How complex numbers are added, multiplied and divided, how polar form turns multiplication into rotation, why Euler's formula holds, and how complex exponentials produce real oscillating solutions.
The equation y′′+y=0 describes a mass bouncing on a spring, and its solutions are cost and sint. Try the usual guess y=ert and you need r2=−1, which no real number satisfies. Complex numbers supply that missing r, and Euler’s formula shows that the exponential it produces is secretly a pair of sines and cosines.
Key terms
Real and imaginary parts
Definition A complex number is an expression z=a+bi with a and b real numbers, where i is a symbol with i2=−1. Two complex numbers are equal when both their parts are equal. The real number a is the real part, written Rez, and the real number b is the imaginary part, written Imz. The set of all complex numbers is C, and the real numbers are the complex numbers with b=0.
In plain words A complex number is a pair of real numbers glued together with i. Note that the imaginary part is the real coefficient b, not the term bi.
Example For z=3+4i the real part is 3 and the imaginary part is Imz=4, while 4i is the imaginary term. The number −2i has real part 0 and imaginary part −2.
The complex plane
Definition The complex plane identifies z=a+bi with the point (a,b) of R2, or with the vector ⟨a,b⟩ from the origin. The horizontal axis is the real axis and the vertical axis is the imaginary axis.
In plain words Every complex number is a point in an ordinary plane, with the real part as the first coordinate and the imaginary part as the second.
Example The number 3+4i is the point (3,4), three units right and four units up. The vector to it is the hypotenuse of a right triangle with legs 3 and 4, so it has length 5.
Arithmetic
Definition For z=a+bi and w=c+di,
z+wzw=(a+c)+(b+d)i,=(ac−bd)+(ad+bc)i.
The product rule comes from expanding and using i2=−1. With these operations C obeys the same commutative, associative and distributive laws as R, and every w=0 has a reciprocal, so division by nonzero numbers is defined. Unlike R, there is no ordering of C compatible with arithmetic, so inequalities like z<w have no meaning.
In plain words Add parts to parts. Multiply like polynomials in i, then replace i2 by −1.
Example The product of 3+4i and 1−2i is
(3+4i)(1−2i)=3−6i+4i+8=11−2i.
Conjugates
Definition The conjugate of z=a+bi is z=a−bi. For all z and w,
z+w=z+w,zw=zw,
and zz=a2+b2, a nonnegative real number that is zero only for z=0. Also Rez=21(z+z), and z is real exactly when z=z. For w=0, division is done by multiplying top and bottom by w,
wz=wwzw.
In plain words Conjugating flips the sign of the imaginary part, which reflects the point across the real axis. Multiplying a number by its conjugate gives a real number, and that is what makes division work.
Example The conjugate of 3+4i is 3−4i, the point (3,−4), and (3+4i)(3−4i)=9+16=25. So
3+4i1=253−4i=253−254i.
Modulus and argument
Definition The modulus of z=a+bi is
∣z∣=a2+b2=zz,
the distance from 0 to z in the complex plane. It satisfies ∣zw∣=∣z∣∣w∣. For z=0, an argument of z is any real θ, in radians, with
a=∣z∣cosθ,b=∣z∣sinθ.
Arguments of the same z differ by integer multiples of 2π. The principal argument Argz is the one in (−π,π]. The number 0 has no argument.
In plain words The modulus is how far the point is from the origin, and an argument is the angle its vector makes with the positive real axis.
Example For 3+4i the modulus is 5, and since the point is in the first quadrant Arg(3+4i)=arctan(4/3)≈0.9273. For −1−i the formula arctan(b/a)=arctan1=π/4 points to the wrong quadrant. The point (−1,−1) is in the third quadrant, so Arg(−1−i)=−3π/4.
Polar form and roots
Definition Every z=0 can be written in polar form
z=r(cosθ+isinθ),r=∣z∣>0,
with θ an argument of z. By the angle addition formulas, if w=s(cosφ+isinφ) then
zw=rs(cos(θ+φ)+isin(θ+φ)),
and by induction zn=rn(cosnθ+isinnθ) for every positive integer n. The same holds for n=0 and for negative n, because 1/z=r−1(cosθ−isinθ). For a positive integer n, a number w=R(cosφ+isinφ) with R>0 has exactly n distinct nth roots,
R1/n(cosnφ+2πk+isinnφ+2πk),k=0,1,…,n−1,
where R1/n is the positive real root.
In plain words Multiplying complex numbers multiplies the lengths and adds the angles. Taking an nth root does the reverse, and the roots sit evenly spaced on a circle.
Example To find the cube roots of 8i, write 8i=8(cos2π+isin2π). The roots have modulus 2 and angles 6π, 65π and 23π, namely
3+i,−3+i,−2i.
As a check, (−2i)3=−8i3=8i.
Euler’s formula from power series
Definition For a complex z define
ez=n=0∑∞n!zn.
The series converges absolutely for every z, by comparison with the real series for e∣z∣. For real θ, the powers of iθ cycle through 1,i,−1,−i times θn, and absolute convergence allows the even and odd terms to be collected separately,
In plain words Feed iθ into the exponential series, and the even terms rebuild the cosine series while the odd terms rebuild i times the sine series.
Example At θ=π the formula gives eiπ=cosπ+isinπ=−1, and at θ=π/2 it gives eiπ/2=i. The polar form now has the short form z=reiθ, so for instance 3+4i≈5e0.9273i.
The complex exponential
Definition The series above satisfies ez+w=ezew for all complex z and w. This is a standard fact, proved by multiplying the two absolutely convergent series term by term, and here it is used without proof. Combined with Euler’s formula, for real a and b,
ea+bi=ea(cosb+isinb).
So ∣ea+bi∣=ea>0, which means ez is never 0, and ez+2πi=ez. For a complex constant r and a real variable t, differentiating real and imaginary parts separately gives
dtdert=rert.
In plain words The real part of the exponent sets the size and the imaginary part sets the angle. As t grows, ert spins around the origin while it grows or shrinks.
Example For z=ln2+iπ/3,
ez=2(cos3π+isin3π)=1+i3.
The curve e(−1+2i)t for t≥0 circles the origin once every π units of time while its modulus e−t shrinks, so it spirals inward.
Real sinusoidal solutions
Definition Let p and q be real constants and let z(t)=u(t)+iv(t) be a complex valued solution of y′′+py′+qy=0 on an interval, with u and v real valued. Then u and v are each real solutions. The reason is that
0=(u′′+pu′+qu)+i(v′′+pv′+qv),
and both brackets are real because p and q are, so both must be 0. In particular, if r=α+iβ with β=0 solves r2+pr+q=0, then eαtcosβt and eαtsinβt are real solutions.
In plain words One complex exponential solution hands you two real solutions for free, its real part and its imaginary part. Real coefficients are what make this split work.
Example For y′′+4y=0 the number r=2i satisfies r2+4=0, so e2it=cos2t+isin2t is a solution and cos2t and sin2t are real solutions. To meet y(0)=1 and y′(0)=6, try y=c1cos2t+c2sin2t. Then y(0)=c1=1 and y′(0)=2c2=6, so
y=cos2t+3sin2t.
Checking, y′′=−4cos2t−12sin2t=−4y, as needed.
Check yourself
Write 1−i2+3i in the form a+bi.
Show the answer
Multiply top and bottom by the conjugate 1+i. The bottom becomes 2 and the top becomes 2+2i+3i+3i2=−1+5i, so
1−i2+3i=−21+25i.
Put z=−1+i3 in polar form and use it to compute z3.
Show the answer
The modulus is 1+3=2. The point (−1,3) is in the second quadrant, so Argz=2π/3 and z=2e2πi/3. Then z3=8e2πi=8.
Find the real solution of y′′+2y′+5y=0 with y(0)=1 and y′(0)=1.
Show the answer
The roots of r2+2r+5=0 are r=−1±2i, so the real solutions e−tcos2t and e−tsin2t are available. With y=e−t(c1cos2t+c2sin2t), the condition y(0)=1 gives c1=1, and y′(0)=−c1+2c2=1 gives c2=1. The solution is
y=e−t(cos2t+sin2t).
How this lesson connects
It also uses Real algebra and trigonometry, Power series and ordinary derivatives and The meaning of a differential-equation solution.
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