Lockheed Martin F-35 Lightning II
Lockheed Martin F-35 Lightning II
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Lockheed Martin F-35 Lightning II

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Lockheed Martin F-35 Lightning II

The Lockheed Martin F-35 Lightning II is an American family of single-seat, single-engine, supersonic stealth strike fighters. A multirole combat aircraft designed for both air superiority and strike missions, it also has electronic warfare and intelligence, surveillance, and reconnaissance capabilities. Lockheed Martin is the prime F-35 contractor with principal partners Northrop Grumman and BAE Systems. The aircraft has three main variants: the conventional takeoff and landing (CTOL) F-35A, the short take-off and vertical-landing (STOVL) F-35B, and the carrier variant (CV) catapult-assisted take-off but arrested recovery (CATOBAR) F-35C.

The aircraft descends from the Lockheed Martin X-35, which in 2001 beat the Boeing X-32 to win the Joint Strike Fighter (JSF) program intended to replace the F-16 Fighting Falcon, F/A-18 Hornet, and the McDonnell Douglas AV-8B Harrier II "jump jet", among others. Its development is primarily funded by the United States, with additional funding from program partner countries from the North Atlantic Treaty Organization (NATO) and close U.S. allies, including Australia, Canada, Denmark, Italy, the Netherlands, Norway, the United Kingdom, and formerly Turkey. Several other countries have also ordered, or are considering ordering, the aircraft. The program has drawn criticism for its unprecedented size, complexity, ballooning costs, and delayed deliveries. The decision to start manufacturing the aircraft while it was still in development and testing led to expensive design changes and retrofits. As of July 2024, the average flyaway costs per plane are: US$82.5 million for the F-35A, $109 million for the F-35B, and $102.1 million for the F-35C.

The F-35 first flew in 2006; its variants entered U.S. service in July 2015 (Marine Corps F-35B), August 2016 (Air Force F-35A), and February 2019 (Navy F-35C). The aircraft first saw combat in 2018, during Israeli Air Force attacks on Syria. The F-35 has since been used in combat by the U.S. in Afghanistan, Iran, Iraq, and Yemen; by Israel in Gaza, Iran, Iraq, Lebanon, and Yemen; and by the UK in Iraq and Syria. F-35As contribute to US nuclear forward deployment in European NATO countries. The U.S. plans to buy 2,456 F-35s through 2044, which will represent the bulk of its crewed fixed-wing tactical aviation for several decades; the aircraft is to be a cornerstone of NATO and U.S.-allied air power and operate until 2070.

The F-35 was the product of the Joint Strike Fighter (JSF) program, which was the merger of various combat aircraft programs from the 1980s and 1990s. One progenitor program was the Defense Advanced Research Projects Agency (DARPA) Advanced Short Take-Off/Vertical Landing (ASTOVL) which ran from 1983 to 1994; ASTOVL aimed to develop a Harrier jump jet replacement for the U.S. Marine Corps (USMC) and the UK Royal Navy. Under one of ASTOVL's classified programs, the Supersonic STOVL Fighter (SSF), Lockheed's Skunk Works conducted research for a stealthy supersonic STOVL fighter intended for both U.S. Air Force (USAF) and USMC; among key STOVL technologies explored was the shaft-driven lift fan (SDLF) system. Lockheed's concept was a single-engine canard delta aircraft weighing about 24,000 lb (11,000 kg) empty. ASTOVL was rechristened as the Common Affordable Lightweight Fighter (CALF) in 1993 and involved Lockheed, McDonnell Douglas, and Boeing.

The end of the Cold War and the collapse of the Soviet Union in 1991 caused considerable reductions in Department of Defense (DoD) spending and subsequent restructuring. In 1993, the Joint Advanced Strike Technology (JAST) program emerged following the cancellation of the USAF's Multi-Role Fighter (MRF) and U.S. Navy's (USN) Advanced Attack/Fighter (A/F-X) programs. MRF, a program for a relatively affordable F-16 Fighting Falcon replacement, was scaled back and delayed due to post–Cold War defense posture easing F-16 fleet usage and thus extending its service life as well as increasing budget pressure from the Lockheed Martin F-22 Advanced Tactical Fighter (ATF) program. The A/F-X, initially known as the Advanced-Attack (A-X), began in 1991 as the USN's follow-on to the Advanced Tactical Aircraft (ATA) program for an Grumman A-6 Intruder replacement; the ATA's resulting McDonnell Douglas A-12 Avenger II had been canceled due to technical problems and cost overruns in 1991. In the same year, the termination of the Naval Advanced Tactical Fighter (NATF), a naval development of USAF's ATF program to replace the Grumman F-14 Tomcat, resulted in additional fighter capability being added to A-X, which was then renamed A/F-X. Amid increased budget pressure, the DoD's Bottom-Up Review (BUR) in September 1993 announced MRF's and A/F-X's cancellations, with applicable experience brought to the emerging JAST program. JAST was not meant to develop a new aircraft, but rather to develop requirements, mature technologies, and demonstrate concepts for advanced strike warfare.

As JAST progressed, the need for concept demonstrator aircraft by 1996 emerged, which would coincide with the full-scale flight demonstrator phase of ASTOVL/CALF. Because the ASTOVL/CALF concept appeared to align with the JAST charter, the two programs were eventually merged in 1994 under the JAST name, with the program now serving the USAF, USMC, and USN. JAST was subsequently renamed to Joint Strike Fighter (JSF) in 1995, with STOVL submissions by McDonnell Douglas, Northrop Grumman, Lockheed Martin, and Boeing. The JSF was expected to eventually replace large numbers of multi-role and strike fighters in the inventories of the US and its allies, including the Harrier, F-16, F/A-18, Fairchild A-10 Thunderbolt II, and Lockheed F-117 Nighthawk.

International participation is a key aspect of the JSF program, starting with United Kingdom participation in the ASTOVL program. Many international partners requiring modernization of their air forces were interested in the JSF. The United Kingdom joined JAST/JSF as a founding member in 1995 and thus became the only Tier 1 partner of the JSF program; Italy, the Netherlands, Denmark, Norway, Canada, Australia, and Turkey joined the program during the Concept Demonstration Phase (CDP), with Italy and the Netherlands being Tier 2 partners and the rest Tier 3. Consequently, the aircraft was developed in cooperation with international partners and available for export.

Boeing and Lockheed Martin were selected in early 1997 for CDP, with their concept demonstrator aircraft designated X-32 and X-35 respectively; the McDonnell Douglas team was eliminated and Northrop Grumman and British Aerospace joined the Lockheed Martin team. Each firm would produce two prototype air vehicles to demonstrate conventional takeoff and landing (CTOL), carrier takeoff and landing (CV), and STOVL. Lockheed Martin's design would make use of the work on the SDLF system conducted under the ASTOVL/CALF program. The key aspect of the X-35 that enabled STOVL operation, the SDLF system consists of the lift fan in the forward center fuselage that could be activated by engaging a clutch that connects the driveshaft to the turbines and thus augmenting the thrust from the engine's swivel nozzle. Research from prior aircraft incorporating similar systems, such as the Convair Model 200, Rockwell XFV-12, and Yakovlev Yak-141, were also taken into consideration. By contrast, Boeing's X-32 employed a direct lift system that the augmented turbofan would be reconfigured to when engaging in STOVL operation.

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