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Journal of the Physical Society of Japan

How the Hidden Variables of Classical Statistical Mechanics are Lost in Quantum Mechanics

Yutaka Toyozawa

Published Feb 15, 1989• 1 citation
Publisher

Abstract

The nonlocality of quantum mechanics, of which the paradoxical aspect was first pointed out by Einstein, Podolsky and Rosen and the experimental confirmation was recently done, is analysed to clarify its origin in the context of well established parallelism between classical statistical mechanics and quantum mechanics. In the former exist hidden variables, such as the impact parameter of inter-particle scattering, which governed the past interaction thereby causing the correlated state of now distant particles. The hidden variables must disappear in quantum mechanics where either the coordinate or its conjugate momentum drops out of the independent variables, being uncontrollable due to the uncertainty principle.

DOI
10.1143/jpsj.58.346

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The nonlocality of quantum mechanics, of which the paradoxical aspect was first pointed out by Einstein, Podolsky and Rosen and the experimental confirmation was recently done, is analysed to clarify its origin in the context of well established parallelism between classical statistical mechanics and quantum mechanics. In the former exist hidden variables, such as the impact parameter of inter-particle scattering, which governed the past interaction thereby causing the correlated state of now distant particles. The hidden variables must disappear in quantum mechanics where either the coordinate or its conjugate momentum drops out of the independent variables, being uncontrollable due to the uncertainty principle.
Introduction The paradox of Einstein, Podolsky and Rosen was advanced as an argument that quantum mechanics could not be a complete theory but should be supplemented by additional variables. These additional variables were to restore to the theory causality and locality. In this note that idea will be formulated mathematically and shown to be incompatible with the statistical predictions of quantum mechanics. It is the requirement of locality, or more precisely that the result of a measurement on one system be unaffected by operations on a distant system with which it has interacted in the past, that creates the essential difficulty. There have been attempts to show that even without such a separability or locality requirement no ‘hidden variable’ interpretation of quantum mechanics is possible. These attempts have been examined elsewhere and found wanting. Moreover, a hidden variable interpretation of elementary quantum theory has been explicitly constructed. That particular interpretation has indeed a grossly non-local structure. This is characteristic, according to the result to be proved here, of any such theory which reproduces exactly the quantum mechanical predictions. Formulation With the example advocated by Bohm and Aharonov, the EPR argument is the following. Consider a pair of spin one-half particles formed somehow in the singlet spin state and moving freely in opposite directions. Measurements can be made, say by Stern–Gerlach magnets, on selected components of the spins σ 1 and σ 2 .
In this paper, we shall show how the theory of measurements is to be understood from the point of view of a physical interpretation of the quantum theory in terms of "hidden" variables, developed in a previous paper. We find that in principle, these "hidden" variables determine the precise results of each individual measurement process. In practice, however, in measurements that we now know how to carry out, the observing apparatus disturbs the observed system in an unpredictable and uncontrollable way, so that the uncertainty principle is obtained as a practical limitation on the possible precision of measurements. This limitation is not, however, inherent in the conceptual structure of our interpretation. We shall see, for example, that simultaneous measurements of position and momentum having unlimited precision would in principle be possible if, as suggested in the previous paper, the mathematical formulation of the quantum theory needs to be modified at very short distances in certain ways that are consistent with our interpretation but not with the usual interpretation.We give a simple explanation of the origin of quantum-mechanical correlations of distant objects in the hypothetical experiment of Einstein, Podolsky, and Rosen, which was suggested by these authors as a criticism of the usual interpretation.Finally, we show that von Neumann's proof that quantum theory is not consistent with hidden variables does not apply to our interpretation, because the hidden variables contemplated here depend both on the state of the measuring apparatus and the observed system and therefore go beyond certain of von Neumann's assumptions.In two appendixes, we treat the problem of the electromagnetic field in our interpretation and answer certain additional objections which have arisen in the attempt to give a precise description for an individual system at the quantum level.
Eighty years ago Einstein, Podolsky and Rosen demonstrated that instantaneous reduction of wave function, believed to describe completely a pair of entangled physical systems, led to EPR paradox. The paradox disappears in statistical interpretation of quantum mechanics (QM) according to which a wave function describes only an ensemble of identically prepared physical systems. QM predicts strong correlations between outcomes of measurements performed on different members of EPR pairs in far-away locations. Searching for an intuitive explanation of these correlations John Bell analysed so called local realistic hidden variable models and proved that correlations consistent with these models satisfy Bell inequalities which are violated by some predictions of QM and by experimental data. Several different local models were constructed and inequalities proven. Some eminent physicists concluded that Nature is definitely nonlocal and that it is acting according to a law of nonlocal randomness. According to these law perfectly random, but strongly correlated events, can be produced at the same time in far away locations and a local and causal explanation of their occurrence cannot be given. We strongly disagree with this conclusion and we prove the contrary by analysing in detail some influential finite sample proofs of Bell and CHSH inequalities and so called Quantum Randi Challenges. We also show how one can win so called Bell's game without violating locality of Nature. Nonlocal randomness is inconsistent with local quantum field theory, with standard model in elementary particle physics and with causal laws and adaptive dynamics prevailing in the surrounding us world. The experimental violation of Bell-type inequalities does not prove the nonlocality of Nature but it only confirms a contextual character of quantum observables and gives a strong argument against counterfactual definiteness and against a point of view according to which experimental outcomes are produced in irreducible random way.
Introduction To know the quantum mechanical state of a system implies, in general, only statistical restrictions on the results of measurements. It seems interesting to ask if this statistical element be thought of as arising, as in classical statistical mechanics, because the states in question are averages over better defined states for which individually the results would be quite determined. These hypothetical ‘dispersion free’ states would be specified not only by the quantum mechanical state vector but also by additional ‘hidden variables’ – ‘hidden’ because if states with prescribed values of these variables could actually be prepared, quantum mechanics would be observably inadequate. Whether this question is indeed interesting has been the subject of debate. The present paper does not contribute to that debate. It is addressed to those who do find the question interesting, and more particularly to those among them who believe that ‘the question concerning the existence of such hidden variables received an early and rather decisive answer in the form of von Neumann's proof on the mathematical impossibility of such variables in quantum theory.’ An attempt will be made to clarify what von Neumann and his successors actually demonstrated. This will cover, as well as von Neumann's treatment, the recent version of the argument by Jauch and Piron, and the stronger result consequent on the work of Gleason. It will be urged that these analyses leave the real question untouched.
In a recent note, Hance and Hossenfelder (arXiv:2211.01331) recall that "locally causal completions of quantum mechanics are possible, if they violate the assumption [called statistical independence or measurement independence] that the hidden variables do not in any way depend on measurement settings" and that, consequently, the experimental violations of Bell inequalities "show that maintaining local causality requires violating statistical independence". However, Hance and Hossenfelder also argue that "we should (...) look for independent experimental evidence that can distinguish the two different options: non-locality and statistical independence, or locality and violations of statistical independence" and that "the unwillingness to consider theories without statistical independence may be the reason we do not yet have a locally causal theory for the foundations of physics that is consistent with general relativity". Here, we recall that there is a third option, namely, rejecting that measurement outcomes are governed in any way by hidden variables. Moreover, we argue that some recent results in the search for principles singling out the sets of quantum correlations for Bell and Kochen-Specker contextuality scenarios point out that this third option is scientifically more plausible and answers the question of why and how nature produces quantum nonlocality.