Polikarpov I-16
Encyclopedia
The Polikarpov
Polikarpov
Polikarpov Design Bureau was a Soviet OKB for aircraft, led by Nikolai Nikolaevich Polikarpov. After his death on 30 July 1944 at the age of 52, his OKB was absorbed into Lavochkin, but with some of its engineers going to Mikoyan-Gurevich and its production facilities going to Sukhoi...

 I-16 was a Soviet fighter aircraft
Fighter aircraft
A fighter aircraft is a military aircraft designed primarily for air-to-air combat with other aircraft, as opposed to a bomber, which is designed primarily to attack ground targets...

 of revolutionary design; it was the world's first cantilever
Cantilever
A cantilever is a beam anchored at only one end. The beam carries the load to the support where it is resisted by moment and shear stress. Cantilever construction allows for overhanging structures without external bracing. Cantilevers can also be constructed with trusses or slabs.This is in...

-winged monoplane
Monoplane
A monoplane is a fixed-wing aircraft with one main set of wing surfaces, in contrast to a biplane or triplane. Since the late 1930s it has been the most common form for a fixed wing aircraft.-Types of monoplane:...

 fighter with retractable landing gear. The I-16 was introduced in the mid-1930s and formed the backbone of the Soviet Air Force
Soviet Air Force
The Soviet Air Force, officially known in Russian as Военно-воздушные силы or Voenno-Vozdushnye Sily and often abbreviated VVS was the official designation of one of the air forces of the Soviet Union. The other was the Soviet Air Defence Forces...

 at the beginning of World War II
World War II
World War II, or the Second World War , was a global conflict lasting from 1939 to 1945, involving most of the world's nations—including all of the great powers—eventually forming two opposing military alliances: the Allies and the Axis...

. The diminutive fighter, nicknamed "Ishak" ("donkey") by Soviet pilots, prominently featured in the Second Sino-Japanese War
Second Sino-Japanese War
The Second Sino-Japanese War was a military conflict fought primarily between the Republic of China and the Empire of Japan. From 1937 to 1941, China fought Japan with some economic help from Germany , the Soviet Union and the United States...

, the Battle of Khalkhin Gol
Battle of Khalkhin Gol
The Battles of Khalkhyn Gol was the decisive engagement of the undeclared Soviet–Japanese Border Wars fought among the Soviet Union, Mongolia and the Empire of Japan in 1939. The conflict was named after the river Khalkhyn Gol, which passes through the battlefield...

 and the Spanish Civil War
Spanish Civil War
The Spanish Civil WarAlso known as The Crusade among Nationalists, the Fourth Carlist War among Carlists, and The Rebellion or Uprising among Republicans. was a major conflict fought in Spain from 17 July 1936 to 1 April 1939...

—where it was called the Rata ("rat") by the Nationalists or Mosca ("fly") by the Republicans. The Finnish nickname for I-16 was Siipiorava ("Flying Squirrel
Flying squirrel
Flying squirrels, scientifically known as Pteromyini or Petauristini, are a tribe of 44 species of squirrels .- Description :...

").

Design and development

While working on the Polikarpov I-15
Polikarpov I-15
The Polikarpov I-15 was a Soviet biplane fighter aircraft of the 1930s. Nicknamed Chaika because of its gulled upper wings, it was operated in large numbers by the Soviet Air Force, and together with the Polikarpov I-16 monoplane, was one of the standard fighters of the Spanish Republicans during...

 biplane, Nikolai Nikolaevich Polikarpov
Nikolai Nikolaevich Polikarpov
Nikolai Nikolaevich Polikarpov was a Soviet aeronautical engineer and aircraft designer, known as "King of Fighters". He designed the I-15 series of fighters, and the I-16 Ishak "Little Donkey" fighter....

 began designing an advanced monoplane fighter. It featured cutting-edge innovations such as retractable landing gear and a fully enclosed cockpit, and was optimized for speed with a short stubby fuselage (similar to Gee Bee R-1
Gee Bee R-1
The Gee Bee Model R Super Sportster was a special purpose racing aircraft made by Granville Brothers Aircraft of Springfield, Massachusetts. Gee Bee stands for Granville Brothers.-Design and development:...

) and a Wright Cyclone
Wright R-1820
|-See also:-References:* Bridgman, L, Jane's Fighting Aircraft of World War II. Crescent. ISBN 0-517-67964-7* Eden, Paul & Soph Moeng, The Complete Encyclopedia of World Aircraft. Amber Books Ltd. Bradley's Close, 74-77 White Lion Street, London, NI 9PF, 2002, ISBN 0-7607-3432-1), 1152...

 radial engine in a NACA cowling
NACA cowling
The NACA cowling is a type of aerodynamic fairing used to streamline radial engines for use on airplanes and developed by the National Advisory Committee for Aeronautics in 1927...

. The aircraft was small, light and simple to build.

Full scale work on the TsKB-12 prototype began in June 1933 and the aircraft was accepted into production on 22 November 1933, a month before it took to the air. The TsKB-12 was of mixed construction using a wooden monocoque fuselage and wings based around a KhMA chrome-molybdenum steel alloy wing spar, dural ribs and D1 aluminum alloy skinning on the center and leading edges, with the remaining portions of the wings fabric covered. Another modern feature were the aileron
Aileron
Ailerons are hinged flight control surfaces attached to the trailing edge of the wing of a fixed-wing aircraft. The ailerons are used to control the aircraft in roll, which results in a change in heading due to the tilting of the lift vector...

s which ran almost the entire trailing edge of the wing and also operated as flaps (in the manner of more modern flaperon
Flaperon
A flaperon is a type of aircraft control surface that combines aspects of both flaps and ailerons. In addition to controlling the roll or bank of an aircraft as do conventional ailerons, both flaperons can be lowered together to function similarly to a dedicated set of flaps...

s) by drooping 15°. The cockpit was covered by a 40 cm (16 in) wide canopy which featured an Aldis tubular gun sight which could slide back and forth on runners fitted with bungee cords of rubber. A 225 l (59.4 US gal) fuel tank was fitted directly in front of the cockpit. The main landing gear
Landing Gear
Landing Gear is Devin the Dude's fifth studio album. It was released on October 7, 2008. It was his first studio album since signing with the label Razor & Tie. It features a high-profile guest appearance from Snoop Dogg. As of October 30, 2008, the album has sold 18,906 copies.-Track...

 was fully retractable by a hand-crank. The armament consisted of a pair of 7.62 mm (0.30 in) ShKAS machine gun
ShKAS machine gun
The ShKAS is a 7.62 mm machine gun widely used by Soviet aircraft in the 1930s and during World War II...

s in the wings, mounted on the outboard side of the main gear and carried 900 rounds of ammunition.

These features were proposed at first by Andrei N. Tupolev, however the NII VVS was more concerned about the stresses a typical combat aircraft was subjected to in combat, and initially considered the risk too great. However TsAGI, with the help of the 3rd Design Brigade under the leadership of Pavel O. Sukhoi and Aleksandr P. Putylov eventually convinced NII VVS that what was being proposed was not only feasible, but would enhance the aircraft's performance.

The TsKB-12 was designed around the Wright Cyclone SR-1820-F-3 nine cylinder radial engine (rated at 529 kW/710 hp); a license to build this engine was being negotiated. As the license was not yet approved, Polikarpov was asked to settle for the less powerful M-22 (Soviet-built version of the Gnome-Rhone Jupiter 9ASB which itself was a licensed version of the Bristol Jupiter
Bristol Jupiter
The Bristol Jupiter was a British nine-cylinder single-row piston radial engine built by the Bristol Aeroplane Company. Originally designed late in World War I and known as the Cosmos Jupiter, a lengthy series of upgrades and developments turned it into one of the finest engines of its era.The...

 VI) with 358 kW (480 hp). This was deemed acceptable because the projected top speed still exceeded 300 km/h (185 mph).

The M-22 powered TsKB-12 first took to the air on 30 December 1933 with the famous Soviet test pilot Valery Chkalov
Valery Chkalov
Valery Pavlovich Chkalov was a Russian aircraft test pilot and a Hero of the Soviet Union .-Early life:...

 at the controls. The second TsKB-12 with a Cyclone engine and three-bladed propeller flew in January of the following year. Initial government trials in February 1934 revealed very good maneuverability but the aircraft did not tolerate abrupt control inputs. Thus the TsKB-12 was deemed dangerous to fly and all aerobatics were forbidden. The M-22 version was preferred due to vibration of the Cyclone-powered aircraft. Pilots commented early on the difficulty of climbing into the cockpit, a trait that persisted through I-16's service life. Before continuing test flights the designers had to answer the question of spin behavior. Wind tunnel
Wind tunnel
A wind tunnel is a research tool used in aerodynamic research to study the effects of air moving past solid objects.-Theory of operation:Wind tunnels were first proposed as a means of studying vehicles in free flight...

 testing suggested that TsKB-12 with its short tail would enter an unrecoverable flat spin
Spin (flight)
In aviation, a spin is an aggravated stall resulting in autorotation about the spin axis wherein the aircraft follows a corkscrew downward path. Spins can be entered intentionally or unintentionally, from any flight attitude and from practically any airspeed—all that is required is sufficient yaw...

, but real-life trials were necessary to confirm this. Since Cyclone engines were rare it was decided to risk the M-22 prototype for this purpose. On 1 March and 2 March 1934, Chkalov performed 75 spins and discovered that the aircraft had very benign stall behavior (dipping a wing and recovering without input from the pilot when airspeed increased) and intentional spins could be easily terminated by placing controls in the neutral position. The stories of vicious spin behavior of the I-16 perpetuated in modern literature is unfounded (perhaps extrapolated from Gee Bee experience). In fact, the I-16's stablemate, the biplane
Biplane
A biplane is a fixed-wing aircraft with two superimposed main wings. The Wright brothers' Wright Flyer used a biplane design, as did most aircraft in the early years of aviation. While a biplane wing structure has a structural advantage, it produces more drag than a similar monoplane wing...

 Polikarpov I-153
Polikarpov I-153
The Russian Polikarpov I-153 Chaika was a late 1930s Soviet biplane fighter. Developed as an advanced version of the I-15 with a retractable undercarriage, the I-153 fought in the Soviet-Japanese combats in Mongolia and was one of the Soviet's major fighter types in the early years of the Second...

, exhibited much worse spin characteristics.

Service trials of the new fighter, designated I-16, began on 22 March 1934. The M-22 prototype reached 359 km/h (223 mph). The manually retracted landing gear was prone to jamming and required considerable strength from the pilot. Most of the test flights were performed with the gear extended. On 1 May 1934, the M-22 prototype participated in the flyover of the Red Square
Red Square
Red Square is a city square in Moscow, Russia. The square separates the Kremlin, the former royal citadel and currently the official residence of the President of Russia, from a historic merchant quarter known as Kitai-gorod...

. Approximately 30 I-16 Type 1 aircraft were delivered, but were not assigned to any VVS fighter squadron. Most pilots who flew the I-16 Type 1 for evaluation purposes did not find the aircraft to have many redeeming characteristics. Regardless of pilot opinion, much attention was focused on the Cyclone powered aircraft and the M-25 (the license built Cyclone). On 14 April 1934, the Cyclone prototype was damaged when one of the landing gear legs collapsed while it was taxiing.

The third prototype with a Cyclone engine incorporated a series of aerodynamic improvements and was delivered for government trials on 7 September 1934. The top speed of 437 km/h (270 mph) no longer satisfied the Air Force, who now wanted the experimental Nazarov M-58 engine and 470 km/h (290 mph). Subsequently, the M-22 powered version entered production at Factory 21 in Nizhny Novgorod
Nizhny Novgorod
Nizhny Novgorod , colloquially shortened to Nizhny, is, with the population of 1,250,615, the fifth largest city in Russia, ranking after Moscow, St. Petersburg, Novosibirsk, and Yekaterinburg...

 and Factory 39 in Moscow
Moscow
Moscow is the capital, the most populous city, and the most populous federal subject of Russia. The city is a major political, economic, cultural, scientific, religious, financial, educational, and transportation centre of Russia and the continent...

. Because it was the fourth aircraft produced by these factories, it received the designation I-16 Type 4. Aircraft fitted with these new engines required a slightly changed airframe, including armor plating for the pilot and changes to the landing gear doors to allow for complete closure.

The M-25 fitted I-16, the I-16 Type 5, featured a new engine cowling which was slightly smaller in diameter and featured nine forward-facing shuttered openings to control cooling airflow, a redesigned exhaust with eight individual outlet stubs, and other changes. The M-25 was rated at 474 kW (635 hp) at sea level and 522 kW (700 hp) at 2,300 m (7,546 ft). Due to the poor quality of the canopy glazing, the I-16 Type 5 pilots typically left the canopy open or removed the rear portion completely. By the time the Type 5 arrived, it was the world's lightest production fighter (1,460 kg/3,219 lb), as well as the worlds fastest, able to reach speeds of 454 km/h (282 mph) at altitude and 395 km/h (245 mph) at sea level. While the Type 5 could not perform the high-g maneuvers of other fighters, it possessed superior speed and climb rates, and had extremely responsive aileron control which gave the Type 5 a very good roll rate which lead to precision maneuvers in loops and split-Ss.

A total of 7,005 single-seat and 1,639 two-seat trainer variants were produced.

Operational history

Initial service experience revealed that the ShKAS machine gun
ShKAS machine gun
The ShKAS is a 7.62 mm machine gun widely used by Soviet aircraft in the 1930s and during World War II...

s had a tendency to jam. This was the result of the guns being installed in the wings upside-down to facilitate the fit. The problem was addressed in later modifications. Evaluations from pilots confirmed the experience with prototypes. Controls were light and very sensitive, abrupt maneuvers resulted in spins, and spin behavior was excellent. A barrel roll could be performed in under 1.5 seconds (roll rate over 240 degrees/second). The machine guns were fired via a cable and the required effort, coupled with sensitive controls, made precision aiming difficult. The rear weight bias made I-16 easy to handle on unprepared airfields because the aircraft was rather unlikely to flip over the nose even if the front wheels dug in.

The pilots had poor visibility and the canopy tended to become fouled with engine oil and the moving portion was prone to slamming shut during hard maneuvers which caused many pilots to fix it in the open position.
The I-16 was a difficult fighter to fly. The front section of the fuselage, with the engine, was too close to the centre of gravity, and the pilot's cockpit too far to the rear. The Polikarpov had insufficient longitudinal stability and it was impossible to fly the aircraft "hand off".

Spanish Civil War

At the start of Spanish Civil War
Spanish Civil War
The Spanish Civil WarAlso known as The Crusade among Nationalists, the Fourth Carlist War among Carlists, and The Rebellion or Uprising among Republicans. was a major conflict fought in Spain from 17 July 1936 to 1 April 1939...

 in 1936, Republican forces pleaded for fighter aircraft. After receiving payment in gold, Joseph Stalin
Joseph Stalin
Joseph Vissarionovich Stalin was the Premier of the Soviet Union from 6 May 1941 to 5 March 1953. He was among the Bolshevik revolutionaries who brought about the October Revolution and had held the position of first General Secretary of the Communist Party of the Soviet Union's Central Committee...

 dispatched around 475 I-16 Type 5s and Type 6s. The first I-16s appeared in Spanish skies in November 1936. The Polikarpov monoplanes had their baptism of fire on the 13 November 1936, when 12 I-16s intercepted a Nationalist bombing raid on Madrid. Soviet pilots claimed four air victories. Two Germans Heinkel He 51
Heinkel He 51
-See also:-References:NotesBibliography* Donald, David, ed. Warplanes of the Luftwaffe. London: Aerospace, 1994. ISBN 1-874023-56-5.* Green, William and Gordon Swanborough. "The Cadre Creator...Heinkel's Last Fighting Biplane". Air Enthusiast No. 36, May-August 1988. pp. 11–24. ISSN 0143-5450.*...

 pilots were indeed killed. But the Soviets suffered losses too; the group commander collided with an enemy aircraft and another I-16 pilot crash landed. The Polikarpovs immediately began dominating the enemy He 51s, Arado Ar 68 and Fiat CR.32
Fiat CR.32
The Fiat CR.32 was an Italian biplane fighter used in the Spanish Civil War and World War II. This nimble little Fiat was compact, robust and highly manoeuvrable and gave impressive displays all over Europe in the hands of the Pattuglie Acrobatiche. The CR.32 fought in North and East Africa, in...

 biplanes, and remained unchallenged until the introduction of the Messerschmitt Bf 109
Messerschmitt Bf 109
The Messerschmitt Bf 109, often called Me 109, was a German World War II fighter aircraft designed by Willy Messerschmitt and Robert Lusser during the early to mid 1930s...

.
The arrival of the newest Bf 109Bs and the overwhelming numerical superiority of Nationalist fighters were the primary cause of the heavy combat losses suffered by I-15s and I-16s throughout 1937.
A number of aviation publications called the new Soviet fighter a "Boeing" due to the incorrect assumption that it was based on the Boeing P-26's design. The Nationalists nicknamed the stubby fighter Rata (Rat), while the Republicans affectionately called it Mosca (Fly).

Combat experience showed that the I-16 had deficiencies; several aircraft were lost after structural failure of the wings which was quickly remedied by reinforced structures. Heavy machine gun bullets could sometimes penetrate the armored backrest and fuel tanks occasionally caught fire in spite of being protected. The hot Spanish climate required the addition of oil radiators, and dust adversely affected the life of the engines. Although some aircraft accumulated up to 400 hours of flying time, the average life of an I-16 was 87 days, of which one sixth was spent on maintenance. The biggest complaint in service was the light armament of only two 7.62 mm (0.30 in) machine gun
Machine gun
A machine gun is a fully automatic mounted or portable firearm, usually designed to fire rounds in quick succession from an ammunition belt or large-capacity magazine, typically at a rate of several hundred rounds per minute....

s. This was urgently addressed with Type 6 which added a third ShKAS in the bottom of the fuselage. The four-gun Type 10 was nicknamed "Super Mosca" or simply "Super".
The total number of I-16s delivered to Spain in 1936-1938 amounted to 276. When the war ended, on 1 April 1939, 187 Ratas had been lost in Spain: 112 lost in combat, one shot down by anti-aircraft fire, 11 destroyed on the ground, one force-landed and 62 lost in accidents.

The Far East

Another 250 I-16 Type 10 were supplied to China
China
Chinese civilization may refer to:* China for more general discussion of the country.* Chinese culture* Greater China, the transnational community of ethnic Chinese.* History of China* Sinosphere, the area historically affected by Chinese culture...

. This model added a second set of 7.62 mm (0.30 in) ShKAS machine guns, armor behind the pilot, and had a slightly upgraded 560 kW (750 hp) M-25 engine. In 1939, these aircraft fought against the Japanese, fighting the fixed-landing gear equipped Nakajima Ki-27
Nakajima Ki-27
The was the main fighter aircraft used by the Imperial Japanese Army Air Force up until 1940. Its Allied nickname was "Nate", although it was called "Abdul" in the "China Burma India" theater by many post war sources; Allied Intelligence had reserved that name for the nonexistent Mitsubishi Navy...

 Nate of the IJAAF and IJNAF
Imperial Japanese Navy Air Service
The Imperial Japanese Navy Air Service was the air arm of the Imperial Japanese Navy during World War II, the organization was responsible for the operation of naval aircraft and the conduct of aerial warfare in the Pacific War.It was controlled by the Navy Staff of the Imperial Japanese Navy and...

's Mitsubishi A5M
Mitsubishi A5M
The Mitsubishi A5M, Japanese Navy designation was "Type 96 carrier-based fighter" was a Japanese carrier-based fighter aircraft. It was the world's first monoplane shipboard fighter and the direct ancestor of the famous Mitsubishi A6M 'Zero'...

 Claude. Further large scale action took place in fighting between the Soviet Union and Japan in the Battle of Khalkhin Gol
Battle of Khalkhin Gol
The Battles of Khalkhyn Gol was the decisive engagement of the undeclared Soviet–Japanese Border Wars fought among the Soviet Union, Mongolia and the Empire of Japan in 1939. The conflict was named after the river Khalkhyn Gol, which passes through the battlefield...

 in 1939. The next year, the Imperial Japanese Navy
Imperial Japanese Navy
The Imperial Japanese Navy was the navy of the Empire of Japan from 1869 until 1947, when it was dissolved following Japan's constitutional renunciation of the use of force as a means of settling international disputes...

 introduced the A6M Zero
A6M Zero
The Mitsubishi A6M Zero was a long-range fighter aircraft operated by the Imperial Japanese Navy Air Service from 1940 to 1945. The A6M was designated as the , and also designated as the Mitsubishi A6M Rei-sen and Mitsubishi Navy 12-shi Carrier Fighter. The A6M was usually referred to by the...

 which was more than a match for the I-16.

Further attempts were made to upgrade the firepower of the aircraft using 20 mm (0.79 in) ShVAK cannon
ShVAK cannon
The ShVAK was a 20 mm autocannon used by the Soviet Union during World War II. It was designed by Boris Shpitalniy and Semyon Vladimirov and entered production in 1936...

s, making the I-16 one of the most heavily armed fighters of that moment, able to fire 28 pounds of ammunition in three seconds. Pilots loved the results, but the cannons were in short supply and only a small number of I-16 Type 12, 17, 27, and 28 were built. The cannons adversely affected performance with the 360° circle time increasing from 15 seconds in Type 5 to 18 seconds. Type 24 replaced the skid with a tailwheel and featured the much more powerful 670 kW (900 hp) Shvetsov M-63 engine. Type 29 replaced two of the ShKAS guns with a single 12.7 mm (.50 in) UBS
Berezin UB
Berezin UB was a 12.7 mm caliber Soviet aircraft machine gun widely used during World War II.-Development:...

. Types 18, 24, 27, 28, and 29 could be equipped to carry RS-82 unguided rockets.

A 1939 government study found that I-16 had exhausted its performance potential. Addition of armor, radio, battery, and flaps during the aircraft's evolution exacerbated the rear weight distribution to the point where the aircraft required considerable forward pressure on the stick to maintain level flight and at the same time developed a tendency to enter uncontrolled dives. Extension and retraction of the landing flaps caused a dramatic change in the aircraft attitude. Accurate gunfire was difficult.

Russia

The pilots nicknamed the aircraft Ishak (Russian: Ишак, Donkey/Hinny
Hinny
A hinny is a domestic equine hybrid that is the offspring of a male horse and a female donkey . It is similar to the more common mule, which is the product of a female horse and a male donkey....

) because it was similar to the Russian pronunciation of "I-16". When the Great Patriotic War erupted on 22 June 1941, 1,635 of 4,226 VVS
Soviet Air Force
The Soviet Air Force, officially known in Russian as Военно-воздушные силы or Voenno-Vozdushnye Sily and often abbreviated VVS was the official designation of one of the air forces of the Soviet Union. The other was the Soviet Air Defence Forces...

 aircraft were I-16s of all variants, fielded by 57 fighter regiments in frontier areas.
Then main assault delivered by Luftwaffe's Luftflotte 2 (in support of Wehrmacht
Wehrmacht
The Wehrmacht – from , to defend and , the might/power) were the unified armed forces of Nazi Germany from 1935 to 1945. It consisted of the Heer , the Kriegsmarine and the Luftwaffe .-Origin and use of the term:...

 Army Group Centre) was directed against the Soviet Western Special Military district, that deployed 361 (424, according to other sources) I-16s.
During the early phase of the campaign the I-16 bases were main targets for the German aircraft and after 48 hours of combat, of the 1,635 Polikarpov monoplanes in service on 21 June 1941, only 937 were left. By 30 June the number of I-16s of western front line units had dropped to 873, including 99 that required repairs. To stem the Luftwaffe aerial assault several I-16 pilots adopted the taran
Aerial ramming
Aerial ramming or air ramming is a last-ditch tactic in air combat, sometimes used when all else has failed. Long before the invention of aircraft, ramming tactics in naval warfare and ground warfare were common...

 tactic and sacrificed their lives, ramming German aircraft.

Its main opponent in the sky of 1941 was the German Messerschmitt Bf 109
Messerschmitt Bf 109
The Messerschmitt Bf 109, often called Me 109, was a German World War II fighter aircraft designed by Willy Messerschmitt and Robert Lusser during the early to mid 1930s...

. The I-16 was slightly more maneuverable than the early Bf 109s and could fight the Messerschmitt Bf 109 '"Emil" on equal terms in turns. Skilled Soviet pilots took advantage of Polikarpov's superior horizontal maneuverability and liked it enough to resist the switch to more modern fighters. The German aircraft, however, outclassed its Russian opponent in service ceiling, rate of climb, acceleration and, crucially, in horizontal and diving speed, due to better aerodynamics and a more powerful engine. The main versions of the I-16 had a maximum speed of 450–470 km/h (279-291 mph), while the Bf 109E had a maximum speed of 560–570 km/h (347-353 mph), and the Bf109F, of 600 km/h (372 mph). Superior speed was the decisive factor in a dogfight
Dogfight
A dogfight, or dog fight, is a form of aerial combat between fighter aircraft; in particular, combat of maneuver at short range, where each side is aware of the other's presence. Dogfighting first appeared during World War I, shortly after the invention of the airplane...

 so German pilots held the initiative and could decide if they wanted to chase their opponents, could attack them from above and behind and then gain altitude for an eventual new attack. Meanwhile Polikarpovs could only defend each other by forming a defensive circle or via horizontal maneuverability.
Moreover, in terms of armament, Messerschmitts had a slight edge on the I-16. The "Emil" carried two wing-mounted 20 mm MG FF cannons and two synchronized 7.92 mm MG-17s
MG 17 machine gun
The MG 17 was a 7.92 mm machine gun produced by Rheinmetall-Borsig for use at fixed mountings in many World War II Luftwaffe aircraft.- History :...

 with a weight of a one-second salvo
Salvo
A salvo is the simultaneous discharge of artillery or firearms including the firing of guns either to hit a target or to perform a salute.Troops armed with muzzleloaders required time in which to refill their arms with gun powder and shot...

 of 2.37 kg, while the most common version of the I-16 - armed with just two synchronized and two wing-mounted 7.62 ShKAS - could deliver 1.43 kg of bullets each second. Finally, the ammunition storage on a Messerschmitt exceeded that of the I-16, carrying 1,000 bullets for each machine guns (plus 60 rounds for each cannon), while the Polikarpov carried just 450 rounds for each ShKAS.

The I-16 and had a more durable engine than the liquid-cooled engine of the Bf 109. Around half of all produced I-16s were still in service in 1943, when they were finally replaced.

Specially modified I-16s were used in the Zveno
Zveno project
Zveno was a parasite aircraft concept developed in the Soviet Union during the 1930s. It consisted of a Tupolev TB-1 or a Tupolev TB-3 heavy bomber acting as a mothership for between two and five fighters...

 parasite aircraft
Parasite aircraft
A parasite aircraft is a component of a composite aircraft which is carried, and air launched by, a mother ship aircraft.The first use for parasite aircraft was in 1916, when the British used a Bristol Scout, flying from a Felixstowe Porte Baby, a giant flying boat of its time. This eventually...

 experiments using the Tupolev TB-3
Tupolev TB-3
The Tupolev TB-3 was a heavy bomber aircraft which was deployed by the Soviet Air Force in the 1930s and during World War II. It was the world's first cantilever wing four-engine heavy bomber. Despite obsolescence and being officially withdrawn from service in 1939, TB-3 performed bomber and...

 as mothership.

The Luftwaffe
Luftwaffe
Luftwaffe is a generic German term for an air force. It is also the official name for two of the four historic German air forces, the Wehrmacht air arm founded in 1935 and disbanded in 1946; and the current Bundeswehr air arm founded in 1956....

 was known to have captured some I-16s and UTI-4s two-seat trainers (two of which were marked with the Stammkennzeichen codes DM+HC and DM+HD) and flown from Rechlin by Kampfgeschwader 200 (KG 200). The Luftwaffe was not the only air force able to test its fighters against the I-16; the Japanese captured a few I-16s as well. and the Romanian Air Force also got one when a Soviet pilot defected.
The Finnish Air Force (FAF) captured some I-16s (along with several other Soviet types). During the Winter War
Winter War
The Winter War was a military conflict between the Soviet Union and Finland. It began with a Soviet offensive on 30 November 1939 – three months after the start of World War II and the Soviet invasion of Poland – and ended on 13 March 1940 with the Moscow Peace Treaty...

 and the Continuation War
Continuation War
The Continuation War was the second of two wars fought between Finland and the Soviet Union during World War II.At the time of the war, the Finnish side used the name to make clear its perceived relationship to the preceding Winter War...

, the Finns captured six I-16s and one I-16UTI. Two of the captured I-16s and I-16UTIs were put back into flying condition and flight tested.

Variants

There is considerable disagreement in literature on features of particular I-16 variants. This list is based on the following references.
TsKB-12
First prototype, M-22 engine
Bristol Jupiter
The Bristol Jupiter was a British nine-cylinder single-row piston radial engine built by the Bristol Aeroplane Company. Originally designed late in World War I and known as the Cosmos Jupiter, a lengthy series of upgrades and developments turned it into one of the finest engines of its era.The...

, 336 kW (450 hp), two unsynchronized ShKAS machine guns in the wings with 900 rpg.

TsKB-12bis
Second prototype, Wright SGR-1820-F-3 Cyclone
Wright R-1820
|-See also:-References:* Bridgman, L, Jane's Fighting Aircraft of World War II. Crescent. ISBN 0-517-67964-7* Eden, Paul & Soph Moeng, The Complete Encyclopedia of World Aircraft. Amber Books Ltd. Bradley's Close, 74-77 White Lion Street, London, NI 9PF, 2002, ISBN 0-7607-3432-1), 1152...

 engine, 533 kW (715 hp)

TsKB-12P (I-16P)
Prototype armed with two ShVAK cannon in the wings, 150 rpg.

TsKB-18
Ground attack prototype with M-22 engine and armored cockpit. Armed with four ShKAS or PV-1 machine gun
PV-1 machine gun
PV-1 is an air-cooled version of the Maxim machine gun for mounting on aircraft....

s and 100 kg (220 lb) of bombs. Two additional Type 5s were fitted with six ShKAS machine guns of which four could decline to 20° for ground strafing.

TsKB-29 (SPB)
Pneumatically-operated landing gear and flaps, Wright Cyclone engine, armament of two ShKAS machine guns, used as a high-speed dive bomber in the Zveno project
Zveno project
Zveno was a parasite aircraft concept developed in the Soviet Union during the 1930s. It consisted of a Tupolev TB-1 or a Tupolev TB-3 heavy bomber acting as a mothership for between two and five fighters...


I-16 Type 1
Pre-production series, M-22 engine with 358 kW (480 hp).

I-16 Type 4
First production version, M-22 engine.

I-16 Type 5
Type 4 with a streamlined and tapered engine cowling, Shvetsov M-25 engine with 522 kW (700 hp).

I-16 Type 6
M-25A engine, 545 kW (730 hp).

I-16 Type 10
Four ShKAS machine guns (two synchronized in the fuselage and two in the wings), windscreen replaced the sliding canopy, could be fitted with retractable skis for winter operations, M-25B engine with 560 kW (750 hp). Hispano-Suiza
Hispano-Suiza
Hispano-Suiza was a Spanish automotive and engineering firm, best known for its luxury cars and aviation engines in the pre-World War II period of the twentieth century. In 1923, its French subsidiary became a semi-autonomous partnership with the parent company and is now part of the French SAFRAN...

-built aircraft were powered by the Wright Cyclone R-1820-F-54 engine.

I-16 Type 17
Type 10 with two ShKAS machine guns and two ShVAK cannon, rubber tail wheel, M-25V engine with 560 kW (750 hp). Some aircraft were fitted with an additional 12.7 mm (0.5 in) Berezin UB
Berezin UB
Berezin UB was a 12.7 mm caliber Soviet aircraft machine gun widely used during World War II.-Development:...

 machine gun for strafing.

I-16 Type 18
Type 10 with Shvetsov M-62 engine producing 620 kW (830 hp), with a two-speed supercharger and a variable-pitch propeller. Capable of carrying two 100 l (26 US gal) underwing fuel tanks.

I-16 Type 20
Four ShKAS, first version capable of carrying underwing fuel tanks with 93 l (25 US gal) capacity based on tanks used on the Japanese Nakajima Ki-27
Nakajima Ki-27
The was the main fighter aircraft used by the Imperial Japanese Army Air Force up until 1940. Its Allied nickname was "Nate", although it was called "Abdul" in the "China Burma India" theater by many post war sources; Allied Intelligence had reserved that name for the nonexistent Mitsubishi Navy...

, 80 built.

I-16 Type 24
Four ShKAS, landing flaps replaced drooping ailerons, tailwheel added, second cockpit door added on the starboard side, Shvetsov M-63 engine with 670 kW (900 hp).

I-16 Type 27
Type 17 with an M-62 engine.

I-16 Type 28
Type 24 with two ShKAS and two ShVAK.

I-16 Type 29
Two synchronized ShKAS in the nose and a single 12.7 mm (0.50 in) UBS
Berezin UB
Berezin UB was a 12.7 mm caliber Soviet aircraft machine gun widely used during World War II.-Development:...

 in the bottom of the fuselage, no wing guns. Could carry 4-6 RS-82 rocket
RS-82 rocket
RS-82 and RS-132 were unguided rockets used by Soviet military aircraft in World War II.-Development:...

s.

I-16 Type 30
Re-entered production in 1941-42, M-63 engine.

I-16TK
Type 10 with a turbocharger
Turbocharger
A turbocharger, or turbo , from the Greek "τύρβη" is a centrifugal compressor powered by a turbine that is driven by an engine's exhaust gases. Its benefit lies with the compressor increasing the mass of air entering the engine , thereby resulting in greater performance...

 for improved high-altitude performance, reached 494 km/h (307 mph) at 8,600 m ( 28,200 ft), did not enter production.

UTI-1
Two-seat trainer version of Type 1.

UTI-2
Improved UTI-1 with fixed landing gear.

UTI-4 (I-16UTI)
Two-seat trainer version of Type 5, most with fixed landing gear.

Operators

  • Chinese Nationalist Air Force

 Nazi Germany
  • Luftwaffe
    Luftwaffe
    Luftwaffe is a generic German term for an air force. It is also the official name for two of the four historic German air forces, the Wehrmacht air arm founded in 1935 and disbanded in 1946; and the current Bundeswehr air arm founded in 1956....

     operated captured aircraft

  • Finnish Air Force
    Finnish Air Force
    The Finnish Air Force is one of the branches of the Finnish Defence Forces. Its peacetime tasks are airspace surveillance, identification flights, and production of readiness formations for wartime conditions...

     operated captured aircraft.

  Mongolia
  • Mongolian People's Army Aviation
    Mongolian People's Army
    The Mongolian People's Army or Mongolian People's Revolutionary Army was established on 18 March 1921 as a secondary army under Soviet Red Army command during the 1920s and during World War II.-Creation of the army:One of the first actions of the new Mongolian People's Revolutionary Party...

     operated one I-16 used for training

  • Polish Air Force
    Polish Air Force
    The Polish Air Force is the military Air Force wing of the Polish Armed Forces. Until July 2004 it was officially known as Wojska Lotnicze i Obrony Powietrznej...

     operated one I-16 (1 Pulk Lotnictwa Myliwskiego) and two UTI-4 aircraft (15 Samodzielny Zapasowy Pulk Lotniczy and the Techniczna Szkola Lotnicza.

 Soviet Union
  • Soviet Air Forces
  • NKVD Air Forces
    NKVD
    The People's Commissariat for Internal Affairs was the public and secret police organization of the Soviet Union that directly executed the rule of power of the Soviets, including political repression, during the era of Joseph Stalin....


  • Republican Spanish Air Force

  • Spanish Nationalist Air Force operated I-16 and UTI-4 aircraft captured from the Spanish Republican Air Force, returned by French government and 30 built in Jerez de la Frontera
    Jerez de la Frontera
    Jerez de la Frontera is a municipality in the province of Cádiz in the autonomous community of Andalusia, in southwestern Spain, situated midway between the sea and the mountains. , the city, the largest in the province, had 208,896 inhabitants; it is the fifth largest in Andalusia...

    . I-16s were still operated in 1952.
    • Group 1-W
    • 26th Group
    • Morón Fighter School

Survivors

In the early 1990s, New Zealand pilot and entrepreneur Sir Tim Wallis' Alpine Fighter Collection organised the restoration of six I-16s and three I-153s to an airworthy condition, this project being completed in 1999 as the third and final I-153 arrived in New Zealand. After a spectacular international debut at the Warbirds Over Wanaka
Warbirds over Wanaka
Warbirds over Wanaka is a biennial air show in Wanaka, held on the Easter weekend of even-numbered years. It is held at Wanaka Airport, 10 km outside Wanaka village. Initially conceived by New Zealand live deer recovery pioneer, Sir Tim Wallis, as a display day for him to play with his collection...

 airshow in 1998 (for the I-16s) and 2000 (for the I-153s), some of the aircraft were sold off around the world, to the Commemorative Air Force in the U.S. (as pictured above), to Jerry Yagen of Virginia, and an I-16 to Spain, where it is held in the collection of the Fundación Infante de Orleans at Cuatro Vientos airport, Madrid, and is occasionally flown for the public. Despite intentions to keep one of each at the NZFPM, all of the I-16s have now been sold to overseas owners. Jerry Yagen also had a second I-16 restored in Russia.

Finnish Aviation Museum
Finnish Aviation Museum
The Finnish Aviation Museum is a museum specialising in aircraft, located in Vantaa, Finland.-History:The museum was founded on 4 December 1969 by Ilmailumuseoyhdistys ry. The museum was placed next to the Helsinki-Vantaa Airport but received its own facilities in 1980...

 in Vantaa
Vantaa
Vantaa is a city and municipality in Finland. Helsinki, Vantaa, Espoo and Kauniainen make up the Helsinki Metropolitan Area.Vantaa, with its population of , is the fourth most populated city of Finland. The biggest airport in Finland, the Helsinki-Vantaa Airport, is located there...

, Finland
Finland
Finland , officially the Republic of Finland, is a Nordic country situated in the Fennoscandian region of Northern Europe. It is bordered by Sweden in the west, Norway in the north and Russia in the east, while Estonia lies to its south across the Gulf of Finland.Around 5.4 million people reside...

, has a two-seater I-16 UTI trainer on display.

The Flying Heritage Collection
Flying Heritage Collection
The Flying Heritage Collection is Paul G. Allen's collection of rare military aircraft, which comprises examples from Germany, Japan, Russia, the United Kingdom and the United States...

 in Washington, United States has an airworthy I-16 Type 24.

Specifications (I-16 Type 24)

See also

External links

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