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Physics Today

Does quantum mechanics need imaginary numbers?

Johanna L. Miller

Published Mar 1, 2022• 1 citation
Publisher

Abstract

A newly proposed experiment rules out a class of real-valued quantum theories.
DOI
10.1063/pt.3.4955

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Complex numbers are broadly used in physics, normally as a calculation tool that makes things easier due to Euler's formula. In the end, it is only the real component that has physical meaning or the two parts (real and imaginary) are treated separately as real quantities. However, the situation seems to be different in quantum mechanics, since the imaginary unit i appears explicitly in its fundamental equations. From a learning perspective, this can create some challenges to newcomers. In this article, four conceptually different justifications for the use/need of complex numbers in quantum mechanics are presented and some pedagogical implications are discussed.

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Standard quantum mechanics employs complex Hilbert spaces, but whether complex numbers are fundamental or merely convenient has long been debated. For decades, real-valued equivalents were considered mathematically possible but cumbersome. However, a highly cited 2021 result claimed that any quantum theory based on real numbers is experimentally falsifiable via network Bell experiments. Yet, it remains an open question whether this falsification applies to all real-valued theories. Here we show that this conclusion rests on an incomplete real formulation, and we present a rigorous real-valued framework that perfectly reproduces all predictions of standard quantum mechanics. We demonstrate that the standard real tensor product (⊗R\otimes_{\mathbb{R}}⊗R​) used in previous no-go theorems is algebraically incompatible with the rich structure of conventional quantum mechanics. We present a real framework based on Kähler space and prove that it is exactly isomorphic to established quantum mechanics via an explicit bijection γγγ. The isomorphism extends to composite systems through a symplectic composition rule $\otimes^{\ks}$ that replaces the Kronecker product. Consequently, our formulation achieves the maximal CHSH3\mathrm{CHSH}_{3}CHSH3​ violation of 626\sqrt{2}62​ using purely real variables, demonstrating that the no-go theorem is specific to a particular real representation of states and operators and to the composition rule ⊗R\otimes_\mathbb{R}⊗R​ built upon it, neither of which extends to the present Kähler framework. These results demonstrate that complex numbers are not fundamentally required by nature; rather, they encode a deeper real geometric structure that governs quantum interference and entanglement, settling this long debate.
We present Unified Quantum Mechanics (UQM) by unifying real and standard complex quantum theories via real energy and momentum operators derived from the Hilbert Transform. This paper especially presents a fully real-valued formulation of quantum mechanics, showing that while complex numbers are commonly used in the standard theory, they are not fundamentally necessary for describing quantum phenomena. We develop Real Quantum Mechanics (RQM) by defining the real energy and momentum operators using the temporal Hilbert transform which shifts the phases of wave functions while preserving all essential quantum behavior. These real operators unify the proposed RQM and standard Complex Quantum Mechanics (CQM), as these are valid for both real and complex wavefunctions. We introduce a real-valued algebraic structure constructed from the identity operator and the Hilbert transform operator. This framework is mathematically equivalent to the system of complex numbers, preserving all fundamental algebraic properties while operating entirely within the realm of real operators. The isomorphism provides a novel representation of complex quantum mechanics using only real-valued components, offering potential advantages for both theoretical analysis and physical implementations. Importantly, we establish that the Hilbert transform operator is a generalization of the imaginary unit. The key insight is that the Hilbert transform generalizes the role of imaginary numbers in standard quantum mechanics, allowing us to construct real operators for both real and complex wave functions that produce the same physical predictions. We derive real versions of energy and momentum operators, leading to a modified wave equation that replaces the Schrödinger equation. Despite its non-local time evolution, this framework retains local spatial behavior and reproduces the usual energy-momentum relations. We rigorously test this approach on fundamental quantum systems, including the hydrogen atom and relativistic particles, confirming that it yields identical energy levels and wave functions as conventional quantum mechanics. Notably, we establish a consistent probabilistic framework by introducing real analogues of quantum probabilities via the analytic Born rule. We derive a unified uncertainty principle that coincides with the standard Heisenberg uncertainty bound for complex-valued wave functions, while admitting a vanishing lower bound in the case of real-valued wave functions. The implications of this work are significant: (1) it demonstrates that complex numbers are a mathematical convenience rather than a fundamental requirement in quantum theory, (2) it introduces new tools for analyzing quantum dynamics using signal-processing techniques, (3) it provides insights into non-local quantum evolution, (4) it connects quantum mechanics to real-field theories. Ultimately, RQM reproduces all known quantum predictions while offering a fresh perspective on operator structure, time evolution, and the mathematical foundations of the theory, and (5) it provides a real qubit representation on the modified Bloch sphere for quantum computing.
Complex numbers are broadly used in physics, normally as a calculation tool that makes things easier due to Euler's formula. In the end, it is only the real component that has physical meaning or the two parts (real and imaginary) are treated separately as real quantities. However, the situation seems to be different in quantum mechanics, since the imaginary unit i appears explicitly in its fundamental equations. From a learning perspective, this can create some challenges to newcomers. In this article, four conceptually different justifications for the use/need of complex numbers in quantum mechanics are presented and some pedagogical implications are discussed.