MathLabs

Grade 12

Complex numbers

Numbers of the form a+bia+bi with i2=−1i^2=-1: they give every polynomial equation a solution and turn multiplication into adding angles.

IntuitionWhy do we need a new kind of number?

The equation x2+1=0x^2 + 1 = 0 has no solution among the real numbers, since x2≥0x^2 \ge 0 for every real xx. Instead of giving up, mathematicians extended the numbers: they introduced a new number ii with i2=−1i^2 = -1, and declared every combination a+bia + bi, with a,ba, b real, to also be a number. This is a complex number: aa is its real part, bb its imaginary part.

i2=−1i^2 = -1

Definition: Complex number, conjugate, modulus

A complex number is z=a+biz = a + bi with a,b∈Ra, b \in \mathbb{R}; write Re⁡(z)=a\operatorname{Re}(z) = a and Im⁡(z)=b\operatorname{Im}(z) = b. The set of all such zz is denoted C\mathbb{C}. The conjugate of zz is zˉ=a−bi\bar z = a - bi, and its modulus is ∣z∣=a2+b2|z| = \sqrt{a^2 + b^2}, the distance from zz to the origin when it is plotted as the point (a,b)(a, b) in the plane.

SchoolArithmetic with i2=−1i^2 = -1

Adding and multiplying complex numbers follows the ordinary rules of algebra, with i2i^2 replaced by −1-1 wherever it appears: (a+bi)+(c+di)=(a+c)+(b+d)i(a+bi) + (c+di) = (a+c) + (b+d)i and (a+bi)(c+di)=(ac−bd)+(ad+bc)i(a+bi)(c+di) = (ac - bd) + (ad+bc)i.

Example: Multiplying two complex numbers

Compute (2+3i)(1−i)(2+3i)(1-i).

Solution

(2+3i)(1−i)=2−2i+3i−3i2=2+i−3(−1)=5+i(2+3i)(1-i) = 2 - 2i + 3i - 3i^2 = 2 + i - 3(-1) = 5 + i.

Dividing is multiplying by the conjugate: 1a+bi=a−bi(a+bi)(a−bi)=a−bia2+b2\dfrac{1}{a+bi} = \dfrac{a-bi}{(a+bi)(a-bi)} = \dfrac{a-bi}{a^2+b^2}, since zzˉ=a2+b2=∣z∣2z\bar z = a^2+b^2 = |z|^2 is always real.

Powers of ii repeat with period 4
i0i^0i1i^1i2i^2i3i^3i4i^4
11ii−1-1−i-i11

SchoolThe complex plane and polar form

Plotting z=a+biz=a+bi as the point (a,b)(a,b) turns C\mathbb{C} into a plane, called the complex plane. Writing a=rcos⁡θa=r\cos\theta and b=rsin⁡θb=r\sin\theta gives the polar form z=r(cos⁡θ+isin⁡θ)z = r(\cos\theta+i\sin\theta), where r=∣z∣r=|z| is the modulus and θ\theta, the argument, is the angle from the positive real axis.

A unit circle in the complex plane with a radius drawn to the point at angle 60 degrees, labelled with its coordinates cos 60° and sin 60°.
The point cos⁡θ+isin⁡θ\cos\theta+i\sin\theta on the unit circle, at θ=60°\theta=60°.

For every real θ\theta and integer nn, (r(cos⁡θ+isin⁡θ))n=rn(cos⁡nθ+isin⁡nθ)\big(r(\cos\theta+i\sin\theta)\big)^n = r^n(\cos n\theta + i\sin n\theta).

Why is it true?

Multiplying two numbers in polar form multiplies their moduli and adds their arguments: r1(cos⁡θ1+isin⁡θ1)⋅r2(cos⁡θ2+isin⁡θ2)=r1r2(cos⁡(θ1+θ2)+isin⁡(θ1+θ2))r_1(\cos\theta_1+i\sin\theta_1)\cdot r_2(\cos\theta_2+i\sin\theta_2) = r_1r_2\big(\cos(\theta_1+\theta_2)+i\sin(\theta_1+\theta_2)\big), by the angle-sum identities for cosine and sine. Multiplying nn copies of the same number adds its argument to itself nn times.

Proof

We prove (cos⁡θ+isin⁡θ)n=cos⁡nθ+isin⁡nθ(\cos\theta+i\sin\theta)^n = \cos n\theta+i\sin n\theta by induction on n≥0n \ge 0; the general modulus r=1r = 1 case and negative n=−mn = -m are then immediate.

**Base case (n=0n = 0).** (cos⁡θ+isin⁡θ)0=1=cos⁡0+isin⁡0(\cos\theta+i\sin\theta)^0 = 1 = \cos 0 + i\sin 0. ✓

Inductive step. Assume (cos⁡θ+isin⁡θ)n=cos⁡nθ+isin⁡nθ(\cos\theta+i\sin\theta)^n = \cos n\theta + i\sin n\theta. Multiply both sides by (cos⁡θ+isin⁡θ)(\cos\theta+i\sin\theta): (cos⁡θ+isin⁡θ)n+1=(cos⁡nθ+isin⁡nθ)(cos⁡θ+isin⁡θ)(\cos\theta+i\sin\theta)^{n+1} = (\cos n\theta + i\sin n\theta)(\cos\theta + i\sin\theta). Expanding and applying the angle-addition identities cos⁡(A+B)=cos⁡Acos⁡B−sin⁡Asin⁡B\cos(A+B) = \cos A\cos B - \sin A\sin B and sin⁡(A+B)=sin⁡Acos⁡B+cos⁡Asin⁡B\sin(A+B) = \sin A\cos B + \cos A\sin B, the real part becomes cos⁡nθcos⁡θ−sin⁡nθsin⁡θ=cos⁡(n+1)θ\cos n\theta\cos\theta - \sin n\theta\sin\theta = \cos(n+1)\theta and the imaginary part becomes sin⁡nθcos⁡θ+cos⁡nθsin⁡θ=sin⁡(n+1)θ\sin n\theta\cos\theta + \cos n\theta\sin\theta = \sin(n+1)\theta. So the formula holds for n+1n+1, completing the induction.

Extension to general modulus and negative exponent. For modulus r=1r = 1: (r(cos⁡θ+isin⁡θ))n=rn(cos⁡nθ+isin⁡nθ)(r(\cos\theta+i\sin\theta))^n = r^n(\cos n\theta + i\sin n\theta). For n=−mn = -m with m>0m > 0: since ∣cos⁡mθ+isin⁡mθ∣=1|\cos m\theta + i\sin m\theta| = 1, the reciprocal is cos⁡mθ+isin⁡mθ‾=cos⁡(−mθ)+isin⁡(−mθ)\overline{\cos m\theta + i\sin m\theta} = \cos(-m\theta) + i\sin(-m\theta), giving (cos⁡θ+isin⁡θ)−m=cos⁡(−mθ)+isin⁡(−mθ)(\cos\theta+i\sin\theta)^{-m} = \cos(-m\theta) + i\sin(-m\theta).

Example: A power of a complex number

Compute (−1+i)8(-1+i)^8.

Solution

In polar form, −1+i-1+i has modulus r=2r=\sqrt{2} and argument θ=135°\theta=135°, since it sits in the second quadrant. By de Moivre, (−1+i)8=(2)8(cos⁡(8⋅135°)+isin⁡(8⋅135°))=16(cos⁡1080°+isin⁡1080°)=16(cos⁡0°+isin⁡0°)=16(-1+i)^8 = (\sqrt{2})^8\big(\cos(8\cdot135°)+i\sin(8\cdot135°)\big) = 16(\cos 1080° + i \sin 1080°) = 16(\cos 0° + i\sin 0°) = 16, since 1080°=3⋅360°1080° = 3\cdot360°.

UndergraduateEuler's formula: a bridge to functions

Polar form hints that multiplying complex numbers adds angles — the same way exponents add when multiplying powers. Euler's formula makes this precise by extending the exponential function to imaginary exponents.

For every real θ\theta, eiθ=cos⁡θ+isin⁡θe^{i\theta} = \cos\theta + i\sin\theta.

Why is it true?

The Taylor series of exe^x, cos⁡x\cos x and sin⁡x\sin x still make sense when xx is replaced by iθi\theta: eiθ=∑n=0∞(iθ)nn!e^{i\theta} = \sum_{n=0}^{\infty}\dfrac{(i\theta)^n}{n!}. Splitting the sum into even and odd nn, and simplifying each power of ii using i2=−1i^2=-1, gives exactly cos⁡θ=∑(−1)kθ2k(2k)!\cos\theta = \sum \dfrac{(-1)^k\theta^{2k}}{(2k)!} as the real part and sin⁡θ=∑(−1)kθ2k+1(2k+1)!\sin\theta = \sum \dfrac{(-1)^k\theta^{2k+1}}{(2k+1)!} as the imaginary part. Making this fully rigorous — manipulating an infinite series of complex terms like a finite sum — belongs to the theory of functions of a complex variable.

Proof

Step 1 — Recall the Taylor series. For all real xx: ex=∑n=0∞xnn!e^x = \sum_{n=0}^{\infty}\dfrac{x^n}{n!}, cos⁡x=∑k=0∞(−1)kx2k(2k)!\cos x = \sum_{k=0}^{\infty}\dfrac{(-1)^k x^{2k}}{(2k)!}, sin⁡x=∑k=0∞(−1)kx2k+1(2k+1)!\sin x = \sum_{k=0}^{\infty}\dfrac{(-1)^k x^{2k+1}}{(2k+1)!}. All three series converge absolutely for every real (and complex) argument.

**Step 2 — Substitute x=iθx = i\theta into the exponential series.** Absolute convergence justifies term-by-term substitution: eiθ=∑n=0∞(iθ)nn!=1+iθ+(iθ)22!+(iθ)33!+⋯e^{i\theta} = \sum_{n=0}^{\infty}\dfrac{(i\theta)^n}{n!} = 1 + i\theta + \dfrac{(i\theta)^2}{2!} + \dfrac{(i\theta)^3}{3!} + \cdots.

**Step 3 — Simplify using i2=−1i^2 = -1 and separate real and imaginary parts.** The powers of ii cycle with period 4: i0=1, i1=i, i2=−1, i3=−i, i4=1,…i^0=1,\,i^1=i,\,i^2=-1,\,i^3=-i,\,i^4=1,\ldots Separating even-indexed terms (real) and odd-indexed terms (imaginary): eiθ=(1−θ22!+θ44!−⋯ )+i(θ−θ33!+θ55!−⋯ )=cos⁡θ+isin⁡θe^{i\theta} = \left(1 - \dfrac{\theta^2}{2!} + \dfrac{\theta^4}{4!} - \cdots\right) + i\left(\theta - \dfrac{\theta^3}{3!} + \dfrac{\theta^5}{5!} - \cdots\right) = \cos\theta + i\sin\theta. Making this fully rigorous requires absolute convergence of the complex exponential series, which holds because ∑∣an∣\sum |a_n| converges.

eiπ+1=0e^{i\pi} + 1 = 0

This single equation, Euler's identity, links five fundamental constants — 00, 11, ee, ii, π\pi — through addition, multiplication and exponentiation. It is the case θ=π\theta=\pi of Euler's formula, since cos⁡π=−1\cos\pi=-1 and sin⁡π=0\sin\pi=0.

UndergraduateEvery polynomial has a complex root

Every polynomial p(z)=anzn+⋯+a1z+a0p(z) = a_nz^n + \dots + a_1z + a_0 with complex coefficients and n≥1n\ge1 has at least one root in C\mathbb{C}. Consequently pp factors completely into nn linear factors, so it has exactly nn roots counted with multiplicity.

Why is it true?

Over R\mathbb{R}, a polynomial such as x2+1x^2+1 can fail to have a root because its graph never crosses the xx-axis. Complex numbers remove this obstruction: C\mathbb{C} contains a root for every non-constant polynomial, with no exceptions left. Once one root z1z_1 is found, dividing p(z)p(z) by (z−z1)(z-z_1) gives a polynomial of degree n−1n-1, to which the same fact applies again.

Proof

There is no purely algebraic proof: every known proof borrows a tool from analysis or topology. The shortest uses Liouville's theorem from the theory of functions of a complex variable — see "Functions of a complex variable" for the full argument.

Complex numbers close algebra's oldest gap, but they open a much larger subject: what happens when a function itself takes a complex input, and its derivative is required to exist in every direction of the plane at once? That question — differentiating and integrating over the complex plane rather than the real line — is the subject of "Functions of a complex variable", where Euler's formula reappears as a special case of the complex exponential function.

A grid of the complex plane on the left and its image under z squared on the right; angles between grid lines are preserved at each point, but the grid is stretched more the farther a point is from the origin.
The map z↦z2z \mapsto z^2: a preview of functions of a complex variable.

What is i2023i^{2023}?

The modulus of z=3+4iz=3+4i is

The polar form of z=1+iz=1+i is

By de Moivre's formula, (cos⁡30°+isin⁡30°)6(\cos30°+i\sin30°)^6 equals

References

  1. Tristan Needham (1997). Visual Complex Analysis