I had to smile about the mention of only 2 limiting factors for carrier aircraft. There are many more.
First question which comes first chicken or egg? Carrier or aircraft?
During the interwar Treaty period a carrier had a Treaty limited minimum lifespan of 20 years (except the "experimental" ships). (By the way the USS Nimitz has passed its 47th birthday.) The replacement cycle for aircraft was maybe 5-7 years and accelerated in WW2. At a time when aircraft design was rapidly advancing. How far are you able to see into the future to build in some surplus capacity over 3-4 generations of aircraft? Even the Yorktown class designed in 1934 for an air group of 97 was seeing that reduced to 75-80 by 1941/2 due to increasing aircraft dimensions. The next carrier design, the Essex, had to grow from a standard displacement of 20,000 tons to 27,000 tons to accomodate that increase (OK there were some other factors at play as well).
So what factors need to be taken into account? (I'm not claiming this list is exhaustive)
Physical dimensions of aircraft - relates to lift size, hangar height, width etc. But it also relates to just how many aircraft you can spot for a strike on the limited flight deck space, especially if the wings need to be unfolded manually in advance. Standard practice for the USN was the "deck load strike" of about half the air group that took up about the after half of the flight deck, leaving the forward half for free take off runs (see below for the consequences of that). And carrier practice plays its part. For example how mauch of the airgroup do you want to keep in the hangar at any point in time.
For Britain with different operating criteria and environment hangar capacity was important. Bigger aircraft = less in the hangar. So the capacity of Illustrious fell from 36 when designed in 1936 (around the Swordfish / Skua) to 33 when she entered service in 1940 (around the Albacore / Fulmar)
Hangar height (generally 16ft) became an issue for the RN when it had to rely on US aircraft in WW2. It saw 8" cut from the wingtips of the F4U Corsair. In 1942 the RN accepted that its future carriers would need to match those of the USN for hangar height. So the Colossus class and Audacious class were designed with 17.5ft hangars from the outset to match the USN.
Width of the aircraft in the hangar is important relative to overall hangar width. Britain generally looked at c18ft folded. But in 1940 reduced the folded width in the Firebrand Spec to 13.5ft which the Seafire III/XV/XVII followed. That allowed 4 abreast stowage in an Illustrious / Implacable hangar rather than 3 abreast. Instantly more aircraft on bard but a designers nightmare to meet in attempting to meet everything else
The Japanese with so many fixed wing aircraft have particularly complicated hangar stowage arrangements to get every thing to fit.
Aircraft weight - this is actually pretty fundamental. It affects the strength of the flight and hangar decks and lifts (elevators) needed, not just to support a static aircraft (or maybe up to half the air group) but to take the impact of an aircraft landing (sometimes referred to as a controlled crash) somewhere near it max weight in an emergency. Stronger = heavier = potential problem when your carrier is weight limited by Treaty.
So in Britain the design limits were 10,500lb fully loaded until 1940 (e.g. Barracuda spec 1937) when they began to be relaxed (12,500lb Firebrand 1940) with 19,000lb for the Spearfish in 1943.
So for example the Implacables were built with stronger flight desks than the Illustrious class. That would have allowed operation of the Mosquito/Sea Mosquito. The Majestic class of light fleet carrier were built to handle heavier aircraft than the Colossus class. Post war conversions had to address that issue.
Take off and landing speeds - limits on these affect the design (see the flaps on the likes of the Barracuda & Firefly and variable incidence wing on the Supermarine Type 322 Dumbo to meet the RN limits) but are necessary to ensure an aircraft can get on and off the fligt deck safely.
Take of run required - bigger aircraft generally = longer take off run. In the 1930s and early in WW2 the USN rarely used its carrier catapults, where they were fitted (not all the carriers had them) because it slowed the launch rate (from roughly every 10 secs to 30 secs). So more time assembling the strike force = shorter range for that strike. By 1945 due to increasing aircraft weights and more aircraft having to be handled, catapults were being used in about 40% of take offs (generally the early launches in the strike to maximise the weight they could carry in what would otherwise have been a shorter take off run).
Capacity of the catapults to launch the required weight- These were steadily increased over time either by introducing new models or uprating existing ones. The alternative is for carriers to sail faster but that burns up huge amounts of fuel for them and the Task Group that they are part of = supply problem.
The British BH.III accelerator first fitted in Illustrious in 1940 was rated at 11,000lb at 66 knots (trolley lauch). It was steadily upgraded during the war to 16,000lb at 66 knots (trolley) or 20,000lb at 56 knots (tail down launch).
The type of catapult launch also makes a difference as the necessary equipment has to be built into the aircraft. Some are heavier than others. And note the Japanese carriers didnt employ catapults.
Capacity of the arrester gear to handle the returning aircraft - again there was an uprating during WW2.
Aircraft fuel capacity - bigger aircraft = bigger thirstier engines. Or do you trade air group size? Or do you accept the need to replenish more often?
A Yorktown was designed with 178,000 US gals of Avgas. The Essex increased that to 232,000 US gals. Remember both were designed around a similar sized air group. And wartime experience showed that petol stowage needed greater protection so in the later Essex class it reduced to 212,000 US gals. And it can't be stored in the ships' main fuel tanks (unlike jet fuel). It needs separate protected stowage due to its volatile nature.
Aircraft lifts / elevators
The figure quoted for the Esssex class elevator was for the third deck edge lift. The two main ones were 48x44ft stressed to lift 28,000lb, intended to lift two aircraft at a time (it was written into the Design Spec) assuming all the hydraulic pumps worked, otherwise it was 14,000lb and a single aircraft.
Ark Royal III had two lifts 45x22ft and a third 45x25ft and the Illustrious class were 45x22ft to lift 14,000lb to lift a single aircraft. Indomitable & the Imlacables had the size of the forward lift increased to 45x33ft in order to handle the fixed wing aircraft expected to enter service.
The T shaped lifts of earlier British carriers actually represent a different and much slower pace of operations in the 1920s, where, without a crash barrier (the first in the RN was fitted in Ark Royal in 1938), an aircraft had to be cleared from the flight deck quickly to allow another to land. So a T shaped lift allowed it to be struck down into the hangar and folded once it got there. So
Eagle:- forward (T shaped) 46x47ft; aft (rectangular) 46x33ft
Hermes, C & G:- 46x47ft (T shaped)
Furious:- 34x45ft (T shaped)
For other ships
Yorktown class & Wasp - 48x44ft plus a rudimentary side lift affair in the last named
Ranger - 52ftx41ft
Lexingtons - 29x35ft
Akagi - 38.5x42.66ft & 42x29.5ft
Kaga - 37.66x39.5ft & 35x52ft
Soryu - 16x11.5m; 12x11.5m; 10x11.5m
Hiryu - 16x13m; 12x13m, 13x11.8m
Shokaku class - 13x16m; 13x12m & 13x12m
Taiho - 14x13.6m & 14x14m
But there comes a point when nations made a decision that new aircraft could just not be designed to fit existing carriers. So for the RN the 1943 designs such as the Fairey Spearfish was specified not to have a length greater than 45.5ft and a height stowed of 17ft. Same with the Short Sturgeon. These were never intended to operate from the Illustrious/Implacable/Colossus/Majestic classes but only from the newer Audacious & Centaur classes.
Same with the Japanese. The Aichi B7A Ryusei, aka Grace, designed to a 1941 spec was intended to operate from a new generation of carriers and so the length limit (then 11m = 36ft) was relaxed. The first of those ships was the Taiho laid down in July 1941 which was intended to be followed by another 7 modified ships.
Postwar the US increased the size of the remaining centreline lift on the Essex class and moved others to the side as well as enlarging them.
Too many people look at the Essex class and their long lives and ability to handle jets off Vietnam without understanding the huge changes that were made to them to allow that to happen. Many of those changes are not generally visible. So flight decks were strengthened. Would anyone have envisaged in 1940 that by 1960 they would be handling the Douglas A-3 Skywarrior? Bulged hulls for stability and more fuel, more jet fuel capacity, larger stronger elevators. Those vast changes were only possible because they were built as open hangar ships with the hangar as superstructure. Britain & Japan chose closed hangar ships with the flight deck as the strength deck making modernisation more difficult (see Victorious).
The pros & cons can be summarised thus at least so far as the RN was concerned (courtesy of D K Brown):-
Closed hangar gives a lighter & stronger hull
Fire protection is better in a closed hangar ship as it is contained and unlikely to spread to the rest of the ship. On the other hand it becomes an oven in the tropics.
Space is generally greater in an open hangar design unless you go to a double closed hangar
Aircraft engines can be run up in an open hangar design
Side lifts (elevators) are far easier to install on open hangar ships
But by the time the US reached the Forrestal class they had to move to a closed hangar for added strength and blast protection from nuclear blast..
Incidentally the spec for the SB2C stated "minimum weight and size are desirable, but consideration will be given to designs of of 9,000 to 9,500 pounds (in the 500lb bomb condition with sufficient fuel for 1,000 miles range at economical speed), if increased performance sufficient to warrant such weight increase proves attainable." But the weight exceeded that almost from the start.
Folded a Fulmar had the following dimensions (l x w x h) - 40ft 3in x 17ft 10in x 10ft 8in. Unfolded the span went up to 46ft 4.5in.
Swordfish folded - 36ft 1in x 17ft 3in x 12ft 10.5in
Albacore folded - 39ft 11.75 x 17ft 9in x 12ft 6in
Barracuda folded - 39ft 9in x 17ft 8in x 14ft 11in
First question which comes first chicken or egg? Carrier or aircraft?
During the interwar Treaty period a carrier had a Treaty limited minimum lifespan of 20 years (except the "experimental" ships). (By the way the USS Nimitz has passed its 47th birthday.) The replacement cycle for aircraft was maybe 5-7 years and accelerated in WW2. At a time when aircraft design was rapidly advancing. How far are you able to see into the future to build in some surplus capacity over 3-4 generations of aircraft? Even the Yorktown class designed in 1934 for an air group of 97 was seeing that reduced to 75-80 by 1941/2 due to increasing aircraft dimensions. The next carrier design, the Essex, had to grow from a standard displacement of 20,000 tons to 27,000 tons to accomodate that increase (OK there were some other factors at play as well).
So what factors need to be taken into account? (I'm not claiming this list is exhaustive)
Physical dimensions of aircraft - relates to lift size, hangar height, width etc. But it also relates to just how many aircraft you can spot for a strike on the limited flight deck space, especially if the wings need to be unfolded manually in advance. Standard practice for the USN was the "deck load strike" of about half the air group that took up about the after half of the flight deck, leaving the forward half for free take off runs (see below for the consequences of that). And carrier practice plays its part. For example how mauch of the airgroup do you want to keep in the hangar at any point in time.
For Britain with different operating criteria and environment hangar capacity was important. Bigger aircraft = less in the hangar. So the capacity of Illustrious fell from 36 when designed in 1936 (around the Swordfish / Skua) to 33 when she entered service in 1940 (around the Albacore / Fulmar)
Hangar height (generally 16ft) became an issue for the RN when it had to rely on US aircraft in WW2. It saw 8" cut from the wingtips of the F4U Corsair. In 1942 the RN accepted that its future carriers would need to match those of the USN for hangar height. So the Colossus class and Audacious class were designed with 17.5ft hangars from the outset to match the USN.
Width of the aircraft in the hangar is important relative to overall hangar width. Britain generally looked at c18ft folded. But in 1940 reduced the folded width in the Firebrand Spec to 13.5ft which the Seafire III/XV/XVII followed. That allowed 4 abreast stowage in an Illustrious / Implacable hangar rather than 3 abreast. Instantly more aircraft on bard but a designers nightmare to meet in attempting to meet everything else
The Japanese with so many fixed wing aircraft have particularly complicated hangar stowage arrangements to get every thing to fit.
Aircraft weight - this is actually pretty fundamental. It affects the strength of the flight and hangar decks and lifts (elevators) needed, not just to support a static aircraft (or maybe up to half the air group) but to take the impact of an aircraft landing (sometimes referred to as a controlled crash) somewhere near it max weight in an emergency. Stronger = heavier = potential problem when your carrier is weight limited by Treaty.
So in Britain the design limits were 10,500lb fully loaded until 1940 (e.g. Barracuda spec 1937) when they began to be relaxed (12,500lb Firebrand 1940) with 19,000lb for the Spearfish in 1943.
So for example the Implacables were built with stronger flight desks than the Illustrious class. That would have allowed operation of the Mosquito/Sea Mosquito. The Majestic class of light fleet carrier were built to handle heavier aircraft than the Colossus class. Post war conversions had to address that issue.
Take off and landing speeds - limits on these affect the design (see the flaps on the likes of the Barracuda & Firefly and variable incidence wing on the Supermarine Type 322 Dumbo to meet the RN limits) but are necessary to ensure an aircraft can get on and off the fligt deck safely.
Take of run required - bigger aircraft generally = longer take off run. In the 1930s and early in WW2 the USN rarely used its carrier catapults, where they were fitted (not all the carriers had them) because it slowed the launch rate (from roughly every 10 secs to 30 secs). So more time assembling the strike force = shorter range for that strike. By 1945 due to increasing aircraft weights and more aircraft having to be handled, catapults were being used in about 40% of take offs (generally the early launches in the strike to maximise the weight they could carry in what would otherwise have been a shorter take off run).
Capacity of the catapults to launch the required weight- These were steadily increased over time either by introducing new models or uprating existing ones. The alternative is for carriers to sail faster but that burns up huge amounts of fuel for them and the Task Group that they are part of = supply problem.
The British BH.III accelerator first fitted in Illustrious in 1940 was rated at 11,000lb at 66 knots (trolley lauch). It was steadily upgraded during the war to 16,000lb at 66 knots (trolley) or 20,000lb at 56 knots (tail down launch).
The type of catapult launch also makes a difference as the necessary equipment has to be built into the aircraft. Some are heavier than others. And note the Japanese carriers didnt employ catapults.
Capacity of the arrester gear to handle the returning aircraft - again there was an uprating during WW2.
Aircraft fuel capacity - bigger aircraft = bigger thirstier engines. Or do you trade air group size? Or do you accept the need to replenish more often?
A Yorktown was designed with 178,000 US gals of Avgas. The Essex increased that to 232,000 US gals. Remember both were designed around a similar sized air group. And wartime experience showed that petol stowage needed greater protection so in the later Essex class it reduced to 212,000 US gals. And it can't be stored in the ships' main fuel tanks (unlike jet fuel). It needs separate protected stowage due to its volatile nature.
Aircraft lifts / elevators
The figure quoted for the Esssex class elevator was for the third deck edge lift. The two main ones were 48x44ft stressed to lift 28,000lb, intended to lift two aircraft at a time (it was written into the Design Spec) assuming all the hydraulic pumps worked, otherwise it was 14,000lb and a single aircraft.
Ark Royal III had two lifts 45x22ft and a third 45x25ft and the Illustrious class were 45x22ft to lift 14,000lb to lift a single aircraft. Indomitable & the Imlacables had the size of the forward lift increased to 45x33ft in order to handle the fixed wing aircraft expected to enter service.
The T shaped lifts of earlier British carriers actually represent a different and much slower pace of operations in the 1920s, where, without a crash barrier (the first in the RN was fitted in Ark Royal in 1938), an aircraft had to be cleared from the flight deck quickly to allow another to land. So a T shaped lift allowed it to be struck down into the hangar and folded once it got there. So
Eagle:- forward (T shaped) 46x47ft; aft (rectangular) 46x33ft
Hermes, C & G:- 46x47ft (T shaped)
Furious:- 34x45ft (T shaped)
For other ships
Yorktown class & Wasp - 48x44ft plus a rudimentary side lift affair in the last named
Ranger - 52ftx41ft
Lexingtons - 29x35ft
Akagi - 38.5x42.66ft & 42x29.5ft
Kaga - 37.66x39.5ft & 35x52ft
Soryu - 16x11.5m; 12x11.5m; 10x11.5m
Hiryu - 16x13m; 12x13m, 13x11.8m
Shokaku class - 13x16m; 13x12m & 13x12m
Taiho - 14x13.6m & 14x14m
But there comes a point when nations made a decision that new aircraft could just not be designed to fit existing carriers. So for the RN the 1943 designs such as the Fairey Spearfish was specified not to have a length greater than 45.5ft and a height stowed of 17ft. Same with the Short Sturgeon. These were never intended to operate from the Illustrious/Implacable/Colossus/Majestic classes but only from the newer Audacious & Centaur classes.
Same with the Japanese. The Aichi B7A Ryusei, aka Grace, designed to a 1941 spec was intended to operate from a new generation of carriers and so the length limit (then 11m = 36ft) was relaxed. The first of those ships was the Taiho laid down in July 1941 which was intended to be followed by another 7 modified ships.
Postwar the US increased the size of the remaining centreline lift on the Essex class and moved others to the side as well as enlarging them.
Too many people look at the Essex class and their long lives and ability to handle jets off Vietnam without understanding the huge changes that were made to them to allow that to happen. Many of those changes are not generally visible. So flight decks were strengthened. Would anyone have envisaged in 1940 that by 1960 they would be handling the Douglas A-3 Skywarrior? Bulged hulls for stability and more fuel, more jet fuel capacity, larger stronger elevators. Those vast changes were only possible because they were built as open hangar ships with the hangar as superstructure. Britain & Japan chose closed hangar ships with the flight deck as the strength deck making modernisation more difficult (see Victorious).
The pros & cons can be summarised thus at least so far as the RN was concerned (courtesy of D K Brown):-
Closed hangar gives a lighter & stronger hull
Fire protection is better in a closed hangar ship as it is contained and unlikely to spread to the rest of the ship. On the other hand it becomes an oven in the tropics.
Space is generally greater in an open hangar design unless you go to a double closed hangar
Aircraft engines can be run up in an open hangar design
Side lifts (elevators) are far easier to install on open hangar ships
But by the time the US reached the Forrestal class they had to move to a closed hangar for added strength and blast protection from nuclear blast..
Incidentally the spec for the SB2C stated "minimum weight and size are desirable, but consideration will be given to designs of of 9,000 to 9,500 pounds (in the 500lb bomb condition with sufficient fuel for 1,000 miles range at economical speed), if increased performance sufficient to warrant such weight increase proves attainable." But the weight exceeded that almost from the start.
Folded a Fulmar had the following dimensions (l x w x h) - 40ft 3in x 17ft 10in x 10ft 8in. Unfolded the span went up to 46ft 4.5in.
Swordfish folded - 36ft 1in x 17ft 3in x 12ft 10.5in
Albacore folded - 39ft 11.75 x 17ft 9in x 12ft 6in
Barracuda folded - 39ft 9in x 17ft 8in x 14ft 11in
Last edited: