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Complex Numbers

Cartesian Form

Definition

A complex number zz is written:

z=a+bi,a,b{R}z = a + bi, \quad a, b \in \mathbb{'\{'}R{'\}'}

where a=Re(z)a = \mathrm{Re}(z) is the real part and b=Im(z)b = \mathrm{Im}(z) is the imaginary part. The set of all complex numbers is {C}\mathbb{'\{'}C{'\}'}.

Complex Arithmetic

Addition. (a+bi)+(c+di)=(a+c)+(b+d)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. Multiply by the conjugate of the denominator:

a+bic+di=(a+bi)(cdi)c2+d2=(ac+bd)+(bcad)ic2+d2\frac{a + bi}{c + di} = \frac{(a + bi)(c - di)}{c^2 + d^2} = \frac{(ac + bd) + (bc - ad)i}{c^2 + d^2}

Complex Conjugate

The conjugate of z=a+biz = a + bi is zˉ=abi\bar{z} = a - bi.

Properties:

  • zzˉ=a2+b2=z2z\bar{z} = a^2 + b^2 = |z|^2
  • z1+z2=zˉ1+zˉ2\overline{z_1 + z_2} = \bar{z}_1 + \bar{z}_2
  • z1z2=zˉ1zˉ2\overline{z_1 z_2} = \bar{z}_1 \bar{z}_2
  • z+zˉ=2Re(z)z + \bar{z} = 2\mathrm{Re}(z), zzˉ=2iIm(z)z - \bar{z} = 2i\,\mathrm{Im}(z)

Modulus and Argument

The modulus (absolute value) of z=a+biz = a + bi:

z=a2+b2|z| = \sqrt{a^2 + b^2}

The argument arg(z)=θ\arg(z) = \theta is the angle from the positive real axis, measured anticlockwise, where:

tanθ=ba\tan\theta = \frac{b}{a}

The principal argument Arg(z)\mathrm{Arg}(z) satisfies π<θπ-\pi \lt \theta \le \pi. Use the quadrant of (a,b)(a, b) to determine the correct angle.


Polar Form

Exponential Representation

Any non-zero complex number can be written in polar form:

z=r(cosθ+isinθ)=reiθz = r(\cos\theta + i\sin\theta) = re^{i\theta}

where r=zr = |z| and θ=arg(z)\theta = \arg(z).

Conversion

  • Cartesian to polar: r=a2+b2r = \sqrt{a^2 + b^2}, θ=arctan ⁣(ba)\theta = \arctan\!\left(\dfrac{b}{a}\right) (adjusting for quadrant).
  • Polar to Cartesian: a=rcosθa = r\cos\theta, b=rsinθb = r\sin\theta.

Example. Express z=1+i3z = 1 + i\sqrt{3} in polar form.

r=1+3=2,θ=arctan ⁣(31)=π3r = \sqrt{1 + 3} = 2, \qquad \theta = \arctan\!\left(\frac{\sqrt{3}}{1}\right) = \frac{\pi}{3}

z=2(cosπ3+isinπ3)=2eiπ/3z = 2\left(\cos\frac{\pi}{3} + i\sin\frac{\pi}{3}\right) = 2e^{i\pi/3}

Multiplication and Division in Polar Form

If z1=r1eiθ1z_1 = r_1 e^{i\theta_1} and z2=r2eiθ2z_2 = r_2 e^{i\theta_2}:

z1z2=r1r2ei(θ1+θ2)z_1 z_2 = r_1 r_2\, e^{i(\theta_1 + \theta_2)}

z1z2=r1r2ei(θ1θ2)\frac{z_1}{z_2} = \frac{r_1}{r_2}\, e^{i(\theta_1 - \theta_2)}

Multiplication: moduli multiply, arguments add. Division: moduli divide, arguments subtract.

Example. Compute 1+i3i\dfrac{1 + i}{\sqrt{3} - i}.

1+i=2eiπ/41 + i = \sqrt{2}\,e^{i\pi/4}, 3i=2eiπ/6\sqrt{3} - i = 2\,e^{-i\pi/6}.

1+i3i=22ei(π/4+π/6)=22ei5π/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}


De Moivre's Theorem

Statement

For any integer nn:

(cosθ+isinθ)n=cosnθ+isinnθ(\cos\theta + i\sin\theta)^n = \cos n\theta + i\sin n\theta

In exponential notation: (eiθ)n=einθ\bigl(e^{i\theta}\bigr)^n = e^{in\theta}.

Applications to Trigonometry

De Moivre's theorem allows us to express cosnθ\cos n\theta and sinnθ\sin n\theta as polynomials in cosθ\cos\theta and sinθ\sin\theta.

Example. Express cos3θ\cos 3\theta and sin3θ\sin 3\theta in terms of cosθ\cos\theta and sinθ\sin\theta.

(cosθ+isinθ)3=cos3θ+isin3θ(\cos\theta + i\sin\theta)^3 = \cos 3\theta + i\sin 3\theta

Expanding the left side using the binomial theorem:

cos3θ+3icos2θsinθ3cosθsin2θisin3θ\cos^3\theta + 3i\cos^2\theta \sin\theta - 3\cos\theta \sin^2\theta - i\sin^3\theta

Equating real and imaginary parts:

cos3θ=cos3θ3cosθsin2θ=4cos3θ3cosθ\cos 3\theta = \cos^3\theta - 3\cos\theta \sin^2\theta = 4\cos^3\theta - 3\cos\theta

sin3θ=3cos2θsinθsin3θ=3sinθ4sin3θ\sin 3\theta = 3\cos^2\theta \sin\theta - \sin^3\theta = 3\sin\theta - 4\sin^3\theta

Multiple Angle Formulas

Using cos2θ+sin2θ=1\cos^2\theta + \sin^2\theta = 1 to eliminate sinθ\sin\theta:

cos2θ=2cos2θ1=12sin2θ\cos 2\theta = 2\cos^2\theta - 1 = 1 - 2\sin^2\theta

cos3θ=4cos3θ3cosθ\cos 3\theta = 4\cos^3\theta - 3\cos\theta

cos4θ=8cos4θ8cos2θ+1\cos 4\theta = 8\cos^4\theta - 8\cos^2\theta + 1


Roots of Complex Numbers

nn-th Roots

The nn solutions to zn=wz^n = w where w=reiθw = re^{i\theta} are:

zk=r1/nexp ⁣(i(θ+2kπ)n),k=0,1,2,,n1z_k = r^{1/n}\, \exp\!\left(\frac{i(\theta + 2k\pi)}{n}\right), \qquad k = 0, 1, 2, \ldots, n - 1

These nn roots lie on a circle of radius r1/nr^{1/n} in the complex plane, equally spaced at angles of 2πn\dfrac{2\pi}{n}.

Example. Find the cube roots of 8-8.

8=8eiπ-8 = 8e^{i\pi}.

zk=2exp ⁣(i(π+2kπ)3),k=0,1,2z_k = 2\, \exp\!\left(\frac{i(\pi + 2k\pi)}{3}\right), \qquad k = 0, 1, 2

  • z0=2eiπ/3=1+i3z_0 = 2e^{i\pi/3} = 1 + i\sqrt{3}
  • z1=2eiπ=2z_1 = 2e^{i\pi} = -2
  • z2=2ei5π/3=1i3z_2 = 2e^{i5\pi/3} = 1 - i\sqrt{3}

Roots of Unity

The nn-th roots of unity are the solutions to zn=1z^n = 1:

zk=exp ⁣(2kπin),k=0,1,,n1z_k = \exp\!\left(\frac{2k\pi i}{n}\right), \qquad k = 0, 1, \ldots, n - 1

These lie on the unit circle, forming a regular nn-gon.

Properties:

  • The sum of all nn-th roots of unity is zero: k=0n1zk=0\displaystyle\sum_{k=0}^{n-1} z_k = 0.
  • The product of all nn-th roots of unity is (1)n+1(-1)^{n+1}.
  • Primitive roots generate all other roots by repeated multiplication.

Example. The 4th roots of unity: 1,i,1,i1, i, -1, -i.

Example. The 5th roots of unity form a regular pentagon on the unit circle at angles 0,2π5,4π5,6π5,8π50, \dfrac{2\pi}{5}, \dfrac{4\pi}{5}, \dfrac{6\pi}{5}, \dfrac{8\pi}{5}.


Euler's Formula

Statement

eiθ=cosθ+isinθe^{i\theta} = \cos\theta + i\sin\theta

This fundamental identity connects the exponential function with trigonometry.

Proof (via Maclaurin Series)

eiθ=n=0(iθ)nn!=1+iθ+(iθ)22!+(iθ)33!+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

=1+iθθ22!iθ33!+θ44!+= 1 + i\theta - \frac{\theta^2}{2!} - \frac{i\theta^3}{3!} + \frac{\theta^4}{4!} + \cdots

=(1θ22!+θ44!)+i(θθ33!+θ55!)= \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)

=cosθ+isinθ= \cos\theta + i\sin\theta

Euler's Identity

Setting θ=π\theta = \pi:

eiπ+1=0e^{i\pi} + 1 = 0

This elegantly relates five fundamental constants: ee, ii, π\pi, 11, and 00.

Connections Between Exponential and Trigonometric Functions

From Euler's formula:

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}

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.

cosAcosB=12[cos(A+B)+cos(AB)]\cos A \cos B = \frac{1}{2}\bigl[\cos(A + B) + \cos(A - B)\bigr]

sinAsinB=12[cos(AB)cos(A+B)]\sin A \sin B = \frac{1}{2}\bigl[\cos(A - B) - \cos(A + B)\bigr]

sinAcosB=12[sin(A+B)+sin(AB)]\sin A \cos B = \frac{1}{2}\bigl[\sin(A + B) + \sin(A - B)\bigr]

Sums of Sines and Cosines

k=1ncoskθ=sin(nθ/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=1nsinkθ=sin(nθ/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)}

Derivation. Using coskθ=Re(eikθ)\cos k\theta = \mathrm{Re}(e^{ik\theta}) and summing the geometric series:

k=1neikθ=eiθ1einθ1eiθ\sum_{k=1}^{n} e^{ik\theta} = e^{i\theta}\cdot\frac{1 - e^{in\theta}}{1 - e^{i\theta}}

Multiply numerator and denominator by eiθ/2e^{-i\theta/2}:

=eiθ/2einθ/2(einθ/2einθ/2)eiθ/2eiθ/2=eiθ/2einθ/2(2isinnθ/2)2isinθ/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}

=ei(n+1)θ/2sin(nθ/2)sin(θ/2)= \frac{e^{i(n+1)\theta/2} \sin(n\theta/2)}{\sin(\theta/2)}

Taking real and imaginary parts gives the formulas above.


Applications to Integration

Integrals of Powers of Sine and Cosine

Using cosθ=eiθ+eiθ2\cos\theta = \dfrac{e^{i\theta} + e^{-i\theta}}{2} and sinθ=eiθeiθ2i\sin\theta = \dfrac{e^{i\theta} - e^{-i\theta}}{2i}, powers of trig functions can be expanded and integrated term by term.

Example. Evaluate cos4θdθ\displaystyle\int \cos^4\theta\,d\theta.

cos4θ=(eiθ+eiθ2) ⁣4=116(e4iθ+4e2iθ+6+4e2iθ+e4iθ)\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)

=116(2cos4θ+8cos2θ+6)=18cos4θ+12cos2θ+38= \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}

cos4θdθ=132sin4θ+14sin2θ+38θ+C\int \cos^4\theta\,d\theta = \frac{1}{32}\sin 4\theta + \frac{1}{4}\sin 2\theta + \frac{3}{8}\theta + C

Example. Evaluate sin3θdθ\displaystyle\int \sin^3\theta\,d\theta.

sin3θ=(eiθeiθ2i) ⁣3=18i(e3iθ3eiθ+3eiθe3iθ)\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)

=14(3sinθsin3θ)= \frac{1}{4}\bigl(3\sin\theta - \sin 3\theta\bigr)

sin3θdθ=34cosθ+112cos3θ+C\int \sin^3\theta\,d\theta = -\frac{3}{4}\cos\theta + \frac{1}{12}\cos 3\theta + C

Integrals Involving Products

cosmθcosnθdθ=12[cos(m+n)θ+cos(mn)θ]dθ\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

provided m±nm \ne \pm n. When m=nm = n:

cos2nθdθ=1+cos2nθ2dθ=θ2+sin2nθ4n+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

Orthogonality. For integers mnm \ne n:

02πcosmθcosnθdθ=0,02πsinmθsinnθdθ=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

02πcosmθsinnθdθ=0\int_0^{2\pi} \cos m\theta \sin n\theta\,d\theta = 0

These orthogonality relations are fundamental to Fourier analysis.


The Complex Plane (Argand Diagram)

Geometric Interpretation

The complex number z=a+biz = a + bi is represented by the point (a,b)(a, b) in the plane. The modulus z|z| is the distance from the origin, and arg(z)\arg(z) is the angle from the positive real axis.

Regions in the Complex Plane

ConditionRegion
$z
$z
$z - z_0
arg(z)=α\arg(z) = \alphaHalf-line from origin at angle α\alpha
α<arg(z)<β\alpha \lt \arg(z) \lt \betaSector between angles α\alpha and β\beta

Loci

za=zb|z - a| = |z - b| represents the perpendicular bisector of the segment joining aa and bb in the complex plane.

za=kzb|z - a| = k|z - b| (with k1k \ne 1) represents a circle (Apollonius circle).


Complex Differentiation and Integration

Differentiating Complex Functions

If f(z)=u(x,y)+iv(x,y)f(z) = u(x, y) + iv(x, y) is differentiable at z0z_0, it satisfies the Cauchy-Riemann equations:

ux=vy,uy=vx\frac{\partial u}{\partial x} = \frac{\partial v}{\partial y}, \qquad \frac{\partial u}{\partial y} = -\frac{\partial v}{\partial x}

A function satisfying these equations at every point of an open set is called analytic (or holomorphic) on that set.

Example. f(z)=z2=(x+iy)2=(x2y2)+i(2xy)f(z) = z^2 = (x + iy)^2 = (x^2 - y^2) + i(2xy).

u=x2y2u = x^2 - y^2, v=2xyv = 2xy.

ux=2x=vy\dfrac{\partial u}{\partial x} = 2x = \dfrac{\partial v}{\partial y} and uy=2y=vx\dfrac{\partial u}{\partial y} = -2y = -\dfrac{\partial v}{\partial x}. The Cauchy-Riemann equations are satisfied, so z2z^2 is analytic.

Integration in the Complex Plane

The integral of f(z)f(z) along a contour γ\gamma from z1z_1 to z2z_2 is:

γf(z)dz\int_\gamma f(z)\,dz

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) around a semicircular contour in the upper half-plane and applying the residue theorem.

Example. Evaluate 1x2+1dx\displaystyle\int_{-\infty}^{\infty} \frac{1}{x^2 + 1}\,dx.

The integrand has a simple pole at z=iz = i in the upper half-plane with residue:

Res ⁣(1z2+1,i)=limzi(zi)1(zi)(z+i)=12i\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}

By the residue theorem, integrating over the semicircular contour and taking the radius to infinity:

1x2+1dx=2πi12i=π\int_{-\infty}^{\infty} \frac{1}{x^2 + 1}\,dx = 2\pi i \cdot \frac{1}{2i} = \pi

This matches the known result: [arctanx]=π2(π2)=π[\arctan x]_{-\infty}^{\infty} = \dfrac{\pi}{2} - \left(-\dfrac{\pi}{2}\right) = \pi.


Polynomial Equations and the Fundamental Theorem

The Fundamental Theorem of Algebra

Every polynomial p(z)=anzn+an1zn1++a0p(z) = a_n z^n + a_{n-1}z^{n-1} + \cdots + a_0 of degree n1n \ge 1 with complex coefficients has at least one root in {C}\mathbb{'\{'}C{'\}'}. Equivalently, it factorises completely:

p(z)=an(zz1)(zz2)(zzn)p(z) = a_n(z - z_1)(z - z_2)\cdots(z - z_n)

where z1,z2,,znz_1, z_2, \ldots, z_n are the roots (not necessarily distinct).

Complex Roots of Real Polynomials

If a real polynomial has a complex root z=a+biz = a + bi (with b0b \ne 0), then its complex conjugate zˉ=abi\bar{z} = a - bi is also a root. Roots come in conjugate pairs.

Relationships Between Roots and Coefficients

For p(z)=zn+an1zn1++a1z+a0p(z) = z^n + a_{n-1}z^{n-1} + \cdots + a_1 z + a_0 with roots z1,,znz_1, \ldots, z_n:

  • i=1nzi=an1\displaystyle\sum_{i=1}^{n} z_i = -a_{n-1}
  • i<jzizj=an2\displaystyle\sum_{i \lt j} z_i z_j = a_{n-2}
  • i=1nzi=(1)na0\displaystyle\prod_{i=1}^{n} z_i = (-1)^n a_0

Solving Cubic Equations Using Complex Numbers

Example. Solve z31=0z^3 - 1 = 0.

z3=1=e2kπiz^3 = 1 = e^{2k\pi i} for k=0,1,2k = 0, 1, 2.

zk=e2kπi/3,k=0,1,2z_k = e^{2k\pi i/3}, \qquad k = 0, 1, 2

z0=1z_0 = 1, z1=e2πi/3=12+32iz_1 = e^{2\pi i/3} = -\dfrac{1}{2} + \dfrac{\sqrt{3}}{2}i, z2=e4πi/3=1232iz_2 = e^{4\pi i/3} = -\dfrac{1}{2} - \dfrac{\sqrt{3}}{2}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±iβ\alpha \pm i\beta, the general solution is:

y=eαx(Acosβx+Bsinβx)y = e^{\alpha x}(A\cos\beta x + B\sin\beta x)

This is derived from the complex exponential solution y=Ce(α+iβ)xy = Ce^{(\alpha + i\beta)x}:

Ceαxeiβx=Ceαx(cosβx+isinβx)Ce^{\alpha x}e^{i\beta x} = Ce^{\alpha x}(\cos\beta x + i\sin\beta x)

Taking real and imaginary parts gives the independent solutions eαxcosβxe^{\alpha x}\cos\beta x and eαxsinβxe^{\alpha x}\sin\beta x.

Example. Solve y+4y+13y=0y'' + 4y' + 13y = 0.

Characteristic equation: λ2+4λ+13=0\lambda^2 + 4\lambda + 13 = 0.

λ=4±16522=2±3i\lambda = \frac{-4 \pm \sqrt{16 - 52}}{2} = -2 \pm 3i

y=e2x(Acos3x+Bsin3x)y = e^{-2x}(A\cos 3x + B\sin 3x)


Worked Problems

Problem: Loci in the Complex Plane

Sketch the region defined by z23i3|z - 2 - 3i| \le 3 and arg(z23i)π4\arg(z - 2 - 3i) \le \dfrac{\pi}{4}.

z(2+3i)3|z - (2 + 3i)| \le 3 is the closed disk of radius 33 centred at 2+3i2 + 3i. Combined with the argument condition, this is the sector of the disk bounded by the positive real axis direction from 2+3i2 + 3i and the line at π/4\pi/4 from that point.

Problem: De Moivre with Large Exponents

Find (1+i)10(1i)8\dfrac{(1 + i)^{10}}{(1 - i)^8}.

1+i=2eiπ/41 + i = \sqrt{2}\,e^{i\pi/4} and 1i=2eiπ/41 - i = \sqrt{2}\,e^{-i\pi/4}.

(1+i)10=(2)10e10πi/4=32e5πi/2=32eiπ/2=32i(1 + i)^{10} = (\sqrt{2})^{10}\, e^{10\pi i/4} = 32\, e^{5\pi i/2} = 32\, e^{i\pi/2} = 32i

(1i)8=(2)8e8πi/4=16e2πi=16(1 - i)^8 = (\sqrt{2})^8\, e^{-8\pi i/4} = 16\, e^{-2\pi i} = 16

(1+i)10(1i)8=32i16=2i\frac{(1 + i)^{10}}{(1 - i)^8} = \frac{32i}{16} = 2i

warning

Common Pitfall

When computing arguments, always verify the quadrant. arctan(b/a)\arctan(b/a) alone gives the correct angle only when a>0a \gt 0. For other quadrants, add or subtract π\pi as needed. Using atan2(b,a)\mathrm{atan2}(b, a) (if available) handles this automatically.


Additional Worked Examples

Worked Example: Solving a Quartic Using Roots of Unity

Solve z4+4z2+16=0z^4 + 4z^2 + 16 = 0.

Solution

Let w=z2w = z^2. Then w2+4w+16=0w^2 + 4w + 16 = 0.

w=4±16642=4±482=2±2i3w = \frac{-4 \pm \sqrt{16 - 64}}{2} = \frac{-4 \pm \sqrt{-48}}{2} = -2 \pm 2i\sqrt{3}

So z2=2+2i3z^2 = -2 + 2i\sqrt{3} or z2=22i3z^2 = -2 - 2i\sqrt{3}.

For z2=2+2i3z^2 = -2 + 2i\sqrt{3}: Write in polar form.

w=4+12=4,arg(w)=arctan ⁣(232)=ππ3=2π3|w| = \sqrt{4 + 12} = 4, \qquad \arg(w) = \arctan\!\left(\frac{2\sqrt{3}}{-2}\right) = \pi - \frac{\pi}{3} = \frac{2\pi}{3}

z=±2eiπ/3=±(1+i3)z = \pm 2\, e^{i\pi/3} = \pm\left(1 + i\sqrt{3}\right)

For z2=22i3z^2 = -2 - 2i\sqrt{3}:

w=4,arg(w)=2π3|w| = 4, \qquad \arg(w) = -\frac{2\pi}{3}

z=±2eiπ/3=±(1i3)z = \pm 2\, e^{-i\pi/3} = \pm\left(1 - i\sqrt{3}\right)

The four roots are 1+i31 + i\sqrt{3}, 1i3-1 - i\sqrt{3}, 1i31 - i\sqrt{3}, 1+i3-1 + i\sqrt{3}.

Worked Example: De Moivre for Cosine Multiple Angle Formula

Express cos5θ\cos 5\theta as a polynomial in cosθ\cos\theta.

Solution

By De Moivre: (cosθ+isinθ)5=cos5θ+isin5θ(\cos\theta + i\sin\theta)^5 = \cos 5\theta + i\sin 5\theta.

Expanding the left side by the binomial theorem:

(cosθ+isinθ)5=cos5θ+5icos4θsinθ10cos3θsin2θ10icos2θsin3θ+5cosθsin4θ+isin5θ(\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

Equating real parts:

cos5θ=cos5θ10cos3θsin2θ+5cosθsin4θ\cos 5\theta = \cos^5\theta - 10\cos^3\theta\sin^2\theta + 5\cos\theta\sin^4\theta

Using sin2θ=1cos2θ\sin^2\theta = 1 - \cos^2\theta:

cos5θ=cos5θ10cos3θ(1cos2θ)+5cosθ(1cos2θ)2\cos 5\theta = \cos^5\theta - 10\cos^3\theta(1 - \cos^2\theta) + 5\cos\theta(1 - \cos^2\theta)^2

=cos5θ10cos3θ+10cos5θ+5cosθ10cos3θ+5cos5θ= \cos^5\theta - 10\cos^3\theta + 10\cos^5\theta + 5\cos\theta - 10\cos^3\theta + 5\cos^5\theta

=16cos5θ20cos3θ+5cosθ= 16\cos^5\theta - 20\cos^3\theta + 5\cos\theta

Worked Example: Fifth Roots of a Complex Number

Find all solutions to z5=162(1+i)z^5 = 16\sqrt{2}(1 + i).

Solution

First express the right side in polar form:

1+i=2eiπ/41 + i = \sqrt{2}\, e^{i\pi/4}

162(1+i)=1622eiπ/4=32eiπ/416\sqrt{2}(1 + i) = 16\sqrt{2} \cdot \sqrt{2}\, e^{i\pi/4} = 32\, e^{i\pi/4}

The five roots are:

zk=321/5exp ⁣(i(π/4+2kπ)5)=2exp ⁣(i(π+8kπ)20),k=0,1,2,3,4z_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

  • z0=2eiπ/20z_0 = 2\, e^{i\pi/20}
  • z1=2ei9π/20z_1 = 2\, e^{i9\pi/20}
  • z2=2ei17π/20z_2 = 2\, e^{i17\pi/20}
  • z3=2ei25π/20=2ei5π/4z_3 = 2\, e^{i25\pi/20} = 2\, e^{i5\pi/4}
  • z4=2ei33π/20z_4 = 2\, e^{i33\pi/20}

These lie on a circle of radius 22 centred at the origin, equally spaced at angles of 2π5\dfrac{2\pi}{5}.

Worked Example: Integration Using Complex Exponentials

Evaluate 02πcos6θdθ\displaystyle\int_0^{2\pi} \cos^6\theta\,d\theta.

Solution

Using cosθ=eiθ+eiθ2\cos\theta = \dfrac{e^{i\theta} + e^{-i\theta}}{2}:

cos6θ=164(eiθ+eiθ)6\cos^6\theta = \frac{1}{64}(e^{i\theta} + e^{-i\theta})^6

By the binomial theorem:

(eiθ+eiθ)6=e6iθ+6e4iθ+15e2iθ+20+15e2iθ+6e4iθ+e6iθ(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}

=2cos6θ+12cos4θ+30cos2θ+20= 2\cos 6\theta + 12\cos 4\theta + 30\cos 2\theta + 20

Therefore:

cos6θ=132cos6θ+316cos4θ+1532cos2θ+516\cos^6\theta = \frac{1}{32}\cos 6\theta + \frac{3}{16}\cos 4\theta + \frac{15}{32}\cos 2\theta + \frac{5}{16}

Integrating over [0,2π][0, 2\pi], the cosine terms vanish:

02πcos6θdθ=02π516dθ=5162π=5π8\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}

Worked Example: Loci and Regions

Sketch and describe the region in the complex plane defined by z1i2|z - 1 - i| \le 2 and z+11|z + 1| \ge 1.

Solution

z(1+i)2|z - (1 + i)| \le 2 is the closed disk of radius 22 centred at (1,1)(1, 1).

z(1)1|z - (-1)| \ge 1 is the exterior of the open disk of radius 11 centred at (1,0)(-1, 0) (including the boundary).

The region satisfying both conditions is the part of the disk z1i2|z - 1 - i| \le 2 that lies outside the disk z+1<1|z + 1| \lt 1.

The distance between the two centres is (1+i)(1)=2+i=52.24|(1 + i) - (-1)| = |2 + i| = \sqrt{5} \approx 2.24. Since the radii are 22 and 11, and 5<2+1=3\sqrt{5} \lt 2 + 1 = 3, the disks overlap. The distance between centres 2.242.24 is greater than the difference of radii 21=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).


Common Pitfalls

  1. Wrong quadrant for the argument. When Re(z)<0\mathrm{Re}(z) \lt 0 and Im(z)>0\mathrm{Im}(z) \gt 0, the point lies in the second quadrant and the argument is πarctan ⁣(Im(z)Re(z))\pi - \arctan\!\left(\dfrac{|\mathrm{Im}(z)|}{|\mathrm{Re}(z)|}\right), not arctan ⁣(Im(z)Re(z))\arctan\!\left(\dfrac{\mathrm{Im}(z)}{\mathrm{Re}(z)}\right).

  2. Forgetting all nn roots. An equation zn=wz^n = w has exactly nn complex roots (counting multiplicity). Always list all nn roots by using k=0,1,,n1k = 0, 1, \ldots, n-1.

  3. De Moivre with negative nn. (cosθ+isinθ)1=cos(θ)+isin(θ)=cosθisinθ(\cos\theta + i\sin\theta)^{-1} = \cos(-\theta) + i\sin(-\theta) = \cos\theta - i\sin\theta. This is equivalent to the conjugate, and the formula holds for all integers nn.

  4. Assuming z1+z2=z1+z2|z_1 + z_2| = |z_1| + |z_2|. The triangle inequality states z1+z2z1+z2|z_1 + z_2| \le |z_1| + |z_2|, with equality only when z1z_1 and z2z_2 have the same argument (point in the same direction).

  5. Conjugate confusion in division. To simplify z1z2\dfrac{z_1}{z_2}, multiply numerator and denominator by zˉ2\bar{z}_2, not by z2z_2. Multiplying by z2z_2 does not make the denominator real.

  6. Roots of unity sum misconception. The sum of all nn-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 (ii and i-i) is 00, but the sum of the primitive 6th roots of unity is 1-1.

  7. Incorrect use of Euler's formula for integration. When using eiθe^{i\theta} to integrate cosnθ\cos^n\theta or sinnθ\sin^n\theta, the intermediate expressions involve complex exponentials. Always collect terms carefully and verify that the final integrand is real before integrating.

  8. Confusing zn=1z^n = 1 with zn=1z^n = -1. The roots of zn=1z^n = -1 are obtained by writing 1=eiπ-1 = e^{i\pi} (not ei0e^{i0}), giving zk=ei(π+2kπ)/nz_k = e^{i(\pi + 2k\pi)/n}.


Exam-Style Problems

  1. Express z=3+iz = -\sqrt{3} + i in polar form and hence compute z12z^{12}.

  2. Find the cube roots of 27i-27i and show that they form an equilateral triangle in the Argand diagram.

  3. Use De Moivre's theorem to express sin4θ\sin 4\theta in terms of sinθ\sin\theta and cosθ\cos\theta.

  4. Solve z42z3+5z28z+4=0z^4 - 2z^3 + 5z^2 - 8z + 4 = 0 given that z=1+iz = 1 + i is a root.

  5. The complex number zz satisfies z2=z+2i|z - 2| = |z + 2i|. Describe the locus of zz and find the complex number on this locus with the smallest modulus.

  6. Evaluate 0πsin4θdθ\displaystyle\int_0^{\pi} \sin^4\theta\,d\theta using complex exponentials.

  7. Prove that cos4θ+sin4θ=34+14cos4θ\cos^4\theta + \sin^4\theta = \dfrac{3}{4} + \dfrac{1}{4}\cos 4\theta.

  8. The 5th roots of unity are 1,ω,ω2,ω3,ω41, \omega, \omega^2, \omega^3, \omega^4. Show that (1ω)(1ω2)(1ω3)(1ω4)=5(1 - \omega)(1 - \omega^2)(1 - \omega^3)(1 - \omega^4) = 5.


Cross-References