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Complex Numbers (Extended)

This document provides a rigorous treatment of modulus-argument form, De Moivre’s theorem, roots of Complex numbers, loci in the Argand diagram, and Euler’s formula.


Any non-zero complex number z=x+iyz = x + iy can be written in modulus-argument form (polar form):

z=r(cosθ+isinθ)=rcisθz = r(\cos\theta + i\sin\theta) = r\,\mathrm{cis}\,\theta

Where r=z=x2+y2r = |z| = \sqrt{x^2 + y^2} and θ=arg(z)\theta = \arg(z).

The argument is multi-valued: arg(z)=θ+2kπ\arg(z) = \theta + 2k\pi for kZk \in \mathbb{Z}. The principal Argument Arg(z)\mathrm{Arg}(z) satisfies π<Arg(z)π-\pi \lt \mathrm{Arg}(z) \leq \pi.

1.2 Multiplication and division in polar form

Section titled “1.2 Multiplication and division in polar form”

If z1=r1(cosθ1+isinθ1)z_1 = r_1(\cos\theta_1 + i\sin\theta_1) and z2=r2(cosθ2+isinθ2)z_2 = r_2(\cos\theta_2 + i\sin\theta_2)Then:

z1z2=r1r2(cos(θ1+θ2)+isin(θ1+θ2))z_1 z_2 = r_1 r_2\bigl(\cos(\theta_1 + \theta_2) + i\sin(\theta_1 + \theta_2)\bigr)

z1z2=r1r2(cos(θ1θ2)+isin(θ1θ2))\frac{z_1}{z_2} = \frac{r_1}{r_2}\bigl(\cos(\theta_1 - \theta_2) + i\sin(\theta_1 - \theta_2)\bigr)

Proof. Using the compound angle formulas:

z1z2=r1r2(cosθ1cosθ2sinθ1sinθ2+i(sinθ1cosθ2+cosθ1sinθ2))z_1 z_2 = r_1 r_2\bigl(\cos\theta_1\cos\theta_2 - \sin\theta_1\sin\theta_2 + i(\sin\theta_1\cos\theta_2 + \cos\theta_1\sin\theta_2)\bigr)

=r1r2(cos(θ1+θ2)+isin(θ1+θ2))= r_1 r_2\bigl(\cos(\theta_1 + \theta_2) + i\sin(\theta_1 + \theta_2)\bigr) \quad \blacksquare

This confirms: z1z2=z1z2|z_1 z_2| = |z_1||z_2| and arg(z1z2)=arg(z1)+arg(z2)\arg(z_1 z_2) = \arg(z_1) + \arg(z_2).

Problem. Express 1+i31i\dfrac{1 + i\sqrt{3}}{1 - i} in modulus-argument form.

Numerator: 1+i31 + i\sqrt{3}. r1=1+3=2r_1 = \sqrt{1 + 3} = 2 θ1=arctan ⁣(31)=π3\theta_1 = \arctan\!\left(\dfrac{\sqrt{3}}{1}\right) = \dfrac{\pi}{3}.

Denominator: 1i1 - i. r2=1+1=2r_2 = \sqrt{1 + 1} = \sqrt{2} θ2=arctan ⁣(11)=π4\theta_2 = \arctan\!\left(\dfrac{-1}{1}\right) = -\dfrac{\pi}{4}.

z1z2=22(cos ⁣(π3(π4))+isin ⁣(7π12))\frac{z_1}{z_2} = \frac{2}{\sqrt{2}}\left(\cos\!\left(\frac{\pi}{3} - \left(-\frac{\pi}{4}\right)\right) + i\sin\!\left(\frac{7\pi}{12}\right)\right)

=2(cos7π12+isin7π12)= \sqrt{2}\left(\cos\frac{7\pi}{12} + i\sin\frac{7\pi}{12}\right)

Theorem (De Moivre). For any integer nn:

(r(cosθ+isinθ))n=rn(cosnθ+isinnθ)\bigl(r(\cos\theta + i\sin\theta)\bigr)^n = r^n\bigl(\cos n\theta + i\sin n\theta\bigr)

Proof by induction for n0n \geq 0.

Base case n=0n = 0: (cosθ+isinθ)0=1=cos0+isin0(\cos\theta + i\sin\theta)^0 = 1 = \cos 0 + i\sin 0. True.

Inductive step: Assume true for n=kn = k:

(cosθ+isinθ)k+1=(cosθ+isinθ)k(cosθ+isinθ)(\cos\theta + i\sin\theta)^{k+1} = (\cos\theta + i\sin\theta)^k(\cos\theta + i\sin\theta)

=(coskθ+isinkθ)(cosθ+isinθ)= (\cos k\theta + i\sin k\theta)(\cos\theta + i\sin\theta)

=cos(k+1)θ+isin(k+1)θ= \cos(k+1)\theta + i\sin(k+1)\theta

By the compound angle formulas. True for n=k+1n = k + 1. \blacksquare

For negative integers, note that:

(cosθ+isinθ)1=cos(θ)+isin(θ)=cosθisinθ(\cos\theta + i\sin\theta)^{-1} = \cos(-\theta) + i\sin(-\theta) = \cos\theta - i\sin\theta

And the result follows by applying the positive case to the reciprocal.

Problem. Find (1+i)10(1 + i)^{10}.

1+i=2 ⁣(cosπ4+isinπ4)1 + i = \sqrt{2}\!\left(\cos\dfrac{\pi}{4} + i\sin\dfrac{\pi}{4}\right).

(1+i)10=(2)10 ⁣(cos5π2+isin5π2)=32(0+i)=32i(1 + i)^{10} = (\sqrt{2})^{10}\!\left(\cos\frac{5\pi}{2} + i\sin\frac{5\pi}{2}\right) = 32(0 + i) = 32i

1.6 Trigonometric identities from De Moivre

Section titled “1.6 Trigonometric identities from De Moivre”

De Moivre’s theorem provides a systematic way to derive multiple-angle formulas.

Example: Expanding (cosθ+isinθ)3(\cos\theta + i\sin\theta)^3:

cos3θ+isin3θ=cos3θ+3icos2θsinθ3cosθsin2θisin3θ\cos 3\theta + i\sin 3\theta = \cos^3\theta + 3i\cos^2\theta\sin\theta - 3\cos\theta\sin^2\theta - i\sin^3\theta

Equating real parts:

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

Equating imaginary parts:

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


To solve zn=wz^n = w where w=R(cosα+isinα)w = R(\cos\alpha + i\sin\alpha):

z=R1/n ⁣(cosα+2kπn+isinα+2kπn),k=0,1,2,,n1z = R^{1/n}\!\left(\cos\frac{\alpha + 2k\pi}{n} + i\sin\frac{\alpha + 2k\pi}{n}\right), \quad k = 0, 1, 2, \ldots, n-1

The nn roots of ww lie on a circle of radius R1/nR^{1/n} centred at the origin, equally spaced at Angles of 2πn\dfrac{2\pi}{n} apart.

The sum of all nn roots of zn=wz^n = w is zero (they form a regular polygon centred at the origin).

Proof. The roots are R1/nωkR^{1/n}\,\omega^k where ω=cis(2π/n)\omega = \mathrm{cis}(2\pi/n) and k=0,1,,n1k = 0, 1, \ldots, n-1.

k=0n1ωk=1ωn1ω=111ω=0\sum_{k=0}^{n-1}\omega^k = \frac{1 - \omega^n}{1 - \omega} = \frac{1 - 1}{1 - \omega} = 0 \quad \blacksquare

Problem. Find all cube roots of 8-8.

8=8(cosπ+isinπ)-8 = 8(\cos\pi + i\sin\pi).

zk=81/3 ⁣(cosπ+2kπ3+isinπ+2kπ3),k=0,1,2z_k = 8^{1/3}\!\left(\cos\frac{\pi + 2k\pi}{3} + i\sin\frac{\pi + 2k\pi}{3}\right), \quad k = 0, 1, 2

k=0k = 0: z0=2 ⁣(cosπ3+isinπ3)=1+i3z_0 = 2\!\left(\cos\dfrac{\pi}{3} + i\sin\dfrac{\pi}{3}\right) = 1 + i\sqrt{3}

k=1k = 1: z1=2 ⁣(cosπ+isinπ)=2z_1 = 2\!\left(\cos\pi + i\sin\pi\right) = -2

k=2k = 2: z2=2 ⁣(cos5π3+isin5π3)=1i3z_2 = 2\!\left(\cos\dfrac{5\pi}{3} + i\sin\dfrac{5\pi}{3}\right) = 1 - i\sqrt{3}

Check: (1+i3)+(2)+(1i3)=0(1 + i\sqrt{3}) + (-2) + (1 - i\sqrt{3}) = 0.

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

zk=cos2kπn+isin2kπn,k=0,1,,n1z_k = \cos\frac{2k\pi}{n} + i\sin\frac{2k\pi}{n}, \quad k = 0, 1, \ldots, n-1

These form a regular nn-gon inscribed in the unit circle.

Key property: k=0n1zk=0\displaystyle\sum_{k=0}^{n-1} z_k = 0 and k=0n1zk=(1)n1\displaystyle\prod_{k=0}^{n-1} z_k = (-1)^{n-1}.


zz0=r|z - z_0| = r represents a circle with centre z0z_0 and radius rr.

Proof. If z=x+iyz = x + iy and z0=a+ibz_0 = a + ib:

zz0=(xa)2+(yb)2=r    (xa)2+(yb)2=r2|z - z_0| = \sqrt{(x - a)^2 + (y - b)^2} = r \implies (x - a)^2 + (y - b)^2 = r^2 \quad \blacksquare

zz1=zz2|z - z_1| = |z - z_2| represents the perpendicular bisector of the segment joining z1z_1 and z2z_2.

zz0<r|z - z_0| \lt r: interior of the circle (open disc).

zz0>r|z - z_0| \gt r: exterior of the circle.

arg(zz0)=α\arg(z - z_0) = \alpha: a half-line from z0z_0 at angle α\alpha to the positive real axis.

α<arg(zz0)<β\alpha \lt \arg(z - z_0) \lt \beta: the region between two half-lines (an angular sector).

Problem. Sketch the region defined by z23|z - 2| \leq 3 and 0arg(z)π40 \leq \arg(z) \leq \dfrac{\pi}{4}.

z23|z - 2| \leq 3 is a closed disc centred at 2+0i2 + 0i with radius 3. Combined with the angular Constraint, the region is the portion of this disc lying between the positive real axis and the line argz=π/4\arg z = \pi/4.

The disc extends from x=1x = -1 to x=5x = 5 on the real axis. The line argz=π/4\arg z = \pi/4 is y=xy = x. The intersection of y=xy = x with the circle (x2)2+y2=9(x-2)^2 + y^2 = 9 gives:

(x2)2+x2=9    2x24x5=0    x=4±16+404=4±564(x - 2)^2 + x^2 = 9 \implies 2x^2 - 4x - 5 = 0 \implies x = \frac{4 \pm \sqrt{16 + 40}}{4} = \frac{4 \pm \sqrt{56}}{4}

The relevant intersection is at x=1+1422.87x = 1 + \dfrac{\sqrt{14}}{2} \approx 2.87.

3.5 Worked example: Cartesian equation from locus

Section titled “3.5 Worked example: Cartesian equation from locus”

Problem. Find the Cartesian equation of the locus z3+2i=2z+1i|z - 3 + 2i| = 2|z + 1 - i|.

Let z=x+iyz = x + iy:

(x3)2+(y+2)2=2(x+1)2+(y1)2\sqrt{(x - 3)^2 + (y + 2)^2} = 2\sqrt{(x + 1)^2 + (y - 1)^2}

(x3)2+(y+2)2=4(x+1)2+4(y1)2(x - 3)^2 + (y + 2)^2 = 4(x + 1)^2 + 4(y - 1)^2

x26x+9+y2+4y+4=4x2+8x+4+4y28y+4x^2 - 6x + 9 + y^2 + 4y + 4 = 4x^2 + 8x + 4 + 4y^2 - 8y + 4

3x2+14x+3y212y5=03x^2 + 14x + 3y^2 - 12y - 5 = 0

Completing the square:

3 ⁣(x+73) ⁣2+3 ⁣(y2) ⁣2=5+493+12=10033\!\left(x + \frac{7}{3}\right)^{\!2} + 3\!\left(y - 2\right)^{\!2} = 5 + \frac{49}{3} + 12 = \frac{100}{3}

(x+73) ⁣2+(y2)2=1009\left(x + \frac{7}{3}\right)^{\!2} + (y - 2)^2 = \frac{100}{9}

This is a circle with centre (73,2)\left(-\dfrac{7}{3}, 2\right) and radius 103\dfrac{10}{3}.


Euler’s formula:

eiθ=cosθ+isinθ\boxed{e^{i\theta} = \cos\theta + i\sin\theta}

This connects the exponential function with trigonometric functions via the imaginary unit.

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

Since i^2 = -1$$i^3 = -i$$i^4 = 1And this pattern repeats with period 4:

=(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 \quad \blacksquare

Euler’s identity: Setting θ=π\theta = \pi:

eiπ+1=0e^{i\pi} + 1 = 0

This connects five fundamental constants: e$$i$$\pi$$1And 00.

Complex exponential form: Any complex number can be written as:

z=reiθz = re^{i\theta}

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

(reiθ)n=rneinθ\bigl(re^{i\theta}\bigr)^n = r^n e^{in\theta}

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

4.5 Exponential form of trigonometric functions

Section titled “4.5 Exponential form of 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}

Problem. Express (1+i)5(1i)3\dfrac{(1 + i)^5}{(1 - i)^3} in the form a+bia + bi and in exponential form.

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

(1+i)5(1i)3=(2)5ei5π/4(2)3ei3π/4=42ei2π=42\frac{(1 + i)^5}{(1 - i)^3} = \frac{(\sqrt{2})^5\,e^{i5\pi/4}}{(\sqrt{2})^3\,e^{-i3\pi/4}} = 4\sqrt{2}\,e^{i2\pi} = 4\sqrt{2}

In Cartesian form: 42+0i4\sqrt{2} + 0i.

Problem. Find all solutions to ez=1+i3e^z = 1 + i\sqrt{3}.

1+i3=2eiπ/31 + i\sqrt{3} = 2\,e^{i\pi/3}.

So ex+iy=exeiy=2ei(π/3+2kπ)e^{x + iy} = e^x\,e^{iy} = 2\,e^{i(\pi/3 + 2k\pi)}.

Equating moduli: ex=2    x=ln2e^x = 2 \implies x = \ln 2.

Equating arguments: y=π3+2kπy = \dfrac{\pi}{3} + 2k\pi for kZk \in \mathbb{Z}.

z=ln2+i ⁣(π3+2kπ),kZz = \ln 2 + i\!\left(\frac{\pi}{3} + 2k\pi\right), \quad k \in \mathbb{Z}


Express z=3+iz = -\sqrt{3} + i in modulus-argument form and hence find z8z^8.

Solution

r=3+1=2r = \sqrt{3 + 1} = 2, θ=ππ6=5π6\theta = \pi - \dfrac{\pi}{6} = \dfrac{5\pi}{6}.

z=2ei5π/6z = 2\,e^{i5\pi/6}.

z8=28ei40π/6=256ei20π/3=256ei(6π+2π/3)=256ei2π/3=256 ⁣(12+i32)=128+128i3z^8 = 2^8\,e^{i40\pi/6} = 256\,e^{i20\pi/3} = 256\,e^{i(6\pi + 2\pi/3)} = 256\,e^{i2\pi/3} = 256\!\left(-\frac{1}{2} + i\frac{\sqrt{3}}{2}\right) = -128 + 128i\sqrt{3}.

Find all fifth roots of 16+16i16 + 16i and show that their sum is zero.

Solution

16+16i=162eiπ/416 + 16i = 16\sqrt{2}\,e^{i\pi/4}.

zk=(162)1/5ei(π/4+2kπ)/5=21/2+3/5ei(π+8kπ)/20=211/10ei(π+8kπ)/20z_k = (16\sqrt{2})^{1/5}\,e^{i(\pi/4 + 2k\pi)/5} = 2^{1/2 + 3/5}\,e^{i(\pi + 8k\pi)/20} = 2^{11/10}\,e^{i(\pi + 8k\pi)/20}

For k=0,1,2,3,4k = 0, 1, 2, 3, 4.

The sum is 211/10k=04ei(π+8kπ)/20=211/10eiπ/20k=04(ei8π/20)k2^{11/10}\displaystyle\sum_{k=0}^{4}e^{i(\pi + 8k\pi)/20} = 2^{11/10} \cdot e^{i\pi/20}\sum_{k=0}^{4}(e^{i8\pi/20})^k.

Since ω=ei2π/5\omega = e^{i2\pi/5} and ω5=1\omega^5 = 1 with ω1\omega \neq 1:

k=04ωk=1ω51ω=0\sum_{k=0}^{4}\omega^k = \dfrac{1 - \omega^5}{1 - \omega} = 0.

Find the Cartesian equation of the locus z1+2i=z34i|z - 1 + 2i| = |z - 3 - 4i|.

Solution

Let z=x+iyz = x + iy:

(x1)2+(y+2)2=(x3)2+(y4)2(x - 1)^2 + (y + 2)^2 = (x - 3)^2 + (y - 4)^2

x22x+1+y2+4y+4=x26x+9+y28y+16x^2 - 2x + 1 + y^2 + 4y + 4 = x^2 - 6x + 9 + y^2 - 8y + 16

2x+4y+5=6x8y+25-2x + 4y + 5 = -6x - 8y + 25

4x+12y=20    x+3y=54x + 12y = 20 \implies x + 3y = 5

This is a straight line (the perpendicular bisector of the segment joining 12i1 - 2i and 3+4i3 + 4i).

Use Euler’s formula to show that cos4θ=3+4cos2θ+cos4θ8\cos^4\theta = \dfrac{3 + 4\cos 2\theta + \cos 4\theta}{8}.

Solution

cosθ=eiθ+eiθ2\cos\theta = \dfrac{e^{i\theta} + e^{-i\theta}}{2}So cos4θ=116(eiθ+eiθ)4\cos^4\theta = \dfrac{1}{16}(e^{i\theta} + e^{-i\theta})^4.

=116(e4iθ+4e2iθ+6+4e2iθ+e4iθ)= \dfrac{1}{16}(e^{4i\theta} + 4e^{2i\theta} + 6 + 4e^{-2i\theta} + e^{-4i\theta})

=116(2cos4θ+8cos2θ+6)= \dfrac{1}{16}(2\cos 4\theta + 8\cos 2\theta + 6)

=3+4cos2θ+cos4θ8= \dfrac{3 + 4\cos 2\theta + \cos 4\theta}{8}.


Theorem. The product of all nn-th roots of unity is (1)n1(-1)^{n-1}.

Proof. The nn-th roots of unity are the roots of zn1=0z^n - 1 = 0. By Vieta’s formulas, the Product of all nn roots equals the constant term (up to sign):

k=0n1zk=(1)n11=(1)n1\prod_{k=0}^{n-1} z_k = (-1)^n \cdot \frac{-1}{1} = (-1)^{n-1} \quad \blacksquare

6.2 Proof: conjugate root theorem for real polynomials

Section titled “6.2 Proof: conjugate root theorem for real polynomials”

Theorem. If p(z)p(z) is a polynomial with real coefficients and p(α)=0p(\alpha) = 0Then p(α)=0p(\overline{\alpha}) = 0.

Proof. Let p(z)=anzn++a1z+a0p(z) = a_n z^n + \cdots + a_1 z + a_0 with all aiRa_i \in \mathbb{R}.

p(α)=anαn++a1α+a0=anαn++a1α+a0p(\overline{\alpha}) = a_n \overline{\alpha}^n + \cdots + a_1 \overline{\alpha} + a_0 = \overline{a_n}\,\overline{\alpha^n} + \cdots + \overline{a_1}\,\overline{\alpha} + \overline{a_0}

=anαn++a1α+a0=p(α)=0=0= \overline{a_n \alpha^n + \cdots + a_1 \alpha + a_0} = \overline{p(\alpha)} = \overline{0} = 0 \quad \blacksquare

6.3 Proof: z1+z2z1+z2|z_1 + z_2| \leq |z_1| + |z_2| (triangle inequality)

Section titled “6.3 Proof: ∣z1+z2∣≤∣z1∣+∣z2∣|z_1 + z_2| \leq |z_1| + |z_2|∣z1​+z2​∣≤∣z1​∣+∣z2​∣ (triangle inequality)”

Proof. Using the exponential form, let z1=r1eiθ1z_1 = r_1 e^{i\theta_1} and z2=r2eiθ2z_2 = r_2 e^{i\theta_2}.

z1+z22=(z1+z2)(z1+z2)=z12+z22+z1z2+z1z2|z_1 + z_2|^2 = (z_1 + z_2)\overline{(z_1 + z_2)} = |z_1|^2 + |z_2|^2 + z_1\overline{z_2} + \overline{z_1}z_2

=z12+z22+2Re(z1z2)z12+z22+2z1z2=(z1+z2)2= |z_1|^2 + |z_2|^2 + 2\,\mathrm{Re}(z_1\overline{z_2}) \leq |z_1|^2 + |z_2|^2 + 2|z_1||z_2| = (|z_1| + |z_2|)^2

Since Re(w)w\mathrm{Re}(w) \leq |w| for any complex ww. Taking square roots gives the result. \blacksquare