TheLockheed Martin F-35 Lightning II is an American family of single-seat, single-engine, stealth multirole combat aircraft designed for 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-based (CV/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. Its development is principally 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 the United Kingdom, Australia, Canada, Italy, Norway, Denmark, the Netherlands, and formerly Turkey.[5][6][7] 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[8][N 1] The acquisition strategy of concurrent production of the aircraft while it was still in development and testing led to expensive design changes and retrofits.[10][11]
The F-35 first flew in 2006 and entered service with the U.S. Marine Corps F-35B in July 2015, followed by the U.S. Air Force F-35A in August 2016 and the U.S. Navy F-35C in February 2019.[1][2][3] The aircraft was first used in combat in 2018 by the Israeli Air Force.[12] The U.S. plans to buy 2,456 F-35s through 2044, which will represent the bulk of the crewed tactical aviation of the U.S. Air Force, Navy, and Marine Corps for several decades; the aircraft is planned to be a cornerstone of NATO and U.S.-allied air power and to operate until 2080.[13][14][15]
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 U.K. Royal Navy. Under one of ASTOVL's classified programs, the Supersonic STOVL Fighter (SSF), Lockheed Skunk Works conducted research for a stealthy supersonic STOVL fighter intended for both U.S. Air Force (USAF) and USMC; a key technology 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.[16][17]
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.[18] JAST was subsequently renamed to Joint Strike Fighter (JSF) in 1995, with STOVL submissions by McDonnell Douglas, Northrop Grumman, Lockheed Martin,[N 2] 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, A-10, and F-117.[19]
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;[20] 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.[21]
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.[N 3] 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,[N 4] Rockwell XFV-12, and Yakovlev Yak-141, were also taken into consideration.[23][24][25] By contrast, Boeing's X-32 employed direct lift system that the augmented turbofan would be reconfigured to when engaging in STOVL operation.
Lockheed Martin's commonality strategy was to replace the STOVL variant's SDLF with a fuel tank and the aft swivel nozzle with a two-dimensional thrust vectoring nozzle for the CTOL variant.[N 5] STOVL operation is made possible through a patented shaft-driven LiftFan propulsion system.[26] This would enable identical aerodynamic configuration for the STOVL and CTOL variants, while the CV variant would have an enlarged wing to reduce landing speed for carrier recovery. Due to aerodynamic characteristics and carrier recovery requirements from the JAST merger, the design configuration settled on a conventional tail compared to the canard delta design from the ASTOVL/CALF; notably, the conventional tail configuration offers much lower risk for carrier recovery compared to the ASTOVL/CALF canard configuration, which was designed without carrier compatibility in mind. This enabled greater commonality between all three variants, as the commonality goal was important at this design stage.[27] Lockheed Martin's prototypes would consist of the X-35A for demonstrating CTOL before converting it to the X-35B for STOVL demonstration and the larger-winged X-35C for CV compatibility demonstration.[28]
The X-35A first flew on 24 October 2000 and conducted flight tests for subsonic and supersonic flying qualities, handling, range, and maneuver performance.[29] After 28 flights, the aircraft was then converted into the X-35B for STOVL testing, with key changes including the addition of the SDLF, the three-bearing swivel module (3BSM), and roll-control ducts. The X-35B would successfully demonstrate the SDLF system by performing stable hover, vertical landing, and short takeoff in less than 500 ft (150 m).[27][30] The X-35C first flew on 16 December 2000 and conducted field landing carrier practice tests.[29]
On 26 October 2001, Lockheed Martin was declared the winner and was awarded the System Development and Demonstration (SDD) contract; Pratt & Whitney was separately awarded a development contract for the F135 engine for the JSF.[31] The F-35 designation, which was out of sequence with standard DoD numbering, was allegedly determined on the spot by program manager Major General Mike Hough; this came as a surprise even to Lockheed Martin, which had expected the F-24 designation for the JSF.[32]
As the JSF program moved into the System Development and Demonstration phase, the X-35 demonstrator design was modified to create the F-35 combat aircraft. The forward fuselage was lengthened by 5 inches (13 cm) to make room for mission avionics, while the horizontal stabilizers were moved 2 inches (5.1 cm) aft to retain balance and control. The diverterless supersonic inlet changed from a four-sided to a three-sided cowl shape and was moved 30 inches (76 cm) aft. The fuselage section was fuller, the top surface raised by 1 inch (2.5 cm) along the centerline to accommodate weapons bays. Following the designation of the X-35 prototypes, the three variants were designated F-35A (CTOL), F-35B (STOVL), and F-35C (CV), all with a design service life of 8,000 hours. Prime contractor Lockheed Martin performs overall systems integration and final assembly and checkout (FACO) at Fort Worth, Texas,[N 6] while Northrop Grumman and BAE Systems supply components for mission systems and airframe.[33][34]
Adding the systems of a fighter aircraft added weight. The F-35B gained the most, largely due to a 2003 decision to enlarge the weapons bays for commonality between variants; the total weight growth was reportedly up to 2,200 pounds (1,000 kg), over 8%, causing all STOVL key performance parameter (KPP) thresholds to be missed.[35] In December 2003, the STOVL Weight Attack Team (SWAT) was formed to reduce the weight increase; changes included thinned airframe members, smaller weapons bays and vertical stabilizers, less thrust fed to the roll-post outlets, and redesigning the wing-mate joint, electrical elements, and the airframe immediately aft of the cockpit. The inlet was also revised to accommodate more powerful, greater mass flow engines.[36][37] Many changes from the SWAT effort were applied to all three variants for commonality. By September 2004, these efforts had reduced the F-35B's weight by over 3,000 pounds (1,400 kg), while the F-35A and F-35C were reduced in weight by 2,400 pounds (1,100 kg) and 1,900 pounds (860 kg) respectively.[27][38] The weight reduction work cost $6.2 billion and caused an 18-month delay.[39]
The first F-35A, designated AA-1, was rolled out at Fort Worth on 19 February 2006 and first flew on 15 December 2006.[N 7][40] In 2006, the F-35 was given the name "Lightning II" after the Lockheed P-38 Lightning of World War II.[41] Some USAF pilots have nicknamed the aircraft "Panther" instead.[42]
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