The Messerschmitt Bf 109 was a World War II fighter aircraft designed by Willy Messerschmitt in the early 1930s. It was the first true modern fighter of the era, including such features as an all-metal monocoque construction, a closed canopy, and retractable landing gear.
The Bf 109 was the standard fighter of the Luftwaffe for the duration of WWII, although it began to be partially replaced by the Focke-Wulf Fw 190 from 1942. The Bf 109 scored more aircraft kills in World War Two than any other aircraft in history, and at various times served as an air superiority fighter, an escort fighter, an interceptor, a ground-attack aircraft and a reconnaissance aircraft. The Bf 109 was produced in greater quantities than any other fighter aircraft in history, with over 31,000 units built. Although the Bf 109 had a few weaknesses, including a short range of around 360 miles (580 km) in all versions, and sometimes difficult to handle narrow track, outward-retracting main landing gear, it stayed competitive with Allied fighter aircraft until the end of the war.
The Rüstungsflugzeug IV was intended to be an all-metal monoplane single seat fighter aircraft, or interceptor actually, replacing the Arado Ar 64 and Heinkel He 60 biplanes then in service. While it was intended the R-IV aircraft would best all others then flying, the requirements were nevertheless not terribly hard to meet.
The plane needed to have a top speed of 400 km/h at 6,000 m (250 mph at 19,500 ft) which it could maintain for 20 minutes, while staying in the air for a total of 90 minutes. It was to be powered by the new Junkers Jumo 210 engine of about 700 hp (522 kW). It also needed to be armed with at least three 7.9 mm machine guns with 1,000 rounds each, or one 20 mm cannon with 200 rounds. One other interesting specification was that the plane needed to keep wing loading below 100 kg/m², which is a way of defining the plane's ability to turn and climb. The priorities for the plane were level speed, climb speed, and then maneuverability (in that order).
In fact the R-IV specifications were not really thought up inside the T-Amt at all. In early 1933 both Heinkel and Arado had sent in privately-funded designs for a monoplane fighter, and the T-Amt simply collected the best features from both and sent them back out again, adding Focke-Wulf to the tender. In May 1934 the R-IV request was sent out and made official. Each was asked to deliver three prototypes to be delivered for head-to-head testing in late 1934.
Willy Messerschmitt was originally not invited to participate in the competition. This was mainly due to personal animosity between Messerschmitt and Erhard Milch, director of the RLM, after an earlier airliner design of his had proved a disaster in Lufthansa use. Nevertheless Messerschmitt was on very good terms with many high ranking Luftwaffe officers based on the success of the Messerschmitt Bf 108 Taifun sports plane. After a delay of several months, Bayerische Flugzeugwerke (Bavarian Aircraft Manufacturers, or BFW) for which Messerschmitt was head designer, was invited to take part in early 1935, although Milch let it be known that they would never win the contract.
Another notable advantage of this design was that, since the landing gear was attached to the fuselage itself, it was possible to completely remove the wings of the aircraft for major servicing, if necessary, leaving the fuselage intact sitting on the landing gear. However, this had one major drawback - such a landing gear arrangement ensured a very narrow track (the distance between the main tyres) which thus made the plane very unstable in terms of balance while on the ground. In fact, the Bf 109 was notoriously difficult to take off and land, and many planes simply veered off or tipped over to one side during a seemingly perfect run. To make things worse, the landing gear struts were comparatively long. This left the nose pointing up at quite a steep angle with respect to the ground, making forward visibility during taxiing virtually zero. These landing gear-related problems plagued the Bf 109 throughout its life, and accounted for a notable proportion of losses.
Another aspect of this construction technique was the use of a single box-spar in the wing, mounted near the leading edge. Most planes of the era used two spars, near the front and rear, but the box was much stiffer torsionally, and eliminated the need for the rear spar.
Another major difference was the much higher wing loading than the other designs. While the R-IV contract called for a wing loading of less than 100 kg/m², Messerschmitt felt that this was unreasonable; with the engines available to them, the fighter would end up slower than the bombers it was tasked with catching.
A wing generates two forms of drag, parasitic drag due to its form, and induced drag which is a side effect of generating lift. The former dominates at high speeds, when the airflow hitting the wing causes drag that rises with the square of the aircraft's speed. The latter dominates at lower speeds, where the lack of airflow requires the wing to be angled into the airflow at a higher angle of attack. Since the fighter was being designed primarily for high speed flight, a smaller wing would be optimized for high speed use.
The downside of such a trade-off is that low speed flight would suffer, the smaller wing would require more airflow to generate enough lift to stay flying. In order to address this, the Bf 109 included advanced high-lift devices on the wings, including automatically opening slats on the leading edge, and fairly large camber-changing flaps on the trailing edge. When deployed, these devices effectively increase the size of the wing, making it better at low speeds and high angles of attack.
Another drawback of the high wing-loading is that the plane would require more energy to maneuver. Given the limited amount of power available, this effectively meant that the Bf 109 would not be able to turn as tightly as other designs with larger wings. The high lift devices would offset this to some degree, but they also increased drag and so slowed the plane further. Given that maneuverability was last on the RLM's wish-list, Messerschmitt was certain the benefits outweighed the drawbacks.
By the late summer the Jumo engines were starting to become available, and V2 was completed with the Jumo 210A of 610 hp (448 kW) in October 1935. V3 followed, being the first to actually mount guns, but another 210 was not available and it ended up delaying the flight of V3 until May 1936. Like V1, V2 and V3 were sent to Rechlin after acceptance tests at the factory.
The flight data of these three planes were very nearly identical. The maximum airspeed was about 470 km/h at 4000 m altitude, and the service ceiling was about 8,300 m.
Because most of the fighter pilots of the Luftwaffe were used to good-natured biplanes with open cockpits, light g-forces and easy handling, they were very critical about the Bf 109 at first. However it was soon a front-runner in the contest, as the Arado and Focke-Wulf entries proved to be hopelessly outdated. Perhaps this isn't surprising, considering that those entries had actually been designed two years earlier, and given the rate of change in aircraft design at the time, they really had little chance against the much more modern 109.
The only serious competition to the 109 was the Heinkel entry. Based on a scaled down Blitz, the He 112 proved to be similar but different. Positive aspects of the He 112 included the wide track and robustness of the landing gear, considerably better visibility from the cockpit, and a lower wing loading that led to easier landings and better maneuverability. But the Bf 109 was 30 km/h faster than the He 112 in level flight, and also was superior in climbing and diving. Still, the He 112 was the favorite of the Luftwaffe leaders.
Orders for a further ten examples of both types were placed, and they started trickling in over the next few months. However by this point the Jumo-powered examples of both designs had arrived for testing, and the 109's better streamlining and lower drag meant that it was considerably faster given the lower-power engine.
Even before the pre-production models arrived the contest was basically over. In March the RLM received news that the Spitfire had been ordered into production, and a form of mass panic broke out. On March 12 they released a document that basically contained the outcome of the contest, Bf 109 Priority Procurement. Nothing occurred over the summer to change their minds, and the RLM instructed Heinkel to re-design the He 112 radically, while ordering the Bf 109 into production.
The first Bf 109 model that went in serial production, the B-1, was fitted with the more powerful Jumo 210D engine. When the new Jumo 210E engine (rated at 670 hp (493 kW)) was developed, it was fitted to the cell of the Bf 109B, resulting in the Bf 109B-2. Both the B-1 and B-2 versions saw combat with the Condor Legion during the Spanish Civil War, in the process demonstrating that the armament was still inadequate. Thus the Bf 109 V8 was constructed to test the fitting of two more machine guns in the wings. In the following V9 prototype both wing guns were replaced by 20 mm MG FF cannons.
The short-lived Bf 109C series comprised the C-0 pre-production series, carrying four MG 17 machine guns; the identical C-1; and the C-2, which was armed with an additional machine gun in the nose, making a total of five MG 17 machine guns. The C-3 was tested with one 20 mm MG FF cannon in each wing, but only one prototype was ever produced.
The next model, the V10 prototype, was identical to the V8, except for its Jumo 210Ga engine (later models carried a Daimler-Benz DB600A). The V10, V11, V12 and V13 prototypes were built using Bf 109B airframes, and tested the DB600A engine with the hope of increasing the performance of the aircraft. However the DB600A was found to be unreliable, and as the improved DB601A was to soon become available the DB600A was dropped.
The production version E-1 kept the four MG 17 but many of them were later field modified to E-3/E-4 weapon standard by exchanging the wing-mounted MG 17 with MG-FF(/M) cannons. The E-1/B was the first operational use of a Bf 109 as fighter bomber with a 250 kg bomb carried under its fuselage and was usually built with the DB601Aa. The E-2 was not built for unknown reasons.
To improve the performance of the Bf 109E, the last two real prototype planes were constructed, the V16 and V17. They got some structural improvements and stronger armament. These prototypes were the basis of the Bf 109E-3 version. They were armed with the MG 17 and one MG FF cannon in each wing. The E-3 also received heavier armor than the E-1 and optional an improved DB601Aa with 1,100 and 1,175 hp respectively. The E-3a was an export version without equipment classified as secret.
The E-3 was replaced by the E-4 (with many airframes being upgraded to E-4 standards starting at beginning of the Battle of Britain) which was different in some small details, most notably by the modified MG-FF/M wing cannon and by improved head armor for the pilot. The MG FF/M fired a new and improved type of explosive shell, called Minengeschoß (or 'mine-shell') which was made by drawn steel (the same way brass cartridges are made) instead of being cast as was the usual practice. This resulted in a shell with a thin but strong wall, which hence had a larger cavity in which to pack a much larger explosive charge than was otherwise possible. The new shell required modifications to the MG FF's mechanism due to the different recoil characteristics, hence the MG FF/M.
The canopy was also revised to an easier-to-produce, "squared-off" design, and stayed fairly unchanged until the G-10 (see below). The E-4 would be the base for all further Bf 109 E developments. Some E-4 and later models got a further improved 1,175 hp (875 kW) DB601N high-altitude engine resulting in a slightly changed model number like E-4/N, first appearing in July 1940. The DB601N was the standard engine used in most E-6 and onwards production versions.
The E-3 and E-4 saw heavy action during the Battle of Britain, especially the former. The fuel-injected DB601 engine of the Bf 109 proved most useful against the British Supermarine Spitfire and Hawker Hurricane fighters, as the British fighters used gravity carburetor engines, which would cut out under negative g forces whereas the DB601 did not. The Bf 109s thus had the initial advantage in dives, either during attack or to escape. The Spitfire proved a formidable opponent, being slightly faster and somewhat more maneuverable at medium to high speeds than the Bf 109 (the latter due to the Bf 109's high wing loading). On the question of comparative turning circles in combat Spitfires and Hurricanes benefited from their lower wing loading compared with the Bf109; 22 to 24 pounds per square foot on the RAF machines against 32 pounds per square foot for the Bf 109. Royal Aircraft Establishment tests with a captured Bf 109 showed the Spitfire's turning circle — without height loss — was 696 feet (212 m) in radius (the Hurricane's would be slightly tighter) while the 109's was 885 feet (270 m) radius according to British calculations using assumed values as basis. According to the German manuals however, the smallest turning circle was 170 m, and fighter pilots on both sides claim they would out-turn their opponents in combat. The Bf 109 enjoyed good handling near stalling speeds as it was particularly forgiving then. Firepower between the two main antagonists was comparable, with the Spitfire's eight .303 inch machine guns versus the Bf 109's two 7.92 mm MG17 machine guns and two 20 mm MG FF cannon. However, the MG FF occasionally jammed and had a small (60-round) ammunition capacity. To be fair, when the Spitfires were later upgraded to two 20 mm Hispano-Suiza cannon, the British initially had serious jamming problems of their own with the new weapon. RAF pilots who tested captured Bf 109s liked the engine and throttle response but criticised the high speed handling characteristics, poorer turning circle, greater force required on the control column at speed and the thick framing of the cockpit glazing which they felt created blindspots in the pilot's field of vision.
It should also be noted that throughout its life the Bf 109 suffered from ground accidents due to "swing" on takeoff and landings. It has been suggested that 5% of all 109s were lost this way, or even one third; the Luftwaffe's loss records on the other hand show that approximately 1% of the Bf 109s had suffered landing incidents or accidents at the beginning of its career, a figure comparable to the other monoplane fighters introduced at the time. This feature was, however, more of a problem with rookie pilots, especially during later stages of the war.
Bf 109E variants and sub-variants
Externally the Bf 109F differed from the E-series, resulting from many aerodynamic improvements. The stabilizer struts were removed, the cowling was shaped to be more streamlined, the big underwing radiators were much smaller, the opening for the supercharger was improved to a round one from F-1 variants on, the flaps were completely changed, the wingspan was increased to 9.92 m, and the wing tips now were formed elliptically, which supposedly caused some confusions with the Spitfire. The redesigned wing made the internal mounting of guns impractical, so armament was revised. The armament of the Bf 109F consisted of the two MG 17 above the engine plus a cannon firing through the propeller hub: The early F versions were equipped with the MG FF/M cannon, the F-2 got the 15 mm MG 151, and from F-4 on the 20 mm MG 151/20 was used. Several aces, particularly Oberst Adolf Galland, criticised the light armament as inadequate for the average pilot.
The first Bf 109F planes were not well tested, and so some planes crashed or nearly crashed, due to vibrations which caused either the wing surface to curve or break, or caused the stabilizer to break away. In one such accident, the commander of JG2 "Richthofen", Wilhelm Balthasar lost his life when he was attacked by a Spitfire during a test flight. Making an evasive maneuver, his wings broke away and Balthasar was killed when his plane hit the ground. When the wreck was investigated, not a single bullet hole was found. However, the teething problems were subsequently solved, and pilots generally agreed that the F series were the best-handling of all the Bf 109 series.
Bf 109F variants and sub-variants
The G-6 model, the most produced Bf 109 version, had very heavy armament. The G-6/U4 variant with Rüstsatz R6 was armed with two 13 mm MG 131 above the engine, a 30 mm MK 108 cannon shooting through the propeller hub and one 20 mm MG 151/20 in a 'pod' under each wing. The G-6 was very often fitted with assembly sets, used to carry bombs or a drop tank, for use as nightfighter, or to increase fire power by adding rockets or extra guns.
Many subsequent Bf 109G versions were modified older Bf 109Gs. So the G-10 was not a uniform type, but consisted of all kinds of Bf 109Gs being transformed partially to Bf 109G-10 specifications as well as completely new aircraft builds. The most recognizable change was the optional use of the "ERLA-Haube" canopy, sometimes referred to (incorrectly) as the 'Galland' hood. This canopy improved the pilot's view by reducing the number of support struts, which was often criticized before. The Bf 109G-10, also nicknamed "Super-Bulge" (German: "Super-Beule"), saw a refinement of the bulges covering the breeches of the cowl mounted MG 131, these taking on a more elongated and streamlined form. A similar varying product was the Bf 109G-12. This was a two-seat trainer version of the Bf 109 and was rarely armed. The G-14 was basically a late-war Bf 109G-6 with some parts (e.g. the tailfin) made of wood because of the shortage of strategic materials, especially aluminium.
Bf 109G variants and sub-variants Variants could be equipped with a "Rüstsatz" add-on kit (field modification) or a "Umrust-bausatz", or Umbau, conversion kit (factory conversion). In either case, the modified aircraft were identified with either an /R or /U suffix, eg. Bf 109G-10/U4.
Common Umrust-Bausatz * numbers
Common Rüstsatz numbers
Known Variants
In the K-6, K-8 and K-14, the armament saw some changes. The K-6 like the K-8 was planned to carry two MG 131 above its engine, one MK 108 under each wing and a MK 103M behind its propeller hub. The engine gun was changed in the K-14 and replaced by an MK 108.
Only the K-4 saw action in numbers, approximately 1,700 being delivered by factories before the end of hostilities. Armament consisted of a 30 mm MK 108 engine-mounted cannon with 65 rounds and two 13 mm MG 131 in the nose with 300 rounds each, and there was the capacity to carry additional equipment such as a droptank, bombs up to 500 kg, or underwing 20 mm gondolas or 210 mm rockets (as on the Gustav models); the latter two however, were rarely used due to marauding Allied fighters calling for performance.
The Bf 109 K-4 was the fastest 109 of WWII reaching ~715 km/h (445 mph) at 7,500 m altitude; improved propellers were being developed when the war ended which would boost the speed to 727 km/h (452 mph), or even 741 km/h (460 mph). Rate of climb was outstanding, up to 24.5 m/s at sea level. With such improvements in performance, the Bf 109 remained comparable to the highest performance Allied or Soviet fighters until the end of the war.
Following the flight tests, especially the catapult tests, a series of 70 T-1 with DB601N engine was to be produced at Fieseler in Kassel, but after seven T-1 were built, the carrier project was canceled. The remaining 63 of 70 T-1 were built as T-2 without carrier equipment and all T-1 "upgraded" to T-2 standard. These planes were assigned to JG5 "Eismeergeschwader", deployed in Norway. The armament of the Bf 109T consisted of two MG 17 above the engine and one MG FF/M cannon in each wing.
Interest in the Graf Zeppelin returned when the value of aircraft carriers became obvious, and in 1942 the ship was back in the yards for completion. By this time the Bf 109T was hopelessly outdated and a new fighter would be needed. Messerschmitt responded with the updated Me 155A series, but work on the ship was again canceled and the Me 155 was later re-purposed as a high-altitude interceptor.
In April 1944 12 further G-6 aircraft were acquired in exchange for the destruction of a highly secret Messerschmitt Me 110G nightfighter which made an emergency landing in Switzerland. The Swiss Air Force used their Bf 109Gs until 1946.
During the war the Swiss aircraft were painted in more and more colorful markings to avoid confusion with German 109s.
On May 10, 1940 air combat between Switzerland and Germany was initiated. Several Swiss Bf 109s engaged a German Dornier Do 17 near the border at Bütschwil; in the ensuing exchange of fire, the Dornier was hit and eventually forced to land near Altenrhein. The scene was repeated on May 16 when a German He 111 returned from France by way of Swiss airspace. Two Swiss fighters jumped the light bomber when it dropped down below cloud cover to de-ice its wings. The German aircraft was hit by machine gun fire and was further damaged by anti-aircraft fire near Zürich. Two injured flyers parachuted; the other two crew members went down with the plane and were captured.
On June 1 when the Germans sent 36 He 111s through Swiss airspace, Switzerland sustained its first casualty. Sub. Lt. Rudolf Rickenbacher was killed when his Bf 109 caught fire after being hit in the fuel tank by enemy fire.
On June 8 a C-35 observation plane, a relic biplane, was attacked over the Jura Mountains by two German Bf 110s. The pilot and observer were killed. Later on the same day, Swiss Captain Lindecker led about fifteen Swiss fighters against twenty-eight German planes. The Swiss pilots again displayed their ability in air to air combat, knocking three of the German planes from the sky and severely wounding the crew in a fourth. A Swiss Bf 109 was hit and damaged in the dogfight.
By the end of the war 17 109s were left. These were stored until 59 more were acquired from Bulgaria. The new Yugoslav Air Force used a mix of G-2, G-6, G-10 and G-12 aircraft until about the middle of 1952.
In Spain, two versions of the Bf 109G-2, the Hispano Aviacion Ha 1112 "Tripala" and "Buchon", * were built under license, the former with the Hispano-Suiza engine, and later with the same Rolls-Royce Merlin engines which had powered Spitfires. Many of these aircraft have been used for theatrical purposes, posing as Emils and Gustavs in Battle of Britain and Tuskegee Airmen, respectively. These modifications were carried out in the Hispano Aviacion factory in Seville.
The original Bf 109, produced before 1945, remained in service a long time after the war. The former German ally Romania used its Bf 109s until 1955. The Finnish Air Force did not retire their Bf 109Gs until the 13th of march 1954. Hungarian 109s, conversely, were destroyed in Germany by their own crews on 6th May 1945. The Spanish Hispanos, however, flew longer. Some were still in service into the late 1960s. They appeared in films (notably The Battle of Britain) playing the role of the Bf 109. Some Hispano airframes were sold to museums, which rebuilt them as Bf 109s. The Swiss used their Bf 109Gs well into the 1950s.
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