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The term quantum (Latin, "how much") refers to discrete units that the theory assigns to certain physical quantities, such as the energy of an atom at rest (see Figure 1, at right). The discovery that waves could be measured in particle-like small packets of energy called quanta led to the branch of physics that deals with atomic and subatomic systems which we today call Quantum Mechanics. The foundations of quantum mechanics were established during the first half of the 20th century by Max Planck, Albert Einstein, Niels Bohr, Werner Heisenberg, Erwin Schrödinger, Max Born, John von Neumann, Paul Dirac, Wolfgang Pauli and others. Some fundamental aspects of the theory are still actively studied.
Quantum mechanics is a more fundamental theory than Newtonian mechanics and classical electromagnetism, in the sense that it provides accurate and precise descriptions for many phenomena that these "classical" theories simply cannot explain on the atomic and subatomic level. It is necessary to use quantum mechanics to understand the behavior of systems at atomic length scales and smaller. For example, if Newtonian mechanics governed the workings of an atom, electrons would rapidly travel towards and collide with the nucleus. However, in the natural world the electron normally remains in a stable orbit around a nucleus -- seemingly defying classical electromagnetism.
Quantum mechanics was initially developed to explain the atom, especially the spectra of light emitted by different atomic species. The quantum theory of the atom developed as an explanation for the electron's staying in its orbital, which could not be explained by Newton's laws of motion and by classical electromagnetism.
Quantum mechanics uses complex number wave functions (sometimes referred to as orbitals in the case of atomic electrons), and more generally, elements of a complex vector space to explain such effects. These are related to classical physics largely through probability. Probability in the context of quantum mechanics has to do with the likelihood of finding a system in a particular state at a certain time, for example, finding an electron, in a particular region around the nucleus at a particular time. Therefore, electrons cannot be pictured as localized particles in space but rather should be thought of as "clouds" of negative charge spread out over the entire orbit. These clouds represent the regions around the nucleus where the probability of "finding" an electron is the largest. This probability cloud obeys a quantum mechanical principle called Heisenberg's Uncertainty Principle, which states that there is an uncertainty in the classical position of any subatomic particle, including the electron; so instead of describing where an electron or other particle is, the entire range of possible values is used, describing a probability distribution. So in normal atoms with electrons in stationary states, the probability of the electron being within the nucleus (or somewhere else in atom within similarly small volume) is nearly zero according to the Uncertainty Principle (it is nearly zero as the nucleus has a volume and is not a point). Therefore, quantum mechanics, translated to Newton's equally deterministic description, leads to a probabilistic description of nature.
The other exemplar that led to quantum mechanics was the study of electromagnetic waves such as light. When it was found in 1900 by Max Planck that the energy of waves could be described as consisting of small packets or quanta, Albert Einstein exploited this idea to show that an electromagnetic wave such as light could be described by a particle called the photon with a discrete energy dependent on its frequency. This led to a theory of unity between subatomic particles and electromagnetic waves called wave-particle duality in which particles and waves were neither one nor the other, but had certain properties of both. While quantum mechanics describes the world of the very small, it also is needed to explain certain "macroscopic quantum systems" such as superconductors and superfluids.
Broadly speaking, quantum mechanics incorporates four classes of phenomena that classical physics cannot account for: (i) the quantization (discretization) of certain physical quantities, (ii) wave-particle duality, (iii) the uncertainty principle, and (iv) quantum entanglement. Each of these phenomena will be described in greater detail in subsequent sections.
Most physicists believe that quantum mechanics provides a correct description for the physical world under almost all circumstances. However, the effects of quantum mechanics are generally not significant when considering the observable Universe as a whole. This is because although atoms and subatomic particles are the building blocks of matter, when analyzing the universe on large scales one finds that the dominant force becomes gravity -- which is described using Einstein's general theory of relativity. In some cases, both general relativity and quantum mechanics converge. As an example, general relativity is unable to explain what will happen if a subatomic particle hits the singularity of a black hole which is a phenomenon predicted by general relativity and involves gravity in the macro world. Only quantum mechanics can provide the answer: the particle's position will have an uncertainty that follows the Heisenberg Uncertainty Principle, such that it might not really reach the singularity and thus escape the possible collapse to infinite density.
It is believed that the theories of general relativity and quantum mechanics, the two great achievements of physics in the 20th century, contradict one another for two main reasons. One is that the former is an essentially deterministic theory and the latter is essentially indeterministic. Secondly, general relativity relies mainly on the force of gravity while quantum mechanics relies mainly on the other three fundamental forces, those being the strong, the weak, and the electromagnetic. The question of how to resolve this contradiction remains an area of active research (see, for example, quantum gravity).
In certain situations, the laws of classical physics approximate the laws of quantum mechanics to a high degree of precision. This is often expressed by saying that in case of large quantum numbers quantum mechanics "reduces" to classical mechanics and classical electromagnetism . This situation is called the correspondence, or classical limit.
Quantum mechanics can be formulated in either a relativistic or non-relativistic manner. Relativistic quantum mechanics (quantum field theory) provides the framework for some of the most accurate physical theories known. Still, non-relativistic quantum mechanics is also used due to its simplicity and when relativistic effects are relatively small. We will use the terms quantum mechanics, quantum physics, and quantum theory synonymously, to refer to both relativistic and non-relativistic quantum mechanics. It should be noted, however, that certain authors refer to "quantum mechanics" in the more restricted sense of non-relativistic quantum mechanics. Also, in quantum mechanics, the use of the term particle refers to an elementary or subatomic particle.
There are a number of mathematically equivalent formulations of quantum mechanics. One of the oldest and most commonly used formulations is the transformation theory invented by Paul Dirac, which unifies and generalizes the two earliest formulations of quantum mechanics, matrix mechanics (invented by Werner Heisenberg) and wave mechanics (invented by Erwin Schrödinger).
In this formulation, the instantaneous state of a quantum system encodes the probabilities of its measurable properties, or "observables". Examples of observables include energy, position, momentum, and angular momentum. Observables can be either continuous (e.g., the position of a particle) or discrete (e.g., the energy of an electron bound to a hydrogen atom).
Generally, quantum mechanics does not assign definite values to observables. Instead, it makes predictions about probability distributions; that is, the probability of obtaining each of the possible outcomes from measuring an observable. Naturally, these probabilities will depend on the quantum state at the instant of the measurement. There are, however, certain states that are associated with a definite value of a particular observable. These are known as "eigenstates" of the observable ("eigen" meaning "own" in German). In the everyday world, it is natural and intuitive to think of everything being in an eigenstate of every observable. Everything appears to have a definite position, a definite momentum, and a definite time of occurrence. However, Quantum Mechanics does not pinpoint the exact values for the position or momentum of a certain particle in a given space in a finite time, but, rather, it only provides a range of probabilities of where that particle might be. Therefore, it became necessary to use different words for a) the state of something having an uncertainty relation and b) a state that has a definite value. The latter is called the "eigenstate" of the property being measured.
A concrete example will be useful here. Let us consider a free particle. In quantum mechanics, there is wave-particle duality so the properties of the particle can be described as a wave. Therefore, its quantum state can be represented as a wave, of arbitrary shape and extending over all of space, called a wavefunction. The position and momentum of the particle are observables. The Uncertainty Principle of quantum mechanics states that both the position and the momentum cannot simultaneously be known with infinite precision at the same time. However, we can measure just the position alone of a moving free particle creating an eigenstate of position with a wavefunction that is very large at a particular position x, and zero everywhere else. If we perform a position measurement on such a wavefunction, we will obtain the result x with 100% probability. In other words, we will know the position of the free particle. This is called an eigenstate of position. If the particle is in an eigenstate of position then its momentum is completely unknown. An eigenstate of momentum, on the other hand, has the form of a plane wave. It can be shown that the wavelength is equal to h/p, where h is Planck's constant and p is the momentum of the eigenstate. If the particle is in an eigenstate of momentum then its position is completely blurred out.
Usually, a system will not be in an eigenstate of whatever observable we are interested in. However, if we measure the observable, the wavefunction will immediately become an eigenstate of that observable. This process is known as wavefunction collapse. If we know the wavefunction at the instant before the measurement, we will be able to compute the probability of collapsing into each of the possible eigenstates. For example, the free particle in our previous example will usually have a wavefunction that is a wave packet centered around some mean position x0, neither an eigenstate of position nor of momentum. When we measure the position of the particle, it is impossible for us to predict with certainty the result that we will obtain. It is probable, but not certain, that it will be near x0, where the amplitude of the wavefunction is large. After we perform the measurement, obtaining some result x, the wavefunction collapses into a position eigenstate centered at x.
Wave functions can change as time progresses. An equation known as the Schrödinger equation describes how wave functions change in time, a role similar to Newton's second law in classical mechanics. The Schrödinger equation, applied to our free particle, predicts that the center of a wave packet will move through space at a constant velocity, like a classical particle with no forces acting on it. However, the wave packet will also spread out as time progresses, which means that the position becomes more uncertain. This also has the effect of turning position eigenstates (which can be thought of as infinitely sharp wave packets) into broadened wave packets that are no longer position eigenstates.
Some wave functions produce probability distributions that are constant in time. Many systems that are treated dynamically in classical mechanics are described by such "static" wave functions. For example, a single electron in an unexcited atom is pictured classically as a particle moving in a circular trajectory around the atomic nucleus, whereas in quantum mechanics it is described by a static, spherically symmetric wavefunction surrounding the nucleus (Fig. 1). (Note that only the lowest angular momentum states, labeled s, are spherically symmetric).
The time evolution of wave functions is deterministic in the sense that, given a wavefunction at an initial time, it makes a definite prediction of what the wavefunction will be at any later time. During a measurement, the change of the wavefunction into another one is not deterministic, but rather unpredictable, i.e., random.
The probabilistic nature of quantum mechanics thus stems from the act of measurement. This is one of the most difficult aspects of quantum systems to understand. It was the central topic in the famous Bohr-Einstein debates, in which the two scientists attempted to clarify these fundamental principles by way of thought experiments. In the decades after the formulation of quantum mechanics, the question of what constitutes a "measurement" has been extensively studied. Interpretations of quantum mechanics have been formulated to do away with the concept of "wavefunction collapse"; see, for example, the relative state interpretation. The basic idea is that when a quantum system interacts with a measuring apparatus, their respective wavefunctions become entangled, so that the original quantum system ceases to exist as an independent entity. For details, see the article on measurement in quantum mechanics.
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Quantum mechanical effects
As mentioned in the introduction, there are several classes of phenomena that appear under quantum mechanics which have no analogue in classical physics. These are sometimes referred to as "quantum effects".
The first type of quantum effect is the quantization of certain physical quantities. Quantization first arose in the mathematical formulae of Max Planck in 1900 as discussed in the introduction. Max Planck was analyzing how the radiation emitted from a body was related to its temperature, in other words, he was analyzing the energy of a wave. The energy of a wave could not be infinite, so Planck used the property of the wave we designate as the frequency to define energy. Max Planck discovered a constant that when multiplied by the frequency of any wave gives the energy of the wave. This constant is referred to by the letter h in mathematical formulae. It is a cornerstone of physics. By measuring the energy in a discrete non-continuous portion of the wave, the wave took on the appearance of chunks or packets of energy. These chunks of energy resembled particles. So energy is said to be quantized because it only comes in discrete chunks instead of a continuous range of energies.
In the example we have given, of a free particle in empty space, both the position and the momentum are continuous observables. However, if we restrict the particle to a region of space (the so-called "particle in a box" problem), the momentum observable will become discrete; it will only take on the values , where L is the length of the box, h is Planck's constant, and n is an arbitrary nonnegative integer number. Such observables are said to be quantized, and they play an important role in many physical systems. Examples of quantized observables include angular momentum, the total energy of a bound system, and the energy contained in an electromagnetic wave of a given frequency.
Another quantum effect is the uncertainty principle, which is the phenomenon that consecutive measurements of two or more observables may possess a fundamental limitation on accuracy. In our free particle example, it turns out that it is impossible to find a wavefunction that is an eigenstate of both position and momentum. This implies that position and momentum can never be simultaneously measured with arbitrary precision, even in principle: as the precision of the position measurement improves, the maximum precision of the momentum measurement decreases, and vice versa. Those variables for which it holds (e.g., momentum and position, or energy and time) are canonically conjugate variables in classical physics.
Another quantum effect is the wave-particle duality. It has been shown that, under certain experimental conditions, microscopic objects like atoms or electrons exhibit particle-like behavior, such as scattering. ("Particle-like" in the sense of an object that can be localized to a particular region of space.) Under other conditions, the same type of objects exhibit wave-like behavior, such as interference. We can observe only one type of property at a time, never both at the same time.
Another quantum effect is quantum entanglement. In some cases, the wave function of a system composed of many particles cannot be separated into independent wave functions, one for each particle. In that case, the particles are said to be "entangled". If quantum mechanics is correct, entangled particles can display remarkable and counter-intuitive properties. For example, a measurement made on one particle can produce, through the collapse of the total wavefunction, an instantaneous effect on other particles with which it is entangled, even if they are far apart. (This does not conflict with special relativity because information cannot be transmitted in this way.)
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Mathematical formulation
Main article: Mathematical formulation of quantum mechanics. See also the discussion in Quantum logic.
In the mathematically rigorous formulation of quantum mechanics, developed by Paul Dirac and John von Neumann, the possible states of a quantum mechanical system are represented by unit vectors (called "state vectors") residing in a complex separable Hilbert space (variously called the "state space" or the "associated Hilbert space" of the system). The exact nature of this Hilbert space is dependent on the system; for example, the state space for position and momentum states is the space of square-integrable functions, while the state space for the spin of a single proton is just the product of two complex planes. Each observable is represented by a densely defined Hermitian (or self-adjoint) linear operator acting on the state space. Each eigenstate of an observable corresponds to an eigenvector of the operator, and the associated eigenvalue corresponds to the value of the observable in that eigenstate. If the operator's spectrum is discrete, the observable can only attain those discrete eigenvalues.
The time evolution of a quantum state is described by the Schrödinger equation, in which the Hamiltonian, the operator corresponding to the total energy of the system, generates time evolution.
The inner product between two state vectors is a complex number known as a probability amplitude. During a measurement, the probability that a system collapses from a given initial state to a particular eigenstate is given by the square of the absolute value of the probability amplitudes between the initial and final states. The possible results of a measurement are the eigenvalues of the operator - which explains the choice of Hermitian operators, for which all the eigenvalues are real. We can find the probability distribution of an observable in a given state by computing the spectral decomposition of the corresponding operator. Heisenberg's uncertainty principle is represented by the statement that the operators corresponding to certain observables do not commute.
The Schrödinger equation acts on the entire probability amplitude, not merely its absolute value. Whereas the absolute value of the probability amplitude encodes information about probabilities, its phase encodes information about the interference between quantum states. This gives rise to the wave-like behavior of quantum states.
It turns out that analytic solutions of Schrödinger's equation are only available for a small number of model Hamiltonians, of which the quantum harmonic oscillator and the hydrogen atom are the most important representatives. Even the helium atom, which contains just one more electron than hydrogen, defies all attempts at a fully analytic treatment. There exist several techniques for generating approximate solutions. For instance, in the method known as perturbation theory one uses the analytic results for a simple quantum mechanical model to generate results for a more complicated model related to the simple model by, for example, the addition of a weak potential energy. Another method is the "semi-classical equation of motion" approach, which applies to systems for which quantum mechanics produces weak deviations from classical behavior. The deviations can be calculated based on the classical motion. This approach is important for the field of quantum chaos.
An alternative formulation of quantum mechanics is Feynman's path integral formulation, in which a quantum-mechanical amplitude is considered as a sum over histories between initial and final states; this is the quantum-mechanical counterpart of action principles in classical mechanics.
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Interactions with other scientific theories
The fundamental rules of quantum mechanics are very broad. They state that the state space of a system is a Hilbert space and the observables are Hermitian operators acting on that space, but do not tell us which Hilbert space or which operators. These must be chosen appropriately in order to obtain a quantitative description of a quantum system. An important guide for making these choices is the correspondence principle, which states that the predictions of quantum mechanics reduce to those of classical physics when a system becomes large. This "large system" limit is known as the classical or correspondence limit. One can therefore start from an established classical model of a particular system, and attempt to guess the underlying quantum model that gives rise to the classical model in the correspondence limit.
There are a number of mathematically equivalent formulations of quantum mechanics. One of the oldest and most commonly used formulations is the transformation theory invented by Paul Dirac, which unifies and generalizes the two earliest formulations of quantum mechanics, matrix mechanics (invented by Werner Heisenberg) and wave mechanics (invented by Erwin Schrödinger).
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