injury, the IK-L1 prototype crashed and was completely destroyed.
According to Captain Bajdak in his report, he wrote that the IK-L1 had good controls and was pleasant to fly. The most obvious issues were the lack of visibility, due to the high-wing design. Another of his objections was the long take-off of some 300 meters. This was a surprisingly fair report from a pilot who professed such serious misgivings about this new design.
Work on a New Prototype
After an analysis of the IK-L1 wreckage, it was discovered that the accident was primarily due to poor build quality. As Captain Bajdak’s report was insufficient to make a final conclusion, Ikarus officials decided to produce another prototype. This time great care was taken to ensure the overall quality of its construction. Another change made was that the aircraft was built using mostly metal construction, with the exception of the aft fuselage and tail. The second prototype was designated IK-02 and took about ten months to be built, completed in June 1936. A new test pilot was chosen, Flight Lieutenant Janko Dobnikar. The series of flight tests were carried out at the newly opened test center stationed at the Zemun airfield. Early flight tests were quite satisfactory, with the IK-02 reaching a top speed of 435 km/h.
In 1937 the IK-02 prototype was tested in a mock dogfight against the Hawker Fury, the RYAF’s then-current biplane fighter. After a series of 16 such exercises, the IK-02 easily beat the Hawker Fury in almost every category of flight performance, speed, climb rate, and turning ability, among others. Frustrated by the success of the new fighter, Captain Bajdak and Lieutenant Dobnikar frequently got into fierce quarrels. It ended with Lieutenant Dobnikar challenging Captain Bajdak to a flight contest. The conditions of the contest were as follows: both pilots had to reach a height of 4 km over Zemun, after which they were to race a distance of 140 km from Belgrade to Novi Sad and back. The competition was meant to end in a mock dogfight between the two. Lieutenant Dobnikar IK-02 easily won the first two rounds of the race. The mock dogfight was fierce but Captain Bajdak’s Fury was constantly overtaken by the superior IK-02. In the end, he had to admit defeat and thus concede that the IK-02 had bested the biplane. Unfortunately, the IK-02 would be lost when it was hit by lightning during a flight. As the aircraft began to catch fire, the pilot bailed out. While he survived, the aircraft crashed and burned, completely destroying it.
Limited Production
Despite both prototypes being lost to separate accidents, their overall performance was deemed acceptable and a small production order was given. In November 1937 Ikarus was instructed to produce 12 IK-2 aircraft. The first six were delivered in December 1938, with the remaining aircraft arriving by February the following year. After a brief period of adjustment and training, the IK-2 was allocated to the 6th Fighter regiment stationed in Zemun. In October 1939, the IK-2 was redeployed to Zagreb and given to the 4th Fighter Regiment. Just prior to the Yugoslavian entry into World War II, the 4th Fighter Regiment would be repositioned to Bosanski Aleksandrovac close to Banja Luka. It was part of the 107th Squadron with the task of protecting the 8th Bomber Regiment, consisting of some 23 Bristol Blenheim bombers.
Technical Characteristics
The IK-2 was a high-wing, single-engine, almost all-metal fighter aircraft. Its fuselage was constructed of a chrome-molybdenum steel tube frame which was then covered with duralumin skin. The rear section of the fuselage close to the tail unit was covered with fabric.
The semi-cantilever wings were built using the same principle as the fuselage. The difference was that the first prototype used a fabric skin. The second prototype and the production aircraft used a duralumin skin. Two larger struts were placed beneath each wing. The tail unit was of a standard design, with one horizontal and two vertical stabilizers.
The fixed landing gear consisted of two larger wheels and a smaller tailwheel. To help during landing the front landing gear was equipped with pneumatic shock absorbers. These were also fitted with brakes. The tailwheel was steerable. Initially, the front landing wheels were covered in a protective cover, also known as ‘spats,’ which were later removed.
The cockpit was fully enclosed. Interestingly its sliding canopy actually slid down into the fuselage sides. Quite similar to those used on ordinary cars. Due to the high wing design, the pilot’s visibility was severely limited. To somewhat remedy this issue two small glass windows were placed on the cockpit fuselage sides to help during landing.
The two IK-2 prototypes were powered by an 860 hp Hispano-Suiza V-12 engine. It was equipped with an adjustable pitch three-blade propeller. The fuel tanks were located just aft of the engine in front of the cockpit. The production aircraft was powered by an 860 hp Avia HS engine. This engine was built under license in Yugoslavia. Overall performance of the aircraft did not change much, as the engine swap was mainly done to facilitate ease of maintenance.
The IK-2’s armament consisted of two 7.7 cm Darne Mle 1930 machine guns, and one 20 mm Hispano HS-9 cannon. The machine gun’s ammunition load consisted of 250 rounds each, and 60 rounds for the cannon. The cannon fired through the center of the propeller shaft, while the two machine guns were placed on each side of the front of the fuselage. Some IK-2’s had their cannon replaced with a 7.92 Browning machine gun. But by the time of the war, all available aircraft were equipped with the 20 mm cannon.
According to D. Babac, the two Darne Mle 1930 machine guns were at some point replaced with two 7.92 Browning machine guns. In addition, this author notes that the machine guns were placed above the engine compartment and not on the sides.
In War
When the war broke out on the 6th April 1941 the 4th Fighter Regiment had only 8 fully operational aircraft ready for service. Four IK-2’s suffered from mechanical breakdowns and were undergoing repairs at Zemun and Zagreb workshops. Author Z. Rendulić mentioned that only 10 IK-2 were available.
In addition, the 4th Regiment had 18 to 20 Hawker Hurricanes, making this unit among the most up-to-date in the RYAF. On the first day of the war, the IK-2 was mainly used for reconnaissance. The following day, two IK-2s tried to bring down a German reconnaissance aircraft but failed to do so. One IK-2 would be lost, possibly due to mechanical breakdown. The first proper combat engagement of the IK-2 occurred on the 9th of April when during reconnaissance, a group of some 23 Bf 109 were spotted. While one IK-2 had to land to refuel, the second one provided a delayed action in hopes of giving the 4th Fighter Regiment enough time to muster its available fighters. Shortly after, some 5 or 6 IK-2 and 8 Mk.I Hurricanes joined the fight. The German fighters were attacking in well-coordinated groups, protecting each other, while the Yugoslav fighters entered the battle in a somewhat disorganized manner. After a fierce skirmish that lasted some 10 minutes, the Germans broke off and retreated back to their base of operations in Austria. The Germans lost two aircraft, while the Yugoslavians lost three, one IK-2 and two Hurricanes. In the next few days, engagements with the enemy were rare, but the IK-2 managed to shoot down one Ju 88, in addition to two other Luftwaffe aircraft.
The 4th Regiment would meet its fate on the 14th of April when the pilots decided to destroy their remaining aircraft in order to prevent them from falling into enemy hands. Despite their attempts, the Germans managed to capture one slightly damaged IK-2 belonging to the 4th Fighter Regiment. Four additional aircraft were acquired when the repair workshops in Zagreb and Belgrade were captured. Some internet sources noted that up to 9 aircraft were captured by the Germans, but this seems highly unlikely and that the number of 5 is probably correct.
In NDH Service
Following the defeat of Yugoslavia, the Independent State of Croatia, a German puppet state was created. In June 1941 a request was made to the Germans to provide over 50 captured Yugoslavian aircraft including the IK-2, in an attempt to create a Croatian Air Force. The Germans were more than willing to give the most obsolete aircraft including four IK-2. The fate of the fifth aircraft is not clear. It may have been cannibalized for spare parts, or even sent to Germany for evaluation, but due to a lack of precise sources, we can not be sure. The Croatian Air Force regularly had problems acquiring spare parts for the Yugoslavian aircraft, as these were either destroyed, sabotaged, or commandeered by the Germans. Surprisingly the IK-2 remained in service for a few years until 1944 when they were finally withdrawn from service. They were rarely used by the Croats who often complained about its poor visibility. Sadly no IK-2 survived the war, with all likely being scrapped.
Production Versions
- IK-L1 – First prototype aircraft that was lost in an accident only a few days after initial trials were conducted
- IK-02 – The second more successful prototype
- IK-2 – Production version
Operators
- Kingdom of Yugoslavia – Eight were used during the April War.
- Independent State of Croatia NDH – Used four aircraft supplied by the Germans, their service was limited.
Conclusion
The Ikarus IK-2 was one of the earliest Yugoslavian attempts to develop the first proper fighter aircraft and was intended to replace the aging biplanes then in service with the Yugoslavian Royal Air Force. While it proved to possess superior performance to biplane fighters, it too was quickly made obsolete by the introduction of new low-wing fighter aircraft. Regardless, the IK-2 was a sound design, which proved that the Yugoslav aviation industry, despite its small size, was capable of producing a viable mono-wing fighter aircraft.
The Ikarus’ powerful engine and impressive armament paved the way for Yugoslavia’s later advanced monoplane, the IK-3. Its performance in key areas gave it an advantage over the Hawker Fury. The IK-2 saw combat against Germany’s advances in the early 1940s before it was ultimately superseded by more advanced aircraft.
IK-2 Specifications |
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Wingspans | 11.4 m / 37 ft 4 in | |
Length | 7.88 m / 25 ft 8 in | |
Height | 3.84 m / 12 ft 6 in | |
Wing Area | 18 m² / 59 ft² | |
Engine | One 860 hp Avia HS12YCrs | |
Empty Weight | 1.500 kg / 3.300 lbs | |
Maximum Takeoff Weight | 1.875 kg / 4.130 lbs | |
Climb Rate to 5 km | In 5 minute 25 seconds | |
Maximum Speed | 450 km/h / 280 mph | |
Cruising speed | 250 km/h / 155 mph | |
Range | 700 km/ miles | |
Maximum Service Ceiling | 12,000 m / 39.370 ft | |
Crew | 1 pilot | |
Armament |
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Credits
- Written by Marko P.
- Edited by Henry H. & Ed J.
- Illustrated by Ed J.
Sources
- T. Likos and D. Čanak (1998) The Croatian Air Force In The Second World War, Nacionalna i Sveučilišna Knjižnica Zagreb
- V. V. Mikić (2000) Zrakoplovstvo nezavisne države Hrvatske 1941-1945, Target Beograd
- Č. Janić i O. Petrović (2011) Kratka istorija vazduhoplovstva u Srbiji, Aero Komunikacije
- D.Babac Elitni vidovi Jugoslovenske vojske u Aprilskom ratu.
- Z. Rendulić (2014) Lovačka Avijacija 1914-1945, Teovid
- B. Dimitrijević, M. Micevski and P. Miladinović (2016) Kraljevstvo Vazduhoplovstvo 1912-1945
- N. Miklušev (2013) Maketar Plus, IMPS Srbija
- http://www.vazduhoplovnetradicijesrbije.rs/index.php/istorija/565-ikarus-ik-2
Have there been any other WW2 aircraft with this unusual feature of the canopy sliding down into the fuselage sides?