https://doi.org/10.1140/epjs/s11734-025-01766-x
Review
Underpinning quantum theory by a non-local hidden variable theory: the contextuality loophole?
Optical Sciences Centre, Swinburne University of Technology, 3122, Melbourne, VIC, Australia
Received:
20
March
2025
Accepted:
24
June
2025
Published online:
4
July
2025
Quantum theory has accounted for a wide range of physical effects in systems ranging from microscopic to macroscopic. However, it is associated with various paradoxes—such as the well-known EPR example. Einstein’s suggestion that the theory was incomplete has led to numerous attempts to underpin quantum theory by a hidden variable theory, including the Bell approach. This approach was originally based on certain assumptions: (i) realism (ii) locality and (iii) non-contextuality. In its developed form, the theory involved only probabilities for outcome values of system observables. For systems involving two sub-systems, the hidden variable theory predicted that correlations between measurement outcomes of observable pairs of from different sub-systems would satisfy certain—such as the CHSH Bell inequality. The inequality was inconsistent with quantum theory predictions and with experiment. Hence, the question arose: Which of the three assumptions was invalid? A widely held view is that a non-local theory is needed—another is that hidden variable theory should be contextual. In this article, derivations of the CHSH Bell inequality based on various combinations of locality/non-locality and non-contextuality/contextuality assumptions are outlined, leading to the conclusion that for a hidden variable theory to underpin quantum theory, it must be both non-local and contextual. Non-locality or contextuality alone is insufficient. However, it is also concluded that the realism assumption is questionable. At present an alternative approach of augmenting quantum theory by adding additional features—such as the deterministic trajectories of Bohmian mechanics (also a non-local theory) may be a better route for completeness.
© The Author(s) 2025
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