The US could have ambushed the Carrier Striking Task Force with its three carriers, the land based planes and the Pacific Fleet. If they caught them just as they were preparing to launch on the 7th, it was be a slaughter.
Anyway, however they would have done it, had the US taken out the Carrier Striking Task Force, Japan was completely fucked. It had committed its six largest carriers and only had four smaller carriers left. Two out of ten battleships would be gone. Four hundred and forty one planes, and all of those trained pilots. Japan would be hard pressed to recover from this alone. However, their problems would just be starting.
Although it has been naively suggested that because of radio silence, the strike force would not have provided a warning. Nothing could be further from actual military doctrine. The Carrier Striking Task Force would have radioed Tokyo. That contact, however, would have precipitated one of the largest [del]arguments[/del] in the war. Now what the fuck do we do? However, in the immediate situation, Hong Kong would still be attacked, as no one would make a decision fast enough to stop it.
The communication from the Task Force would be received by the IJN. It would sit on this for hours, with internal debates on what the hell to do. Yamamoto would be toast. The IJN and IJA detested each other, and had struggled throughout the buildup to the war.
With the attack on Hong Kong coming in a matter of hours after the scheduled attack on Pearl Harbor, and as it was under the command of the China Expeditionary Army, which was hellbent on taking the war to the ends of the world. It would have taken an imperial order to prevent this, something which would never have materialized quickly enough, even had anyone suggested it.
There would have been little reason to delay the invasion into Thailand.
Other major attacks were under the Southern Expeditionary Army Group, commanded by a peer, Count Hisaichi Terauchi, a former(?) member of the Kōdōha, a radical military group which had wanted military (read army) rule of Japan. How much he would have hesitated is unknown, but it wouldn’t be surprising if the IJN underplayed the devastation of the attack, leading him to press on.
However, assuming he went ahead, there would have been a completely different response than what occurred historically.
Guam would have been attacked and taken, Wake Island would have turned back the first invasion, as it did in 1941. There would not have been a second invasion, though, as the IJN would not have had enough ships.
Several game changers would have occurred. MacArther’s greatest clusterfuck, his inexplicable freeze in the early hours of the 8th simply would not have happened. Knowing that Japan had sailed to Hawaii, and were ambushed would have kept him from whatever dark hole swallowed him for that critical period. The US already had plans in Rainbow 5 to bomb Formosa if Pearl Harbor were attacked, and they would have carried this out.
While the initial landings may not have been prevented, the destruction of the USAAF on the ground would have been prevented. It would have been a fight, one which three fleet carriers and eight battleships would have changed history. If the Philippines didn’t fall, it would have spelled an end to Japan’s war plans. Not only could they not dare attack the DEA, Formosa would be vulerable and the US would have a sub base right off the China South Sea.
The British may not have been able to have saved the Prince of Wales, but they would have not have lost their carriers later, as Japan’s navy was destroyed. The Indian Ocean Raid would not have been possible, so the British navy would not need to retreat from India. With the Royal Navy still there, the attack into Burma may not have gone so far as to cut the Burma road.
Japan would suddenly be faced with the real need to protect the homeland from carrier based attacks. Some IJA air units would need to be recalled.
Japan had bet the farm and rolled the dice. It lost. With no easy way to attack the Dutch East Indies, and subsequently at the mercy of its enemies for oil, the greatest debate of WWII would begin. What the fuck do we do now?
Meanwhile, would Hitler decide to declare war on America? Despite his naval commander’s pushing, knowing that Japan was going to have its ass kicked would have given that leader pause. I’ll let someone else debate that one.