This is a short introduction to complex numbers written
primarily for students aged from about 14 or 15 to 18 or 19. To
understand the first few sections, it would be helpful to be
familiar with polynomial equations (for example, solving $x^2 -
3x+2 = 0$), basic geometry (angles and lengths) and basic
trigonometry (sine and cosine functions). For the later
sections it would be helpful to be familiar with more advanced
trigonometry (double angle formulae, for example), the
exponential and logarithm functions ($e^x$ and $\log(x)$),
vectors and matrices, and power series. The difficult bits are
marked. (For students in the UK, the early sections should be
accessible to anyone doing GCSE or above, but some of the later
sections are A-level standard.) There are exercises throughout
for you to test your understanding, with answers at the back.
Any corrections or questions about or beyond what I've written
here can be emailed to
dog@fcbob.demon.co.uk
I've tried to make the exercises less like the standard
computational ones you get at school, but this means that some
of them are quite hard.
Throughout this article, I've used both radians and degrees to
measure angles. You might not have seen radians used before,
they're just another way of measuring angles. Instead of
measuring angles from $0^{\circ}$ to $360^{\circ}$ you measure
them from 0 to $2\pi$. If you haven't seen this before, don't
worry. Where possible I've included degrees and radians
(although some bits only make sense in radians, you can skip
these bits).
You can use the Maths
Thesaurus to look up any unfamiliar words or concepts.
Introduction
If you've done any quadratic equations, you'll know that
there is a nice formula for the solution of the quadratic
equation $a x^2 + b x + c = 0$, given by: $$x = \frac { -b\pm
\sqrt{b^2 - 4a c}} {2a}$$
However, you'll also know that if $b^2 - 4ac$< 0 then there is no solution to the
quadratic equation. Mathematicians like to have answers, so
this annoyed them.
Imagine that the equation $x^2 + 5 = 0$ had a solution
$\alpha$. If there was a solution (ignore the fact that there
isn't a solution for the moment), we could work out all sorts
of things without actually knowing what the solution is. For
instance, what would $8\alpha^3 + 4\alpha^2 + 40\alpha + 20$
be? Well, $\alpha^2 + 5 = 0$, so $\alpha^2 = -5$. Multiplying
this by $\alpha$, we get $\alpha^3 = -5\alpha$ . Putting this
into the equation, we get:
\begin{eqnarray} 8\alpha^3 + 4\alpha^2 + 40\alpha + 20
&=& 8\times(-5\alpha) + 4\times(- 5)+40a +20 \qquad
&(\textrm{because} \quad \alpha^2 = -5 \quad \textrm{and}
\quad \alpha^3 = -5\alpha)& \\ &=& -40\alpha - 20
+ 40\alpha + 20 \qquad &\textrm{(multiplying)}& \\
&=& 0 \qquad &\textrm{(simplifying)}&
\end{eqnarray}
What happens if we substitute $x = 2\alpha$ into the
polynomial $x^3 + x^{2} + 20x + 20$? Well, we get:
\begin{eqnarray} x^3 + x^2 + 20x + 20 &=& (2\alpha)^3
+(2\alpha)^2 + 20\times2\alpha + 20
&\textrm{(substituting)}& \\ &=& 8\alpha^3 +
4\alpha^2 + 40\alpha + 20 &\textrm{(expanding)}&\\
&=& 0 &\textrm{(using the equation above)}&
\end{eqnarray}
So, what other equations can we solve armed with our new
number $\alpha$? Strangely enough, it turns out that we can
actually solve any polynomial equation with this new number,
but proving this is very difficult. If you do maths at
university, this is one of the things you'll learn.
The Basics of Complex
Numbers
If $i$ was a solution to the equation $x^2 + 1 = 0$ (again,
ignore the fact that there is no solution) , then $i^2 + 1 =
0$, so $i^2 = -1$. If $\beta = i\sqrt{5}$, then $$\beta^2 =
(i\sqrt{5})^2 = i^2 \times 5 = - 5 = \alpha^2$$
As you know, if $\alpha^2 = \beta^2$ then $\alpha = \pm \beta$.
In other words, the number $\alpha$ above is just a multiple of
$i$, $\alpha = \pm i \sqrt{5}$. So, a solution to the equation
$x^3 + x^2 + 20x + 20 = 0$ is $x = 2\alpha = \pm 2 i
\sqrt{5}$.
What we do now is pretend that the number $i$ really does exist
(and why not?), but that it is very unlike any number we've
seen before. This new number $i$ is called an imaginary number,
because you have to imagine that it exists, and then you can do
things with it. A complex number is a number $a+i b$, where $a$
and $b$ are the numbers you're familiar with (they're called
real numbers). We can add two complex numbers to get a new
complex number, $(a+i b)+(c+i d) = (a+c)+i(b+d)$. We can
multiply them, $(a+i b)(c+i d) = a c+i b c+i a d+i^2 b d$ = $(a
c-b d)+i(b c+a d)$.
Exercise 1 Work out
$i^3 , i^4 , i^5 , i^6 , i^7$ and $i^8$. Do you see a pattern?
What do you think $i^{443}$ is?
Exercise 2 Factorise
the polynomial $x^2 - a^2$ (you don't need complex numbers for
this)
Exercise 3 Factorise
the polynomial $x^2 + a^2$ (you do need complex numbers for
this)
Exercise 4 (easier)
Work out $(1+i)^2$ and $(1+i)^3$.
Amazingly, we can also divide them, although it's not so
obvious how to do that. What is $1/i$ for example? Well, we can
multiply the top and bottom by the same number and get the same
answer, because $a/i a$ = $1/i$ (the $a$'s cancel). Now set $a
= i$ to get $1/i = i /i^2 = i /-1 = - i$. So $1 /i = - i$.
Another way of seeing this is that $i^2 = - 1$, so if we divide
both sides by $i$ we get $i = - 1 /i$ . What about $1 /1+i$
though? We can't multiply the top and bottom by $i$ now,
because the bottom would still be a complex number which is no
good. However, if we multiply the top and bottom by $1 - i$, we
get: $$\frac{1}{1+i} = \frac{1- i}{(1+i)(1- i)} = \frac{1-
i}{1+i- i+1} = \frac{1- i}{2} = \frac{1}{2} -
i\frac{1}{2}$$
Excellent, but what about in general? What about $1/a+i b$? To
answer this, we introduce something called the complex
conjugate . We'll write the
complex conjugate of $a+i b$
as $\textrm{Conj}(a+i b)$. We define it to mean
$\textrm{Conj}(a+i b) = a - i b$. If $z = a+i b$, then
$z\textrm{Conj}(z) = (a+i b)(\textrm{Conj}(a+i b)) = (a+i b)(a-
i b) = a^2 + b^2$. But $a$ and $b$ are real numbers, so
$z\textrm{Conj}(z)$ is a real number. Now we can answer the
question of what is $[1/z]$ where $z$ is a complex number. $1
/z = \textrm{Conj}(z) /z\textrm{Conj}(z)$, where the top bit is
a complex number and the bottom bit is a real number. Expanding
it out we get $$ \frac {1}{a + i b} = \frac {a -i b }{a^2 +
b^2} $$
Exercise 5 Work out $$
\frac {a^2 + b^2 }{a -i b} $$ If a complex number $z = a+i b$,
we say that the real part of $z$, written $\textrm{Re}(z)$, is
$a$, and the imaginary part of $z$, written $\textrm{Im}(z)$,
is $b$. In other words, $\textrm{Re}(a+i b) = a$ and
$\textrm{Im}(a+i b) = b$, if $a$ and $b$ are real numbers. Two
complex numbers $z$ and $w$ are equal if $\textrm{Re}(z) =
\textrm{Re}(w)$ and $\textrm{Im}(z) = \textrm{Im}(w)$, or in
other words $a+i b = c+i d$ if $a = c$ and $b = d$.
Exercise 6 Express
$\textrm{Re}(z^2)$ and $\textrm{Im}(z^2)$ in terms of
$\textrm{Re}(z)$ and $\textrm{Im}(z)$.
Going back to our old friend the quadratic equation, if $a$,
$b$ and $c$ are real numbers, the solution to $a x^2 + b x + c
= 0$ is: $$ x = \frac { -b\pm \sqrt{b^2 - 4a c}} {2a} $$ But
now this formula works if $b^2 - 4ac < 0$ . Write $\Delta$
for $b^2 - 4ac$ (so $\Delta < 0$). $-\Delta > 0$ so we
can work out $\sqrt{-\Delta}$ in the normal way. Also, $i^2 =
-1$ so $i = \pm\sqrt{-1}$. Now $\sqrt{\Delta} =
\sqrt{(-1)(-\Delta)} = \sqrt{-1}\sqrt{-\Delta} =
\pm{i}\sqrt{(4a c - b^2)}$. So, if $b^2 - 4a c$ < 0, then $$
x = \frac { -b\pm i \sqrt{4a c - b^2}} {2a} $$ Amazingly, the
formula also works if $a$, $b$ and $c$ are complex numbers!
However, we'll have to wait a bit to see what that means.
Exercise 7 (harder) If
$w = 1 + i/\sqrt{2}$, work out $w^8$ [hint, work out $w^2$
first, then square that, then square that $((w^2)^2)^2 =
w^8$]
Exercise 8 Find a
solution to the equation $X^2 + 1 = 0$, using exercise 1.
Exercise 9 Find a
solution to the equation $X^4 + 1 = 0$, using exercise 1. If
you want a challenge, try finding all 4 solutions.
Exercise 10 (harder)
Find a solution to the equation $X^2 + 2X + 2 = 0$.
Exercise 11 (very hard, for
those who have done some trigonometry and used radians instead
of degrees to measure angles only) Expand and simplify
$(\cos(2\pi /2 )+ i\sin(2\pi /2 ))^2$. Expand and simplify
$(\cos(2\pi /3 )+ i\sin(2\pi /3 ))^3$. Expand and simplify
$(\cos(2\pi /4 )+ i\sin(2\pi /4 ))^4$. Can you guess what
happens if you expand and simplify $(\cos(2\pi /n )+ i\sin(2\pi
/n ))^n$? For those of you who have met mathematical induction
, can you prove this?
The Argand Plane
We haven't yet got on to the most amazing thing about complex
numbers, the geometric interpretation. As you know, a complex
number $z$ can be written $a+i b$ where $a$ and $b$ are real
numbers. If you've ever done vectors, this will look very
familiar, a 2D vector can be written $a\mathbf{i} +b\mathbf{j}$
where $\mathbf{i}$ and $\mathbf{j}$ are the unit vectors. So, a
complex number $z = a+i b$ corresponds to a point in a 2D
plane, given by $a\mathbf{i} +b\mathbf{j}$. If you haven't done
vectors using the notation above, $a+ib$ just corresponds to
the point in 2D with $x$-coordinate $a$ and $y$-coordinate
$b$.

What about the sum of two complex numbers, $z+w$. It turns
out that adding two complex numbers is the same as adding two
vectors. If you don't know about how to add two vectors, look
at the following picture:

So, adding vectors corresponds to adding complex numbers.
The 2D plane of complex numbers is called the Argand plane or
Argand diagram. Well, that's nice, but not that great. The
amazing thing is what happens when you multiply two vectors.
Before we get on to that, we need a couple of new ideas.
The modulus $|z|$ of a
complex number $z = a+i b$ is given by $|z|$ = $\sqrt{(a^2 +
b^2)}$. By Pythagoras' theorem, this is just the length of the
vector corresponding to $z$. There's another formula for $|z|$,
using the complex conjugate we met earlier, namely $|z| =
\sqrt{z\textrm{Conj}(z)}$ (just expand the right hand side out
and see).
The argument $\arg(z)$ of a complex number $z$ is the angle
between the vector corresponding to $z$ and the positive
$x$-axis. If you've done some trigonometry, $\arg(z) = tan^{-1}
(\textrm{Im}(z) /\textrm{Re}(z) )$ (unless $\textrm{Re}(z) =
0$). The following picture hopefully explains the modulus and
argument of a complex number:

Exercise 12 Let $w =
1+i/\sqrt{2}.$ What are$|w|$ and $\arg(w)$?
Exercise 13 What is
$|z|-|\textrm{Conj}(z)|$? Explain geometrically what
$\textrm{Conj}(z)$ is in terms of $z$. Using this, what is
$\arg(\textrm{Conj}(z))+\arg(z)$?
Now we can discuss the amazing thing about the geometry of
complex numbers. If $z$ and $w$ are two complex numbers, then
$|z w| = |z| |w|$ and $\arg(z w) = \arg(z)+\arg(w)$. In other
words, if you multiply two complex numbers, you multiply their
lengths and add their angles. We won't be able to prove the
second equation until after the next section, but we can prove
the first one. If $z = a+i b$ and $w = x+i y$, then $z w = (a
x- b y)+i(a y+b x)$. So
\begin{eqnarray} |z w|^2 &=& (a x-b y)^2 +(a y+b x)^2
\\ &=& a^2x^2 -2a b x y+b^2y^2+a^2y^2 +2a b x
y+b^2x^2 \\ &=& (a^2 + b^2)(x^2 + y^2) \\ &=&
|z|^2 |w|^2 \end{eqnarray}
So $|z w| = |z| |w|$.
Exercise 14 What is
$|z/w|$ in terms of $|z|$ and $|w|$? What is $\arg(z/w)$ in
terms of $\arg(z)$ and $\arg(w)$? [Hint: $z = (z/w)(w)$]
Exercise 15 What is
$|z^n|$ in terms of $|z|$? What is $\arg(z^n)$ in terms of
$\arg(z)$? If you know about mathematical induction, prove your
result.
Exercise 16 (for those who
have done some trigonometry) If $z = r(\cos{\theta}
+i\sin{\theta})$, what are $|z|$ and $\arg(z)$? Can you write
$z$ in terms of $|z|$ and $\arg(z)$ for any complex number $z$?
Can you use this to prove $\arg(z w) = \arg(z)+\arg(w)$?
Exercise 17 (very hard, for
those who have done some trigonometry) What is
$(\cos{\theta} +i\sin{\theta})^n$ in terms of $\cos{n\theta}$
and $\sin{n\theta}$?
Exercise 18 (very hard, for
those who have completed the previous question only)
Find a solution (not $z$ = 1) to the equation $z^n - 1 = 0$ in
terms of $\cos(2\pi /n ) = \cos(360^{\circ}/n )$ and $\sin(2\pi
/n ) = \sin(360^{\circ}/n )$. Find all the $n$ solutions in
terms of this solution.
Polar Coordinates and De
Moivre's Formula
There is another way of writing complex numbers apart from $a+i
b$. Since a complex number is like a point in the complex
plane, we can work out the distance of this point from the
origin, $r$, and the angle that the line from the origin to the
point makes with the $x$-axis, $\theta$. Once we've worked
these out we can write a complex number as $(r,\theta)$, this
is called the
Polar
Coordinate notation . These numbers $r$ and $\theta$ are
just the modulus and argument of $x+i y$ that we met
above.
So a complex number $z = a+i b$ can be written as $z =
(|z|,\arg(z))$. Also, given a complex number $(r,\theta)$ we
can change it into $x+i y$ notation (this is what Q1 is about)
as $(r, \theta) = r(\cos\theta +i \sin\theta)$.
OK, so we can switch between two different notations for
writing complex numbers, but what use is it? Well, it's very
useful for a reason that will become apparent if you read the
next section (which is a bit harder), but is also useful for a
couple of other reasons.
I've already mentioned that $|z w| = |z| |w|$ and $\arg(z w) =
\arg(z)+\arg(w)$. This makes it very easy to multiply and
divide complex numbers written in polar coordinates, since
$(r_1,\theta_1)(r_2, \theta_2) = (r_1 r_2 , \theta_1 +
\theta_2)$.
Suppose $z = (r, \theta)$, what is $z^2$ in polar coordinates?
Well, using the formula above, $z^2 = (r^2 ,2\theta)$. How
about $z^3$, $z^4$, etc.? If we repeatedly use the above
formula, we get that $z^3 = (r^3 ,3\theta)$, $z^4 = (r^4
,4\theta)$. You can probably guess how the pattern continues,
$z^n = (r^n ,n\theta)$. If $|z| = r = 1$ then $z = \cos\theta
+i\sin\theta$, and so the formula in this case gives us:
$$(\cos\theta +i\sin\theta)^n = \cos(n\theta)
+i\sin(n\theta)$$
This is known as
De Moivre's
Formula and is the answer to exercise 17.
Exercise 19 Write $1+i$
in polar coordinates.
Exercise 20 Using the
previous question, calculate $(1+i)^8$ in a couple of lines of
working.
Exercise 21 (a bit
tricky) Write $\cos(3\theta)$ in terms of
$\cos(\theta)$. [Hint: use De Moivre's formula and the fact
that $\cos^2\theta + \sin^2\theta = 1$]
Exponentials and Trigonometry
(Advanced)
This section is much more difficult, you need to be able to
understand measuring angles in radians instead of degrees. If
you don't know about radians, skip to the next section.
Some functions have what is called a power series . If you've
met these before, this section shouldn't be too difficult. If
not, all you need to know is that for every number $\theta$ (an
angle measured in radians) $$\cos\theta = 1 -
\frac{\theta^2}{2!} + \frac{\theta^4}{4!} - \frac{\theta^6}{6!}
+ \dots$$ and $$\sin\theta = \theta - \frac{\theta^3}{3!} +
\frac{\theta^5}{5!} - \frac{\theta^7}{7!} + \dots$$
In fact, this is the reason that we use radians instead of
degrees. You also need to know that the "exponential function''
$e^x$ (which is the number $e \approx 2.718281828\dots$ to the
power of $x$) has a power series given by: $$e^x = 1 + x +
\frac{x^2}{2!} + \frac{x^3}{3!} + \frac{x^4}{4!} + \dots$$ What
happens if we use this power series to calculate $e^{i\theta}$?
So far, if you've used power series at all, you've probably
only used them for real numbers, but they work just as well for
complex numbers. Expanding $e^{i\theta}$ we get:
\begin{eqnarray} e^{i\theta} &=& 1 + (i\theta) +
\frac{(i\theta)^2}{2!} + \frac{(i\theta)^3}{3!} +
\frac{(i\theta)^4}{4!} + \dots \\ &=& 1 + i\theta -
\frac{\theta^2}{2!} - i\frac{\theta^3}{3!} +
\frac{\theta^4}{4!} + \dots \\ &=& (1 -
\frac{\theta^2}{2!} + \frac{\theta^4}{4!} + \dots) + i(\theta
- \frac{\theta^3}{3!} + \frac{\theta^5}{5!} + \dots) \\
&=& \cos(\theta) + i\sin(\theta) \end{eqnarray}
The last line follows from looking at the power series for
$\cos(\theta)$ and $\sin(\theta)$ above. So, we've proved
that (for $\theta$ measured in radians), $e^{i\theta} =
\cos\theta + i\sin\theta$ ! This is sometimes referred to as
Euler's formula .
You can use this to prove one of the most famous formulae in
mathematics, which is $e^{i\pi} = - 1$, because $e^{i\pi} =
\cos\pi +i\sin\pi = -1 + 0i = -1$.
So, what does this have to do with the polar coordinate
notation? If we write $z = (r,\theta)$ then we can also write
$z = {r}{e^{i\theta}}$ using the proof above.
Exercise 22 Prove that
$|z w| = |z| |w|$ and $\arg(z w) = \arg(z)+\arg(w)$ using the
${r}{e^{i\theta}}$ formula.
Exercise 23 Find a
solution to the equation $z^n = -1$ using the
${r}{e^{i\theta}}$ formula and $e^{i\pi} = - 1$.
Exercise 24 (a bit
tricky) The hyperbolic cosine is defined to be $\cosh(z)
= [e^z + e^{-z}] /2$. Find a power series expansion for
$\cosh(z)$ and prove that $\cosh(i z) = \cos(z)$.
Cool stuff
Now we know the basics of how complex numbers work, what can we
do with them?
Suppose we have a complex number $z = (r, \theta)$ in polar
coordinates, and another complex number $w = (1, \phi)$ with
modulus 1. The product of these two complex numbers is $z w =
(r, \theta + \phi)$. In other words, $z w$ is $z$ rotated by an
angle of $\phi$. We can use these to work out the matrix which
rotates a vector by an angle $\phi$. Suppose $z = x+i y$ and $w
= (1, \phi) = \cos\phi + i\sin\phi$, then $z w = (x+i
y)(\cos\phi + i\sin\phi) = (x\cos\phi - y\sin\phi) +
i(x\sin\phi + y\cos\phi)$. In other words, the $x$-coordinate
(which is equivalent to the real part of a complex number) of a
vector rotated by an angle $\phi$ is $x\prime = x\cos\phi -
y\sin\phi$ and the $y$-coordinate (the imaginary part) is
$y\prime = x\sin\phi - y\cos\phi$. We can represent this as a
product of matrices:
\left( \begin{array}{c} x\prime \\ y\prime\end{array}\right)
= \left(\begin{array}{cc} \cos\phi & -\sin\phi \\
\sin\phi & \cos\phi \end{array}\right)
\left(\begin{array}{c} x \\ y \end{array}\right)
In other words, the rotation matrix $M$ which rotates a vector
\textbf{v} to a vector $M\mathbf{v}$ by an angle $\phi$ is:
\mathbf{M} = \left(\begin{array}{cc} \cos\phi & -\sin\phi
\\ \sin\phi & \cos\phi \end{array}\right)
I mentioned at the beginning that you can solve any polynomial
equation using complex numbers, this is known as the
Fundamental Theorem of
Algebra and a famous mathematician known as
Gauss gave about 9 different
proofs of this hundreds of years ago. More precisely, the
fundamental theorem of algebra states that if $p(z) = z^n +
a_{n-1}z^{n-1} + a_{n-2}z^{n-2} + \dots + a_{2}z^{2} + a_1z +
a_0$ (where each of the $a_i$ is a complex number) then there
is a complex number $w$ such that $p(w) = 0$. This is quite
amazing really, since in creating complex numbers what we did
was "invent'' a new number, a "solution'' to the equation $z^2
+1 = 0$, and we get the solutions to all polynomial equations
for free!
Exercise 25 [hard] Use
the fundamental theorem of algebra (stated above) and the
Remainder Theorem (stated below) to prove, by induction, that a
polynomial $p(z) = z^n + a_{n-1}z^{n-1} + a_{n-2}z^{n-2} +
\dots + a_1z + a_0$ can be written $p(z) = (z - w_1)(z -
w_2)\dots(z - w_n)$ for some complex numbers $w_i$. The degree
of a polynomial is the highest power of $z$ in the polynomial,
for example the degree of $z^3 + z^2 + z$ is 3 and the degree
of $z^{18} + 2$ is 18. The Remainder Theorem says (or almost
does) that if $p(w)$ = 0 then $p(z) = (z-w)q(z)$ for some
polynomial $q(z)$ whose degree is one less than the degree of
$p(z)$.
Cool stuff
(Advanced)
This section is quite difficult, and is for those who
understood the section on exponentials and trigonometry.
If you know about the function $e^z$ and its power series, then
you've probably also heard of the log function, which is its
inverse. If not, the function $\log(z)$ is the unique (for real
numbers) function such that $\log(e^z) = z$ and $e^{\log(z)} =
z$.
Using this function, we can show that $x^y = e^{y\log(x)}$ for
any positive real numbers $x$ and $y$. This is because (by the
definition of log) $x = e^{\log(x)}$ , so $x^y =
(e^{\log(x)})^y = e^{y\log(x)}$.
We can extend the idea of the log function to complex numbers,
but unfortunately it is not unique (and there are other
problems with it that I won't go into). For example, we know
that $e^{2{\pi}{i}} = e^0 = 1$, so for complex numbers log(0)
can be $2{\pi}{i}$ or 0! Since $x^y = e^{y\log(x)}$, this also
means that $x^y$ is not unique when $x$ and $y$ are complex
numbers.
However, there is a solution to this problem. We know that any
complex number can be written $z = {r}{e^{i\theta}}$ , suppose
that $\log(z) = x+i y$, then $e^{\log(z)} = z =
{r}{e^{i\theta}} = e^{x+i y} = e^{x} e^{i y}$. So the modulus
and argument of $e^{x} e^{i y}$ must be $r$ and $\theta$
respectively. In other words, $\log(z) = \log|z| +i\arg(z)$
where $\log|z|$ is unique because $|z|$ is a positive real
number. I glossed over this problem earlier, but the argument
of a complex number is not unique, the argument of $i$ could be
$90^{\circ}$ or it could be $450^{\circ}$ , or in fact
$(90+360n)^{\circ}$ for any integer $n$.
We say that the
principal
argument of $z$, written $\textrm{Arg}(z)$, is the
unique angle $- \pi < \textrm{Arg}(z) \geq \pi$. Similarly,
we can define the
principal
branch of the logarithm $\textrm{Log}(z) = \log|z| +
i\textrm{Arg}(z)$. Using this, we can define the
principal branch of complex
exponentiation to be $x^y = e^{y\textrm{Log}(x)}$.
As an example, let's use this to work out the
principal value of $i^i$ .
We know that $e^{i\pi /2} = i$, and so $\textrm{Log}(i) = i\pi
/2$ . So $i^i = e^{i\textrm{Log}(i)} = e^{i \times i\pi /2} =
e^{-\pi /2}$, and this is a real number. In other words, we
take one complex number to the power of another complex number
and we get a real number!
Exercise 26 [very difficult
indeed] Find all complex number solutions to the
equation $x^y = y^x$ . [Hint: write $y = t x$ and see where you
can go from there.]
Answers
The Basics of Complex
Numbers
Answer 1
$i^3 = - i, i^4 = 1, i^5 = i, i^6 = - 1, i^7 = - i, i^8 = 1,$
etc. In general $i^{4n} = 1, i^{4n+1} = i, i^{4n+2} = - 1,
i^{4n+3} = - i$, so $i^{443} = - i$.
Answer 2 $\quad (x-
a)(x+a)$.
Answer 3 $ \quad (x- i
a)(x+i a)$.
Answer 4 $ \quad
(1+i)^2 = 2i, (1+i)^3 = 2i- 2$.
Answer 5
$$ \frac {a^2 + b^2 }{a -i b}\ = \frac {(a^2 + b^2)(a + i
b)}{a^2 + b^2}\ = a + i b $$
Answer 6 $\quad z =
\textrm{Re}(z)+i\textrm{Im}(z)$, so $z^2 = \textrm{Re}(z)^2 -
\textrm{Im}(z)^2 +2i(\textrm{Re}(z)\textrm{Im}(z))$. So
$\textrm{Re}(z^2) = \textrm{Re}(z)^2 - \textrm{Im}(z)^2$ and
$\textrm{Im}(z^2) = 2\textrm{Re}(z)\textrm{Im}(z).$
Answer 7 $ \quad w^8 =
1$. This is called an
eighth
root of unity.
Answer 8 $ \quad X =
\pm i$.
Answer 9 $ \quad X =
\pm w = \pm 1+i /\sqrt{2}$. The other solutions are $- w$ , $i
w$ and $- i w$.
Answer 10 The solution
is, using the quadratic formula, $$ x = \frac { -2\pm i
\sqrt{4-8}} {2}\ = 1\pm \sqrt{-1}\ = -1 \pm i $$
Answer 11 Expanding
each of the equations and simplifying gives 1 in each case
(including the general case). Look at the section on De
Moivre's formula for the proof.
The Argand Plane
Answer 12 $ \quad |w| =
1$ and $\arg(w) = 45^{\circ} = \pi/4$.
Answer 13 $ \quad|z|^2
= x^2 + y^2 = x^2 +(- y)^2 = |\textrm{Conj}(z)|^2$, so $|z| =
|\textrm{Conj}(z)|$ and $|z| - |\textrm{Conj}(z)| = 0$. The
complex conjugate is a reflection in the $x$-axis, so
$\arg(\textrm{Conj}(z)) = - \arg(z)$ and hence
$\arg(z)+\arg(\textrm{Conj}(z)) = 0$.
Answer 14 $ \quad |z^n|
= |z|^n$ , and we can prove this using induction. If $n = 1$
then it is obvious. If it is true for $n$, in other words we
know that $|z^n| = |z|^n$ then $|z^{n+1}| = |z^{n} z| = |z^n|
|z| = |z|^n |z| = |z|^{n+1}$, and so by induction it is true
for all $n$. Similarly, $\arg(z^n) = n\arg(z)$.
Answer 15 Using the
hint that $z = (z /w )w$ and the fact that $|u v| = |u| |v|$ we
get that $|z| = |(z /w )| |w|$ , and so $|(z /w )| = |z| /|w|$
. Similarly, taking the argument of both sides, we get $\arg(z)
= \arg(z /w )+\arg(w)$ and so $\arg(z /w ) = \arg(z)-
\arg(w)$.
Answer 16 $\quad |z| =
r$ and $\arg(z) = \theta$. So $z = |z|
(\cos(\arg(z))+i\sin(\arg(z)))$. We can now prove that $|z w| =
|z| |w|$ and $\arg(z w) = \arg(z)+\arg(w)$ by expanding out the
brackets using this expansion of $z$ and $w$ and the
trigonometric formula for $\cos(A+B) = \cos(A)\cos(B)-
\sin(A)\sin(B)$ and $\sin(A+B) =
\cos(A)\sin(B)+\sin(A)\sin(B)$.
So, if $|z| = r_1, |w| = r_2$, $\arg(z) = \theta_1$ and
$\arg(w) = \theta_2$ then $z = r_1 (\cos\theta_1
+i\sin\theta_1)$ and $w = = r_2 (\cos\theta_2 +i\sin\theta_2)$.
Expanding out
\begin{eqnarray} z w &=& r_{1} r_{2}\cos\theta_{1}
+i\sin\theta_{1})(\cos\theta_{2} +i\sin\theta_{2})\\
&=& r_{1} r_{2} ((\cos\theta_{1} \cos\theta_{2} -
\sin\theta_{1} \sin\theta_{2} )+i(\cos\theta_{1}
\sin\theta_{2} + \cos\theta_{2} \sin\theta_{1} )) \\
&=& r_1 r_2 (\cos(\theta_{1} + \theta_{2}
)+i\sin(\theta_{1} + \theta_{2} )) \end{eqnarray}
So $|z w| = r_1 r_2$ and $\arg(z w) = \theta_1 +
\theta_2$.
Answer 17 There are
various ways of answering this, you could calculate it directly
using the formulas for $\cos(A+B)$ and $\sin(A+B)$. See the
section on De Moivre's formula for an easier way.
Answer 18 The solution
is $z = \cos(2\pi /n )+i\sin(2\pi /n) =
cos(360^{\circ}/n)+i\sin(360^{\circ}/n)$ (which you can check
works using the previous question). The other $n$ solutions are
$z^2$, $z^3$,\dots, $z^n = 1$.
Polar Coordinates
Answer 19 $\quad 1+i =
(\sqrt{2},45^{\circ}) = (\sqrt{2}, \pi /4 )$.
Answer 20 $\quad
(1+i)^8 = (\sqrt{2},45^{\circ})^8 = (\sqrt{2^8} , 8 \times
45^{\circ}) = (16,360^{\circ}) = 16$.
Answer 21 Using De
Moivre's formula, we have that $\cos(3\theta) + i\sin(3\theta)
= (\cos\theta +i\sin\theta)^3$. We can expand out the right
hand side to get $\cos^3\theta +i\cos^2\theta \sin\theta -
\cos\theta \sin^2\theta - i\sin^3\theta$ which has real part
$\cos^3\theta - \cos\theta \sin^2\theta$. We also know that
$\sin^2\theta = 1 - \cos^2\theta$ , so the real part of
$(\cos\theta +i\sin\theta)^3$ is $\cos^3\theta - \cos\theta (1
- \cos^2\theta) = 2\cos^3\theta - \cos\theta$. So
$\cos(3\theta) = 2\cos^3\theta - \cos\theta$. You can use the
same method to express $\cos(n\theta)$ or $\sin(n\theta)$ as a
polynomial in $\cos\theta$ or $\sin\theta$.
Exponentials and Trigonometry
(Advanced)
Answer 22 If $z = r_1
e^{i\theta_1}$ and $w = r_2 e^{i\theta_2}$ then $z w = r_1 r_2
e^{i\theta_1} e^{i\theta_2} = r_1 r_2 e^{i\theta_1 + \theta_2}$
and so $|z w| = |z| |w|$ and $\arg(z w) =
\arg(z)+\arg(w)$.
Answer 23 We know
$e^{i\pi} = - 1$ so $z^n = - 1$ means that $z^n = e^{i\pi}$. If
$z = r e^{i\theta}$ then $z^n = r^n e^{{i}{n}\theta}$. So we
need to solve $r^n e^{{i}{n}\theta} = e^{i\pi}$. Clearly $r =
1$ and $q = \pi /n$ work, so $z = e^{i\pi/n}$ is a
solution.
Answer 24 By adding and
expanding the series for $e^z$ and $e^{-z}$ we get that
$$\cosh{z} = 1 + \frac{z^2}{2!} + \frac{z^4}{4!} + \dots$$ and
so $$\cosh{i z} = 1 - \frac{z^2}{2!} + \frac{z^4}{4!} + \dots$$
which is just the power series for $\cos(z)$. You can use the
same method to prove that if the hyperbolic cosine $\sinh(z) =
[e^z - e^{-z}] /2$ then $\sinh(i z) = i\sin(z)$. Also, $\cos(i
z) = \cosh(z)$ and $\sin(i z) = i\sinh(z)$.
Cool Stuff
Answer 25 We're trying
to prove it by induction, so we have to first prove that it is
true for $n = 1$. If $n = 1$ then $p(z) = z + a_0$ for some
complex number $a_0$. In this case, $p(z)$ can be written $p(z)
= (x- (- a_0 ))$ and so the theorem is true. Next we have to
prove that if it is true for $n$ then it is true for
$n+1$.
Suppose that $p(z)$ is a polynomial of degree $n+1$. By the
fundamental theorem of algebra, there is a solution $w_{n+1}$.
By the Remainder Theorem, $p(z) = (z- w_{n+1})q(z)$ where the
degree of $q(z)$ is $n$. By induction, $q(z) = (z - w_1) \dots
(z - w_n)$ and hence $p(z) = (z - w_1) \dots (z - w_n)(z -
w_{n+1})$ and so the theorem is true by induction.
As a further exercise, you might like to try and prove the
Remainder Theorem.
Cool Stuff
(Advanced)
Answer 26 As I said, we
start by writing $y = t x$, because if $x$ isn't zero (if $x =
0$ then $y = 0$ is the only solution, but $0^0$ is undefined so
it isn't a solution) and $y$ is a solution then $y = y /x
\times x$, or $t = y /x$. You might wonder why we introduce
this spurious $t$, but just wait a minute and you'll see how
useful it is.
Substituting $t x$ for $y$ in the equation $x^y = y^x$ we get
$x^{t x} = (t x)^x$. Taking logs of both sides we get $t
x\log(x) = x(\log(t)+\log(x))$. We know that $x \neq 0$ so we
can divide both sides by $x$ to get $t\log(x) =
\log(t)+\log(x)$. Rearranging, $\log(x)(t - 1) = \log(t)$, so
$\log(x) = \log(t) / t- 1$. Taking exponentials, $x =
e^{\log(t)/(t- 1)} = t^{1/(t- 1)}$. Also, $y = t x = t^{1/(t-
1)+1} = t^{t/(t - 1)}$. So we've found the solutions in terms
of a parameter $t$.