Chapter MAA60

Complex Numbers

Advanced Topics

Introduction to Complex Numbers

Complex numbers extend the real number system by introducing the imaginary unit
ii
, where
i2=1i^2 = -1
. This allows us to solve equations like
x2+1=0x^2 + 1 = 0
, which have no real number solutions.
A complex number is represented in the form
z=a+biz = a + bi
, where
aa
and
bb
are real numbers. The real part of
zz
is
aa
, and the imaginary part is
bb
.

Components of a Complex Number

For a complex number
z=a+biz = a + bi
:
Re(z)=a\text{Re}(z) = a
(Real part)
Im(z)=b\text{Im}(z) = b
(Imaginary part)
Special Cases:
If
b=0b = 0
, then
z=az = a
is a real number
If
a=0a = 0
, then
z=biz = bi
is a pure imaginary number
If
a=0a = 0
and
b=0b = 0
, then
z=0z = 0
Problem: Express
9\sqrt{-9}
in terms of
ii
.
1
We know that
i2=1i^2 = -1
, so
1=i\sqrt{-1} = i
2
Rewrite
9\sqrt{-9}
as
9(1)\sqrt{9 \cdot (-1)}
3
Apply the property
ab=ab\sqrt{a \cdot b} = \sqrt{a} \cdot \sqrt{b}
:
9=91=3i\sqrt{-9} = \sqrt{9} \cdot \sqrt{-1} = 3i
4
Therefore,
9=3i\sqrt{-9} = 3i

The Complex Plane

Complex numbers can be visualized geometrically in the complex plane, also known as the Argand plane. In this representation, the horizontal axis corresponds to the real part, and the vertical axis corresponds to the imaginary part.
The complex number
z=a+biz = a + bi
is plotted as the point
(a,b)(a, b)
in the complex plane. This geometric interpretation helps us understand operations and properties of complex numbers.
Complex Conjugate
The complex conjugate of
z=a+biz = a + bi
, denoted
z\overline{z}
or
zz^*
, is defined as:
z=abi\overline{z} = a - bi
Geometrically,
z\overline{z}
is the reflection of
zz
across the real axis in the complex plane.
The modulus (or absolute value) of a complex number
z=a+biz = a + bi
is the distance from the origin to the point
(a,b)(a, b)
in the complex plane.
z=a2+b2|z| = \sqrt{a^2 + b^2}
Problem: Find the modulus and complex conjugate of
z=34iz = 3 - 4i
.
1
For
z=34iz = 3 - 4i
, we have
a=3a = 3
and
b=4b = -4
2
The modulus is:
z=a2+b2=32+(4)2=9+16=25=5|z| = \sqrt{a^2 + b^2} = \sqrt{3^2 + (-4)^2} = \sqrt{9 + 16} = \sqrt{25} = 5
3
The complex conjugate is:
z=abi=3(4)i=3+4i\overline{z} = a - bi = 3 - (-4)i = 3 + 4i
4
Therefore,
z=5|z| = 5
and
z=3+4i\overline{z} = 3 + 4i

Rectangular Form of Complex Numbers

The rectangular form (or Cartesian form) of a complex number is
z=a+biz = a + bi
, where
aa
and
bb
are real numbers. This form is most useful for addition and subtraction of complex numbers.

Properties of Rectangular Form

z1=z2z_1 = z_2
if and only if
a1=a2a_1 = a_2
and
b1=b2b_1 = b_2
zz=z2=a2+b2z \cdot \overline{z} = |z|^2 = a^2 + b^2
Re(z)=z+z2\text{Re}(z) = \frac{z + \overline{z}}{2}
Im(z)=zz2i\text{Im}(z) = \frac{z - \overline{z}}{2i}
Problem: Verify that
zz=z2z \cdot \overline{z} = |z|^2
for
z=2+3iz = 2 + 3i
.
1
For
z=2+3iz = 2 + 3i
, the complex conjugate is
z=23i\overline{z} = 2 - 3i
2
Compute the product:
zz=(2+3i)(23i)=46i+6i9i2=4+9=13z \cdot \overline{z} = (2 + 3i)(2 - 3i) = 4 - 6i + 6i - 9i^2 = 4 + 9 = 13
3
Compute the squared modulus:
z2=22+32=4+9=13|z|^2 = 2^2 + 3^2 = 4 + 9 = 13
4
Since
zz=z2=13z \cdot \overline{z} = |z|^2 = 13
, the property is verified.

Operations with Complex Numbers

Complex numbers can be added, subtracted, multiplied, and divided following specific rules.

Basic Operations

Addition and Subtraction
(a+bi)+(c+di)=(a+c)+(b+d)i(a + bi) + (c + di) = (a + c) + (b + d)i
(a+bi)(c+di)=(ac)+(bd)i(a + bi) - (c + di) = (a - c) + (b - d)i
Multiplication
(a+bi)(c+di)=(acbd)+(ad+bc)i(a + bi)(c + di) = (ac - bd) + (ad + bc)i
Division
a+bic+di=(a+bi)(cdi)(c+di)(cdi)=ac+bdc2+d2+bcadc2+d2i\frac{a + bi}{c + di} = \frac{(a + bi)(c - di)}{(c + di)(c - di)} = \frac{ac + bd}{c^2 + d^2} + \frac{bc - ad}{c^2 + d^2}i
Problem: Calculate
(3+2i)÷(1i)(3 + 2i) \div (1 - i)
.
1
To divide complex numbers, we multiply both numerator and denominator by the conjugate of the denominator:
3+2i1i=(3+2i)(1+i)(1i)(1+i)\frac{3 + 2i}{1 - i} = \frac{(3 + 2i)(1 + i)}{(1 - i)(1 + i)}
2
Simplify the denominator:
(1i)(1+i)=12i2=1(1)=2(1 - i)(1 + i) = 1^2 - i^2 = 1 - (-1) = 2
3
Expand the numerator:
(3+2i)(1+i)=3+3i+2i+2i2=3+5i+2(1)=32+5i=1+5i(3 + 2i)(1 + i) = 3 + 3i + 2i + 2i^2 = 3 + 5i + 2(-1) = 3 - 2 + 5i = 1 + 5i
4
Compute the quotient:
3+2i1i=1+5i2=12+52i\frac{3 + 2i}{1 - i} = \frac{1 + 5i}{2} = \frac{1}{2} + \frac{5}{2}i

Polar Form of Complex Numbers

The polar form of a complex number expresses it in terms of its modulus and argument. If
z=a+biz = a + bi
, then:
z=r(cosθ+isinθ)z = r(\cos \theta + i \sin \theta)
where
r=z=a2+b2r = |z| = \sqrt{a^2 + b^2}
is the modulus and
θ=arg(z)\theta = \arg(z)
is the argument, given by
θ=tan1(b/a)\theta = \tan^{-1}(b/a)
with appropriate adjustments for the quadrant.

Converting Between Forms

Rectangular to Polar
r=a2+b2r = \sqrt{a^2 + b^2}
θ={tan1(b/a)if a>0tan1(b/a)+πif a<0π/2if a=0,b>0π/2if a=0,b<0undefinedif a=0,b=0\theta = \begin{cases} \tan^{-1}(b/a) & \text{if } a > 0 \\ \tan^{-1}(b/a) + \pi & \text{if } a < 0 \\ \pi/2 & \text{if } a = 0, b > 0 \\ -\pi/2 & \text{if } a = 0, b < 0 \\ \text{undefined} & \text{if } a = 0, b = 0 \end{cases}
Polar to Rectangular
a=rcosθa = r\cos\theta
b=rsinθb = r\sin\theta
Problem: Convert
z=2+2iz = -2 + 2i
to polar form.
1
Calculate the modulus:
r=z=(2)2+22=4+4=8=22r = |z| = \sqrt{(-2)^2 + 2^2} = \sqrt{4 + 4} = \sqrt{8} = 2\sqrt{2}
2
Find the argument:
tan(θ)=ba=22=1\tan(\theta) = \frac{b}{a} = \frac{2}{-2} = -1
Since
a<0a < 0
and
b>0b > 0
,
θ\theta
is in the second quadrant:
θ=tan1(1)+π=π4+π=3π4\theta = \tan^{-1}(-1) + \pi = -\frac{\pi}{4} + \pi = \frac{3\pi}{4}
3
Express
zz
in polar form:
z=22(cos3π4+isin3π4)z = 2\sqrt{2}\left(\cos\frac{3\pi}{4} + i\sin\frac{3\pi}{4}\right)

Euler's Formula

Euler's formula provides a profound connection between exponential and trigonometric functions through complex numbers:
eiθ=cosθ+isinθe^{i\theta} = \cos\theta + i\sin\theta
This allows us to express the polar form of a complex number more concisely as
z=reiθz = re^{i\theta}
.
Consequences of Euler's Formula
eiπ+1=0e^{i\pi} + 1 = 0
(Euler's identity)
cosθ=eiθ+eiθ2\cos\theta = \frac{e^{i\theta} + e^{-i\theta}}{2}
sinθ=eiθeiθ2i\sin\theta = \frac{e^{i\theta} - e^{-i\theta}}{2i}
Problem: Express
z=3(cos(π/6)+isin(π/6))z = 3(\cos(\pi/6) + i\sin(\pi/6))
using Euler's formula, and calculate
z4z^4
.
1
Using Euler's formula:
z=3(cos(π/6)+isin(π/6))=3eiπ/6z = 3(\cos(\pi/6) + i\sin(\pi/6)) = 3e^{i\pi/6}
2
To calculate
z4z^4
, we use the property of exponentials:
z4=(3eiπ/6)4=34eiπ/64=81e2πi/3z^4 = (3e^{i\pi/6})^4 = 3^4 \cdot e^{i\pi/6 \cdot 4} = 81e^{2\pi i/3}
3
Converting back to trigonometric form:
z4=81(cos(2π/3)+isin(2π/3))=81(1/2+i3/2)=40.5+70.2iz^4 = 81(\cos(2\pi/3) + i\sin(2\pi/3)) = 81(-1/2 + i\sqrt{3}/2) = -40.5 + 70.2i
(rounded)

De Moivre's Theorem

De Moivre's Theorem provides a formula for computing integer powers of complex numbers in polar form:
[r(cosθ+isinθ)]n=rn(cos(nθ)+isin(nθ))[r(\cos\theta + i\sin\theta)]^n = r^n(\cos(n\theta) + i\sin(n\theta))
Using Euler's formula, this can be expressed more concisely as:
(reiθ)n=rneinθ(re^{i\theta})^n = r^n e^{in\theta}
De Moivre's Theorem is especially useful for finding powers and roots of complex numbers.
Problem: Use De Moivre's Theorem to calculate
(1+i)6(1 + i)^6
.
1
Convert
1+i1 + i
to polar form:
r=1+i=12+12=2r = |1 + i| = \sqrt{1^2 + 1^2} = \sqrt{2}
θ=tan1(1/1)=π/4\theta = \tan^{-1}(1/1) = \pi/4
2
Express in polar form:
1+i=2(cos(π/4)+isin(π/4))=2eiπ/41 + i = \sqrt{2}(\cos(\pi/4) + i\sin(\pi/4)) = \sqrt{2}e^{i\pi/4}
3
Apply De Moivre's Theorem:
(1+i)6=(2eiπ/4)6=(2)6eiπ/46=8ei3π/2(1 + i)^6 = (\sqrt{2}e^{i\pi/4})^6 = (\sqrt{2})^6 \cdot e^{i\pi/4 \cdot 6} = 8 \cdot e^{i3\pi/2}
4
Convert back to rectangular form:
8ei3π/2=8(cos(3π/2)+isin(3π/2))=8(0i)=8i8e^{i3\pi/2} = 8(\cos(3\pi/2) + i\sin(3\pi/2)) = 8(0 - i) = -8i
5
Therefore,
(1+i)6=8i(1 + i)^6 = -8i

Powers and Roots of Complex Numbers

De Moivre's Theorem can be extended to find the
nn
-th roots of a complex number. If
z=reiθz = re^{i\theta}
, then the
nn
distinct values of
z1/nz^{1/n}
are:
z1/n=r1/nei(θ+2πk)/nz^{1/n} = r^{1/n}e^{i(\theta + 2\pi k)/n}
where
k=0,1,2,,n1k = 0, 1, 2, \ldots, n-1
. These roots form a regular
nn
-gon in the complex plane.
Problem: Find all the cube roots of
8i8i
.
1
Express
8i8i
in polar form:
r=8i=8r = |8i| = 8
θ=arg(8i)=π/2\theta = \arg(8i) = \pi/2
8i=8eiπ/28i = 8e^{i\pi/2}
2
Apply the formula for cube roots with
n=3n = 3
:
(8i)1/3=81/3ei(π/2+2πk)/3=2ei(π/2+2πk)/3(8i)^{1/3} = 8^{1/3}e^{i(\pi/2 + 2\pi k)/3} = 2e^{i(\pi/2 + 2\pi k)/3}
where
k=0,1,2k = 0, 1, 2
3
Calculate each root:
For
k=0k = 0
:
z0=2eiπ/6=2(cos(π/6)+isin(π/6))=2(3/2+i/2)=3+iz_0 = 2e^{i\pi/6} = 2(\cos(\pi/6) + i\sin(\pi/6)) = 2(\sqrt{3}/2 + i/2) = \sqrt{3} + i
For
k=1k = 1
:
z1=2ei5π/6=2(cos(5π/6)+isin(5π/6))=2(3/2+i/2)=3+iz_1 = 2e^{i5\pi/6} = 2(\cos(5\pi/6) + i\sin(5\pi/6)) = 2(-\sqrt{3}/2 + i/2) = -\sqrt{3} + i
For
k=2k = 2
:
z2=2ei3π/2=2(cos(3π/2)+isin(3π/2))=2(0i)=2iz_2 = 2e^{i3\pi/2} = 2(\cos(3\pi/2) + i\sin(3\pi/2)) = 2(0 - i) = -2i
4
The three cube roots of
8i8i
are
3+i\sqrt{3} + i
,
3+i-\sqrt{3} + i
, and
2i-2i

Solving Polynomial Equations

One of the most significant applications of complex numbers is in solving polynomial equations. The Fundamental Theorem of Algebra states that every polynomial equation of degree
n1n \geq 1
has exactly
nn
roots in the complex number system (counting multiplicities).
For a quadratic equation
ax2+bx+c=0ax^2 + bx + c = 0
, the solutions are:
x=b±b24ac2ax = \frac{-b \pm \sqrt{b^2 - 4ac}}{2a}
When
b24ac<0b^2 - 4ac < 0
, the solutions are complex conjugates.
Complex Roots of Polynomials with Real Coefficients
If a polynomial has real coefficients, then complex roots always occur in conjugate pairs. That is, if
a+bia + bi
is a root, then
abia - bi
is also a root.
Vieta's Formulas
For a monic polynomial
xn+an1xn1++a1x+a0x^n + a_{n-1}x^{n-1} + \ldots + a_1x + a_0
with roots
r1,r2,,rnr_1, r_2, \ldots, r_n
:
r1+r2++rn=an1r_1 + r_2 + \ldots + r_n = -a_{n-1}
r1r2+r1r3++rn1rn=an2r_1r_2 + r_1r_3 + \ldots + r_{n-1}r_n = a_{n-2}
\ldots
r1r2rn=(1)na0r_1r_2\ldots r_n = (-1)^n a_0
Problem: Solve the equation
x41=0x^4 - 1 = 0
.
1
Rewrite as
x4=1x^4 = 1
2
We need to find the fourth roots of 1, which can be written as
1=1ei01 = 1e^{i0}
3
Using the formula for
nn
-th roots with
n=4n = 4
:
11/4=11/4ei(0+2πk)/4=eiπk/21^{1/4} = 1^{1/4}e^{i(0 + 2\pi k)/4} = e^{i\pi k/2}
where
k=0,1,2,3k = 0, 1, 2, 3
4
Calculate each root:
For
k=0k = 0
:
z0=ei0=1z_0 = e^{i\cdot 0} = 1
For
k=1k = 1
:
z1=eiπ/2=iz_1 = e^{i\pi/2} = i
For
k=2k = 2
:
z2=eiπ=1z_2 = e^{i\pi} = -1
For
k=3k = 3
:
z3=ei3π/2=iz_3 = e^{i3\pi/2} = -i
5
Therefore, the solutions to
x41=0x^4 - 1 = 0
are
x=1,i,1,ix = 1, i, -1, -i

Applications of Complex Numbers

Complex numbers have numerous applications across various fields of mathematics, science, and engineering.
Electrical Engineering
Complex numbers are used to analyze AC circuits, where impedance is represented as
Z=R+jXZ = R + jX
, with
RR
being resistance and
XX
reactance.
Z=ZejϕZ = |Z|e^{j\phi}
Control Systems
The poles and zeros of transfer functions in the complex plane determine system stability and response.
Quantum Mechanics
Wave functions in quantum mechanics involve complex numbers, where the probability amplitude is given by:
P(x)=Ψ(x)2=Ψ(x)Ψ(x)P(x) = |\Psi(x)|^2 = \Psi^*(x)\Psi(x)
Fractals
The Mandelbrot set is defined by iterating
zn+1=zn2+cz_{n+1} = z_n^2 + c
for complex values of
zz
and
cc
.
Problem: In an AC circuit, the impedance is
Z=3+4iZ = 3 + 4i
ohms. If the current is
I=2eiπ/3I = 2e^{i\pi/3}
amperes, find the voltage and the power dissipated.
1
Using Ohm's law,
V=IZV = IZ
:
V=2eiπ/3(3+4i)V = 2e^{i\pi/3} \cdot (3 + 4i)
2
Convert
3+4i3 + 4i
to polar form:
3+4i=5eitan1(4/3)=5eiθ3 + 4i = 5e^{i\tan^{-1}(4/3)} = 5e^{i\theta}
where
θ0.9273\theta \approx 0.9273
radians
3
Calculate the voltage:
V=2eiπ/35eiθ=10ei(π/3+θ)10ei1.9807V = 2e^{i\pi/3} \cdot 5e^{i\theta} = 10e^{i(\pi/3 + \theta)} \approx 10e^{i1.9807}
4
The power is given by
P=I2Re(Z)P = |I|^2 \cdot \text{Re}(Z)
:
P=223=43=12P = |2|^2 \cdot 3 = 4 \cdot 3 = 12
watts
5
Therefore, the voltage is approximately
10ei1.980710e^{i1.9807}
volts and the power dissipated is 12 watts.