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F-35 Lightning II

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F-35 Lightning II

The F-35 Lightning II takes off for its first flight at Naval Air Station Fort Worth Joint Reserve Base on 15 December 2006.

Type Multirole fighter
Manufacturers Lockheed Martin Aeronautics
Northrop Grumman
BAE Systems
Maiden flight 15 December 2006[1]
Introduction 2011 (scheduled)
Status Under development / pre-production
Primary users United States Air Force
United States Navy
United States Marine Corps
Royal Air Force/Royal Navy
Produced 2003-present
Unit cost US$200 million (flyaway cost based on production of 6 aircraft in 2008)[2]
Developed from Lockheed Martin X-35

The Lockheed Martin F-35 Lightning II is a single-seat, single-engine, stealth-capable military strike fighter, a multi-role aircraft that can perform close air support, tactical bombing, and air-to-air combat. The F-35 is descended from the X-35 of the Joint Strike Fighter (JSF) program. Its development is being principally funded by the United States with the United Kingdom and other partner governments providing additional funding.[3] It is being designed and built by an aerospace industry team led by Lockheed Martin with Northrop Grumman and BAE Systems as major partners.[3] Demonstrator aircraft flew in 2000,[4] with the production model first flying on 15 December 2006.[5] The United States Air Force plans to acquire 1,763 aircraft to substantially replace its fleet of F-16 multirole fighters.[6]

Contents

Development

JSF Program history

Requirement

Image:F-35 Wind Tunnel Model.jpg
An F-35 wind tunnel testing model in the Arnold Engineering Development Center's 16-foot transonic wind tunnel

The JSF program was created to replace various aircraft while keeping development, production, and operating costs down. This was pursued by building three variants of one aircraft, sharing 80% of their parts:

  • F-35A, conventional takeoff and landing (CTOL) variant.
  • F-35B, short-takeoff and vertical-landing (STOVL) variant.
  • F-35C, carrier-based (CV) variant.

The F-35 is being designed to be the world's premier strike aircraft through 2040. It is intended that its air-to-air capability will be second only to that of the F-22 Raptor. Specifically the F-35’s requirements are that it be: four times more effective than legacy fighters in air-to-air combat, eight times more effective in air-to-ground battle combat, and three times more effective in reconnaissance and suppression of air defenses. These capabilities are to be achieved while still having significantly better range and a smaller logistical footprint than legacy aircraft.[7]

Origins and selection

Boeing X-32 (left) and Lockheed Martin X-35 prior to down-select in 2001, where the X-35 was chosen.
Boeing X-32 (left) and Lockheed Martin X-35 prior to down-select in 2001, where the X-35 was chosen.

The Joint Strike Fighter evolved out of several requirements for a common fighter to replace existing types. The actual JSF development contract was signed on 16 November 1996.

The contract for System Development and Demonstration (SDD) was awarded on 26 October 2001 to Lockheed Martin, whose X-35 beat the Boeing X-32. DoD officials and British Minister of Defence Procurement Lord Bach, said the X-35 consistently outperformed the X-32, although both met or exceeded requirements. The designation of the fighter as "F-35" came as a surprise to Lockheed, which had been referring to the aircraft in-house by the designation "F-24."[8]

Naming

On 7 July 2006, the U.S. Air Force officially announced the name of the F-35: Lightning II,[9] in honor of Lockheed's World War II-era twin-prop P-38 Lightning and the Cold War-era jet, the English Electric Lightning. English Electric's aircraft division was incorporated into BAC, a predecessor of F-35 partner BAE Systems. Other names previously listed as contenders were Kestrel, Phoenix, Piasa, Black Mamba and Spitfire II. Lightning II was also an early company name for the aircraft that became the F-22 Raptor.

International participation

While the United States is the primary customer and financial backer, the United Kingdom, Italy, the Netherlands, Canada, Norway, Denmark, Australia and Turkey have contributed US$4.375 billion toward the development costs of the program.[3] Total development costs are estimated at more than US$40 billion (underwritten largely by the United States), while the purchase of an estimated 2,400 planes is expected to cost an additional US$200 billion.[10] The nine major partner nations plan to acquire over 3,100 F-35s through 2035,[11] making the F-35 one of the most numerous jet fighters.

There are three levels of international participation. The levels generally reflect the financial stake in the program, the amount of technology transfer and subcontracts open for bid by national companies, and the order in which countries can obtain production aircraft. The United Kingdom is the sole "Level 1" partner, contributing US$2.5 billion, about 10% of the development costs[12] under the 1995 Memorandum of Understanding that brought the UK into the project.[13] Level 2 partners are Italy, which is contributing US$1 billion; and the Netherlands, US$800 million. Level 3 partners are Canada, US$440 million; Turkey, US$175 million; Australia, US$144 million; Norway, US$122 million; and Denmark, US$110 million. Israel and Singapore have joined as Security Cooperative Participants (SCP).[14]

Some of the partner countries have wavered in their public commitment to the JSF program, hinting or warning that unless they receive more subcontracts or technology transfer, they will forsake JSF for the Eurofighter Typhoon, Saab Gripen, Dassault Rafale or simply upgrade their existing aircraft. Norway has several times threatened to put their support on hold unless substantial guarantees for an increased industrial share is provided. Despite this Norway has signed all the Memoranda of Understanding, including the latest one detailing the future production phase of the JSF program. They have, however, indicated that they will increase and strengthen their cooperation with both competitors of the JSF, the Typhoon and the Gripen.[15]

United Kingdom

Main article: Joint Combat Aircraft

The United Kingdom plans to acquire 138 F-35s[16] for the Royal Air Force and the Royal Navy.

The UK became increasingly frustrated by a lack of US commitment to grant access to the technology that would allow the UK to maintain and upgrade its F-35s without US involvement. This is understood to relate mainly to the software for the aircraft. For five years, British officials sought an ITAR waiver to secure greater technology transfer. This request, which has the blessing of the Bush administration, was repeatedly blocked by US Representative Henry Hyde, who said that the UK needed to tighten its laws protecting against the unauthorized transfer of the most advanced US technology to third parties.[17]

BAE Systems CEO Mike Turner complained that the US had denied his company access to the aircraft's source code. On 21 December 2005, an article in the Glasgow Herald quoted the chairman of the House of Commons Defence Select Committee as saying "the UK might have to consider whether to continue in the programme" if no access were granted.[18] Lord Drayson, Minister for Defence Procurement, took a firmer stance during a March 2006 visit to Washington: "We do expect the software technology transfer to take place. But if it does not take place we will not be able to purchase these aircraft," and he said there was a 'Plan B' if the deal fell through.[19] This may have been the development of a navalized Typhoon.[20]

On 27 May 2006, President George W. Bush and Prime Minister Tony Blair announced that "Both governments agree that the UK will have the ability to successfully operate, upgrade, employ, and maintain the Joint Strike Fighter such that the UK retains operational sovereignty over the aircraft."[21] Despite this, concerns were still expressed about the lack of technology transfer as late as December 2006. Nevertheless, on 12 December 2006, Lord Drayson signed an agreement which met the UK's demands for further participation, i.e., access to software source codes and operational sovereignty. The agreement allows "an unbroken British chain of command" for operation of the aircraft. Drayson said Britain would "not be required to have a US citizen in our own operational chain of command".[22] Drayson also said, however, that Britain is still considering an unspecified "Plan B" alternative to buying the Joint Strike Fighter.

On 25 July 2007, the Ministry of Defence confirmed that they have placed orders for the two new aircraft carriers of the Queen Elizabeth Class, that will allow the purchase of the F-35B variant.[23]

Italy

Italy plans to acquire 109 F-35As for the Italian Air Force, and 22 F-35Bs for the Marina Militare (Italian Navy) to be used on the STOVL aircraft carrier Cavour.[24]

Netherlands

The Netherlands has plans to acquire 85 F-35As for the Royal Netherlands Air Force. The aircraft will replace an aging fleet of Lockheed Martin F-16AM. The Dutch government expects the costs to be €5.5 billion for the initial purchase and €9.1 billion for 30 years of service.[25] On 19 November 2007, in the Dutch Parliament, the Secretary of Defence was questioned about the JSF delay, technical problems and rising costs.[26] On 29 February 2008, the executive council of the Dutch government decided to go ahead with the purchase of 2 test aircraft.[27]

Australia

Image:Aust JST USN.jpg
Australia's then-Minister for Defence Dr. Brendan Nelson signing the JSF Production, Sustainment and Follow-on Development Memorandum of Understanding in December 2006

In May 2005, the Australian government announced that it would delay its planned 2006 decision on buying the JSF to 2008, and thus past the term of the government of the day. Australia, like the UK, has insisted it must have access to all software needed to modify and repair aircraft. Analysis conducted by the Royal Australian Air Force has determined that the F-35 "is the most suitable aircraft for Australia's needs".[28]

There has been debate in Australia over whether the F-35 is the most suitable aircraft for the RAAF. Some media reports, lobby groups and politicians have raised doubts that the aircraft will be ready in time to replace the RAAF's aging fleet of General Dynamics F-111 strike aircraft and F/A-18 Hornet fighters. Some critics say the more expensive F-22 or the Eurofighter may be better choices, both offering better range, dogfighting capability, and supercruise at a cost that may not be much more than the F-35[29] – claims that as of July 2006 are being examined in a parliamentary inquiry.[30]

In a statement released in early August 2006, then-Australian Defence Minister Dr. Brendan Nelson revealed that while the F-35 still had governmental support, Australia is starting to investigate other possible aircraft should the F-35 prove to be unfeasible.[31] In October 2006 the deputy chief of the Air Force, Air Vice Marshal John Blackburn, publicly stated that the RAAF had ruled out the purchase of interim strike aircraft to cover any delays to the F-35 program and believed that the F-35 was suitable.[32] However, on 6 March 2007, Dr. Nelson announced the Australian Government would purchase 24 F/A-18F Super Hornets from Boeing to fill the gap left by the retiring F-111 strike aircraft at a cost of potentially AU$6 billion.[33] Nonetheless, Dr. Nelson continued to endorse Australia's purchase of the F-35. Speaking on Australian television in March 2007, Dr. Nelson stated that 5% of the capability of the F-35 is classified, claiming that, "that's the five percent that really counts."[34]

On 13 December 2006, Minister Nelson signed the JSF Production, Sustainment and Follow-on Development Memorandum of Understanding. This agreement provides the cooperative framework for the acquisition and support of the JSF over its life.[35] Australia is expected to purchase 100 F-35As at a cost of approximately AU$16 billion.[36]

However following the election of a Labor Party government in the 2007 federal election the new government ordered a review of the RAAF's fighter procurement plans, including the purchase of the F-35. This review will include an evaluation of the F-35, advanced derivatives of the MiG-29 and Su-35, as well as the F-22's suitability for Australia, with the Defence Minister stating that "I intend to pursue American politicians for access to the Raptor".[37]

Turkey

On 12 July 2002, Turkey became the seventh international partner in the JSF Project, joining the United Kingdom, Italy, the Netherlands, Canada, Denmark and Norway. On 25 January 2007, Turkey signed a memorandum of understanding (MoU) for involvement in F-35 production. Turkey is expected to order 100 F-35A "CTOL/Air Force versions" at a reported cost of $11 billion.[38] It is reported that the aircraft will be produced under license in Turkey by Turkish Aerospace Industries (TAI).

A Letter of Intent (LOI) was signed between TAI and Northrop Grumman ISS (NGISS) International on 6 February 2007. With the LOI, TAI becomes the second source for the F-35 Lightning II center fuselage during the JSF Signing. The number of center fuselages to be produced by TAI will be determined depending on the number of F-35s Turkey will procure and the number of F-35s to be produced worldwide. The LOI represents a potential value in excess of $3 billion.[39]

TAI of Turkey is one of the only two International Suppliers to Northrop Grumman Corporation (the other being Denmark). On 10 December, 2007 the Turkish Aerospace Industries, Inc. (TAI) was authorized by Northrop Grumman Corporation to commence fabricating subassemblies for the first two F-35 production aircraft. The subassemblies – composite components and aircraft access doors – will be used in the F-35 center fuselage, a major section of the aircraft being produced by Northrop Grumman, a principal member of the Lockheed Martin-led F-35 global industry team.[40]

In February 2007, Northrop Grumman also signed a letter of intent with TAI to also make it a second source for producing F-35 center fuselages. Under that agreement, TAI will produce a "minimum" of 400 center fuselages starting during LRIP-2. Northrop Grumman currently produces all F-35 center fuselages at its F-35 assembly facility in Palmdale, Calif.

It is also anticipated that TAI after 2013 will also produce 100% of the F-35 under licence from Lockheed Martin Corporation, as was also the case with the F-16 Fighting Falcon program Peace Onyx I and II.

Turkey also intends to incorporate in the distant future several Turkish designed and manufactured electronic systems into the F-35 platform.

Canada

The Canadian Department of National Defence (DND) is looking to replace its aging fleet of CF-18 Hornets by the 2020 time frame with much interest placed on the F-35. DND officials have stated the estimate for producing 80 units would cost $3.8 billion, though this figure does not include training, sustainment, and any follow on costs. Canada has until 2012 to decide on purchasing the F-35, though they have already invested $150 million in the JSF program.[41]

Norway

Norway participates in the F-35 program as a Level 3 partner in the System Development and Demonstration phase with a view to enabling its industry to compete for industrial opportunities.[42] Norwegian National Deputy Rune Fagerli, the country's sole representative on the Joint Strike Fighter program, told SPACE.com the Norwegian Royal Ministry of Defence has pledged $125 million in preparations to replace a fleet of F-16 jets that have about 12 years left of operation.

"By getting involved here, on the ground level, we can try and address the needs of Norway into this capable fighter early," said Fagerli, a colonel. In Norway, for example, the runways are slippery due to wet weather and traditional F-16 jets are equipped with drag chutes to slow them down.

An international method to aircraft development could also yield aircraft that fit well together during combat, when cooperating nations are flying over hostile territory. Norwegian pilots, Fagerli cited, currently fly F-16 missions over Afghanistan alongside Danish and Dutch aviators.[43]

The F-35 is one of the three aircraft types being evaluated by the Norwegian Future Combat Aircraft Capability Project as a replacement for the F-16s currently in-service.[44]

Security Cooperative Participants (SCP)

Israel

In 2003, Israel signed a letter of agreement, worth almost $20 million, to formally join the system development and demonstration (SDD) effort for the F-35 as a "security cooperation participant" (SCP).[45] The Israeli Air Force (IAF) stated in 2006 that the F-35 is a key part of IAF's recapitalization plans, and that Israel intends to buy over 100 F-35A fighters at an estimated cost of over $5 billion to replace their F-16s over time.[46] Israel was reinstated as a partner in the development of the F-35 on 31 July 2006, after Israeli participation was put on hold following the Chinese arms deal crisis.[47]

On 3 September 2007 IDF Chief of General Staff Lt.-Gen. Gabi Ashkenazi announced the purchase of a squadron of F-35s which Israel will begin receiving in 2014. However, U.S. defense officials later agreed to allow Israel to receive the fighters as early as 2012.[48] The price of each F-35 is expected to reach $50 million-$60m.[49]

The Jerusalem Post reports the Pentagon has agreed to supply the F-35A Lightning II variant to Israel as early as 2012, instead of in 2014 or 2015. This would make Israel one of the first nations to receive the aircraft, and very possibly the first foreign nation. Previous objections to Israel’s installation of its own technology in the F-35 (as it has done with every US fighter it has received) were also reportedly overcome; at present, the only Israel technology in the standard version will be the JSF HMDS helmet mounted display system, designed in cooperation with Elbit Systems. Israel also asked to manufacture F-35 aircraft locally at a 1:2 ratio, but the reports did not indicate whether that request was granted.[50]

The timing and technology agreements reportedly came in the wake of a Washington meeting between Israeli Defense Minister Ehud Barak and US Secretary of Defense Robert Gates, and may represent an attempt to deflect Israeli calls for an export version of the F-22A Raptor, which has more stealth and capability, and whose production line is currently scheduled to close in 2010.[51] [52]

Potential exports

India

The F-35 is also a potential offer to the Indian Air Force as of July 2007. This has been interpreted as part of a tactic to sell the F-16 as a multi-role fighters to the IAF.[53]

Design

Image:F-35A - Inauguration Towing.jpg
The F-35A being towed to its inauguration ceremony on 7 July 2006

The F-35 appears to be a smaller, slightly more conventional, one-engine sibling of the sleeker, two-engine F-22 Raptor, and indeed, drew elements from it. The exhaust duct design was inspired by the General Dynamics Model 200, a 1972 VTOL aircraft designed for the Sea Control Ship.[54]

Lockheed teamed with the Yakovlev Design Bureau in the 1990s, which has led to some speculation about ties with the quite different Yakovlev Yak-141 "Freestyle".[55]

Stealth technology makes the aircraft hard to detect as it approaches short-range tracking radar.

Some improvements over current-generation fighter aircraft are:

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