Definition
A complex number z z z is written:
z = a + b i , a , b ∈ ′ { ′ R ′ } ′ z = a + bi, \quad a, b \in \mathbb{'\{'}R{'\}'} z = a + bi , a , b ∈ ′ { ′ R ′ } ′
where a = R e ( z ) a = \mathrm{Re}(z) a = Re ( z ) is the real part and b = I m ( z ) b = \mathrm{Im}(z) b = Im ( z ) is the imaginary part. The set
of all complex numbers is ′ { ′ C ′ } ′ \mathbb{'\{'}C{'\}'} ′ { ′ C ′ } ′ .
Complex Arithmetic
Addition. ( a + b i ) + ( c + d i ) = ( a + c ) + ( b + d ) i (a + bi) + (c + di) = (a + c) + (b + d)i ( a + bi ) + ( c + d i ) = ( a + c ) + ( b + d ) i
Multiplication. ( a + b i ) ( c + d i ) = ( a c − b d ) + ( a d + b c ) i (a + bi)(c + di) = (ac - bd) + (ad + bc)i ( a + bi ) ( c + d i ) = ( a c − b d ) + ( a d + b c ) i
Division. Multiply by the conjugate of the denominator:
a + b i c + d i = ( a + b i ) ( c − d i ) c 2 + d 2 = ( a c + b d ) + ( b c − a d ) i c 2 + d 2 \frac{a + bi}{c + di} = \frac{(a + bi)(c - di)}{c^2 + d^2} = \frac{(ac + bd) + (bc - ad)i}{c^2 + d^2} c + d i a + bi = c 2 + d 2 ( a + bi ) ( c − d i ) = c 2 + d 2 ( a c + b d ) + ( b c − a d ) i
Complex Conjugate
The conjugate of z = a + b i z = a + bi z = a + bi is z ˉ = a − b i \bar{z} = a - bi z ˉ = a − bi .
Properties:
z z ˉ = a 2 + b 2 = ∣ z ∣ 2 z\bar{z} = a^2 + b^2 = |z|^2 z z ˉ = a 2 + b 2 = ∣ z ∣ 2
z 1 + z 2 ‾ = z ˉ 1 + z ˉ 2 \overline{z_1 + z_2} = \bar{z}_1 + \bar{z}_2 z 1 + z 2 = z ˉ 1 + z ˉ 2
z 1 z 2 ‾ = z ˉ 1 z ˉ 2 \overline{z_1 z_2} = \bar{z}_1 \bar{z}_2 z 1 z 2 = z ˉ 1 z ˉ 2
z + z ˉ = 2 R e ( z ) z + \bar{z} = 2\mathrm{Re}(z) z + z ˉ = 2 Re ( z ) , z − z ˉ = 2 i I m ( z ) z - \bar{z} = 2i\,\mathrm{Im}(z) z − z ˉ = 2 i Im ( z )
Modulus and Argument
The modulus (absolute value) of z = a + b i z = a + bi z = a + bi :
∣ z ∣ = a 2 + b 2 |z| = \sqrt{a^2 + b^2} ∣ z ∣ = a 2 + b 2
The argument arg ( z ) = θ \arg(z) = \theta arg ( z ) = θ is the angle from the positive real axis, measured
anticlockwise, where:
tan θ = b a \tan\theta = \frac{b}{a} tan θ = a b
The principal argument A r g ( z ) \mathrm{Arg}(z) Arg ( z ) satisfies − π < θ ≤ π -\pi \lt \theta \le \pi − π < θ ≤ π . Use the quadrant of
( a , b ) (a, b) ( a , b ) to determine the correct angle.
Exponential Representation
Any non-zero complex number can be written in polar form:
z = r ( cos θ + i sin θ ) = r e i θ z = r(\cos\theta + i\sin\theta) = re^{i\theta} z = r ( cos θ + i sin θ ) = r e i θ
where r = ∣ z ∣ r = |z| r = ∣ z ∣ and θ = arg ( z ) \theta = \arg(z) θ = arg ( z ) .
Conversion
Cartesian to polar: r = a 2 + b 2 r = \sqrt{a^2 + b^2} r = a 2 + b 2 , θ = arctan ( b a ) \theta = \arctan\!\left(\dfrac{b}{a}\right) θ = arctan ( a b ) (adjusting for quadrant).
Polar to Cartesian: a = r cos θ a = r\cos\theta a = r cos θ , b = r sin θ b = r\sin\theta b = r sin θ .
Example. Express z = 1 + i 3 z = 1 + i\sqrt{3} z = 1 + i 3 in polar form.
r = 1 + 3 = 2 , θ = arctan ( 3 1 ) = π 3 r = \sqrt{1 + 3} = 2, \qquad \theta = \arctan\!\left(\frac{\sqrt{3}}{1}\right) = \frac{\pi}{3} r = 1 + 3 = 2 , θ = arctan ( 1 3 ) = 3 π
z = 2 ( cos π 3 + i sin π 3 ) = 2 e i π / 3 z = 2\left(\cos\frac{\pi}{3} + i\sin\frac{\pi}{3}\right) = 2e^{i\pi/3} z = 2 ( cos 3 π + i sin 3 π ) = 2 e iπ /3
If z 1 = r 1 e i θ 1 z_1 = r_1 e^{i\theta_1} z 1 = r 1 e i θ 1 and z 2 = r 2 e i θ 2 z_2 = r_2 e^{i\theta_2} z 2 = r 2 e i θ 2 :
z 1 z 2 = r 1 r 2 e i ( θ 1 + θ 2 ) z_1 z_2 = r_1 r_2\, e^{i(\theta_1 + \theta_2)} z 1 z 2 = r 1 r 2 e i ( θ 1 + θ 2 )
z 1 z 2 = r 1 r 2 e i ( θ 1 − θ 2 ) \frac{z_1}{z_2} = \frac{r_1}{r_2}\, e^{i(\theta_1 - \theta_2)} z 2 z 1 = r 2 r 1 e i ( θ 1 − θ 2 )
Multiplication: moduli multiply, arguments add. Division: moduli divide, arguments subtract.
Example. Compute 1 + i 3 − i \dfrac{1 + i}{\sqrt{3} - i} 3 − i 1 + i .
1 + i = 2 e i π / 4 1 + i = \sqrt{2}\,e^{i\pi/4} 1 + i = 2 e iπ /4 , 3 − i = 2 e − i π / 6 \sqrt{3} - i = 2\,e^{-i\pi/6} 3 − i = 2 e − iπ /6 .
1 + i 3 − i = 2 2 e i ( π / 4 + π / 6 ) = 2 2 e i 5 π / 12 \frac{1 + i}{\sqrt{3} - i} = \frac{\sqrt{2}}{2}\, e^{i(\pi/4 + \pi/6)} = \frac{\sqrt{2}}{2}\, e^{i5\pi/12} 3 − i 1 + i = 2 2 e i ( π /4 + π /6 ) = 2 2 e i 5 π /12
De Moivre's Theorem
Statement
For any integer n n n :
( cos θ + i sin θ ) n = cos n θ + i sin n θ (\cos\theta + i\sin\theta)^n = \cos n\theta + i\sin n\theta ( cos θ + i sin θ ) n = cos n θ + i sin n θ
In exponential notation: ( e i θ ) n = e i n θ \bigl(e^{i\theta}\bigr)^n = e^{in\theta} ( e i θ ) n = e in θ .
Applications to Trigonometry
De Moivre's theorem allows us to express cos n θ \cos n\theta cos n θ and sin n θ \sin n\theta sin n θ as polynomials in
cos θ \cos\theta cos θ and sin θ \sin\theta sin θ .
Example. Express cos 3 θ \cos 3\theta cos 3 θ and sin 3 θ \sin 3\theta sin 3 θ in terms of cos θ \cos\theta cos θ and sin θ \sin\theta sin θ .
( cos θ + i sin θ ) 3 = cos 3 θ + i sin 3 θ (\cos\theta + i\sin\theta)^3 = \cos 3\theta + i\sin 3\theta ( cos θ + i sin θ ) 3 = cos 3 θ + i sin 3 θ
Expanding the left side using the binomial theorem:
cos 3 θ + 3 i cos 2 θ sin θ − 3 cos θ sin 2 θ − i sin 3 θ \cos^3\theta + 3i\cos^2\theta \sin\theta - 3\cos\theta \sin^2\theta - i\sin^3\theta cos 3 θ + 3 i cos 2 θ sin θ − 3 cos θ sin 2 θ − i sin 3 θ
Equating real and imaginary parts:
cos 3 θ = cos 3 θ − 3 cos θ sin 2 θ = 4 cos 3 θ − 3 cos θ \cos 3\theta = \cos^3\theta - 3\cos\theta \sin^2\theta = 4\cos^3\theta - 3\cos\theta cos 3 θ = cos 3 θ − 3 cos θ sin 2 θ = 4 cos 3 θ − 3 cos θ
sin 3 θ = 3 cos 2 θ sin θ − sin 3 θ = 3 sin θ − 4 sin 3 θ \sin 3\theta = 3\cos^2\theta \sin\theta - \sin^3\theta = 3\sin\theta - 4\sin^3\theta sin 3 θ = 3 cos 2 θ sin θ − sin 3 θ = 3 sin θ − 4 sin 3 θ
Using cos 2 θ + sin 2 θ = 1 \cos^2\theta + \sin^2\theta = 1 cos 2 θ + sin 2 θ = 1 to eliminate sin θ \sin\theta sin θ :
cos 2 θ = 2 cos 2 θ − 1 = 1 − 2 sin 2 θ \cos 2\theta = 2\cos^2\theta - 1 = 1 - 2\sin^2\theta cos 2 θ = 2 cos 2 θ − 1 = 1 − 2 sin 2 θ
cos 3 θ = 4 cos 3 θ − 3 cos θ \cos 3\theta = 4\cos^3\theta - 3\cos\theta cos 3 θ = 4 cos 3 θ − 3 cos θ
cos 4 θ = 8 cos 4 θ − 8 cos 2 θ + 1 \cos 4\theta = 8\cos^4\theta - 8\cos^2\theta + 1 cos 4 θ = 8 cos 4 θ − 8 cos 2 θ + 1
Roots of Complex Numbers
n n n -th Roots
The n n n solutions to z n = w z^n = w z n = w where w = r e i θ w = re^{i\theta} w = r e i θ are:
z k = r 1 / n exp ( i ( θ + 2 k π ) n ) , k = 0 , 1 , 2 , … , n − 1 z_k = r^{1/n}\, \exp\!\left(\frac{i(\theta + 2k\pi)}{n}\right), \qquad k = 0, 1, 2, \ldots, n - 1 z k = r 1/ n exp ( n i ( θ + 2 k π ) ) , k = 0 , 1 , 2 , … , n − 1
These n n n roots lie on a circle of radius r 1 / n r^{1/n} r 1/ n in the complex plane, equally spaced at angles
of 2 π n \dfrac{2\pi}{n} n 2 π .
Example. Find the cube roots of − 8 -8 − 8 .
− 8 = 8 e i π -8 = 8e^{i\pi} − 8 = 8 e iπ .
z k = 2 exp ( i ( π + 2 k π ) 3 ) , k = 0 , 1 , 2 z_k = 2\, \exp\!\left(\frac{i(\pi + 2k\pi)}{3}\right), \qquad k = 0, 1, 2 z k = 2 exp ( 3 i ( π + 2 k π ) ) , k = 0 , 1 , 2
z 0 = 2 e i π / 3 = 1 + i 3 z_0 = 2e^{i\pi/3} = 1 + i\sqrt{3} z 0 = 2 e iπ /3 = 1 + i 3
z 1 = 2 e i π = − 2 z_1 = 2e^{i\pi} = -2 z 1 = 2 e iπ = − 2
z 2 = 2 e i 5 π / 3 = 1 − i 3 z_2 = 2e^{i5\pi/3} = 1 - i\sqrt{3} z 2 = 2 e i 5 π /3 = 1 − i 3
Roots of Unity
The n n n -th roots of unity are the solutions to z n = 1 z^n = 1 z n = 1 :
z k = exp ( 2 k π i n ) , k = 0 , 1 , … , n − 1 z_k = \exp\!\left(\frac{2k\pi i}{n}\right), \qquad k = 0, 1, \ldots, n - 1 z k = exp ( n 2 k π i ) , k = 0 , 1 , … , n − 1
These lie on the unit circle, forming a regular n n n -gon.
Properties:
The sum of all n n n -th roots of unity is zero: ∑ k = 0 n − 1 z k = 0 \displaystyle\sum_{k=0}^{n-1} z_k = 0 k = 0 ∑ n − 1 z k = 0 .
The product of all n n n -th roots of unity is ( − 1 ) n + 1 (-1)^{n+1} ( − 1 ) n + 1 .
Primitive roots generate all other roots by repeated multiplication.
Example. The 4th roots of unity: 1 , i , − 1 , − i 1, i, -1, -i 1 , i , − 1 , − i .
Example. The 5th roots of unity form a regular pentagon on the unit circle at angles
0 , 2 π 5 , 4 π 5 , 6 π 5 , 8 π 5 0, \dfrac{2\pi}{5}, \dfrac{4\pi}{5}, \dfrac{6\pi}{5}, \dfrac{8\pi}{5} 0 , 5 2 π , 5 4 π , 5 6 π , 5 8 π .
Statement
e i θ = cos θ + i sin θ e^{i\theta} = \cos\theta + i\sin\theta e i θ = cos θ + i sin θ
This fundamental identity connects the exponential function with trigonometry.
Proof (via Maclaurin Series)
e i θ = ∑ n = 0 ∞ ( i θ ) n n ! = 1 + i θ + ( i θ ) 2 2 ! + ( i θ ) 3 3 ! + ⋯ e^{i\theta} = \sum_{n=0}^{\infty} \frac{(i\theta)^n}{n!} = 1 + i\theta + \frac{(i\theta)^2}{2!} + \frac{(i\theta)^3}{3!} + \cdots e i θ = ∑ n = 0 ∞ n ! ( i θ ) n = 1 + i θ + 2 ! ( i θ ) 2 + 3 ! ( i θ ) 3 + ⋯
= 1 + i θ − θ 2 2 ! − i θ 3 3 ! + θ 4 4 ! + ⋯ = 1 + i\theta - \frac{\theta^2}{2!} - \frac{i\theta^3}{3!} + \frac{\theta^4}{4!} + \cdots = 1 + i θ − 2 ! θ 2 − 3 ! i θ 3 + 4 ! θ 4 + ⋯
= ( 1 − θ 2 2 ! + θ 4 4 ! − ⋯ ) + i ( θ − θ 3 3 ! + θ 5 5 ! − ⋯ ) = \left(1 - \frac{\theta^2}{2!} + \frac{\theta^4}{4!} - \cdots\right) + i\left(\theta - \frac{\theta^3}{3!} + \frac{\theta^5}{5!} - \cdots\right) = ( 1 − 2 ! θ 2 + 4 ! θ 4 − ⋯ ) + i ( θ − 3 ! θ 3 + 5 ! θ 5 − ⋯ )
= cos θ + i sin θ = \cos\theta + i\sin\theta = cos θ + i sin θ
Euler's Identity
Setting θ = π \theta = \pi θ = π :
e i π + 1 = 0 e^{i\pi} + 1 = 0 e iπ + 1 = 0
This elegantly relates five fundamental constants: e e e , i i i , π \pi π , 1 1 1 , and 0 0 0 .
Connections Between Exponential and Trigonometric Functions
From Euler's formula:
cos θ = e i θ + e − i θ 2 \cos\theta = \frac{e^{i\theta} + e^{-i\theta}}{2} cos θ = 2 e i θ + e − i θ
sin θ = e i θ − e − i θ 2 i \sin\theta = \frac{e^{i\theta} - e^{-i\theta}}{2i} sin θ = 2 i e i θ − e − i θ
These are the starting point for many applications.
Applications to Trigonometry
Linearising Products
Products of sines and cosines can be expressed as sums using Euler's formulas.
cos A cos B = 1 2 [ cos ( A + B ) + cos ( A − B ) ] \cos A \cos B = \frac{1}{2}\bigl[\cos(A + B) + \cos(A - B)\bigr] cos A cos B = 2 1 [ cos ( A + B ) + cos ( A − B ) ]
sin A sin B = 1 2 [ cos ( A − B ) − cos ( A + B ) ] \sin A \sin B = \frac{1}{2}\bigl[\cos(A - B) - \cos(A + B)\bigr] sin A sin B = 2 1 [ cos ( A − B ) − cos ( A + B ) ]
sin A cos B = 1 2 [ sin ( A + B ) + sin ( A − B ) ] \sin A \cos B = \frac{1}{2}\bigl[\sin(A + B) + \sin(A - B)\bigr] sin A cos B = 2 1 [ sin ( A + B ) + sin ( A − B ) ]
Sums of Sines and Cosines
∑ k = 1 n cos k θ = sin ( n θ / 2 ) cos ( ( n + 1 ) θ / 2 ) sin ( θ / 2 ) \sum_{k=1}^{n} \cos k\theta = \frac{\sin(n\theta/2)\cos\bigl((n+1)\theta/2\bigr)}{\sin(\theta/2)} ∑ k = 1 n cos k θ = s i n ( θ /2 ) s i n ( n θ /2 ) c o s ( ( n + 1 ) θ /2 )
∑ k = 1 n sin k θ = sin ( n θ / 2 ) sin ( ( n + 1 ) θ / 2 ) sin ( θ / 2 ) \sum_{k=1}^{n} \sin k\theta = \frac{\sin(n\theta/2)\sin\bigl((n+1)\theta/2\bigr)}{\sin(\theta/2)} ∑ k = 1 n sin k θ = s i n ( θ /2 ) s i n ( n θ /2 ) s i n ( ( n + 1 ) θ /2 )
Derivation. Using cos k θ = R e ( e i k θ ) \cos k\theta = \mathrm{Re}(e^{ik\theta}) cos k θ = Re ( e ik θ ) and summing the geometric series:
∑ k = 1 n e i k θ = e i θ ⋅ 1 − e i n θ 1 − e i θ \sum_{k=1}^{n} e^{ik\theta} = e^{i\theta}\cdot\frac{1 - e^{in\theta}}{1 - e^{i\theta}} ∑ k = 1 n e ik θ = e i θ ⋅ 1 − e i θ 1 − e in θ
Multiply numerator and denominator by e − i θ / 2 e^{-i\theta/2} e − i θ /2 :
= e i θ / 2 ⋅ e i n θ / 2 ( e − i n θ / 2 − e i n θ / 2 ) e − i θ / 2 − e i θ / 2 = e i θ / 2 ⋅ e i n θ / 2 ( − 2 i sin n θ / 2 ) − 2 i sin θ / 2 = e^{i\theta/2}\cdot\frac{e^{in\theta/2}(e^{-in\theta/2} - e^{in\theta/2})}{e^{-i\theta/2} - e^{i\theta/2}} = e^{i\theta/2}\cdot\frac{e^{in\theta/2}(-2i\sin n\theta/2)}{-2i\sin\theta/2} = e i θ /2 ⋅ e − i θ /2 − e i θ /2 e in θ /2 ( e − in θ /2 − e in θ /2 ) = e i θ /2 ⋅ − 2 i s i n θ /2 e in θ /2 ( − 2 i s i n n θ /2 )
= e i ( n + 1 ) θ / 2 sin ( n θ / 2 ) sin ( θ / 2 ) = \frac{e^{i(n+1)\theta/2} \sin(n\theta/2)}{\sin(\theta/2)} = s i n ( θ /2 ) e i ( n + 1 ) θ /2 s i n ( n θ /2 )
Taking real and imaginary parts gives the formulas above.
Applications to Integration
Integrals of Powers of Sine and Cosine
Using cos θ = e i θ + e − i θ 2 \cos\theta = \dfrac{e^{i\theta} + e^{-i\theta}}{2} cos θ = 2 e i θ + e − i θ and sin θ = e i θ − e − i θ 2 i \sin\theta = \dfrac{e^{i\theta} - e^{-i\theta}}{2i} sin θ = 2 i e i θ − e − i θ ,
powers of trig functions can be expanded and integrated term by term.
Example. Evaluate ∫ cos 4 θ d θ \displaystyle\int \cos^4\theta\,d\theta ∫ cos 4 θ d θ .
cos 4 θ = ( e i θ + e − i θ 2 ) 4 = 1 16 ( e 4 i θ + 4 e 2 i θ + 6 + 4 e − 2 i θ + e − 4 i θ ) \cos^4\theta = \left(\frac{e^{i\theta} + e^{-i\theta}}{2}\right)^{\!4} = \frac{1}{16}\bigl(e^{4i\theta} + 4e^{2i\theta} + 6 + 4e^{-2i\theta} + e^{-4i\theta}\bigr) cos 4 θ = ( 2 e i θ + e − i θ ) 4 = 16 1 ( e 4 i θ + 4 e 2 i θ + 6 + 4 e − 2 i θ + e − 4 i θ )
= 1 16 ( 2 cos 4 θ + 8 cos 2 θ + 6 ) = 1 8 cos 4 θ + 1 2 cos 2 θ + 3 8 = \frac{1}{16}(2\cos 4\theta + 8\cos 2\theta + 6) = \frac{1}{8}\cos 4\theta + \frac{1}{2}\cos 2\theta + \frac{3}{8} = 16 1 ( 2 cos 4 θ + 8 cos 2 θ + 6 ) = 8 1 cos 4 θ + 2 1 cos 2 θ + 8 3
∫ cos 4 θ d θ = 1 32 sin 4 θ + 1 4 sin 2 θ + 3 8 θ + C \int \cos^4\theta\,d\theta = \frac{1}{32}\sin 4\theta + \frac{1}{4}\sin 2\theta + \frac{3}{8}\theta + C ∫ cos 4 θ d θ = 32 1 sin 4 θ + 4 1 sin 2 θ + 8 3 θ + C
Example. Evaluate ∫ sin 3 θ d θ \displaystyle\int \sin^3\theta\,d\theta ∫ sin 3 θ d θ .
sin 3 θ = ( e i θ − e − i θ 2 i ) 3 = − 1 8 i ( e 3 i θ − 3 e i θ + 3 e − i θ − e − 3 i θ ) \sin^3\theta = \left(\frac{e^{i\theta} - e^{-i\theta}}{2i}\right)^{\!3} = \frac{-1}{8i}\bigl(e^{3i\theta} - 3e^{i\theta} + 3e^{-i\theta} - e^{-3i\theta}\bigr) sin 3 θ = ( 2 i e i θ − e − i θ ) 3 = 8 i − 1 ( e 3 i θ − 3 e i θ + 3 e − i θ − e − 3 i θ )
= 1 4 ( 3 sin θ − sin 3 θ ) = \frac{1}{4}\bigl(3\sin\theta - \sin 3\theta\bigr) = 4 1 ( 3 sin θ − sin 3 θ )
∫ sin 3 θ d θ = − 3 4 cos θ + 1 12 cos 3 θ + C \int \sin^3\theta\,d\theta = -\frac{3}{4}\cos\theta + \frac{1}{12}\cos 3\theta + C ∫ sin 3 θ d θ = − 4 3 cos θ + 12 1 cos 3 θ + C
Integrals Involving Products
∫ cos m θ cos n θ d θ = 1 2 ∫ [ cos ( m + n ) θ + cos ( m − n ) θ ] d θ \int \cos m\theta \cos n\theta\,d\theta = \frac{1}{2}\int \bigl[\cos(m+n)\theta + \cos(m-n)\theta\bigr]\,d\theta ∫ cos m θ cos n θ d θ = 2 1 ∫ [ cos ( m + n ) θ + cos ( m − n ) θ ] d θ
provided m ≠ ± n m \ne \pm n m = ± n . When m = n m = n m = n :
∫ cos 2 n θ d θ = ∫ 1 + cos 2 n θ 2 d θ = θ 2 + sin 2 n θ 4 n + C \int \cos^2 n\theta\,d\theta = \int \frac{1 + \cos 2n\theta}{2}\,d\theta = \frac{\theta}{2} + \frac{\sin 2n\theta}{4n} + C ∫ cos 2 n θ d θ = ∫ 2 1 + c o s 2 n θ d θ = 2 θ + 4 n s i n 2 n θ + C
Orthogonality. For integers m ≠ n m \ne n m = n :
∫ 0 2 π cos m θ cos n θ d θ = 0 , ∫ 0 2 π sin m θ sin n θ d θ = 0 \int_0^{2\pi} \cos m\theta \cos n\theta\,d\theta = 0, \qquad \int_0^{2\pi} \sin m\theta \sin n\theta\,d\theta = 0 ∫ 0 2 π cos m θ cos n θ d θ = 0 , ∫ 0 2 π sin m θ sin n θ d θ = 0
∫ 0 2 π cos m θ sin n θ d θ = 0 \int_0^{2\pi} \cos m\theta \sin n\theta\,d\theta = 0 ∫ 0 2 π cos m θ sin n θ d θ = 0
These orthogonality relations are fundamental to Fourier analysis.
The Complex Plane (Argand Diagram)
Geometric Interpretation
The complex number z = a + b i z = a + bi z = a + bi is represented by the point ( a , b ) (a, b) ( a , b ) in the plane. The modulus ∣ z ∣ |z| ∣ z ∣
is the distance from the origin, and arg ( z ) \arg(z) arg ( z ) is the angle from the positive real axis.
Regions in the Complex Plane
Condition Region $ z $ z $ z - z_0 arg ( z ) = α \arg(z) = \alpha arg ( z ) = α Half-line from origin at angle α \alpha α α < arg ( z ) < β \alpha \lt \arg(z) \lt \beta α < arg ( z ) < β Sector between angles α \alpha α and β \beta β
Loci
∣ z − a ∣ = ∣ z − b ∣ |z - a| = |z - b| ∣ z − a ∣ = ∣ z − b ∣ represents the perpendicular bisector of the segment joining a a a and b b b in the
complex plane.
∣ z − a ∣ = k ∣ z − b ∣ |z - a| = k|z - b| ∣ z − a ∣ = k ∣ z − b ∣ (with k ≠ 1 k \ne 1 k = 1 ) represents a circle (Apollonius circle).
Complex Differentiation and Integration
Differentiating Complex Functions
If f ( z ) = u ( x , y ) + i v ( x , y ) f(z) = u(x, y) + iv(x, y) f ( z ) = u ( x , y ) + i v ( x , y ) is differentiable at z 0 z_0 z 0 , it satisfies the Cauchy-Riemann
equations :
∂ u ∂ x = ∂ v ∂ y , ∂ u ∂ y = − ∂ v ∂ x \frac{\partial u}{\partial x} = \frac{\partial v}{\partial y}, \qquad \frac{\partial u}{\partial y} = -\frac{\partial v}{\partial x} ∂ x ∂ u = ∂ y ∂ v , ∂ y ∂ u = − ∂ x ∂ v
A function satisfying these equations at every point of an open set is called analytic (or
holomorphic ) on that set.
Example. f ( z ) = z 2 = ( x + i y ) 2 = ( x 2 − y 2 ) + i ( 2 x y ) f(z) = z^2 = (x + iy)^2 = (x^2 - y^2) + i(2xy) f ( z ) = z 2 = ( x + i y ) 2 = ( x 2 − y 2 ) + i ( 2 x y ) .
u = x 2 − y 2 u = x^2 - y^2 u = x 2 − y 2 , v = 2 x y v = 2xy v = 2 x y .
∂ u ∂ x = 2 x = ∂ v ∂ y \dfrac{\partial u}{\partial x} = 2x = \dfrac{\partial v}{\partial y} ∂ x ∂ u = 2 x = ∂ y ∂ v and
∂ u ∂ y = − 2 y = − ∂ v ∂ x \dfrac{\partial u}{\partial y} = -2y = -\dfrac{\partial v}{\partial x} ∂ y ∂ u = − 2 y = − ∂ x ∂ v . The Cauchy-Riemann
equations are satisfied, so z 2 z^2 z 2 is analytic.
Integration in the Complex Plane
The integral of f ( z ) f(z) f ( z ) along a contour γ \gamma γ from z 1 z_1 z 1 to z 2 z_2 z 2 is:
∫ γ f ( z ) d z \int_\gamma f(z)\,dz ∫ γ f ( z ) d z
For analytic functions, the integral is path-independent (by Cauchy's theorem): the integral over
any closed contour of an analytic function is zero.
Applications to Real Integration
Certain difficult real integrals can be evaluated using complex analysis. A standard technique
involves integrating f ( z ) f(z) f ( z ) around a semicircular contour in the upper half-plane and applying the
residue theorem .
Example. Evaluate ∫ − ∞ ∞ 1 x 2 + 1 d x \displaystyle\int_{-\infty}^{\infty} \frac{1}{x^2 + 1}\,dx ∫ − ∞ ∞ x 2 + 1 1 d x .
The integrand has a simple pole at z = i z = i z = i in the upper half-plane with residue:
R e s ( 1 z 2 + 1 , i ) = lim z → i ( z − i ) ⋅ 1 ( z − i ) ( z + i ) = 1 2 i \mathrm{Res}\!\left(\frac{1}{z^2 + 1},\, i\right) = \lim_{z \to i} (z - i)\cdot\frac{1}{(z-i)(z+i)} = \frac{1}{2i} Res ( z 2 + 1 1 , i ) = lim z → i ( z − i ) ⋅ ( z − i ) ( z + i ) 1 = 2 i 1
By the residue theorem, integrating over the semicircular contour and taking the radius to infinity:
∫ − ∞ ∞ 1 x 2 + 1 d x = 2 π i ⋅ 1 2 i = π \int_{-\infty}^{\infty} \frac{1}{x^2 + 1}\,dx = 2\pi i \cdot \frac{1}{2i} = \pi ∫ − ∞ ∞ x 2 + 1 1 d x = 2 π i ⋅ 2 i 1 = π
This matches the known result: [ arctan x ] − ∞ ∞ = π 2 − ( − π 2 ) = π [\arctan x]_{-\infty}^{\infty} = \dfrac{\pi}{2} - \left(-\dfrac{\pi}{2}\right) = \pi [ arctan x ] − ∞ ∞ = 2 π − ( − 2 π ) = π .
Polynomial Equations and the Fundamental Theorem
The Fundamental Theorem of Algebra
Every polynomial p ( z ) = a n z n + a n − 1 z n − 1 + ⋯ + a 0 p(z) = a_n z^n + a_{n-1}z^{n-1} + \cdots + a_0 p ( z ) = a n z n + a n − 1 z n − 1 + ⋯ + a 0 of degree n ≥ 1 n \ge 1 n ≥ 1 with complex
coefficients has at least one root in ′ { ′ C ′ } ′ \mathbb{'\{'}C{'\}'} ′ { ′ C ′ } ′ . Equivalently, it factorises completely:
p ( z ) = a n ( z − z 1 ) ( z − z 2 ) ⋯ ( z − z n ) p(z) = a_n(z - z_1)(z - z_2)\cdots(z - z_n) p ( z ) = a n ( z − z 1 ) ( z − z 2 ) ⋯ ( z − z n )
where z 1 , z 2 , … , z n z_1, z_2, \ldots, z_n z 1 , z 2 , … , z n are the roots (not necessarily distinct).
Complex Roots of Real Polynomials
If a real polynomial has a complex root z = a + b i z = a + bi z = a + bi (with b ≠ 0 b \ne 0 b = 0 ), then its complex conjugate
z ˉ = a − b i \bar{z} = a - bi z ˉ = a − bi is also a root. Roots come in conjugate pairs .
Relationships Between Roots and Coefficients
For p ( z ) = z n + a n − 1 z n − 1 + ⋯ + a 1 z + a 0 p(z) = z^n + a_{n-1}z^{n-1} + \cdots + a_1 z + a_0 p ( z ) = z n + a n − 1 z n − 1 + ⋯ + a 1 z + a 0 with roots z 1 , … , z n z_1, \ldots, z_n z 1 , … , z n :
∑ i = 1 n z i = − a n − 1 \displaystyle\sum_{i=1}^{n} z_i = -a_{n-1} i = 1 ∑ n z i = − a n − 1
∑ i < j z i z j = a n − 2 \displaystyle\sum_{i \lt j} z_i z_j = a_{n-2} i < j ∑ z i z j = a n − 2
∏ i = 1 n z i = ( − 1 ) n a 0 \displaystyle\prod_{i=1}^{n} z_i = (-1)^n a_0 i = 1 ∏ n z i = ( − 1 ) n a 0
Solving Cubic Equations Using Complex Numbers
Example. Solve z 3 − 1 = 0 z^3 - 1 = 0 z 3 − 1 = 0 .
z 3 = 1 = e 2 k π i z^3 = 1 = e^{2k\pi i} z 3 = 1 = e 2 k π i for k = 0 , 1 , 2 k = 0, 1, 2 k = 0 , 1 , 2 .
z k = e 2 k π i / 3 , k = 0 , 1 , 2 z_k = e^{2k\pi i/3}, \qquad k = 0, 1, 2 z k = e 2 k π i /3 , k = 0 , 1 , 2
z 0 = 1 z_0 = 1 z 0 = 1 , z 1 = e 2 π i / 3 = − 1 2 + 3 2 i z_1 = e^{2\pi i/3} = -\dfrac{1}{2} + \dfrac{\sqrt{3}}{2}i z 1 = e 2 π i /3 = − 2 1 + 2 3 i , z 2 = e 4 π i / 3 = − 1 2 − 3 2 i z_2 = e^{4\pi i/3} = -\dfrac{1}{2} - \dfrac{\sqrt{3}}{2}i z 2 = e 4 π i /3 = − 2 1 − 2 3 i .
These are the cube roots of unity , forming an equilateral triangle on the unit circle.
Complex Exponentials and Differential Equations
Solving ODEs with Complex Characteristic Roots
When the characteristic equation of a second order ODE has complex roots α ± i β \alpha \pm i\beta α ± i β , the
general solution is:
y = e α x ( A cos β x + B sin β x ) y = e^{\alpha x}(A\cos\beta x + B\sin\beta x) y = e α x ( A cos β x + B sin β x )
This is derived from the complex exponential solution y = C e ( α + i β ) x y = Ce^{(\alpha + i\beta)x} y = C e ( α + i β ) x :
C e α x e i β x = C e α x ( cos β x + i sin β x ) Ce^{\alpha x}e^{i\beta x} = Ce^{\alpha x}(\cos\beta x + i\sin\beta x) C e α x e i β x = C e α x ( cos β x + i sin β x )
Taking real and imaginary parts gives the independent solutions e α x cos β x e^{\alpha x}\cos\beta x e α x cos β x and
e α x sin β x e^{\alpha x}\sin\beta x e α x sin β x .
Example. Solve y ′ ′ + 4 y ′ + 13 y = 0 y'' + 4y' + 13y = 0 y ′′ + 4 y ′ + 13 y = 0 .
Characteristic equation: λ 2 + 4 λ + 13 = 0 \lambda^2 + 4\lambda + 13 = 0 λ 2 + 4 λ + 13 = 0 .
λ = − 4 ± 16 − 52 2 = − 2 ± 3 i \lambda = \frac{-4 \pm \sqrt{16 - 52}}{2} = -2 \pm 3i λ = 2 − 4 ± 16 − 52 = − 2 ± 3 i
y = e − 2 x ( A cos 3 x + B sin 3 x ) y = e^{-2x}(A\cos 3x + B\sin 3x) y = e − 2 x ( A cos 3 x + B sin 3 x )
Worked Problems
Problem: Loci in the Complex Plane
Sketch the region defined by ∣ z − 2 − 3 i ∣ ≤ 3 |z - 2 - 3i| \le 3 ∣ z − 2 − 3 i ∣ ≤ 3 and arg ( z − 2 − 3 i ) ≤ π 4 \arg(z - 2 - 3i) \le \dfrac{\pi}{4} arg ( z − 2 − 3 i ) ≤ 4 π .
∣ z − ( 2 + 3 i ) ∣ ≤ 3 |z - (2 + 3i)| \le 3 ∣ z − ( 2 + 3 i ) ∣ ≤ 3 is the closed disk of radius 3 3 3 centred at 2 + 3 i 2 + 3i 2 + 3 i . Combined with the
argument condition, this is the sector of the disk bounded by the positive real axis direction from
2 + 3 i 2 + 3i 2 + 3 i and the line at π / 4 \pi/4 π /4 from that point.
Problem: De Moivre with Large Exponents
Find ( 1 + i ) 10 ( 1 − i ) 8 \dfrac{(1 + i)^{10}}{(1 - i)^8} ( 1 − i ) 8 ( 1 + i ) 10 .
1 + i = 2 e i π / 4 1 + i = \sqrt{2}\,e^{i\pi/4} 1 + i = 2 e iπ /4 and 1 − i = 2 e − i π / 4 1 - i = \sqrt{2}\,e^{-i\pi/4} 1 − i = 2 e − iπ /4 .
( 1 + i ) 10 = ( 2 ) 10 e 10 π i / 4 = 32 e 5 π i / 2 = 32 e i π / 2 = 32 i (1 + i)^{10} = (\sqrt{2})^{10}\, e^{10\pi i/4} = 32\, e^{5\pi i/2} = 32\, e^{i\pi/2} = 32i ( 1 + i ) 10 = ( 2 ) 10 e 10 π i /4 = 32 e 5 π i /2 = 32 e iπ /2 = 32 i
( 1 − i ) 8 = ( 2 ) 8 e − 8 π i / 4 = 16 e − 2 π i = 16 (1 - i)^8 = (\sqrt{2})^8\, e^{-8\pi i/4} = 16\, e^{-2\pi i} = 16 ( 1 − i ) 8 = ( 2 ) 8 e − 8 π i /4 = 16 e − 2 π i = 16
( 1 + i ) 10 ( 1 − i ) 8 = 32 i 16 = 2 i \frac{(1 + i)^{10}}{(1 - i)^8} = \frac{32i}{16} = 2i ( 1 − i ) 8 ( 1 + i ) 10 = 16 32 i = 2 i
Common Pitfall
When computing arguments, always verify the quadrant. arctan ( b / a ) \arctan(b/a) arctan ( b / a ) alone gives the correct angle
only when a > 0 a \gt 0 a > 0 . For other quadrants, add or subtract π \pi π as needed. Using a t a n 2 ( b , a ) \mathrm{atan2}(b, a) atan2 ( b , a )
(if available) handles this automatically.
Additional Worked Examples
Worked Example: Solving a Quartic Using Roots of Unity
Solve z 4 + 4 z 2 + 16 = 0 z^4 + 4z^2 + 16 = 0 z 4 + 4 z 2 + 16 = 0 .
Solution Let w = z 2 w = z^2 w = z 2 . Then w 2 + 4 w + 16 = 0 w^2 + 4w + 16 = 0 w 2 + 4 w + 16 = 0 .
w = − 4 ± 16 − 64 2 = − 4 ± − 48 2 = − 2 ± 2 i 3 w = \frac{-4 \pm \sqrt{16 - 64}}{2} = \frac{-4 \pm \sqrt{-48}}{2} = -2 \pm 2i\sqrt{3} w = 2 − 4 ± 16 − 64 = 2 − 4 ± − 48 = − 2 ± 2 i 3
So z 2 = − 2 + 2 i 3 z^2 = -2 + 2i\sqrt{3} z 2 = − 2 + 2 i 3 or z 2 = − 2 − 2 i 3 z^2 = -2 - 2i\sqrt{3} z 2 = − 2 − 2 i 3 .
For z 2 = − 2 + 2 i 3 z^2 = -2 + 2i\sqrt{3} z 2 = − 2 + 2 i 3 : Write in polar form.
∣ w ∣ = 4 + 12 = 4 , arg ( w ) = arctan ( 2 3 − 2 ) = π − π 3 = 2 π 3 |w| = \sqrt{4 + 12} = 4, \qquad \arg(w) = \arctan\!\left(\frac{2\sqrt{3}}{-2}\right) = \pi - \frac{\pi}{3} = \frac{2\pi}{3} ∣ w ∣ = 4 + 12 = 4 , arg ( w ) = arctan ( − 2 2 3 ) = π − 3 π = 3 2 π
z = ± 2 e i π / 3 = ± ( 1 + i 3 ) z = \pm 2\, e^{i\pi/3} = \pm\left(1 + i\sqrt{3}\right) z = ± 2 e iπ /3 = ± ( 1 + i 3 )
For z 2 = − 2 − 2 i 3 z^2 = -2 - 2i\sqrt{3} z 2 = − 2 − 2 i 3 :
∣ w ∣ = 4 , arg ( w ) = − 2 π 3 |w| = 4, \qquad \arg(w) = -\frac{2\pi}{3} ∣ w ∣ = 4 , arg ( w ) = − 3 2 π
z = ± 2 e − i π / 3 = ± ( 1 − i 3 ) z = \pm 2\, e^{-i\pi/3} = \pm\left(1 - i\sqrt{3}\right) z = ± 2 e − iπ /3 = ± ( 1 − i 3 )
The four roots are 1 + i 3 1 + i\sqrt{3} 1 + i 3 , − 1 − i 3 -1 - i\sqrt{3} − 1 − i 3 , 1 − i 3 1 - i\sqrt{3} 1 − i 3 , − 1 + i 3 -1 + i\sqrt{3} − 1 + i 3 .
Worked Example: De Moivre for Cosine Multiple Angle Formula
Express cos 5 θ \cos 5\theta cos 5 θ as a polynomial in cos θ \cos\theta cos θ .
Solution By De Moivre: ( cos θ + i sin θ ) 5 = cos 5 θ + i sin 5 θ (\cos\theta + i\sin\theta)^5 = \cos 5\theta + i\sin 5\theta ( cos θ + i sin θ ) 5 = cos 5 θ + i sin 5 θ .
Expanding the left side by the binomial theorem:
( cos θ + i sin θ ) 5 = cos 5 θ + 5 i cos 4 θ sin θ − 10 cos 3 θ sin 2 θ − 10 i cos 2 θ sin 3 θ + 5 cos θ sin 4 θ + i sin 5 θ (\cos\theta + i\sin\theta)^5 = \cos^5\theta + 5i\cos^4\theta\sin\theta - 10\cos^3\theta\sin^2\theta - 10i\cos^2\theta\sin^3\theta + 5\cos\theta\sin^4\theta + i\sin^5\theta ( cos θ + i sin θ ) 5 = cos 5 θ + 5 i cos 4 θ sin θ − 10 cos 3 θ sin 2 θ − 10 i cos 2 θ sin 3 θ + 5 cos θ sin 4 θ + i sin 5 θ
Equating real parts:
cos 5 θ = cos 5 θ − 10 cos 3 θ sin 2 θ + 5 cos θ sin 4 θ \cos 5\theta = \cos^5\theta - 10\cos^3\theta\sin^2\theta + 5\cos\theta\sin^4\theta cos 5 θ = cos 5 θ − 10 cos 3 θ sin 2 θ + 5 cos θ sin 4 θ
Using sin 2 θ = 1 − cos 2 θ \sin^2\theta = 1 - \cos^2\theta sin 2 θ = 1 − cos 2 θ :
cos 5 θ = cos 5 θ − 10 cos 3 θ ( 1 − cos 2 θ ) + 5 cos θ ( 1 − cos 2 θ ) 2 \cos 5\theta = \cos^5\theta - 10\cos^3\theta(1 - \cos^2\theta) + 5\cos\theta(1 - \cos^2\theta)^2 cos 5 θ = cos 5 θ − 10 cos 3 θ ( 1 − cos 2 θ ) + 5 cos θ ( 1 − cos 2 θ ) 2
= cos 5 θ − 10 cos 3 θ + 10 cos 5 θ + 5 cos θ − 10 cos 3 θ + 5 cos 5 θ = \cos^5\theta - 10\cos^3\theta + 10\cos^5\theta + 5\cos\theta - 10\cos^3\theta + 5\cos^5\theta = cos 5 θ − 10 cos 3 θ + 10 cos 5 θ + 5 cos θ − 10 cos 3 θ + 5 cos 5 θ
= 16 cos 5 θ − 20 cos 3 θ + 5 cos θ = 16\cos^5\theta - 20\cos^3\theta + 5\cos\theta = 16 cos 5 θ − 20 cos 3 θ + 5 cos θ
Worked Example: Fifth Roots of a Complex Number
Find all solutions to z 5 = 16 2 ( 1 + i ) z^5 = 16\sqrt{2}(1 + i) z 5 = 16 2 ( 1 + i ) .
Solution First express the right side in polar form:
1 + i = 2 e i π / 4 1 + i = \sqrt{2}\, e^{i\pi/4} 1 + i = 2 e iπ /4
16 2 ( 1 + i ) = 16 2 ⋅ 2 e i π / 4 = 32 e i π / 4 16\sqrt{2}(1 + i) = 16\sqrt{2} \cdot \sqrt{2}\, e^{i\pi/4} = 32\, e^{i\pi/4} 16 2 ( 1 + i ) = 16 2 ⋅ 2 e iπ /4 = 32 e iπ /4
The five roots are:
z k = 32 1 / 5 exp ( i ( π / 4 + 2 k π ) 5 ) = 2 exp ( i ( π + 8 k π ) 20 ) , k = 0 , 1 , 2 , 3 , 4 z_k = 32^{1/5} \exp\!\left(\frac{i(\pi/4 + 2k\pi)}{5}\right) = 2 \exp\!\left(\frac{i(\pi + 8k\pi)}{20}\right), \quad k = 0, 1, 2, 3, 4 z k = 3 2 1/5 exp ( 5 i ( π /4 + 2 k π ) ) = 2 exp ( 20 i ( π + 8 k π ) ) , k = 0 , 1 , 2 , 3 , 4
z 0 = 2 e i π / 20 z_0 = 2\, e^{i\pi/20} z 0 = 2 e iπ /20
z 1 = 2 e i 9 π / 20 z_1 = 2\, e^{i9\pi/20} z 1 = 2 e i 9 π /20
z 2 = 2 e i 17 π / 20 z_2 = 2\, e^{i17\pi/20} z 2 = 2 e i 17 π /20
z 3 = 2 e i 25 π / 20 = 2 e i 5 π / 4 z_3 = 2\, e^{i25\pi/20} = 2\, e^{i5\pi/4} z 3 = 2 e i 25 π /20 = 2 e i 5 π /4
z 4 = 2 e i 33 π / 20 z_4 = 2\, e^{i33\pi/20} z 4 = 2 e i 33 π /20
These lie on a circle of radius 2 2 2 centred at the origin, equally spaced at angles of 2 π 5 \dfrac{2\pi}{5} 5 2 π .
Worked Example: Integration Using Complex Exponentials
Evaluate ∫ 0 2 π cos 6 θ d θ \displaystyle\int_0^{2\pi} \cos^6\theta\,d\theta ∫ 0 2 π cos 6 θ d θ .
Solution Using cos θ = e i θ + e − i θ 2 \cos\theta = \dfrac{e^{i\theta} + e^{-i\theta}}{2} cos θ = 2 e i θ + e − i θ :
cos 6 θ = 1 64 ( e i θ + e − i θ ) 6 \cos^6\theta = \frac{1}{64}(e^{i\theta} + e^{-i\theta})^6 cos 6 θ = 64 1 ( e i θ + e − i θ ) 6
By the binomial theorem:
( e i θ + e − i θ ) 6 = e 6 i θ + 6 e 4 i θ + 15 e 2 i θ + 20 + 15 e − 2 i θ + 6 e − 4 i θ + e − 6 i θ (e^{i\theta} + e^{-i\theta})^6 = e^{6i\theta} + 6e^{4i\theta} + 15e^{2i\theta} + 20 + 15e^{-2i\theta} + 6e^{-4i\theta} + e^{-6i\theta} ( e i θ + e − i θ ) 6 = e 6 i θ + 6 e 4 i θ + 15 e 2 i θ + 20 + 15 e − 2 i θ + 6 e − 4 i θ + e − 6 i θ
= 2 cos 6 θ + 12 cos 4 θ + 30 cos 2 θ + 20 = 2\cos 6\theta + 12\cos 4\theta + 30\cos 2\theta + 20 = 2 cos 6 θ + 12 cos 4 θ + 30 cos 2 θ + 20
Therefore:
cos 6 θ = 1 32 cos 6 θ + 3 16 cos 4 θ + 15 32 cos 2 θ + 5 16 \cos^6\theta = \frac{1}{32}\cos 6\theta + \frac{3}{16}\cos 4\theta + \frac{15}{32}\cos 2\theta + \frac{5}{16} cos 6 θ = 32 1 cos 6 θ + 16 3 cos 4 θ + 32 15 cos 2 θ + 16 5
Integrating over [ 0 , 2 π ] [0, 2\pi] [ 0 , 2 π ] , the cosine terms vanish:
∫ 0 2 π cos 6 θ d θ = ∫ 0 2 π 5 16 d θ = 5 16 ⋅ 2 π = 5 π 8 \int_0^{2\pi} \cos^6\theta\,d\theta = \int_0^{2\pi} \frac{5}{16}\,d\theta = \frac{5}{16} \cdot 2\pi = \frac{5\pi}{8} ∫ 0 2 π cos 6 θ d θ = ∫ 0 2 π 16 5 d θ = 16 5 ⋅ 2 π = 8 5 π
Worked Example: Loci and Regions
Sketch and describe the region in the complex plane defined by ∣ z − 1 − i ∣ ≤ 2 |z - 1 - i| \le 2 ∣ z − 1 − i ∣ ≤ 2 and
∣ z + 1 ∣ ≥ 1 |z + 1| \ge 1 ∣ z + 1∣ ≥ 1 .
Solution ∣ z − ( 1 + i ) ∣ ≤ 2 |z - (1 + i)| \le 2 ∣ z − ( 1 + i ) ∣ ≤ 2 is the closed disk of radius 2 2 2 centred at ( 1 , 1 ) (1, 1) ( 1 , 1 ) .
∣ z − ( − 1 ) ∣ ≥ 1 |z - (-1)| \ge 1 ∣ z − ( − 1 ) ∣ ≥ 1 is the exterior of the open disk of radius 1 1 1 centred at ( − 1 , 0 ) (-1, 0) ( − 1 , 0 ) (including
the boundary).
The region satisfying both conditions is the part of the disk ∣ z − 1 − i ∣ ≤ 2 |z - 1 - i| \le 2 ∣ z − 1 − i ∣ ≤ 2 that lies
outside the disk ∣ z + 1 ∣ < 1 |z + 1| \lt 1 ∣ z + 1∣ < 1 .
The distance between the two centres is ∣ ( 1 + i ) − ( − 1 ) ∣ = ∣ 2 + i ∣ = 5 ≈ 2.24 |(1 + i) - (-1)| = |2 + i| = \sqrt{5} \approx 2.24 ∣ ( 1 + i ) − ( − 1 ) ∣ = ∣2 + i ∣ = 5 ≈ 2.24 . Since
the radii are 2 2 2 and 1 1 1 , and 5 < 2 + 1 = 3 \sqrt{5} \lt 2 + 1 = 3 5 < 2 + 1 = 3 , the disks overlap. The distance between
centres 2.24 2.24 2.24 is greater than the difference of radii ∣ 2 − 1 ∣ = 1 |2 - 1| = 1 ∣2 − 1∣ = 1 , so neither disk is contained
within the other. The region is a disk with a smaller circular cut-out near ( − 1 , 0 ) (-1, 0) ( − 1 , 0 ) .
Common Pitfalls
Wrong quadrant for the argument. When R e ( z ) < 0 \mathrm{Re}(z) \lt 0 Re ( z ) < 0 and I m ( z ) > 0 \mathrm{Im}(z) \gt 0 Im ( z ) > 0 , the
point lies in the second quadrant and the argument is π − arctan ( ∣ I m ( z ) ∣ ∣ R e ( z ) ∣ ) \pi - \arctan\!\left(\dfrac{|\mathrm{Im}(z)|}{|\mathrm{Re}(z)|}\right) π − arctan ( ∣ Re ( z ) ∣ ∣ Im ( z ) ∣ ) ,
not arctan ( I m ( z ) R e ( z ) ) \arctan\!\left(\dfrac{\mathrm{Im}(z)}{\mathrm{Re}(z)}\right) arctan ( Re ( z ) Im ( z ) ) .
Forgetting all n n n roots. An equation z n = w z^n = w z n = w has exactly n n n complex roots (counting
multiplicity). Always list all n n n roots by using k = 0 , 1 , … , n − 1 k = 0, 1, \ldots, n-1 k = 0 , 1 , … , n − 1 .
De Moivre with negative n n n . ( cos θ + i sin θ ) − 1 = cos ( − θ ) + i sin ( − θ ) = cos θ − i sin θ (\cos\theta + i\sin\theta)^{-1} = \cos(-\theta) + i\sin(-\theta)
= \cos\theta - i\sin\theta ( cos θ + i sin θ ) − 1 = cos ( − θ ) + i sin ( − θ ) = cos θ − i sin θ . This is equivalent to the conjugate, and the formula holds for all
integers n n n .
Assuming ∣ z 1 + z 2 ∣ = ∣ z 1 ∣ + ∣ z 2 ∣ |z_1 + z_2| = |z_1| + |z_2| ∣ z 1 + z 2 ∣ = ∣ z 1 ∣ + ∣ z 2 ∣ . The triangle inequality states
∣ z 1 + z 2 ∣ ≤ ∣ z 1 ∣ + ∣ z 2 ∣ |z_1 + z_2| \le |z_1| + |z_2| ∣ z 1 + z 2 ∣ ≤ ∣ z 1 ∣ + ∣ z 2 ∣ , with equality only when z 1 z_1 z 1 and z 2 z_2 z 2 have the same argument
(point in the same direction).
Conjugate confusion in division. To simplify z 1 z 2 \dfrac{z_1}{z_2} z 2 z 1 , multiply numerator and
denominator by z ˉ 2 \bar{z}_2 z ˉ 2 , not by z 2 z_2 z 2 . Multiplying by z 2 z_2 z 2 does not make the denominator real.
Roots of unity sum misconception. The sum of all n n n -th roots of unity is zero, but the
sum of a subset is generally not zero. For example, the sum of the primitive 4th roots of
unity (i i i and − i -i − i ) is 0 0 0 , but the sum of the primitive 6th roots of unity is − 1 -1 − 1 .
Incorrect use of Euler's formula for integration. When using e i θ e^{i\theta} e i θ to integrate
cos n θ \cos^n\theta cos n θ or sin n θ \sin^n\theta sin n θ , the intermediate expressions involve complex exponentials. Always
collect terms carefully and verify that the final integrand is real before integrating.
Confusing z n = 1 z^n = 1 z n = 1 with z n = − 1 z^n = -1 z n = − 1 . The roots of z n = − 1 z^n = -1 z n = − 1 are obtained by writing
− 1 = e i π -1 = e^{i\pi} − 1 = e iπ (not e i 0 e^{i0} e i 0 ), giving z k = e i ( π + 2 k π ) / n z_k = e^{i(\pi + 2k\pi)/n} z k = e i ( π + 2 k π ) / n .
Exam-Style Problems
Express z = − 3 + i z = -\sqrt{3} + i z = − 3 + i in polar form and hence compute z 12 z^{12} z 12 .
Find the cube roots of − 27 i -27i − 27 i and show that they form an equilateral triangle in the Argand
diagram.
Use De Moivre's theorem to express sin 4 θ \sin 4\theta sin 4 θ in terms of sin θ \sin\theta sin θ and cos θ \cos\theta cos θ .
Solve z 4 − 2 z 3 + 5 z 2 − 8 z + 4 = 0 z^4 - 2z^3 + 5z^2 - 8z + 4 = 0 z 4 − 2 z 3 + 5 z 2 − 8 z + 4 = 0 given that z = 1 + i z = 1 + i z = 1 + i is a root.
The complex number z z z satisfies ∣ z − 2 ∣ = ∣ z + 2 i ∣ |z - 2| = |z + 2i| ∣ z − 2∣ = ∣ z + 2 i ∣ . Describe the locus of z z z and find the
complex number on this locus with the smallest modulus.
Evaluate ∫ 0 π sin 4 θ d θ \displaystyle\int_0^{\pi} \sin^4\theta\,d\theta ∫ 0 π sin 4 θ d θ using complex exponentials.
Prove that cos 4 θ + sin 4 θ = 3 4 + 1 4 cos 4 θ \cos^4\theta + \sin^4\theta = \dfrac{3}{4} + \dfrac{1}{4}\cos 4\theta cos 4 θ + sin 4 θ = 4 3 + 4 1 cos 4 θ .
The 5th roots of unity are 1 , ω , ω 2 , ω 3 , ω 4 1, \omega, \omega^2, \omega^3, \omega^4 1 , ω , ω 2 , ω 3 , ω 4 . Show that
( 1 − ω ) ( 1 − ω 2 ) ( 1 − ω 3 ) ( 1 − ω 4 ) = 5 (1 - \omega)(1 - \omega^2)(1 - \omega^3)(1 - \omega^4) = 5 ( 1 − ω ) ( 1 − ω 2 ) ( 1 − ω 3 ) ( 1 − ω 4 ) = 5 .
Cross-References