Heisenberg's uncertainty principle has been understood to set a limitation on measurements; however, the long-standing mathematical formulation established by Heisenberg, Kennard, and Robertson does not allow such an interpretation. Recently, a new relation was found to give a universally valid relation between noise and disturbance in general quantum measurements, and it has become clear that the new relation plays a role of the first principle to derive various quantum limits on measurement and information processing in a unified treatment. This paper examines the above development on the noise–disturbance uncertainty principle in the model-independent approach based on the measurement operator formalism, which is widely accepted to describe a class of generalized measurements in the field of quantum information. We obtain explicit formulae for the noise and disturbance of measurements given by measurement operators, and show that projective measurements do not satisfy the Heisenberg-type noise–disturbance relation that is typical in the gamma-ray microscope thought experiments. We also show that the disturbance on a Pauli operator of a projective measurement of another Pauli operator constantly equals , and examine how this measurement violates the Heisenberg-type relation but satisfies the new noise–disturbance relation.
Heisenberg's uncertainty principle has been understood to set a limitation on measurements, whereas the long standing mathematical formulation does not allow such an interpretation. Recently, a new relation was found by the present author to give a universally valid relation between noise and disturbance in general quantum measurements, and it has become clear that the new relation plays a role of the first principle to derive various quantum limits on measurement and information processing. Here, we discuss the state-dependent notion of precise measurements of a given observable, and consider a perfect distance such that zero distance implies the perfect correlation. Then, we shall show that even in the perfect error notions both the position measuring noise and the momentum disturbance can be arbitrarily small. We also show that it is possible to generalize the new noise-disturbance uncertainty relation to perfect error distances.
The Heisenberg uncertainty principle states that the product of the noise in a position measurement and the momentum disturbance caused by that measurement should be no less than the limit set by Planck's constant $\ensuremath{\Elzxh}/2$ as demonstrated by Heisenberg's thought experiment using a \ensuremath{\gamma}-ray microscope. Here it is shown that this common assumption is not universally true: a universally valid trade-off relation between the noise and the disturbance has an additional correlation term, which is redundant when the intervention brought by the measurement is independent of the measured object, but which allows the noise-disturbance product much below Planck's constant when the intervention is dependent. A model of measuring interaction with dependent intervention shows that Heisenberg's lower bound for the noise-disturbance product is violated even by a nearly nondisturbing precise position measurement. An experimental implementation is also proposed to realize the above model in the context of optical quadrature measurement with currently available linear optical devices.
A universal formulation of the quantum uncertainty regarding quantum indeterminacy, quantum measurement, and its inevitable observer effect is presented with additional focus on the representability of quantum observables over a given state. The operational tangibility of the framework assures that the resultant general relations admit natural operational interpretations and characterisations, and thereby perhaps most importantly, their experimental verifiability. In view of the universal formulation, Heisenberg's original philosophy of the uncertainty principle, most typically exemplified in his famous gamma-ray microscope Gedankenexperiment, is revisited; it is reformulated and restated as a refined no-go theorem, albeit perhaps in a weaker form than was originally intended. The relations entail, in essence as corollaries to their special cases, several previously known relations, including most notably the standard Kennard-Robertson relation, the Arthurs-Kelly-Goodman relations for joint measurement as well as the Ozawa and the Watanabe-Sagawa-Ueda relations for error and error-disturbance.
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