In
early 1937 the US Army Air Corps announced a design competition which
was intended to lead to the procurement of a long range interceptor
fighter, one which would have the capability of attacking enemy
aircraft at a considerable distance from its base and of outperforming
them at high altitude. The specification called for a maximum speed of
360 mph (579 km/h) and the ability to climb to a height of 20,000 ft
(6095 m) within six minutes.
At
the beginning of 1937, when Lockheed received the USAAC's Request for
proposals, the company had no previous experience in the design or
construction of military aircraft. This, at first would seem to be a
disadvantage but in this particular instance is was probably the
reverse, for it enabled H. L. Hibbard and his design team to look at
the project objectively, without any preconceived ideas. The result was
a solution that at the time was little short of revolutionary. The
design team after conducting several tests, confirmed that no single
engine then in existence could provide the speed and rate of climb
required by the specification, but that two engines almost certainly
would, at the same time providing a better payload margin for armament
and fuel.
Having decided on a twin engine configuration (then a radical concept
for fighter design) the designers were faced with the problem of how
best to mount the two engines. Among the possibilities which they
considered were conventional wing mounted engines, in both tractor and
pusher arrangements; engines within the fuselage driving two tractor
propellers via co-axial shafts, or wing mounted propellers via a
complex transmission; a twin boom structure between which could mounted
a central nacelle with push and pull engines. This last proposal was
the most attractive, for if the tail unit was designed to link the aft
end of the booms the resulting structure could be comparatively light
in weight and yet immensely strong; and why not put the engines in the
forward end of the booms and the pilot in a central nacelle?
This was the basic layout of Lockheed's Model 22, details which were
submitted to the USAAC in the spring of 1937. On 23 June 1937, the
company was awarded a contract for the construction of a prototype
under the designation XP-38, and was also required to construct a
mockup to finalise equipment and cockpit layout to the requirements of
the Army Air Corps. Following inspection and final approval of the
mockup Lockheed was able to begin detail design, but it was not until
just over a year later, in July 1938 that construction of the prototype
was started. Rolled out just after Christmas that year, with engine
ground tests being made in early January, the XP-38 was flown for the
firt time on 27 January 1939. The powerplant consisted of two 960 hp
(716 kw) Allison V-1710-11/15 inline engines, these being "handed" so
that the propellers rotated in opposite directions to neutralize engine
torque. In this configuration when viewed from behind the port
propeller turned clockwise.
Initial testing of the XP-38 progressed well, so well in fact that on
11 February 1939 the aircraft was dispatched on a transcontinental
flight from March Field, California to Mitchell Field, in New York, a
journey accomplished with two en-route refuelling stops in 7 hours 2
minutes. However, this breathtaking performance was to end in disaster,
for as the result of an undershoot on the final approach to Mitchell
Field the XP-38 was damaged so severely that it was a write-off.
Fortunately, earlier testing and the trans-America flight had given
some indication of the potential of the design, so that the USAAC had
no qualms in ordering a service test batch of 13 YP-38s on 27 April
1939, and followed by the first production order for 66 P-38s on 10
August.
As
a result of the early tests it was possible incorporate certain
modifications to the pre-production aircraft (Lockheed Model 122), this
including the introduction of 1,150 hp (858 kW) V-1710-27/29 engines,
installed with propeller rotation opposite to that of the XP-38. In
addition, the nose mounted armament was changed from the 23 mm cannon
and four 12.7 mm (0.50 in) machine guns of the prototype to one 37 mm
cannon, two 12.7 mm (0.50 in) machine guns and two 7.62 mm (0.30 in)
machine guns. There was, however, a long wait before the first YP-38
flew on 16 September 1940, the aircraft being handed over to the USAAC
for evaluation in early March 1941; all 13 YP-38s had been delivered by
early June.
There was little doubt that Lockheed had produced a remarkable
aeroplane, for early testing showed a maximum speed of 405 mph (652
km/h) at 20,000 ft (6095 m), an altitude to which it could climb within
the required 6 minutes. One major problem was discovered during service
trials, namely buffeting of the tail unit, and early attempts to
eliminate this by the introduction of upswept booms, to lift the tail
unit above the disturbed airflow aft of the engines and wings, were
completely unsuccessful. The solution lay in an adjustment of tailplane
incidence and changes to elevator mass balancing, these modifications
being incorporated on the last 36 aircraft of the first production
order, which were designated P-38D.
The
first 30 production aircraft were delivered as P-38s (Lockheed Model
222), with delivery starting in mid-1941. These were generally similar
to the YP-38 but had armament much the same as that of the prototype
(except that the 23 mm cannon was replaced by one of 37-mm calibre)
plus the provision of armour protection for the pilot. Their basic
structure was typical of the whole family of P-38s which were to
follow, with production continuing throughout World War II until
terminated finally by the contract cancellations after VJ-Day. Of
all-metal construction, the wing was mid-set and consisted of a
centre-section on which was mounted the central nacelle structure to
accommodate the pilot, and nosewheel unit when retracted. Mountings for
the engine nacefies/tail booms were integral with the wing
centre-section structure, and outboard of these were the wing outer
panels. Fuel tanks were housed in the wing centre section, and
trailing-edge flaps of the Lockheed-Fowler type were installed. The
tail booms, which could be considered to start from the fireproof
bulkheads aft of each engine, provided housing for the main landing
gear units when retracted, the General Electric engine turbochargers,
cooling radiators and, at their extremities, the twin fins and rudders;
they were rigidly braced together at the aft end by a continuous
tailplane structure, with the single elevator inset in the tailplane
trailing edge between the rudders. The powerplant comprised two Allison
V-1710 inline engines, each driving a constant speed and fully
feathering propeller.
The
P-38s were followed into service by the 36 P-38Ds, beginning in August
1941, and these could be regarded as the first combat-worthy examples
of the P-38. In addition to the tail unit modifications mentioned
above, they were provided with a low-pressure oxygen system, a
retractable landing light, and self-sealing fuel tanks. The gap in
designations between P-38 and P-38D is accounted for by a single XP-38A
(Lockheed Model 622) prototype with a pressurised cockpit nacelle,
while the P-38B and P-38C identifications were allocated to projects
which failed to materialise.
The
P-38Ds were also the first to bear the name Lightning, which was the
designation allocated to this aircraft when ordered for the RAF by the
British Purchasing Commission of 1940. Some 667 were ordered, these
being Lockheed Model 322s, and either because of an oversight on the
part of the Commission (and this seems the more likely explanation), or
because of an export ban on the engine/turbocharger combination, the
first three examples, supplied to Britain as Model 322-61s, were
considered to have inadequate performance when tested and the entire
order was cancelled. These Lightning Is, as designated by the RAF, had
two 1,150 hp (858 kW) Allison V-1710-C15 (R) engines without
turbochargers and, as indicated by the R suffix, both were of
right-hand rotation. Testing by the USAAF, following their acceptance
of the 140 outstanding on the first British order, confirmed the RAF's
findings and they were used only for various training and experimental
purposes under the designation P-322. The balance of 524, representing
the second British order, which were to have had the standard P-38
engine installation (Lockheed Model 322-60 and allocated the British
designation Lightning II), were absorbed into USAAF contracts and were
produced as either P-38F or P-38G Lightnings.
The
P-38E was the last version to enter production for the USAAF before the
attack at Pearl Harbour, and the type differed from the P-38D in having
changed electric and hydraulic systems, the 37 mm nose cannon replaced
by one of 20 mm calibre, and the provision of additional ammunition
capacity for the nose guns. Some 210 of this version were contracted,
but before they were completed 99 were converted for a
photo-reconnaissance role under the designation F-4, with the nose
armament replaced by a cluster of four cameras. In a similar manner, 20
of the ensuing P-38Fs were converted as photo-reconnaissance F-4As, but
the 507 P-38Fs, which began to enter service in February 1942, had a
number of changes which were introduced progressively to different
production batches. These included the installation of 1,225 hp (913
kW) V-1710-49/53 engines, changed oxygen equipment, and the provision
of so-called 'manoeuvring flaps'. In fact, these were the standard
trailing-edge flap installation, but a readily-selected setting of 8
degrees extension made possible much tighter turns. Provision was made
also for the carriage of external weapons, and racks beneath the inner
wings could accommodate two 75 or 150 US gallon (284 or 568 litre) drop
tanks, 1,000 lbs (454 kg) bombs, 22 in (559 mm) torpedoes, or smoke
producing installations.
By
this time, of course, USAAF Lightnings had become actively engaged in
the war, and a P-38 of the 50th Fighter Squadron, a unit of the 342nd
Composite Group based in Iceland, recorded the first operational
success for a Lightning a few days after arriving on the island on 14
August 1942, destroying a German Focke-Wulf Fw 200 Condor over the
Atlantic. In November 1942 P-38Fs saw their first large-scale use
during the North African campaign. Their wholesale destruction of
German cargo and transport aircraft over the Mediterranean quickly
earned the nickname 'der Gabelschwanz Teufel' (the fork-tailed devil)
from the Luftwaffe, but in this theatre also came the first
appreciation that in its intended fighter role there were shortcomings.
Not only was the wide span, twin-engined P-38 less manoeuvrable than
the Messerschmitt fighters against which it was in combat, but it did
not take long for Axis pilots to discover that high performance was
limited to high altitude. If the P-38s could be forced to fight at
altitudes between 10,000 and 15,000 ft (3050 and 4570 m), then the
margin of performance was in favour of the enemy's Bf 109s.
A Lockheed P-38J Lightning of the 27th Fighter Squadron 1st Fighter
Group 15th Air Force US Army Air Force - Salsola Italy 1944
Prior to the above encounters, however, the next production version had
begun to enter service, during June 1942. This was the P-38G (1,082
built), which introduced the 1,325 hp (988 kW) V-1710-51/55 engine.
Improved turbochargers, oxygen system and radio were incorporated at
various stages throughout the production run. Of the P-38G total, 181
were converted for a reconnaissance role as F-5As, and because the
V-1710-51/55 powerplant tended to overheat, an additional 200 F-5Bs
were provided with intercoolers. With larger numbers of P-38F/-38Gs
becoming available, the type was soon in service with USAAF squadrons
in all theatres. In August 1942 the lst Fighter Group's 71st and 94th
Fighter Squadrons arrived in England after ferrying their aircraft
across the Atlantic, and were joined almost immediately by the 37th,
49th and 50th Squadrons of the 14th Fighter Group. The 94th Fighter
Squadron was, incidentally, the famous 'Hat in the Ring' squadron which
had fought alongside the Allies in Europe during World War I.
The
last 200 P-38Gs off the production line introduced underwing racks with
a combined stores capacity of 3,200 lbs (1451 kg), and this became
standard on the P-38Hs which followed. Production of this version
totalled 601, of which 128 were converted for photo-reconnaissance
duties as F-5Cs. All had 1,425 hp (1063 kW) V-1710-89/91 engines, and
late production examples had improved turbochargers. There were,
however, extensive changes in the P-38Js (Lockheed Model 422) which
followed, for the wider use of P-38s in zones where high temperatures
were commonplace had made it essential to eliminate the engine
overheating problem. This resulted in the introduction of 'chin'
radiators at the base of the engine nacelles, enabling this version to
develop its full take-off power to a height of 26,500 ft (8075 m).
Other progressive improvements included increased fuel capacity; the
introduction of small electrically-actuated dive flaps, beneath the
undersurface of the outer wing panels, to overcome a nose-down pitching
movement at high speed; and in the first application of power-boosted
controls to a fighter aircraft, the provision of hydraulically powered
aileron boosters which required the pilot to provide only 17 per cent
of the force needed for aileron operation. P-38J production reached
2,970, and this version was in extensive use by early 1944.
Three P-38 fighter groups were operational in the Pacific, where
Lightnings were accredited with the destruction of more Japanese
aircraft than any other fighter in USSAF service. They are well
recorded in the air force's history for a string of memorable actions,
including the interception and destruction, some 550 miles (885 km)
from their base, at Guadalcanal, of the Mitsubishi G4M carrying Japan's
Admiral Isoroku Yamamoto, a skilful action carried out by aircraft from
the 70th, 112th and 339th Fighter Squadrons. And, of course, the
USAAF's 'ace of aces' of World War II, Major Richard I. Bong, scored
all of his 40 confirmed victories while flying P-38s in the Pacific
theatre. In Europe P-38s served mainly with the 9th Air Force, used
extensively on long-range fighter escort duties in support of 8th Air
Force daylight bombing missions against German targets.
There were no production P-38Ks, the designation XP-38K being allocated
to a single P-38J powered by Allison V-1710-75/77 engines with larger
diameter propellers, and this was followed by the most extensively
built version, the P-38L. Lockheed produced no fewer than 3,810 of the
model, while an additional 113 were built by Consolidated-Vultee: the
P-38L differed from the P-38J in having 1,475 hp (1100 kW)
V-1710-111/113 engines which had a combat rating of 1,600 hp (1193 kW)
at 26,500 ft (8075 m). Some batches of this version had a mounting,
dubbed 'Christmas tree beneath each outer wing panel for the carriage
of five 5-in (127-mm) rocket projectiles.
Well over 700 reconnaissance aircraft with the designations
F-5E/-5F/-5G were converted from P-38J/-38Ls, and 75 P-38M night
fighters were also derived from P-38Ls. These latter, used
operationally during the closing stages of war in the Pacific, carried
a radar operator (seated aft of the pilot), his equipment, and retained
the full weapon load of the P-38L. Variants of the P-38 included some
P-38Js modified in Europe to serve as 'lead-bombers' or 'Pathfinders'.
In these aircraft the standard nose was replaced by one with a
bomb-aimer's position, which had a transparent nose, while others for a
similar role carried BTO (Bomb Through Overcast) radar in the nose,
making it possible to attack a target that was obscured by cloud. There
were also a few TP-38L two-seat trainers derived from P-38Ls.
With the end of the war and the inevitable cancellations after VJ-Day
most of the USAAF's Lightnings rapidly disappeared from the scene, but
a few F-38J/-38Ls remained in service until 1949.
Nicknames:
Fork-Tailed Devil; Pathfinder (P-38L carrying a nose-mounted
Mickey radar.)
Specifications (P-38J):
Engine: Two 1475hp Allison
V-1710-111/113 V-12 piston engines
Weight: Empty 12,800 lbs.,
Max Takeoff 21,600 lbs.
Wing Span: 52ft. 0in.
Length: 37ft. 10in.
Height: 9ft. 10in.
Performance:
Maximum Speed at 25,000ft:
414 mph
Service Ceiling: 44,000 ft
Normal Range: 450 miles
Armament:
One 20-mm cannon in nose
Four 12.7mm (0.5 inch) machine guns
Two 1600 lb. bombs
Number Built:
10,037
Number Still Airworthy:
~7 |