The uncertainty principle, formulated by Heisenberg in 1927, is a fundamental principle in quantum mechanics. It forces us to review key concepts of classical physics, and from this analysis are born the concepts of quantum physics. Consequences of the Uncertainty principle also introduces the concept of incompatible sizes, a completely new concept compared to classical physics. A state of the system, which we call a quantum state, will be determined from the knowledge of a set maximum of certain quantities that are independent and compatible with each other. A measurable physical quantity is called an observable. If at a given moment a measurement is performed by one or more compatible observables it is said they are performing an observation of the system. The basic principles of quantum mechanics are expressed by a number of postulates. Their numbers and can vary from one text to another.
Heisenberg's uncertainty principle, coherence, and Bell nonlocality have been individually examined through many experiments. In this Letter, we systematically characterize all of this quantumness in a unified manner. We first construct universal uncertainty relations to reveal intrinsic features of incompatible measurements, which include all the state-independent uncertainties as special cases. We further extend to witness both quantum coherence and Bell nonlocality. We finally perform experiments with unified two-photon states and validate the uncertainty principle, coherence, and Bell nonlocality within experimental error. Our methods for witnessing quantumness are valuable in characterizing quantum correlations in quantum information processing.
A universal formulation of uncertainty relations for quantum measurements is presented with additional focus on the representability of quantum observables by classical observables over a given state. Owing to the simplicity and operational tangibility of the framework, the resultant general relations admit natural operational interpretations and characterisations, and are thus also experimentally verifiable. In view of the universal formulation, Heisenberg's philosophy of the uncertainty principle is also revisited; it is reformulated and restated as a refined no-go theorem, albeit perhaps in a weaker form than was originally intended. In fact, the relations entail, in essence as corollaries to their special cases, several previously known relations, including most notably the Arthurs-Kelly-Goodman, Ozawa, and Watanabe-Sagawa-Ueda relations for quantum measurements. The Schr{ö}dinger relation (hence the standard Kennard-Robertson relation as its trivial corollary as well) is also shown to be a special case when the measurement is non-informative.
Abstract After more than ninety years of discussions over the uncertainty principle, there is still no universal agreement on what the principle states. The Robertson uncertainty relation (incorporating standard deviations) is given as the mathematical expression of the principle in most quantum mechanics textbooks. However, the uncertainty principle is not merely a statement of what any of the several uncertainty relations affirm. It is suggested that a better approach would be to present the uncertainty principle as a statement about the probability distributions of incompatible variables and the resulting restrictions on quantum states.
The uncertainty principle bounds the uncertainties about incompatible measurements, clearly setting quantum theory apart from the classical world. Its mathematical formulation via uncertainty relations, plays an irreplaceable role in quantum technologies. However, neither the uncertainty principle nor uncertainty relations can fully describe the complementarity between quantum measurements. As an attempt to advance the efforts of complementarity in quantum theories, we formally propose a complementary information principle, significantly extending the one introduced by Heisenberg. First, we build a framework of black box testing consisting of pre- and post-testing with two incompatible measurements, introducing a rigorous mathematical expression of complementarity with definite information causality. Second, we provide majorization lower and upper bounds for the complementary information by utilizing the tool of semidefinite programming. In particular, we prove that our bounds are optimal under majorization due to the completeness of the majorization lattice. Finally, as applications to our framework, we present a general method to outer-approximating all uncertainty regions and also establish fundamental limits for all qualified joint uncertainties.
The uncertainty principle is commonly regarded as a fundamental limitation ofquantum mechanics, often attributed directly to Heisenberg’s 1927 analysis.In this work, we revisit the original formulation of the principle and carefullydistinguish Heisenberg’s measurement–disturbance argument from the latermathematical uncertainty relations derived by Kennard, Robertson, andSchrödinger. We show that the standard variance-based formulation relies onthe prior introduction of fluctuation operators and ensemble averages, therebypresupposing statistical indeterminacy rather than deriving it from firstprinciples. From a physical perspective, Heisenberg’s argument is shown toreflect constraints imposed by invasive measurement techniques rather than auniversal prohibition on simultaneous knowledge of conjugate variables.Motivated by this distinction, we propose a conjecture that, in the absence ofmeasurement-induced energy transfer, the simultaneous determination ofposition and momentum may, in principle, be achievable. Our analysis suggeststhat quantum uncertainty, as traditionally formulated, encodes limitations ofcurrent observational methods rather than an intrinsic property of nature. \section{Heisenberg’s original observation and formulation (1927)} In his seminal 1927 paper \emph{Über den anschaulichen Inhalt der quantentheoretischen Kinematik und Mechanik} \cite{Heisenberg1927}, Werner Heisenberg sought to clarify the physical meaning of quantum mechanics rather than to establish a rigorous mathematical theorem. His analysis was based on thought experiments concerning the act of measurement, most notably the
γ-ray microscope. Heisenberg argued that any attempt to localize a particle within a spatial region
Δx requires radiation of wavelength comparable to
Δx, which inevitably transfers an uncontrollable momentum
Δp to the particle. As a consequence of this measurement-induced disturbance, he proposed that the product of the inaccuracies in position and momentum measurements satisfies a relation of the order\begin{equation}\Delta x\, \Delta p \sim h .\end{equation}Here,
Δx and
Δp denote operational measurement imprecisions arising from the interaction between the measuring apparatus and the system, rather than statistical variances of quantum observables. Heisenberg did not introduce operators, Hilbert space, or probability distributions, nor did he provide a formal inequality with a precise lower bound. The argument was explicitly heuristic and qualitative, emphasizing limitations imposed by the measurement process itself. Consequently, the original uncertainty principle was formulated as a statement about measurement disturbance and experimental resolution, not as a universal mathematical constraint on quantum states. \section{Standard mathematical proof of the position--momentum uncertainty relation} \subsection{Setup and definitions} Let
H be a Hilbert space and let
∣ψ⟩∈H be anormalized state,
⟨ψ∣ψ⟩=1. Let
A and
B beself-adjoint operators (observables) on a common dense domain containing
∣ψ⟩, such that all expressions below are well-defined. Define expectation values\cite{Kennard1927,Robertson1929,Schrodinger1930,Ballentine1998,Sakurai1994}\begin{equation}\langle A \rangle := \langle \psi | A | \psi \rangle,\qquad\langle B \rangle := \langle \psi | B | \psi \rangle .\end{equation}Define the fluctuation (centered) operators\begin{equation}\Delta A := A - \langle A \rangle, \qquad \Delta B := B - \langle B \rangle .\end{equation}The variances are\begin{equation}\sigma_A^2 := \langle (\Delta A)^2 \rangle = \langle \psi | (\Delta A)^2 | \psi \rangle,\qquad\sigma_B^2 := \langle (\Delta B)^2 \rangle = \langle \psi | (\Delta B)^2 | \psi \rangle.\end{equation} \subsection{Key inequality: Cauchy--Schwarz in Hilbert space} Define vectors\begin{equation}|\phi\rangle := \Delta A |\psi\rangle, \qquad |\chi\rangle := \Delta B |\psi\rangle .\end{equation}By the Cauchy--Schwarz inequality,\begin{equation}\langle \phi|\phi\rangle \, \langle \chi|\chi\rangle \ge |\langle \phi|\chi\rangle|^2 .\end{equation}Compute each factor:\begin{equation}\langle \phi|\phi\rangle= \langle \psi| (\Delta A)^\dagger (\Delta A) |\psi\rangle= \langle \psi| (\Delta A)^2 |\psi\rangle= \sigma_A^2,\end{equation}and similarly
⟨χ∣χ⟩=σB2. Therefore\begin{equation}\sigma_A^2 \sigma_B^2 \ge \left| \langle \psi| \Delta A \Delta B |\psi\rangle \right|^2= |\langle \Delta A \Delta B \rangle|^2 .\label{eq:cs_step}\end{equation} \subsection{Robertson--Schr\"odinger decomposition} Decompose
ΔAΔB into commutator and anticommutator parts:\begin{equation}\Delta A \Delta B=\frac{1}{2}\bigl[\Delta A,\Delta B\bigr]+\frac{1}{2}\bigl\{\Delta A,\Delta B\bigr\},\end{equation}where
[X,Y]=XY−YX and
{X,Y}=XY+YX. Taking expectation values gives\begin{equation}\langle \Delta A \Delta B \rangle=\frac{1}{2}\langle [\Delta A,\Delta B]\rangle+\frac{1}{2}\langle \{\Delta A,\Delta B\}\rangle .\label{eq:decomp_exp}\end{equation} Now note the following facts for self-adjoint
A,B:\begin{itemize}\item The operator
[ΔA,ΔB] is anti-self-adjoint, hence
⟨[ΔA,ΔB]⟩ is purely imaginary.\item The operator
{ΔA,ΔB} is self-adjoint, hence
⟨{ΔA,ΔB}⟩ is real.\end{itemize}Therefore the two terms in \eqref{eq:decomp_exp} are orthogonal in the complex plane(real vs.\ imaginary), and we may write\begin{equation}|\langle \Delta A \Delta B \rangle|^2=\left(\frac{1}{2}|\langle [\Delta A,\Delta B]\rangle|\right)^2+\left(\frac{1}{2}\langle \{\Delta A,\Delta B\}\rangle\right)^2 .\label{eq:RS_identity}\end{equation} Substituting \eqref{eq:RS_identity} into \eqref{eq:cs_step} yields theSchr\"odinger uncertainty relation:\begin{equation}\boxed{\sigma_A^2 \sigma_B^2 \ge\left(\frac{1}{2}|\langle [\Delta A,\Delta B]\rangle|\right)^2+\left(\frac{1}{2}\langle \{\Delta A,\Delta B\}\rangle\right)^2}.\label{eq:schrodinger}\end{equation} Since constants commute with everything,\begin{equation}[\Delta A,\Delta B] = [A-\langle A\rangle,\; B-\langle B\rangle] = [A,B].\end{equation}Hence \eqref{eq:schrodinger} can be written as\begin{equation}\boxed{\sigma_A^2 \sigma_B^2 \ge\left(\frac{1}{2}|\langle [A,B]\rangle|\right)^2+\left(\frac{1}{2}\langle \{\Delta A,\Delta B\}\rangle\right)^2}.\end{equation} \subsection{Robertson inequality (weaker but widely quoted)} Dropping the nonnegative anticommutator term gives Robertson's inequality:\begin{equation}\boxed{\sigma_A \sigma_B \ge \frac{1}{2}|\langle [A,B]\rangle|}.\label{eq:robertson}\end{equation} \subsection{Specialization to position and momentum} Take
A=x and
B=p (one spatial dimension), with canonical commutation relation\begin{equation}[x,p] = i\hbar.\end{equation}Therefore,\begin{equation}|\langle [x,p]\rangle|= |\langle i\hbar \rangle|= \hbar,\end{equation}and \eqref{eq:robertson} yields the standard position--momentum uncertainty relation\begin{equation}\boxed{\sigma_x \sigma_p \ge \frac{\hbar}{2}.}\end{equation} \subsection{Condition for equality (minimum-uncertainty states)} Equality in Cauchy--Schwarz holds iff the vectors are linearly dependent:\begin{equation}\Delta A|\psi\rangle = \lambda \, \Delta B|\psi\rangle\quad \text{for some complex } \lambda.\end{equation}For
A=x and
B=p, this condition leads (in the
x-representation) to afirst-order differential equation whose normalized solutions are Gaussianwave packets. Hence Gaussian states saturate
σxσp=ℏ/2. \subsection{Definition of fluctuation operators and their role in the uncertainty relation} In the mathematical formulation of quantum uncertainty developed after Heisenberg’s original 1927 heuristic proposal, the quantities entering the uncertainty relation were redefined in statistical terms. In particular, in his 1929 paper, Robertson introduced the operators. \noindent\textbf{Critical observation.}The introduction of the fluctuation operators \begin{center}\fcolorbox{red}{white}{
ΔA=A−⟨A⟩,ΔB=B−⟨B⟩}\end{center} \textbf{constitutes a nontrivial mathematicalassumption rather than a derived physical necessity. In the Robertson--Schrödinger formalism, the uncertainty of observables is defined \emph{a priori} in terms ofstatistical deviations from expectation values, thereby presupposing the verynotion of indeterminacy that the uncertainty principle is intended to justify.In other words, the operators
ΔA and
ΔB encode uncertainty byconstruction, since their variances measure ensemble spread relative to a mean.The subsequent derivation of a lower bound on
σAσB thereforeestablishes a constraint on these predefined statistical quantities, rather than demonstrating that physical observables must be uncertain from first principles.Consequently, the uncertainty relation obtained in this manner is logicallyconditional upon the initial choice of variance-based definitions and does not,by itself, prove the existence of intrinsic measurement indeterminacy or disturbance in individual quantum events.} \textit{They actully assumed and defined the spread and uncertainity initial in both the quantities and proved the uncertainity principle.} where
A and
B are self-adjoint operators representing observables and
⟨A⟩=⟨ψ∣A∣ψ⟩ denotes the expectationvalue in a normalized quantum state
∣ψ⟩ \cite{Robertson1929}.These operators describe deviations of observables from their mean valuesand are introduced in direct analogy with classical statistical fluctuations.The corresponding variances,
σA2=⟨(ΔA)2⟩ and
σB2=⟨(ΔB)2⟩,measure the statistical spread of measurement outcomes over an ensembleof identically prepared systems