Unit 2, lesson 27

Complex Numbers and the Complex Plane

What the imaginary unit is, how to add, multiply and divide numbers of the form a + bi, how to picture them as points in a plane, and how they give every quadratic equation its solutions.

  • Theory part 53
  • Practice part 54
  • Complex Numbers and Complete Factorization

The equation x2+1=0x^2 + 1 = 0 has no real solution, because no real number squares to a negative number. Mathematicians did not stop there. They added one new number whose square is −1-1 and kept the usual rules for adding and multiplying. The result is a number system in which every quadratic equation can be solved, and whose numbers can be drawn as points in a plane.

Key terms

The imaginary unit

Definition The imaginary unit ii is a number with

i2=−1.i^2 = -1.

The square of every real number is at least 00, so ii is not a real number. The number −i-i also squares to −1-1. For a real number a>0a > 0, the principal square root of −a-a is defined as

−a=ia.\sqrt{-a} = i\sqrt{a}.

Powers of ii repeat in a cycle of four, since i1=ii^1 = i, i2=−1i^2 = -1, i3=−ii^3 = -i and i4=1i^4 = 1. So ini^n depends only on the remainder when the whole number nn is divided by 44.

In plain words The letter ii stands for a square root of −1-1. It lets you take square roots of negative numbers, and every time i2i^2 appears you may replace it with −1-1.

Example The principal square root of −16-16 is −16=i16=4i\sqrt{-16} = i\sqrt{16} = 4i. For the power i27i^{27}, divide 2727 by 44 to get 27=4⋅6+327 = 4 \cdot 6 + 3, so

i27=(i4)6⋅i3=1⋅(−i)=−i.i^{27} = (i^4)^6 \cdot i^3 = 1 \cdot (-i) = -i.

Rectangular form and real and imaginary parts

Definition A complex number is a number of the form

z=a+bi,a,b real.z = a + bi, \qquad a, b \text{ real}.

This is its rectangular form, also called standard form. The real number aa is the real part, written Re⁡z\operatorname{Re} z, and the real number bb is the imaginary part, written Im⁡z\operatorname{Im} z. The set of all complex numbers is written C\mathbb{C}. Two complex numbers are equal exactly when their real parts are equal and their imaginary parts are equal. When b=0b = 0 the number is the real number aa, so every real number is complex. When a=0a = 0 and b≠0b \ne 0 the number bibi is called purely imaginary. Unlike real numbers, complex numbers are not ordered, so an inequality such as z<wz < w has no meaning unless both numbers are real.

In plain words A complex number is a real number plus a real multiple of ii. The imaginary part is the plain number in front of ii, without the ii.

Example For z=3−4iz = 3 - 4i the real part is 33 and the imaginary part is −4-4, not −4i-4i. To put 6−−162\frac{6 - \sqrt{-16}}{2} in rectangular form, first rewrite the root, then split the fraction,

6−−162=6−4i2=3−2i.\frac{6 - \sqrt{-16}}{2} = \frac{6 - 4i}{2} = 3 - 2i.

Addition and subtraction

Definition For real numbers aa, bb, cc and dd,

(a+bi)+(c+di)=(a+c)+(b+d)i,\begin{aligned} &(a + bi) + (c + di) \\[0.4em] &\quad = (a + c) + (b + d)i, \end{aligned}(a+bi)−(c+di)=(a−c)+(b−d)i.\begin{aligned} &(a + bi) - (c + di) \\[0.4em] &\quad = (a - c) + (b - d)i. \end{aligned}

Addition is commutative and associative, 00 is the additive identity and −a−bi-a - bi is the opposite of a+bia + bi.

In plain words Add the real parts, add the imaginary parts. It works like combining like terms, with ii playing the part of a variable.

Example With z=3−2iz = 3 - 2i and w=−1+5iw = -1 + 5i,

z+w=(3−1)+(−2+5)i=2+3i,z−w=(3+1)+(−2−5)i=4−7i.\begin{aligned} z + w &= (3 - 1) + (-2 + 5)i \\[0.4em] &= 2 + 3i, \\[0.4em] z - w &= (3 + 1) + (-2 - 5)i \\[0.4em] &= 4 - 7i. \end{aligned}

Multiplication

Definition For real numbers aa, bb, cc and dd,

(a+bi)(c+di)=(ac−bd)+(ad+bc)i.\begin{aligned} &(a + bi)(c + di) \\[0.4em] &\quad = (ac - bd) + (ad + bc)i. \end{aligned}

This is what you get by expanding the product with the distributive law and replacing i2i^2 with −1-1. Multiplication is commutative and associative, distributes over addition, and has 11 as its identity. The rule xy=xy\sqrt{x}\sqrt{y} = \sqrt{xy} holds when x≥0x \ge 0 and y≥0y \ge 0, but it fails when xx and yy are both negative. So rewrite every square root of a negative number with ii before you multiply.

In plain words Multiply out the brackets as you would with two binomials, then turn every i2i^2 into −1-1 and collect terms.

Example Expanding and using i2=−1i^2 = -1,

(2+3i)(4−i)=8−2i+12i−3i2=8+10i+3=11+10i.\begin{aligned} &(2 + 3i)(4 - i) \\[0.4em] &\quad = 8 - 2i + 12i - 3i^2 \\[0.4em] &\quad = 8 + 10i + 3 = 11 + 10i. \end{aligned}

For square roots of negative numbers, rewrite with ii first,

−4 −9=(2i)(3i)=6i2=−6.\sqrt{-4}\,\sqrt{-9} = (2i)(3i) = 6i^2 = -6.

Multiplying under one root first would wrongly give 36=6\sqrt{36} = 6.

Complex conjugate

Definition The complex conjugate of z=a+biz = a + bi, with aa and bb real, is

z‾=a−bi.\overline{z} = a - bi.

For all complex zz and ww, the conjugate satisfies z+w‾=z‾+w‾\overline{z + w} = \overline{z} + \overline{w} and zw‾=z‾ w‾\overline{zw} = \overline{z}\,\overline{w}. Moreover

z+z‾=2a,z z‾=a2+b2,z + \overline{z} = 2a, \qquad z\,\overline{z} = a^2 + b^2,

and both of these are real numbers, with z z‾>0z\,\overline{z} > 0 whenever z≠0z \ne 0.

In plain words Flip the sign of the imaginary part. A number times its conjugate is always a nonnegative real number, and that is what makes division possible.

Example For z=4−3iz = 4 - 3i the conjugate is z‾=4+3i\overline{z} = 4 + 3i. Their sum is 88 and their product is

(4−3i)(4+3i)=16+12i−12i−9i2=16+9=25.\begin{aligned} &(4 - 3i)(4 + 3i) \\[0.4em] &\quad = 16 + 12i - 12i - 9i^2 \\[0.4em] &\quad = 16 + 9 = 25. \end{aligned}

Division

Definition For complex numbers zz and ww with w≠0w \ne 0, the quotient zw\frac{z}{w} is the unique complex number uu with wu=zwu = z. To find it in rectangular form, multiply the numerator and the denominator by w‾\overline{w}, which makes the denominator the positive real number w w‾w\,\overline{w}. For z=a+biz = a + bi and w=c+di≠0w = c + di \ne 0 with aa, bb, cc and dd real, this gives

a+bic+di=(a+bi)(c−di)c2+d2=ac+bdc2+d2+bc−adc2+d2 i.\begin{aligned} \frac{a + bi}{c + di} &= \frac{(a + bi)(c - di)}{c^2 + d^2} \\[0.8em] &= \frac{ac + bd}{c^2 + d^2} + \frac{bc - ad}{c^2 + d^2}\,i. \end{aligned}

Division by 00 is undefined, as for real numbers.

In plain words Rectangular form has no ii in a denominator. Multiply top and bottom by the conjugate of the bottom, and the bottom becomes an ordinary positive number.

Example Multiplying by the conjugate 1+2i1 + 2i of the denominator,

3+4i1−2i=(3+4i)(1+2i)(1−2i)(1+2i)=3+10i+8i21+4=−5+10i5=−1+2i.\begin{aligned} \frac{3 + 4i}{1 - 2i} &= \frac{(3 + 4i)(1 + 2i)}{(1 - 2i)(1 + 2i)} \\[0.8em] &= \frac{3 + 10i + 8i^2}{1 + 4} \\[0.8em] &= \frac{-5 + 10i}{5} = -1 + 2i. \end{aligned}

Multiplying back confirms it,

(−1+2i)(1−2i)=−1+4i+4=3+4i.\begin{aligned} (-1 + 2i)(1 - 2i) &= -1 + 4i + 4 \\[0.4em] &= 3 + 4i. \end{aligned}

The complex plane

Definition The complex plane is a coordinate plane in which the complex number a+bia + bi, with aa and bb real, is the point (a,b)(a, b). The horizontal axis is the real axis and the vertical axis is the imaginary axis. In this picture the sum z+wz + w is found by adding the arrows from 00 to zz and to ww tip to tail, as with vectors. The conjugate z‾\overline{z} is the reflection of zz across the real axis, and −z-z is the reflection of zz through the origin. Multiplying by ii turns every point a quarter turn counterclockwise about 00, because

i(a+bi)=−b+ai,i(a + bi) = -b + ai,

which sends the point (a,b)(a, b) to (−b,a)(-b, a).

In plain words Each complex number is a point, with its real part across and its imaginary part up. The real numbers sit on the horizontal axis.

Example The number z=3+2iz = 3 + 2i is the point (3,2)(3, 2). The table lists it together with three related numbers.

NumberValuePoint
zz3+2i3 + 2i(3,2)(3, 2)
z‾\overline{z}3−2i3 - 2i(3,−2)(3, -2)
iziz−2+3i-2 + 3i(−2,3)(-2, 3)
−z-z−3−2i-3 - 2i(−3,−2)(-3, -2)

The point (−2,3)(-2, 3) is (3,2)(3, 2) turned by 90∘90^\circ counterclockwise about the origin.

Modulus

Definition The modulus, or absolute value, of z=a+biz = a + bi with aa and bb real is the real number

∣z∣=a2+b2=z z‾.\lvert z \rvert = \sqrt{a^2 + b^2} = \sqrt{z\,\overline{z}}.

It is the distance from 00 to zz in the complex plane, and ∣z−w∣\lvert z - w \rvert is the distance between zz and ww. Always ∣z∣≥0\lvert z \rvert \ge 0, with ∣z∣=0\lvert z \rvert = 0 only for z=0z = 0, and ∣zw∣=∣z∣∣w∣\lvert zw \rvert = \lvert z \rvert \lvert w \rvert. For a real number it is the usual absolute value.

In plain words The modulus is the length of the arrow from the origin to the point. It comes from the Pythagorean theorem.

Example The modulus of 6−8i6 - 8i is 36+64=10\sqrt{36 + 64} = 10. The distance between 1+i1 + i and 4+5i4 + 5i is

∣(4+5i)−(1+i)∣=∣3+4i∣=9+16=5.\begin{aligned} \lvert (4 + 5i) - (1 + i) \rvert &= \lvert 3 + 4i \rvert \\[0.4em] &= \sqrt{9 + 16} \\[0.4em] &= 5. \end{aligned}

The modulus and a direction together describe a complex number in polar form.

Complex roots of a quadratic

Definition Let aa, bb and cc be real with a≠0a \ne 0, and let D=b2−4acD = b^2 - 4ac. If D<0D < 0, the equation ax2+bx+c=0ax^2 + bx + c = 0 has no real solutions and exactly two complex solutions,

x=−b±i−D2a.x = \frac{-b \pm i\sqrt{-D}}{2a}.

They are complex conjugates of each other. If D≥0D \ge 0 the usual quadratic formula gives real solutions.

In plain words The quadratic formula still works when the number under the root is negative. The root just turns into a real number times ii, and the two answers are mirror images across the real axis.

Example For x2−4x+13=0x^2 - 4x + 13 = 0 the discriminant is 16−52=−3616 - 52 = -36, so

x=4±6i2=2±3i.x = \frac{4 \pm 6i}{2} = 2 \pm 3i.

Substituting 2+3i2 + 3i confirms it,

(2+3i)2−4(2+3i)+13=(−5+12i)−8−12i+13=0.\begin{aligned} &(2 + 3i)^2 - 4(2 + 3i) + 13 \\[0.4em] &\quad = (-5 + 12i) - 8 - 12i + 13 \\[0.4em] &\quad = 0. \end{aligned}

Check yourself

  1. Write (2−3i)(4+i)(2 - 3i)(4 + i) in rectangular form.
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Expand and replace i2i^2 with −1-1,

(2−3i)(4+i)=8+2i−12i−3i2=8−10i+3=11−10i.\begin{aligned} &(2 - 3i)(4 + i) \\[0.4em] &\quad = 8 + 2i - 12i - 3i^2 \\[0.4em] &\quad = 8 - 10i + 3 = 11 - 10i. \end{aligned}
  1. Write 1+7i1+i\frac{1 + 7i}{1 + i} in rectangular form and find its modulus.
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Multiply top and bottom by 1−i1 - i,

(1+7i)(1−i)(1+i)(1−i)=1+6i−7i22=8+6i2=4+3i.\begin{aligned} \frac{(1 + 7i)(1 - i)}{(1 + i)(1 - i)} &= \frac{1 + 6i - 7i^2}{2} \\[0.8em] &= \frac{8 + 6i}{2} \\[0.8em] &= 4 + 3i. \end{aligned}

Its modulus is 16+9=5\sqrt{16 + 9} = 5.

  1. Solve x2+6x+13=0x^2 + 6x + 13 = 0.
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The discriminant is 36−52=−1636 - 52 = -16, so the solutions are

x=−6±4i2=−3±2i.x = \frac{-6 \pm 4i}{2} = -3 \pm 2i.

How this lesson connects