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War
ÀüÀï(îúî³)
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| The Technology of War |
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| 3 MODERN WEAPONS AND WEAPON SYSTEMS |
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Aircraft have been a fundamental part of
military power since the mid-20th century. Generally speaking, all military
aircraft fall into one of the following categories: fighters, which
secure control of essential airspaces by driving off or destroying enemy
aircraft; bombers, which are larger, heavier, and less maneuverable craft
designed to attack surface targets with bombs or missiles; ground-support, or
attack, aircraft, which operate at lower altitudes than bombers
and air-superiority fighters and attack tanks, troop formations, and other
ground targets; transport and cargo planes, big-bodied craft with large amounts
of interior space for carrying weapons, equipment, supplies, and troops over
moderate or long distances; and helicopters, which are rotary-winged aircraft
used for ground support, to transport assault troops, and for short-distance
transport and surveillance. (see also attack aircraft,
fighter aircraft ) |
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Gas generator, the invention of Professor T.S.C. Lowes, filling the
balloon "Intrepid."
U.S.
Department of Defense; Brady Collection
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When the first practical aircraft were
produced, in the form of hot-air and hydrogen balloons
in 1783, they were adopted quickly for military duties. In 1793 the French
Convention authorized formation of a military tethered-balloon organization, and
a company of "Aérostiers" was formed on April 2, 1794. Two
months later the first military reconnaissance from such a balloon was made
before the city of Maubeuge. Until the Aérostiers were disbanded in 1799,
their reports contributed to the success of French armies in many battles and
sieges. Similar reconnaissance balloons were used later by other armies, notably
by both armies during the American Civil War and by the British in Africa from
1884 to 1901. |
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True military aviation began with the
perfection of the navigable airship in the late 19th century and the airplane in
the first decade of the 20th century. The brothers Wilbur
and Orville Wright, who made the first powered,
sustained, and controlled flights in an airplane on Dec. 17, 1903, believed such
an aircraft would be useful mainly for military reconnaissance. When they
received the first contract for a military airplane from the U.S. government in
February 1908, it called for an aircraft capable of carrying two persons at a
speed of at least 40 miles (64 kilometres) per hour for a distance of 125 miles.
The aircraft they delivered in June 1909 was listed as "Airplane No. 1,
Heavier-than-air Division, United States aerial fleet." |
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The most formidable aircraft of the
years before World War I were airships rather
than airplanes. Airships were large, self-propelled craft usually consisting of
a rigid, fabric-covered metal frame within which were gas bags containing a
lighter-than-air gas such as hydrogen. The most ambitious examples of this type
of craft were the huge airships designed and built in Germany by Ferdinand,
Count von Zeppelin.
A typical zeppelin could carry five 110-pound (50-kilogram) high-explosive bombs
and 20 6.5-pound incendiary bombs at a time when most military airplanes were
without any form of weapons, being intended only for reconnaissance. |
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Experiments with arming airplanes were
made spasmodically after 1910, when August Euler took out a German patent on a machine-gun
installation. Bombing techniques evolved simultaneously. Dummy bombs were
dropped on a target in the form of a ship by the American designer Glenn
Curtiss on June 30, 1910. This test was followed by the dropping of a
real bomb and the devising of the first bombsight. In England the Royal
Flying Corps (RFC) fitted some of its aircraft with bomb carriers, which
consisted of a kind of pipe rack beside the observer's cockpit in which small
bombs were retained by a pin. The pin was pulled out over the target by tugging
on a string. It was primitive but it worked. The Naval Wing of the RFC
subsequently attempted to drop torpedoes from Short and Sopwith seaplanes, with
some success, and efforts were soon under way to develop means to launch and
recover such craft on shipboard. In 1910-11 a Curtiss biplane had been flown
from and onto wooden platforms erected over the decks of anchored U.S. Navy
cruisers, and in May 1912 a pilot of the Naval Wing, RFC, flew a Short S.27
biplane from HMS Hibernia while the
ship was steaming at 10.5 knots. The following year the old cruiser Hermes was fitted with a short deck from which seaplanes took off on
wheeled trolleys that were fitted under their floats and dropped away as the
machines became airborne. |
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Thus, by 1914, reconnaissance, bomber,
and carrier-based aircraft all were evolving, and some had been used in combat.
The first use of an airplane in war was on Oct. 23, 1911, during the Italo-Turkish
War, when an Italian pilot made a one-hour reconnaissance flight over
enemy positions near Tripoli, Libya, in a Blériot XI monoplane. The first
bombing raid came nine days later, when a pilot dropped four grenades on Turkish
positions. The first reconnaissance photographs of enemy positions were taken on
Feb. 24-25, 1912, in the same conflict. |
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At the start of the war the German
armed forces had 10 zeppelins and three smaller airships, but this impressive
offensive capability was largely offset by the highly explosive nature of the
hydrogen gas that gave the zeppelins their lifting power. After losing three
zeppelins in daylight raids over heavily defended areas in the first month of
the war, the army abandoned airship operations, but the navy, with its battle
fleet blockaded in port by the Royal Navy, mounted a night bombing
offensive--the first aerial strategic bombardment campaign in history. (see also
United Kingdom) |
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The finest of the zeppelins was the
LZ-70; this craft was 740 feet (220 metres) long, was able to fly above 16,000
feet, and had a range of 7,500 miles. The LZ-70 was shot down late in the war,
however, and large rigid (metal-framed) airships were never again employed as
combat aircraft. Smaller, nonrigid airships were used throughout World War I by
the British for antisubmarine patrol, convoy escort, and coastal reconnaissance,
achieving a remarkable record of protecting coastal convoys from German
submarines. They were revived by the U.S. Navy during World War II for the same
use. |
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Unpowered, captive balloons also were
used extensively for observation and artillery spotting in World War I, but by
World War II they had become so vulnerable that they were used only as unmanned
antiaircraft barrage balloons. Anchored to the ground or ships by cables, they
compelled attacking enemy aircraft to fly high to avoid the cables; they also
brought down many German pilotless V-1 "buzz bombs" over England in
1944-45. |
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At the outbreak of World War I,
heavier-than-air craft were used only for visual reconnaissance, since their
feeble engines could carry little more than a pilot and, in some cases, an
observer aloft. They soon proved their worth in this mission, however, and RFC
aviators provided reconnaissance that enabled the British and French armies to
counterattack in the decisive Battle of the Marne on Sept. 6-12, 1914, turning
back the invading Germans just short of Paris. |
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More powerful engines and better
aircraft designs soon made possible specialized reconnaissance aircraft that
could fly at high altitudes to avoid interception. The Germans, for example, had
Rumpler two-seaters in service by 1917 that could operate as high as 24,000
feet. Radios were carried aloft to permit aerial observers to spot and adjust
artillery fire, at first with transmitters only and then, as radios became
lighter, with receivers for two-way communication. |
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The importance of aerial reconnaissance
and artillery spotting (particularly the latter) made it clear that the
belligerent able to deny the enemy use of airspaces above the battlefield would
enjoy enormous advantages. This realization led to the emergence of fighters as
a distinct category of aircraft. In the early days of the war, pilots and
observers blazed away at enemy aircraft with pistols, rifles, and even shotguns,
but to little effect. Machine guns were the obvious solution. In 1913 the
Vickers company in Britain had exhibited a two-seat biplane of pusher
configuration (i.e., with the
propeller behind the engine) that was armed with a machine gun fired by an
observer who sat ahead of the pilot in a tublike crew compartment. A development
of this machine, the Vickers F.B.5 Gunbus, entered service in early 1915 as the
first production aircraft designed from the outset with air-to-air armament. The
French armed similarly configured Voisin pushers with machine guns (one had shot
down a German aircraft as early as Oct. 5, 1914), but, burdened with the extra
weight of observer and gun, such aircraft were slow and unmaneuverable, and
their successes were mostly the result of accidental encounters. Light,
single-seat aircraft of tractor configuration (i.e., with the propeller at the nose) had much better performance,
but efforts to arm them with machine guns firing at an angle to avoid hitting
the propeller produced little success. |
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The solution to the problem emerged in
the spring of 1915 in the form of an interrupter gear, or gun-synchronizing
device, designed by the French engineer Raymond Saulnier. This regulated a
machine gun's fire so as to enable the bullets to pass between the blades of the
spinning propeller. The interrupter itself was not new: a German patent had been
taken out on such a device by the Swiss engineer Franz Schneider before the war.
The real breakthrough was made by Roland Garros,
a famous sporting pilot before the war and a friend of Saulnier, who perceived
that a machine gun fitted with such a device and mounted rigidly atop the
fuselage could be aimed accurately simply by pointing the airplane in the
desired direction. Though the French machine gun had a tendency to "hang
fire," so that steel deflector plates had to be fitted onto the rear of the
propeller blades to prevent their being shot off, Saulnier quickly perfected his
device and fitted it to Garros's Morane L monoplane. With this machine, Garros
shot down three German aircraft on April 1, 13, and 18. Then, on April 19,
Garros himself force-landed with a ruptured fuel line and was taken prisoner.
His efforts to burn his aircraft failed, and the secrets of Saulnier's
interrupter gear were laid bare. The Germans reacted quickly, putting the
designer Anthony Fokker to work on a similar
device. With Saulnier's gear as his inspiration (and perhaps drawing on earlier
German work), Fokker swiftly came up with an efficient interrupter gear, which
he fitted onto a monoplane of his own design--ironically, a copy of a French
Morane. The result was the Fokker Eindecker ("monoplane"), which
entered service in July 1915 and reigned supreme in the air over the Western
Front until the following October--a period known among Allied aviators as the
"Fokker Scourge." |
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The Eindecker's mastery was ended by new
versions of the French Nieuport with a machine gun mounted above the top wing,
allowing it to fire clear of the propeller arc, and by British D.H.2 and F.E.2b
pushers with nose-mounted guns. Though a superb flying machine, the Nieuport was
limited by its light armament, while the two British machines had brought the
aerodynamically inefficient pusher configuration to its limit and were soon
outclassed. Thereafter, the pace of fighter development began to be set by
improvements in engine design--a phenomenon that was to persist well into the
jet age. |
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Most Allied fighters at that time were
powered by rotary radial engines (i.e.,
with the cylinders, arranged radially about the crankcase like the spokes of a
wheel, rotating around a stationary crankshaft). These engines were relatively
powerful in relation to their weight, but their large frontal areas produced a
great deal of drag, and the gyroscopic forces induced by their whirling mass
posed serious aircraft control problems. In mid-1916 Germany took the lead in
fighter design on the basis of its superb Daimler and Benz water-cooled, in-line
engines, such as those which powered the streamlined Albatros D.I, D.II, and
D.III series of fighters. These were faster than their Allied opponents and,
most important, could carry two machine guns without sacrificing performance.
The Albatros D.I pioneered a fighter configuration that was to prevail into the
1930s: a compact, single-seat, externally braced tractor biplane armed with two
synchronized machine guns mounted ahead of the pilot on the upper fuselage
decking and aimed with a simple ring-and-bead sight. Albatros fighters gave
British airmen a terrible drubbing above the Arras battlefield during the
"Bloody April" of 1917, but a new generation of French and British
fighters with more powerful engines soon tilted the balance toward the Allies.
Prominent among these were the French Spad fighters and the British S.E.5, both
powered by the Spanish-designed and French-built Hispano-Suiza watercooled V-8,
as well as the British Sopwith Camel and new versions of the French Nieuport,
powered by improved rotary radial engines. |
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Though Germany fell decisively behind
France and Britain in aircraft production in 1917, and thus lost the war in the
air, perhaps the definitive single-seat fighter of World War I was the Fokker
D.VII of 1918. Typically powered by a 160-horsepower Mercedes engine, the
D.VII was a fabric-covered biplane that differed from others in having a sturdy
fuselage structure of welded steel tubing. Armed with two machine guns, it had a
top speed of 117 miles per hour. Even more powerful engines made two-seat
fighters possible; the best of these was the British Bristol F.2b, powered by
the 220-horsepower, water-cooled Rolls-Royce Falcon, a V-12 engine that gave the
Bristol a top speed of almost 120 miles per hour. The F.2b was armed with a
synchronized machine gun for the pilot and two flexible machine guns for the
observer. |
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The Allies fielded specialized aircraft
for ground attack only at the very end of the war. Notable among these was the
Sopwith Salamander, a development of the Sopwith Camel with an armoured cockpit
and two machine guns firing downward through the floor at a fixed angle to rake
enemy trenches while flying low over them. The Germans produced a number of
specialized two-seat aircraft for this purpose--notably the Halberstadt CL.III
of 1917, which was armed with a forward-firing synchronized machine gun as well
as a flexible gun and racks of grenades for the observer. At the Battle of
Cambrai in November and December 1917, the Germans sent large formations of such
aircraft over the British trenches and into the rear areas with devastating
effect. By the end of the war, they were using numbers of armoured, all-metal
Junkers J.1 ground-attack aircraft, one of the most advanced machines to see
combat during the war. |
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The Allies fielded specialized aircraft
for ground attack only at the very end of the war. Notable among these was the
Sopwith Salamander, a development of the Sopwith Camel with an armoured cockpit
and two machine guns firing downward through the floor at a fixed angle to rake
enemy trenches while flying low over them. The Germans produced a number of
specialized two-seat aircraft for this purpose--notably the Halberstadt CL.III
of 1917, which was armed with a forward-firing synchronized machine gun as well
as a flexible gun and racks of grenades for the observer. At the Battle of
Cambrai in November and December 1917, the Germans sent large formations of such
aircraft over the British trenches and into the rear areas with devastating
effect. By the end of the war, they were using numbers of armoured, all-metal
Junkers J.1 ground-attack aircraft, one of the most advanced machines to see
combat during the war. |
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Equally significant progress was made in
naval flying in World War I. Three distinct categories of combat aircraft
emerged: long-range over-water reconnaissance and antisubmarine aircraft
operating from shore bases, shorter-range floatplane reconnaissance and fighter
aircraft, and ship-borne aircraft. Long-range flying boats (so called because
their fuselages were shaped like the hull of a boat) were used extensively by
the British. These pioneered the technique of searching for submarines with
methodical, mathematically developed search patterns. The German navy made
extensive use of reconnaissance and fighter floatplanes from Belgian coastal
bases to counter Allied air patrols and coastal naval operations. Some of these,
notably Hansa-Brandenburg machines designed by Ernst Heinkel, rivaled their
land-based equivalents in performance. (see also naval
aircraft) |
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The most efficient of the long-range
coastal-based airplanes were large, twin-engined flying
boats designed by Glenn Curtiss and others. Despite their bulk, these
aircraft were sufficiently fast and maneuverable to engage enemy zeppelins and
aircraft in combat. Curtiss' flying boats were the only aircraft of U.S. design
to see frontline combat service in World War I. |
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Carrier-based air power also advanced
rapidly. In early 1916 the first landplanes (British Sopwith Pups) were flown
off the 200-foot decks of primitive carriers that had been converted from
merchant ships, and on Aug. 2, 1917, a pilot landed a Pup on the takeoff deck of
HMS Furious while the ship was under
way. The concept of the true aircraft carrier
had been born. |
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Britain went on to develop more
formidable naval aircraft, and in October 1918 a squadron of Sopwith Cuckoos,
each able to carry an 18-inch torpedo, was embarked on HMS Argus. The war ended before the squadron could go into action; but
the RNAS had already used torpedoes dropped from Short seaplanes to sink enemy
ships in the Mediterranean, and the Cuckoo, with its modest top speed of 103
miles per hour and endurance of four hours, heralded the eventual demise of the
battleship in the face of air-power dominance at sea. (see also torpedo
plane) |
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Military air transport showed little
development in 1914-18. Aircraft were used on occasion to drop supplies to
cut-off or besieged forces, but the methods were primitive in the extreme: bags
of food, medical supplies, or munitions were dropped from bomb racks or simply
heaved over the side. (see also aviation) |
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Conversely, training made enormous
strides during the war. At the RFC School of Special Flying at Gosport, Eng.,
Major Robert Smith-Barry introduced a curriculum based on a balanced combination
of academic classroom training and dual flight instruction. Philosophically,
Smith-Barry's system was based not on avoiding potentially dangerous maneuvers
(as had been the case theretofore) but on exposing the student to them in a
controlled manner so that he could learn to recover from them, thereby gaining
confidence and skill. Technologically, it was based on the Avro 504J, a
specialized training aircraft with dual controls, good handling characteristics,
adequate power, and in-flight communication between instructor and student by
means of an acoustic system of soft rubber tubing--the so-called Gosport tube.
For the first time, military pilots flew into action as masters of their
airplanes. The Gosport system of training was eventually adopted at training
schools throughout the world, remaining the dominant method of civil and
military flight instruction into the jet age. |
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In the two decades between the end of
World War I and the start of World War II, military aviation underwent a
complete transformation. The typical combat aircraft of 1918 was a
fabric-covered, externally braced biplane with fixed landing gear and open
cockpits. Few aero engines developed as much as 250 horsepower, and top speeds
of 120 miles per hour were exceptional. By 1939, the first-line combat aircraft
of the major powers were all-metal monoplanes with retractable landing gear.
Powered by engines that developed 1,000 horsepower or more and that were
supercharged to permit flight at altitudes above 30,000 feet, fighters were
capable of exceeding 350 miles per hour, and some bombers flew faster than 250
miles per hour. Gyroscopically driven flight instruments and electrical cockpit
lighting permitted flying at night and in adverse weather. Crews were seated in
enclosed cockpits, were provided with oxygen for breathing at high altitudes,
and could converse with other aircraft and ground stations by voice radio.
Parachutes, worn by a few German fighter pilots in the last days of World War I,
were standard equipment. |
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Most of these changes occurred after
1930. The end of World War I left the victorious Allies with huge inventories of
military aircraft, and this combined with economic strictures and a lack of
threat to retard the development of military aviation in the 1920s. Provisions
of the Treaty of Versailles prohibiting developments in military aviation had
the same effect in Germany. Nevertheless, advances in key technologies, notably
high-performance aero engines, continued. The U.S. government, for instance,
sponsored a systematic program of aerodynamic research under the aegis of the
National Advisory Committee for Aeronautics (NACA), which was to yield enormous
dividends in aircraft performance through drag-reduction, engine-cooling, and
airfoil technologies. Still, the most significant technical advance in the 1920s
was the abandonment of wooden structures in favour of metal frames (still
fabric-covered) to provide the strength needed to cope with increasingly
powerful engines and to resist harsh climates around the world. |
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When more drastic changes came, they
emerged not from military requirements but from civilian air racing,
particularly the international seaplane contests for the coveted Schneider
Trophy. Until the appearance of variable-pitch propellers in the 1930s, the
speed of landplanes was limited by the lengths of existing runways, since the
flat pitch of high-speed propellers produced poor takeoff acceleration.
Seaplanes, with an unlimited takeoff run, were not so constrained, and the
Schneider races, contested by national teams with government backing, were
particularly influential in pushing speeds upward. During the 1920s the Curtiss
company built a remarkable series of high-speed racing biplanes for the U.S.
Army Air Corps and Navy. These were powered by the innovative D-12, a
12-cylinder, liquid-cooled engine, also of Curtiss design, that set
international standards for speed and streamlining. One of the Curtiss planes,
an R3C-2 piloted by Lieutenant James Doolittle,
won the 1925 Schneider race with a speed of 232.5 miles per hour--in sharp
contrast to the winning speed of 145.62 miles per hour in 1922, before the
Curtiss machines took part in the event. The influence of the Curtiss engine
extended to Europe when British manufacturer C.R. Fairey, impressed with the
streamlining made possible by the D-12, acquired license rights to build the
engine and designed a two-seat light bomber around it. The Fairey Fox, which
entered service in 1926, advanced the speed of Royal Air Force (RAF) bombers by
50 miles per hour and was faster than contemporary fighters. Nor were British
engine manufacturers idle; when the U.S. Army and Navy standardized on
air-cooled radial engines in the 1920s, Curtiss ceased developing liquid-cooled
engines, but British engine designers, partly inspired by the D-12, embarked on
a path that was to produce the superlative Rolls-Royce Merlin. |
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The year that Doolittle won the
Schneider Trophy, an even more revolutionary design appeared--the S.4 seaplane
designed by R.J. Mitchell of the British
Supermarine Company. A wooden monoplane with unbraced wings, the S.4 set new
standards for streamlining, but it crashed from wing flutter before it could
demonstrate its potential. Nevertheless, it was the progenitor of a series of
monoplanes that won the trophy three times, giving Britain permanent possession
in 1931. The last of these, the S.6B, powered by a liquid-cooled Rolls-Royce
racing engine with in-line cylinders, later raised the world speed record to
more than 400 miles per hour. The S.6B's tapered fuselage and broad, thin,
elliptical wings were clearly evident in Mitchell's later and most famous
design, the Spitfire. |
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In the United States the Thompson
Trophy, awarded to the winner of unlimited-power closed-circuit competitions at
the National Air Races, was won in 1929 for the first time by a monoplane, the
Travel Air "R" designed by J. Walter Beech. Powered by the Wright
Cyclone, a 400-horsepower radial engine with a streamlined NACA cowling that
contributed 40 miles to its maximum speed of 235 miles per hour, the
"R" handily defeated the far more powerful Curtiss biplanes flown by
the army and navy. Embarrassed, the military withdrew from racing--and the army
soon ordered its first monoplane fighter, the Boeing P-26. In 1935 the
industrialist Howard Hughes set a world
landplane speed record of 352 miles per hour in a racer designed to his own
specifications and powered by a 1,000-horsepower, twin-row radial engine built
by Pratt & Whitney. The Hughes H-1 was a low-wing monoplane built with
unbraced wings with a "stressed-skin" metal covering that bore stress
loads and thereby permitted a reduction in weight of the internal structure.
These features, along with a flush-riveted, butt-joined aluminum fuselage, an
enclosed cockpit, and power-driven, retractable landing gear folding flush into
the wing, anticipated the configuration, appearance, and performance of the
fighters of World War II. |
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By the 1930s the advantages of
monoplanes with unbraced wings and retractable landing gear were evident, and
fighters of this description began to appear. The first of these to see
operational service was the Soviet I-16, designed by Nikolay Polikarpov. The
I-16 first flew in 1933 and enjoyed considerable success against German and
Italian biplanes in the Spanish Civil War of 1936-39. Powered by a radial engine
derived from the Wright Cyclone, it had manually retracted landing gear and an
open cockpit; its armament of four 7.62-millimetre machine guns, two in the
wings and two in the engine cowling, was heavy for the time. |
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As the I-16 entered combat in Spain, two
important British fighters were under development: the Supermarine Spitfire, a
cleanly elegant fighter of stressed-skin aluminum construction, and the Hawker Hurricane,
a more traditional design with a structural frame of welded steel tubes and a
fabric covering over the rear fuselage. Both were powered by a Rolls-Royce
Merlin engine of some 1,200 horsepower, and both carried an unprecedented
armament of no fewer than eight .303-inch Browning machine guns, mounted in the
wings outboard of the propeller arc so that no interrupter gear was needed.
Meanwhile, in Germany the nascent Luftwaffe (Air Force) was taking delivery of
the first versions of the Bf 109, designed by
Willy Messerschmitt for the Bayerische Flugzeugwerke ("Bavarian Aircraft
Factory"). Like the Spitfire, the Bf 109 was a low-wing monoplane of
all-metal, stressed-skin construction. Early versions, fitted with fixed-pitch
propellers, fought on a par with the I-16 in Spain, but later versions, powered
by a Daimler-Benz engine that was equivalent to the Merlin and fitted with
variable-pitch propellers for optimal performance at low and high altitudes,
totally outclassed the Russian fighter. |
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Bombers evolved in parallel with
fighters, changing to high-strength metal construction in the late 1920s and to
monoplane design, which brought higher speeds, in the early 1930s. In 1931 the Boeing
Aircraft Company produced the B-9 bomber. Anticipating all-metal
fighters, the B-9 was the first operational combat aircraft with all-metal
cantilever monoplane design, semiretractable undercarriage, and variable-pitch
propellers. Two 600-horsepower engines gave it a speed of 188 miles per hour,
representing a 50-percent improvement over the biplane bombers then in service,
without any reduction in bombload. Within months of its first flight, the B-9
was overshadowed completely by the Martin B-10 of 1932, which brought the
biggest single advance in bomber design since the Handley Page night bomber of
World War I. To the innovations of the B-9 it added enclosed cockpits and an
internal bay for its 2,260-pound bombload. Maximum speed went up to 213 miles
per hour, making the B-10 faster than the fighters of its day. Following this
success, Boeing built in 1935 a four-engined craft known as the Model 299, which
became the prototype of the B-17 Flying
Fortress. This famous plane was based on the concept that a bomber could
penetrate to any target in daylight as long as it had sufficient defensive
armament to battle past fighter opposition. Gun turrets for defensive machine
guns had already been pioneered by Machines Motrices in France, and a
license-built version of their turret had appeared on the British Boulton Paul
Overstrand bomber in 1934. Meanwhile, the U.S. Army Air Corps claimed that its
highly secret Norden bombsight provided such accuracy that "a bomb could be
placed in a pickle barrel from 20,000 feet." |
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An important type of bomber to emerge in
the interwar period was the dive-bomber,
designed to release its bombs at a low point of a steep dive. Accuracy was
maintained by the use of airbrakes, which were flaps that could be extended
outward to slow the dive by increasing the aircraft's drag. The dive-bomber as a
distinct type of aircraft was a product of tests undertaken during the 1920s by
the U.S. Navy. These demonstrated the advantages of bombing the lightly armoured
upper decks of warships and resulted in the appearance of the first real
dive-bomber, the Curtiss F8C Helldiver, in 1929. Impressed by a Helldiver
demonstration, the Luftwaffe, whose doctrine stressed the direct support of
ground forces, requested a more advanced aircraft with similar capabilities. The
result was the Ju 87 "Stuka" (for Sturzkampfflieger,
or "dive-bomber"), which gained a fearsome reputation for
destructiveness during the Spanish Civil War. |
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By the 1930s, ship-based aircraft were
fitted under the tail with arrester hooks that engaged cables strung across the
landing deck in order to bring them to a halt after landing. Folding wings then
enabled them to be taken by elevator to below-deck hangars. Japanese and U.S.
aircraft carriers had mixed complements of single-seat fighters, dive-bombers,
and torpedo planes; the Royal Navy pursued a less successful course, developing
two-seat reconnaissance fighters, such as the Fairey Fulmar, which were
outperformed by their land-based equivalents. |
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Air superiority was crucial to the
outcome of most of the decisive campaigns of World War II, and here the
performance of single-seat fighters was generally the critical factor.
First-class fighters required extremely powerful aero engines suitable for
compact, low-drag installation, and in this respect Britain, Germany, and the
United States were in a class by themselves. The only significant exception was
the Japanese Mitsubishi A6M carrier fighter, known as the Zero.
Designed by Horikoshi Jiro, the Zero was so remarkably strong and light that it
achieved first-class performance with a second-class engine--though at the cost
of being vulnerable to battle damage. |
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A Lockheed P-38 Lightning
By
courtesy of Lockheed Corporation
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The outstanding fighters of the early
war years (1939-41) were the Spitfire, Bf 109 (known to the wartime Allies as
the Me 109), Zero, Hurricane, and Grumman F4F Wildcat (this last a U.S. Navy
fighter powered by a turbosupercharged, twin-row radial engine by Pratt &
Whitney). The Lockheed P-38 Lightning (see photograph),
a novel twin-boom interceptor designed before the war by Clarence
("Kelly") Johnson, had exceptional performance, but until 1943 it was
available only in small numbers. The main U.S. Army Air Force fighters of the
early war, the Curtiss P-40 Warhawk and the Bell P-39 Airacobra, were badly
outclassed by the Bf 109 and Zero as a result of production decisions that
deprived their high-performance Allison engines of scarce turbosuperchargers,
assigning them instead to bombers. The best Soviet fighters were similarly
outclassed: the MiG-3, designed by a bureau headed by Artem Mikoyan and Mikhail
Gurevich, was fast, but it had marginal handling characteristics at low
altitudes, and the performance of Semyon Lavochkin's LaGG-3 was ruined by a
disastrously heavy airframe. |
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The Spitfire and Hurricane were
determined opponents of the Bf 109 during the Battle
of Britain, the first battle fought entirely in the air. The German
fighter was armed with two machine guns in the cowling and two wing-mounted
cannon firing 20-millimetre exploding shells. Aerial cannon, perfected by the
Germans during the war, was intended to ensure the greatest possible destruction
against metal-skinned aircraft in the short periods during which a target could
be kept in the gunsights at rapidly increasing speeds. It was superior in
fighter-to-fighter combat, while the massed batteries of .303-inch machine guns
in the British fighters were highly effective in destroying bombers. Aiming was
accomplished by gyroscopic lead-computing gunsights that projected the aim point
onto a transparent screen in front of the pilot. |
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More powerful and heavily armed versions
of the Spitfire and Bf 109 were tactically viable through the end of the war,
but they were hampered by a short radius of action (the farthest distance to
which they could fly, engage in combat, and return to base). In 1942-43,
fighters began to enter service fitted with newer and more powerful engines and
designed on the basis of the most recent aerodynamic data. Notable among these
were the German Focke-Wulf Fw 190, designed by
Kurt Tank, and the U.S. Republic P-47
Thunderbolt, Grumman F6F Hellcat, and North
American P-51 Mustang. All were heavily armed,
the Fw 190 with as many as two 7.6-millimetre machine guns and four
20-millimetre cannon, the P-47 eight .50-inch machine guns, and the F6F and P-51
six .50-inch machine guns. The Fw 190, P-47, and F6F had distinctively bulky
fuselages widened to accommodate their twin-row radial engines, while the
slimmer P-51, designed in 1940 by J.H. ("Dutch") Kindleberger under a
British contract, was fitted with in-line engines and incorporated the latest
drag-reduction and airfoil data provided by NACA. Powered by the Rolls-Royce
Merlin, the P-51 became the outstanding high-altitude escort fighter of the war.
It was at least competitive with contemporary versions of the Spitfire, Bf 109,
and Fw 190 in speed, rate of climb, and maneuverability, but it had a more
spacious fuselage, a more efficient wing, and, fitted with droppable fuel tanks,
a far greater radius of action of more than 1,000 miles. During 1943 the Soviet
Red Air Force also gained technical parity with the Luftwaffe with its
radial-engined Lavochkin La-5 and La-7 and the in-line-powered Yakovlev Yak-3
and Yak-9. |
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By war's end, piston-engined fighter
technology reached its peak in later versions of the Fw 190, powered by in-line
Jumo engines by Junkers, and in the Hawker Tempest, powered by the massive
2,200-horsepower, 24-cylinder, in-line Napier Sabre. Armed with four
20-millimetre cannon and able to attain speeds in excess of 435 miles per hour,
the Tempest was the fastest piston-engined fighter ever to see service. |
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During the Battle of Britain, the RAF
converted twin-engined bombers such as the Bristol Blenheim into night fighters
by installing offensive ordnance and radar, but these had little success, since
they were no faster than their prey. On the other hand, Messerschmitt's Me 110,
a disastrous failure as a twin-engined, two-seat day fighter, became highly
successful at night fighting, as did similarly modified Ju 88 bombers. The RAF
later used radar-equipped versions of the de Havilland Mosquito to protect its
bombers during the battle for the night skies over Germany in 1943-45. |
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The most effective attack aircraft of
the war was the Soviet Ilyushin Il-2 Stormovik.
Heavily armoured for protection against ground fire and defended by a gunner in
the rear of the two-seat cabin, the Il-2 could fly at up to 280 miles per hour
at treetop level and was able to attack ground targets with cannons, bombs, and
rockets. It was the first close-support type to employ rockets in vast
quantities and had a great influence on the adoption of such weapons by other
Allied forces. Another important ground-attack aircraft was Britain's Hawker
Typhoon, originally intended to be a high-altitude fighter but limited to low
altitudes by its thick wing. Armed with rockets and 20-millimetre cannon, it
specialized in attacking trains, tanks, and other moving ground targets. |
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The Stuka
dive-bomber was used to great effect during the invasions of Poland, France, and
the Low Countries in 1939-40, but its slow speed rendered it vulnerable to
fighter attack. The Germans' principal bombers of the Battle of Britain were the
twin-engined Heinkel He 111, Dornier Do 17, and Ju 88.
The Ju 88 was fast, with a top speed of 280 miles per hour, but it carried a
modest bombload; the other German bombers had mediocre performance and were
lightly armed by British or American standards. The later Do
217 had a range of 1,500 miles and could carry a bombload of 8,800
pounds, but it was built only in small numbers. The Germans never built a
successful four-engined bomber. (see also bombing) |
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Combat experience showed that the
heavily armed British and U.S. bombers were more vulnerable to fighter attack
than expected. This was dramatically revealed on Dec. 18, 1939, when a formation
of Vickers Wellingtons--the most battle-worthy bombers of the day with four-gun
Boulton Paul tail turrets--was decimated over the Heligoland Bight by
cannon-armed German fighters. In time this led to the adoption of self-sealing
fuel tanks, armour protection for crews, and even heavier defensive armament,
but the British responded immediately by abandoning daylight bombing except
under special circumstances. Bombing at night reduced vulnerability to fighters,
but finding and hitting targets proved difficult: nothing smaller than a city
could be effectively attacked, and, as operational analysis revealed in 1941-42,
ordinary crews had trouble doing even that. The problem was solved partly by
using specially trained "Pathfinder" crews to mark targets with flares
and partly by electronic navigation aids. During the Battle of Britain, the
Germans used electronic beams to guide bombers to their targets at night, and
the British later developed such on-board radars as the H2S blind
bombing system, which could produce maplike pictures of terrain beneath the
aircraft through clouds or in darkness. From 1943, powerful four-engined bombers
such as the Handley Page Halifax and Avro Lancaster, carrying H2S
radar and heavy armament, kept RAF bomber losses within barely acceptable
limits. (see also Wellington bomber, H2S) |
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An independent British development was
the de Havilland Mosquito. Constructed entirely
of wood, powered by two Rolls-Royce Merlin engines, and carrying a crew of two
and no defensive armament, this extraordinarily fast aircraft remained
effectively immune to interception until the appearance of jet fighters, and it
could reach Berlin with a 4,000-pound bomb. It was perhaps the most successful
multimission aircraft ever made, serving with distinction as a low-level day
bomber, radar-equipped night fighter, and long-range photoreconnaissance
aircraft. |
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The U.S. Army Air Force armed later
versions of its B-17 Flying Fortresses and Consolidated-Vultee B-24 Liberators
with 12 or more .50-inch machine guns, eight of them in twin-gun, power-driven
turrets in nose, tail, ventral, and belly positions. Still, losses were high,
reaching unacceptable numbers in raids against the Schweinfurt ball-bearing
works on Aug. 17 and Oct. 14, 1943. Daylight bombing had to be curtailed until
the arrival of P-38, P-47, and P-51 escort fighters equipped with drop tanks to
provide the necessary range. For high-altitude attacks from 25,000 feet, the
B-17 could carry 4,000 pounds of bombs at 215 miles per hour with a radius of
action of some 800 miles. The B-24 carried more bombs and was slightly faster,
but it could not fly as high and was more vulnerable to enemy fire. British
heavy bombers carried larger bombloads--the Lancaster could carry 7,000 pounds
with a radius of action of nearly 1,000 miles or a bombload of 14,000 pounds
over a radius of 500 miles--but only at medium altitudes of less than 20,000
feet. The heaviest bomber of World War II was the Boeing B-29
Superfortress, which entered service in 1944 with a fully pressurized crew
compartment (previously used only on experimental aircraft) and as many as 12
.50-inch machine guns mounted in pairs in remotely-controlled turrets. Although
these features were intended to optimize the B-29 for very high-altitude
missions at 35,000 feet, it was most effectively used when, stripped of almost
all its heavy defensive armament, it carried bombloads as heavy as 12,000 pounds
in low altitude firebombing attacks against Tokyo and other Japanese cities from
bases 2,000 miles away in the Mariana Islands. Specially modified B-29s dropped
atomic bombs on Hiroshima and Nagasaki. (see also United
States Air Force, The) |
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During World War II, carrier-based
attack aircraft replaced the big guns of capital ships as the dominant offensive
weapon of naval warfare. This was first demonstrated by the destruction of
Italian battleships at Taranto by Fairey Swordfish torpedo biplanes on the night
of Nov. 11-12, 1940; by the Japanese attack on Pearl Harbor on Dec. 7, 1941; and
by the decisive Battle of Midway (June 3-6, 1942), in which surface vessels
never exchanged gunfire while U.S. aircraft destroyed four Japanese aircraft
carriers for the loss of only one of their own. In addition to such fighters as
the F6F, Zero, and modified Spitfires and Hurricanes, notable carrier aircraft
of the war included dive-bombers such as the U.S. Douglas SBD Dauntless and
Japanese Aichi 99 as well as torpedo planes such as the Grumman TBF Avenger and
Nakajima B5N. |
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Land-based torpedo planes were also
effective, as shown in attacks on the British battleships Repulse and Prince of Wales
by twin-engine Japanese Mitsubishi G3M bombers off Malaya on Dec. 10, 1941. |
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Kamikaze
attacks, a Japanese suicide tactic first used in the Battle of Leyte Gulf on
Oct. 25, 1944, were very destructive as long as the supply of skilled volunteer
pilots held out. First conducted with bomb-armed Zero fighters, they later
expanded to encompass bombers and such special craft as a piloted,
rocket-propelled winged bomb called the Ohka ("Cherry Blossom"). By
the end of the war, however, there were no more skilled kamikaze volunteers, and
the tactic became no more effective than traditional dive bombing. |
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For military staffs contemplating
offensive operations, aerial photography became the most important source of
detailed information on enemy dispositions. British reconnaissance aircraft were
especially capable. Modified versions of the Spitfire and Mosquito, stripped of
armament and fitted with extra fuel tanks, proved essentially immune to
interception at high altitudes. Stripped-down versions of the P-38 and P-51,
called the F-4 and F-5, were also effective photoreconnaissance platforms, the
latter excelling at high-resolution coverage from low altitudes. (see also aerial
reconnaissance) |
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Japan and Germany entered World War II
with exceptionally well-trained aviators, but their provisions for training
replacements were inadequate. The British Commonwealth and the United States
gained a vital advantage over the Axis by establishing large, well-organized
air-crew training programs. Outstanding training aircraft included the British
de Havilland Tiger Moth, the U.S. Stearman PT-19, and the German Bücker Bü
133 Jungmeister--all biplanes. Only the United States built specialized
single-engined trainers with such features characteristic of operational craft
as retractable landing gear and variable-pitch propellers. Notable among these
was the North American AT-6. |
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Major advances in air transport were
made during the war. Mass drops of parachute troops had been pioneered by the
Soviet Union in the 1930s, but the Luftwaffe first used the technique
operationally, notably during the invasion of Crete, in which 15,000 airborne
and parachute troops were landed onto that island by 700 transport aircraft and
80 gliders. The troop-carrying glider was one of the developments of World War
II that had no continuing place in postwar air forces, but the transport
airplane was only at the beginning of its useful life. The Germans built
transports such as the Ju 52 only in small
quantities, but the twin-engined Douglas C-47, which had revolutionized American
commercial aviation in the mid-1930s as the DC-3,
was produced in huge numbers and was the backbone of tactical air transport in
every Allied theatre of the war. One of the few transports with a large side
door suitable for dropping paratroopers, the C-47 was also the mainstay of
British and American airborne operations. Douglas also manufactured the
four-engined C-54, which entered service in
1943-44 as the first land-based transport with intercontinental flight
capabilities. The C-54 was particularly important in the vast distances of the
Pacific-Asian theatre of operations. |
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In the years before World War II, both
the U.S. Army and the RAF had experimented with autogiros;
these were craft that employed a propeller for forward motion and a freely
rotating, unmotorized rotor for lift. In the event, autogiros proved too
expensive and mechanically complex and were supplanted by conventional light
aircraft. Meanwhile, during the late 1930s Igor Sikorsky in the United States
and Anton Flettner and Heinrich Focke in Germany had perfected helicopter
designs with serious military potential. The Sikorsky R-4, powered by a single
lifting rotor and an antitorque tail rotor, was used for local rescue duties at
U.S. air bases in the Pacific and was also used in several combat rescues in
Burma. The German navy used a handful of Flettner Fl 282s, powered by two
noncoaxial, contrarotating lifting rotors, for ship-based artillery spotting and
visual reconnaissance. |
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Beginning in the 1920s, steady advances
in aircraft performance had been produced by improved structures and
drag-reduction technologies and by more powerful, supercharged engines, but by
the early 1930s it had become apparent to a handful of farsighted engineers that
speeds would soon be possible which would exceed the capabilities of
reciprocating engines and propellers. The reasons for this were not at first
widely appreciated. At velocities approaching Mach 1, or the speed of sound
(about 745 miles per hour at sea level and about 660 miles per hour at 36,000
feet), aerodynamic drag increases sharply.
Moreover, in the transonic range (between about Mach 0.8 and Mach 1.2), air
flowing over aerodynamic surfaces stops behaving like an incompressible fluid
and forms shock waves; these in turn create sharp local discontinuities in
airflow and pressure, creating problems not only of drag but of control as well.
Because propeller blades, describing a spiraling path, move through the air at
higher local velocities than the rest of the aircraft, they enter this turbulent
transonic regime first. For this reason, there is an inflexible upper limit on
the speeds that can be attained by propeller-driven aircraft. Such complex
interactions in the transonic regime--and not the predictable shock-wave effects
of supersonic flight, which ballisticians had understood since the late 19th
century--presented special problems that were not solved until the 1950s. In the
meantime, a few pioneers attacked the problem directly by conceiving a novel
power plant, the turbojet. |
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While still a cadet at the Royal Air
Force College, Cranwell, in 1928, Frank Whittle
advanced the idea of replacing the piston engine and propeller with a gas
turbine, and in the following year he conceived the turbojet, which linked a
compressor, combustion chamber, and turbine in the same duct. In ignorance of
Whittle's work, three German engineers independently arrived at the same
concept: Hans von Ohain in 1933; Herbert Wagner,
chief structural engineer for Junkers, in 1934; and government aerodynamicist
Helmut Schelp in 1937. Whittle had a running bench model by the spring of 1937,
but backing from industrialist Ernst Heinkel
gave von Ohain the lead. The He 178, the first
jet-powered aircraft, flew on Aug. 27, 1939, nearly two years before its British
equivalent, the Gloster E.28/39, on May 15, 1941. Through an involved chain of
events in which Schelp's intervention was pivotal, Wagner's efforts led to the
Junkers Jumo 004 engine. This became the most widely produced jet engine of
World War II and the first operational axial-flow turbojet, one in which the air
flows straight through the engine. By contrast, the Whittle and Heinkel jets
used centrifugal flow, in which the air is thrown radially outward during
compression. Centrifugal flow offers advantages of lightness, compactness, and
efficiency--but at the cost of greater frontal area, which increases drag, and
lower compression ratios, which limit maximum power. Many early jet fighters
were powered by centrifugal-flow turbojets, but, as speeds increased, axial flow
became dominant. |
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Though Whittle was first off the mark,
the Germans advanced their programs with persistence and ingenuity. The Messerschmitt
Me 262, powered by two Jumo engines and with wings swept back 18.5¡Æ, was
capable of 525 miles per hour. Armed with four 30-millimetre cannon and unguided
rockets, it was an effective bomber destroyer, but it entered service too late
to have a major effect on the war. The Gloster Meteor
entered service on July 27, 1944, about two months before the Me 262; though it
was less capable than the German fighter, it was effective in intercepting V-1
"buzz bombs." Desperate to combat Allied bombers, the Germans also
turned to rocket propulsion, fielding the tailless Me 163 Komet in the final
months of the war. Powered by a hydrogen peroxide rocket designed by Helmuth Walter,
the Komet had spectacular performance, but its short range and ineffective
cannon armament made it an operational failure. In addition, the propellants
were unstable and often exploded on landing. (see also Me
163) |
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Meanwhile, the U.S. aviation industry
entered the jet race with the receipt by General Electric of a Whittle engine in
1941. The first U.S. jet, the Bell P-59A Airacomet, made its first flight the
following year. It was slower than contemporary piston-engined fighters, but in
1943-44 a small team under Lockheed designer Kelly Johnson developed the P-80
Shooting Star. The P-80 and its British contemporary, the de Havilland Vampire,
were the first successful fighters powered by a single turbojet. |
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The jets of World War II inaugurated the
first generation of jet fighters, in which turbojet propulsion was applied to
existing airframe technology and aerodynamics. (Indeed, some early postwar
jets--notably, the Soviets' Yakovlev Yak-15 and Yak-23 and the Swedish Saab
21R--were simply re-engined propeller-driven fighters.) These aircraft generally
outperformed their piston-engined contemporaries by virtue of the greater thrust
that their jets provided at high speeds, but they suffered from serious
deficiencies in range and handling characteristics owing to the high fuel
consumption and slow acceleration of early turbojets. More fundamentally, they
were limited to subsonic speeds because the relatively thick airfoils of the day
were prone to the compressibility problems of transonic flight--especially at
high altitudes, where the higher speeds required to produce lift in thin
atmosphere brought aircraft more quickly to transonic speed. For this reason,
first-generation jets performed best at low altitudes. |
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Other first-generation fighters included
the U.S. McDonnell FH Phantom and the British Hawker Sea Hawk (the first jet
carrier fighters), the McDonnell F2H Banshee, and the French Dassault Ouragan.
These single-seat day fighters were in service by 1950, while first-generation
all-weather fighters, burdened with radar and a second crew member, entered
service through the late 1950s. |
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As the first generation of jet fighters
entered service, many aerodynamicists and engineers believed supersonic flight a
practical impossibility, owing to transonic drag rise or compressibility, which
threatened to tear an aircraft apart. Nevertheless, on Oct. 14, 1947, U.S. Air
Force Captain Charles Yeager, flying a
rocket-powered Bell X-1 launched from the bomb
bay of a B-29, became the first human to exceed the speed of sound. Designed
exclusively for research, the X-1 had thin, unswept wings and a fuselage modeled
after a .50-inch bullet. Yeager's flight marked the dawn of the supersonic era,
but it was only part of a broad wave of testing and experimentation that had
begun during World War II. Germany had experimented then with swept-back and
delta-shaped wings, which delayed transonic drag rise, and, after extensive
testing, these configurations were widely adopted in the postwar years. At the
same time, the development of slats, slotted flaps, and other sophisticated
high-lift devices for landing and takeoff enabled designers to use smaller
wings, which in turn allowed them to achieve higher speeds. Turbojets became
more powerful, and, in the late 1950s, afterburning, or reheat, was introduced;
this permitted large temporary thrust increases by the spraying of fuel into hot
exhaust gases in the tailpipe--in effect turning the turbojet into a ramjet. |
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As these developments took hold, a
second generation of fighters appeared that were capable of operating in the
transonic regime. These aircraft had thinner lifting and control surfaces than
first-generation jets, and most had swept-back wings. Aerodynamic refinements
and more powerful, quicker-accelerating engines gave them better flight
characteristics, particularly at high altitudes, and some could exceed the Mach
in a shallow dive. In addition, airborne radars became more compact and
reliable, and radar-ranging gunsights began to replace the optically ranging
sights used in World War II. Air-to-air missiles, using radar guidance and
infrared homing, became smaller and more capable (see above Rockets and missile systems: Tactical guided
missiles ). Outstanding fighters of
this generation were the U.S. North American F-86
Sabre and its opponent in the Korean War (1950-53), the Soviet MiG-15.
The F-86 introduced the all-flying tail (later a standard feature on
high-performance jets), in which the entire horizontal stabilizer deflects as a
unit to control pitch, yielding greater control and avoiding the compressibility
problems associated with hinged surfaces. This and a radar-ranging gunsight
helped the F-86 achieve a favourable kill ratio over the MiG-15, despite the
Soviet fighter's greater speed, higher service ceiling, and heavier armament.
Other jets of this generation were Britain's superlative Hawker Hunter, the
MiG-17, and the diminutive, British-designed Folland Gnat. The latter two,
introduced in the mid-1950s, later became successful low-altitude
dogfighters--the Gnat against Pakistani F-86s in the Indo-Pakistani conflict of
1965 and the MiG-17 against U.S. aircraft in the Vietnam War (1965-73). |
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A third generation of fighters, designed
around more powerful, afterburning engines and capable of level supersonic
fight, began to enter service in the mid-1950s. This generation included the
first fighters intended from the outset to carry guided air-to-air missiles and
the first supersonic all-weather fighters. Some were only marginally supersonic,
notably the U.S. Convair F-102 Delta Dagger, an all-weather interceptor that was
the first operational "pure" delta fighter without a separate
horizontal stabilizer. Other aircraft included the Grumman F11F Tigercat, the
first supersonic carrier-based fighter; the North American F-100 Super Sabre;
the Dassault Mystère B-2; the Saab 35, with a unique double-delta
configuration; and the MiG-19. |
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To this point, jet fighters had been
designed primarily for air-to-air combat, while older aircraft and designs
falling short of expectations were adapted to ground attack and reconnaissance.
Since land-based surface attack was to be carried out by bombers, the first
operational jets of fighter size and weight designed to attack surface targets
were based on aircraft carriers. These paralleled the third generation of
fighters, but they were not supersonic. One example was the British Blackburn
Buccaneer, capable of exceptional range at low altitudes and high subsonic
speeds. The Douglas A-4 Skyhawk, entering
service in 1956, sacrificed speed for ordnance-delivery capability. One of the
most structurally efficient aircraft ever built, it carried the burden of U.S.
Navy attacks on ground targets in North Vietnam and was often used by Israeli
pilots in the Middle Eastern conflicts. The Grumman A-6
Intruder, which entered service in the 1960s, was another subsonic
carrier-based aircraft. The first genuine night/all-weather, low-altitude attack
aircraft, it was highly successful over North Vietnam. |
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A fourth generation of fighters began to
appear in the 1960s, capable of maximum speeds ranging from about Mach 1.5 to
2.3. Top speeds varied with the intended mission, and increasing engine power,
aerodynamic sophistication, and more compact and capable radars and avionics
began to blur the differences between two-seat, all-weather fighters and
single-seat air-superiority fighters and interceptors. By this time, military
designers had become persuaded that air-to-air missiles had made dogfighting
obsolete, so that many interceptors were built without guns. This generation
included the first land-based jet fighters designed with surface attack as a
secondary or primary mission--a development driven by the appearance of
surface-to-air missiles such as the Soviet SA-2, which denied bombers medium-
and high-altitude penetration. |
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Precursor to this generation was the
Lockheed F-104 Starfighter, designed by a team under Kelly Johnson and first
flown in 1954. Capable of speeds well above Mach 2, this interceptor was built
with short and extremely thin wings to reduce the generation of shock waves.
However, light armament, limited avionics, and poor maneuverability made it an
ineffective air-to-air fighter, and only with the installation of up-to-date
bombing and navigation systems in the 1960s did it become a useful low-level
attacker. The truly outstanding fighters were the U.S. McDonnell F-4
Phantom II and the MiG-21. A large, twin-engined two-seater, the F-4 was
originally a carrier-based interceptor armed only with air-to-air missiles, but
it was so successful that the U.S. Air Force adopted it as its primary fighter.
When combat in Vietnam showed that gun armament was still valuable for
close-range dogfighting, later versions of the F-4 were fitted with an
internally mounted, 20-millimetre rotary cannon. The MiG-21
was a small, delta-wing, single-seat aircraft designed as a specialized daylight
interceptor, but it soon proved amenable to modification for a broad range of
missions and became the most widely produced jet fighter ever. It was a
formidable threat to U.S. airmen over North Vietnam and to Israeli pilots over
the Sinai Peninsula and Golan Heights in 1973. Also outstanding was the Republic
F-105 Thunderchief, one of the largest single-engined fighters ever built.
Designed to carry a nuclear bomb internally as a low-altitude penetrator and
therefore exceptionally fast at low altitudes, the F-105, with heavy loads of
conventional bombs under the wings, carried out the brunt of U.S. Air Force
attacks against North Vietnam. Also noteworthy in this generation were the
British Electric Lightning, one of the first Mach-2 interceptors to enter
service and one of the fastest at high altitudes; the Soviets' twin-engined,
all-weather Yak-28 Firebar; the Convair F-106 Delta Dart, a single-seat
air-defense interceptor with superior speed and maneuverability; the Dassault
Mirage III, the first successful pure delta in the air-to-air role and an
enormous export success; the Soviet Sukhoy Su-21 Flagon, a tailed-delta,
single-seat, all-weather interceptor; and the Vought F-8 Crusader, an
outstanding carrier-based dogfighter over Vietnam. |
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U.S. F-16 Fighting Falcon armed with two air-to-air missiles: the AIM-9
Sidewinder at the. . . |
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British Sea Harrier, capable of vertical/short takeoff and landing.
By
courtesy of (top) General Dynamics Corp., (bottom) British Aerospace |
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By the 1970s, steady improvements in
engine performance, aerodynamics, avionics, and aircraft structures resulted in
a trend toward multimission fighters. Also, as engine acceleration
characteristics improved dramatically and radars, fire-control systems, and
air-to-air missiles became more compact and capable, the performance of aircraft
themselves became less important than the capabilities of their missiles and
sensors. It was now clear that, even with supersonic aircraft, almost all aerial
combat occurred at transonic and subsonic speeds. Thenceforth, speed and
operating ceiling were traded off against sustained maneuvering energy, sensor
capabilities, mixed ordnance of guns and missiles, range, takeoff and landing
qualities, multimission capability, political goals, and--above all--cost. A
dramatic manifestation of the complexity of this new design equation was the
Hawker Harrier, the first vertical/short takeoff and landing (V/STOL) fighter.
Transonic and short-ranged but able to dispense with runways, the Harrier
became operational with the RAF in 1967 and over the following decades was
fitted with avionics of growing capabilities. The Royal Navy's Sea Harrier
version (see photograph) distinguished itself in
the 1982 Falkland Islands War both against Argentine ground positions and in
dogfights with A-4s and Mirage IIIs. |
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The new generation of fighters was
characterized by Mach 2+ performance where necessary, multimission capability,
and sophisticated all-weather avionics. Many aircraft of this generation
employed variable-geometry wings, permitting the amount of sweep to be changed
in flight to obtain optimal performance for a given speed. Important aircraft in
this generation included, roughly in order of operational appearance, the
following: the MiG-25 Foxbat, a large
single-seat interceptor and reconnaissance aircraft with a service ceiling of
80,000 feet and a top speed on the order of Mach 2.8 but with limited
maneuverability and low-altitude performance; the MiG-23 Flogger, a
variable-wing interceptor able to acquire and engage with missiles below it in
altitude; the MiG-27 Flogger, a ground-attack derivative of the MiG-23; the Saab
37 Viggen, designed for short takeoff with a main delta wing aft and small delta
wings with flaps forward; the fixed-wing Sepecat Jaguar, developed by a
French-British consortium in ground-attack and interceptor versions; the Grumman
F-14 Tomcat, a highly maneuverable, twin-engined, two-seat,
variable-geometry interceptor armed with long-range missiles for the defense of
U.S. aircraft-carrier fleets; the Dassault-Breguet Mirage F1, designed for
multimission capability and export potential; the McDonnell Douglas F-15
Eagle, a single-seat, twin-engined, fixed-geometry air-force fighter
designed for maximum sustained maneuvering energy and the first possessor of a
genuine "look-down/shoot-down" capability, which was the product of
pulse-Doppler radars that could detect fast-moving targets against cluttered
radar reflections from the ground; the Panavia Tornado, a compact,
variable-geometry aircraft developed jointly by West Germany, Italy, and Great
Britain in no fewer than four versions, ranging from two-seat, all-weather,
low-altitude attack to single-seat air-superiority; the U.S. General Dynamics F-16
Fighting Falcon, a high-performance, single-seat multirole aircraft with
impressive air-to-ground capability; the MiG-29 Fulcrum, a single-seat,
twin-engined, fixed-geometry interceptor with a look-down/shoot-down capability;
the MiG-31 Foxhound interceptor, apparently derived from the MiG-25 but with
less speed and greater air-to-air capability; and the McDonnell Douglas F/A-18
Hornet, a single-seat, carrier-based aircraft designed for ground attack but
also possessing excellent air-to-air capability. |
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The Luftwaffe fielded the first
operational jet bomber, the Arado Ar 234, in the waning months of World War II,
but it had minimal impact. The jet bombers of the immediate postwar years
enjoyed only indifferent success, mostly serving to test engineering and
operational concepts and being produced in small numbers. By the mid-1950s,
however, first the Americans and then the British and Soviets began to field
highly capable jet bombers. The first of these to be produced in large numbers
was the swept-wing, six-engined Boeing B-47 Stratojet,
used by the U.S. Strategic Air Command as a long-range nuclear weapons carrier.
Deployed in 1950, it was followed in 1955 by the eight-engined Boeing B-52
Stratofortress. This huge bomber, 153 feet long and with a wing span of 185
feet, remained the principal long-range nuclear weapons carrier of the United
States for 30 years. During the Vietnam War it dropped conventional bombs on
both tactical and strategic missions, and in the 1980s it received a new lease
on life by being fitted with air-launched cruise missiles, which permitted it to
threaten targets from beyond the range of air-defense systems. |
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The British "V-bombers,"
introduced in the 1950s, comprised the Vickers Valiant, Handley Page Victor, and
Avro Vulcan. These served as the backbone of Britain's nuclear deterrent until
superseded by Polaris-missile-equipped nuclear submarines in the 1970s. The
Vulcan, the first jet bomber to use the delta-wing configuration, remained in
service long enough to drop conventional bombs in the Falkland Islands War. |
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The first Soviet jet bombers with
strategic potential were the twin-engined Tupolev Tu-16 Badger (deployed in
1954) and the larger and less successful four-engined Myasishchev M-4 Bison
(deployed in 1956). In 1956 the Soviets also fielded the only turboprop
strategic bomber to see service, the Tu-95 Bear.
A large, swept-wing aircraft powered by four huge turboprop engines with
contrarotating propellers, the Tu-95 proved to have excellent performance. Like
the B-52, it was adapted to maritime and cruise missile patrol after it had
become obsolete as a strategic bomber. |
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The aircraft mentioned above were
capable of only subsonic speeds. The first operational supersonic bomber was the
delta-winged Convair B-58 Hustler of the United States. Placed in active service
in 1960, this bomber carried its nuclear weapon and most of its fuel in a huge,
jettisonable pod beneath the fuselage. |
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The B-58 had a service life of only
three years, because in the early 1960s it became apparent that surface-to-air
missiles could shoot down aircraft even at previously safe altitudes of over
50,000 feet. In response, bombers sought protection from early-warning radar by
flying at low levels, and a new generation of high-performance bombers came into
service that took complete advantage of the propulsion, aerodynamic, and
electronic advances of the postwar era. The first of these was the U.S. General
Dynamics F-111, the first operational aircraft
to use a variable-sweep wing. Variable geometry was originally intended to allow
the F-111 to combine the missions of low-altitude bomber and high-altitude
fleet-defense fighter, but the fighter version was eventually abandoned. After a
poor showing in Indochina in 1968, the F-111 became a successful high-speed,
low-altitude, all-weather penetrator. As such, it joined with considerable
effect in the final stages of the U.S. aerial offensive on North Vietnam, and it
was also assigned to NATO as a tactical-range nuclear weapons carrier. The
Soviet Su-24 Fencer was similar to the F-111. |
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Larger strategic bombers using variable
geometry to achieve high performance at low altitudes included the Soviet Tu-26
Backfire, the U.S. Rockwell International B-1,
and the Tu-160 Blackjack. These bombers,
supplementing the older purely subsonic aircraft, formed an important part of
the U.S. and Soviet nuclear forces after their deployment in 1975, 1985, and
1988, respectively. In common with all first-line combat aircraft, they were
equipped with sophisticated electronic countermeasure
(ECM) equipment designed to jam or deceive enemy radars. They could deliver
free-fall conventional or nuclear bombs, air-to-surface missiles, and cruise
missiles. The B-1B version could achieve
supersonic flight only in short bursts at high altitude, while the Soviet
bombers were capable of supersonic "dash" at low level and could fly
at twice the speed of sound at high altitude. |
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The existence of a Stealth program,
designed to produce aircraft that were effectively immune to radar
detection at normal combat ranges, was announced by the U.S. government in 1980.
The first aircraft employing this technology, the single-seat Lockheed F-117A
ground-attack fighter, became operational in 1983. The second was the Northrop B-2
strategic bomber, which first flew in 1989. Both aircraft had unconventional
shapes that were designed primarily to reduce radar reflection. The B-2 was of a
flying-wing design that made it only slightly longer than a fighter yet gave it
a wingspan approaching that of the B-52, while the F-117A had a short,
pyramid-shaped fuselage and sharply swept wings. |
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Ever since radar-directed defenses began
taking a toll of bomber formations in World War II, aircraft designers and
military aviators had sought ways to avoid radar detection. Many materials of
the early jet age were known to absorb radar energy rather than reflect it, but
they were heavy and not strong enough for structural use. It was not until after
the 1960s and '70s, with the development of such materials as carbon-fibre
composites and high-strength plastics (which possessed structural strength as
well as being transparent or translucent to radar), that radar signature
reduction for piloted combat aircraft became possible. |
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Reducing radar signature also required
controlling shape, particularly by avoiding right angles, sharp curves, and
large surfaces. In order to direct radar energy in the least revealing
directions, the external shape of a stealth aircraft was either a series of
complex, large-radius, curved surfaces (as on the B-2) or a large number of
small, flat, carefully oriented planes (as on the F-117A). Fuel and ordnance
were carried internally, and engine intakes and exhausts were set flush or low
to the surface. To avoid interception of radar emissions, stealth aircraft had
to rely on inertial guidance or other nonemitting navigational systems. Other
possibilities included laser radar, which scanned the ground ahead of the craft
with a thin, almost undetectable laser beam. |
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To escape detection in the infrared
spectrum, stealth aircraft were not equipped with large, heat-producing
afterburner engines. This rendered them incapable of supersonic flight. Also,
the shapes and structures optimal for stealth aircraft were often at odds with
aerodynamic and operational requirements. Since all weaponry had to be carried
internally, ordnance loads were less than for equivalent conventional aircraft,
and sophisticated artificial stabilization and control systems were needed to
give stealth aircraft satisfactory flying characteristics. Unlike the fighter,
the B-2 had no vertical fin stabilizers, relying on flaps on the trailing edge
of its notched wing to control roll, pitch, and yaw. |
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The success of the C-47 and C-54 in
World War II inspired the development of specialized military freighters with
nose- and tail-loading features, roller conveyors on the floor, and built-in
winches. These permitted the quick loading of vehicles and large equipment as
well as their air-dropping by parachute. Military transports ranged from small
V/STOL liaison aircraft and modified versions of civilian transports to huge
craft such as the Lockheed C-5 Galaxy, designed
in the 1960s to carry two M-60 tanks, 16 three-quarter-ton trucks, or 245
troops. After its introduction in 1969, the C-5 was the largest aircraft in the
world for almost two decades, until it was surpassed by the Soviet Antonov
An-225. With a cargo bay 21 feet wide, 14.5 feet high, and 140 feet long, the
An-225 was designed to carry a payload of as much as 440,800 pounds. |
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Reconnaissance aircraft also carried ECM
devices and relied heavily on electronic and infrared sensors to supplement
their film cameras. Their tasks were to locate and photograph targets, using
radar and conventional photographic techniques, and to probe enemy electronic
defense systems to discover and evaluate the types of radio and radar equipment
that were in use. They did this by offshore patrols just outside territorial
limits and, more rarely, by overflights. The best-known American types used for
overflights were two Lockheed aircraft -- the U-2,
first flown in the mid-1950s, and the SR-71
Blackbird, which came into service in the mid-1960s. The U-2, built of aluminum
and limited to subsonic flight, could cruise above 70,000 feet for very long
periods. The SR-71 had a titanium airframe to resist the heat generated by
flying at Mach 3; this aircraft could operate above 80,000 feet. |
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Carrier-based early-warning aircraft had
a large radar to detect aircraft or ships; some could also control interceptor
fighters defending the fleet. This kind of airborne warning and control system (AWACS)
airplane appeared in land-based air forces to detect low-flying enemy raiders
and direct interceptors toward them. The first aircraft of this type was a
Soviet turboprop, the Tu-126 Moss, which was succeeded in the 1980s by the
jet-powered Ilyushin Il-76 Mainstay. These craft, like the U.S. E-3 Sentry (a
converted Boeing 707), carried a large, saucer-shaped radar on the fuselage.
Britain's early-warning aircraft was the British Aerospace Nimrod. (see also aviation) |
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U.S. Army CH-137 helicopter lifting tank
By
courtesy of Sikorsky Aircraft
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The helicopter had its first significant
impact on military operations during the Korean War, but it came of age in
Vietnam. Helicopters fielded air-mobile infantry units, evacuated casualties,
hauled artillery and ammunition, rescued downed aviators, and served as
ground-attack craft. Helicopters became serious operational machines only after
American manufacturers fitted them with gas-turbine
engines, which were much less sensitive than piston engines to high
temperatures and low atmospheric density, had far greater power-to-weight
ratios, and occupied considerably less space. |
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The mainstay of U.S. Army assault units
in Vietnam was the Bell UH-1 Iroquois, popularly known as the Huey. As early as
1962, army aviators added turret-mounted automatic 40-millimetre grenade
launchers, skid-mounted rocket pads, and remotely trainable 7.62-millimetre
machine guns. These experiments, which proved effective in supporting helicopter
assault operations, led to the AH-1G HueyCobra, deployed in 1967 as the first
purpose-built helicopter gunship. With its pilot seated behind and above the
gunner, the HueyCobra pioneered the tandem, stepped-up cockpit configuration of
future attack helicopters. |
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After the Vietnam War, the lead in
gunship design passed to the Soviet Union, which, in the Afghan War of the
1980s, fielded the Mil Mi-24 Hind, the fastest and possibly most capable
helicopter gunship of its time. A primary role of the Hind was to attack
armoured vehicles; to this end, it mounted guided antitank missiles on stub
wings projecting from the fuselage. In addition to the two-man cockpit
configuration of the HueyCobra, it had a small passenger and cargo bay that gave
it a limited troop-transport capability. |
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The successor to the HueyCobra was the
McDonnell Douglas AH-64 Apache, a heavily armoured antiarmour helicopter with
less speed and range than the Hind but with sophisticated navigation, ECM, and
fire-control systems. The Apache became operational in 1986. Soon afterward the
Soviets produced the Mi-28 Havoc, a refinement of the Hind that, with no
passenger bay, was purely a gunship. (see also attack
aircraft) |
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Helicopters were used extensively in
antisubmarine roles, "dipping" sonar sensors into the water to locate
their targets and launching self-homing torpedoes to destroy them. Ship-borne
helicopters also served as firing platforms for antiship missiles and were used
to carry warning and surveillance radars, typically sharing information with
their mother ships. By firing heat-producing or chaff flares to confuse infrared
and radar homing systems, naval helicopters could serve as decoys for antiship
missiles. (see also naval aircraft) |
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The first remotely piloted vehicles
(RPVs) were small, pilotless aircraft controlled by command radio transmission.
Most of these fell into one of two categories: extremely high-performance drones
used to test new systems; and small, relatively inexpensive drones used for
training. Both were typically reusable, being recovered by radio-controlled
landing or, more commonly, by parachute. Target drones were commonly fitted with
radar reflectors to stimulate the radar return of enemy aircraft, and it soon
occurred to strategists to use them as decoys to assist bombers
in penetrating enemy defenses. That modified target drones might be effective
platforms for communications relay and for sensor and reconnaissance systems
also became evident. The Ryan QM-34 Firebee, a photoreconnaissance modification
of a standard U.S. target drone, saw extensive service in Vietnam. A swept-wing,
turbojet-powered subsonic vehicle less than half the size of a jet fighter, the
Firebee penetrated heavily defended areas at low altitudes with impunity by
virtue of its small radar cross section and brought back strikingly clear
imagery. Indicative of later development was the Boeing Compass Cope, a
long-winged, subsonic, turbofan-powered drone capable of long flights at
extremely high altitudes. ( J.W.R.T./J.F.G.)
(see also reconnaissance aircraft, fighter
aircraft ) |
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