Complex number - Polar Form and Power Operations
Understand polar representation of complex numbers, how multiplication/division works via arguments, and how to use De Moivre’s formula for powers and roots.
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What is the general polar representation of a non-zero complex number $z$ using $r$ and $\theta$?
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Summary
Polar Representation and Functions
Introduction
So far, we've worked with complex numbers in rectangular form: $z = a + bi$. However, there's another powerful way to represent complex numbers using their magnitude and angle—the polar form. This representation transforms complex multiplication and division into simple operations on magnitudes and angles. More importantly, it provides elegant formulas for computing powers and roots of complex numbers. In this section, we'll explore polar coordinates and their applications.
Polar Coordinates: A New Perspective
Every non-zero complex number $z = a + bi$ can be uniquely represented by two values:
The modulus (or absolute value): $r = |z| = \sqrt{a^2 + b^2}$, which measures the distance from the origin
The argument: $\theta = \arg(z)$, which measures the angle from the positive real axis (measured counterclockwise)
With these two values, we can express any complex number as:
$$z = r(\cos\theta + i\sin\theta)$$
This is called the polar form of the complex number.
Important note about the argument: The argument is defined modulo $2\pi$, meaning that $\theta$ and $\theta + 2\pi$ represent the same angle. To avoid confusion, we use the principal value of the argument, which is the unique value satisfying $-\pi < \theta \leq \pi$. This ensures each complex number has exactly one principal argument.
Euler's Formula: A Bridge Between Forms
The most elegant relationship in complex analysis is Euler's formula:
$$e^{i\theta} = \cos\theta + i\sin\theta$$
This remarkable identity connects exponential functions to trigonometric functions through the imaginary unit. Using this formula, we can write complex numbers in exponential form:
$$z = re^{i\theta}$$
where $r = |z|$ and $\theta = \arg(z)$.
Both forms—$r(\cos\theta + i\sin\theta)$ and $re^{i\theta}$—represent exactly the same complex number. The exponential form is often more convenient for calculations because it turns trigonometric identities into laws of exponents.
Example: Let's express $z = 1 + i$ in polar form. The modulus is $r = |1 + i| = \sqrt{1^2 + 1^2} = \sqrt{2}$. The argument is $\theta = \arctan(1/1) = \pi/4$. Therefore:
$$z = 1 + i = \sqrt{2}e^{i\pi/4} = \sqrt{2}\left(\cos\frac{\pi}{4} + i\sin\frac{\pi}{4}\right)$$
Operations in Polar Form
One of the major advantages of polar form is that multiplication and division become remarkably simple.
Multiplication
When we multiply $z1 = r1 e^{i\theta1}$ and $z2 = r2 e^{i\theta2}$, we get:
$$z1 z2 = (r1 r2) e^{i(\theta1 + \theta2)}$$
In other words: To multiply two complex numbers in polar form, multiply their moduli and add their arguments.
Example: Let $z1 = 2e^{i\pi/6}$ and $z2 = 3e^{i\pi/3}$. Then: $$z1 z2 = 6e^{i(\pi/6 + \pi/3)} = 6e^{i\pi/2} = 6i$$
Division
Similarly, dividing $z1$ by $z2$ (where $z2 \neq 0$) yields:
$$\frac{z1}{z2} = \frac{r1}{r2} e^{i(\theta1 - \theta2)}$$
In other words: To divide two complex numbers in polar form, divide their moduli and subtract their arguments.
Example: Let $z1 = 6e^{i\pi/2}$ and $z2 = 2e^{i\pi/6}$. Then: $$\frac{z1}{z2} = \frac{6}{2}e^{i(\pi/2 - \pi/6)} = 3e^{i\pi/3}$$
Compare this to multiplying or dividing in rectangular form—it's far messier! This is one reason why polar form is so useful.
Computing Arguments
To work with polar form, you need to be able to compute the argument of a complex number $z = a + bi$. The argument can be found using the two-argument arctangent function, denoted $\operatorname{atan2}(b, a)$:
$$\arg(z) = \operatorname{atan2}(b, a)$$
This function is preferable to simply computing $\arctan(b/a)$ because it correctly accounts for which quadrant the complex number lies in, automatically giving you the principal value in the range $(-\pi, \pi]$.
Quick guide without a calculator:
If $a > 0$ and $b \geq 0$ (first quadrant): $\theta = \arctan(b/a)$
If $a \leq 0$ and $b > 0$ (second quadrant): $\theta = \pi - \arctan(b/|a|)$
If $a < 0$ and $b \leq 0$ (third quadrant): $\theta = -\pi + \arctan(|b|/|a|)$
If $a \geq 0$ and $b < 0$ (fourth quadrant): $\theta = -\arctan(|b|/a)$
De Moivre's Formula: Powers of Complex Numbers
De Moivre's formula is a powerful tool for computing powers of complex numbers:
$$(\cos\theta + i\sin\theta)^n = \cos(n\theta) + i\sin(n\theta)$$
for any integer $n$.
In exponential form: $$z^n = r^n e^{in\theta}$$
Why is this useful? Computing $(a + bi)^n$ directly by repeated multiplication becomes increasingly tedious as $n$ grows. De Moivre's formula reduces this to simple arithmetic: raise the modulus to the $n$-th power and multiply the argument by $n$.
Example: Let's compute $(1 + i)^3$ using De Moivre's formula. First, convert to polar form: $1 + i = \sqrt{2}e^{i\pi/4}$. Then:
$$(1 + i)^3 = (\sqrt{2})^3 e^{i(3\pi/4)} = 2\sqrt{2}e^{i3\pi/4} = 2\sqrt{2}\left(\cos\frac{3\pi}{4} + i\sin\frac{3\pi}{4}\right)$$
$$= 2\sqrt{2}\left(-\frac{1}{\sqrt{2}} + i\frac{1}{\sqrt{2}}\right) = -2 + 2i$$
Notice how much cleaner this is than expanding $(1 + i)^3$ by hand!
Powers of the Imaginary Unit
A simple but important application of De Moivre's formula is the pattern of powers of $i$:
$$i^0 = 1, \quad i^1 = i, \quad i^2 = -1, \quad i^3 = -i, \quad i^4 = 1, \quad i^5 = i, \ldots$$
The powers repeat with period 4. So to compute $i^n$ for any integer $n$, find the remainder when $n$ is divided by 4:
If $n \equiv 0 \pmod{4}$: $i^n = 1$
If $n \equiv 1 \pmod{4}$: $i^n = i$
If $n \equiv 2 \pmod{4}$: $i^n = -1$
If $n \equiv 3 \pmod{4}$: $i^n = -i$
Finding n-th Roots
One of the most important applications of De Moivre's formula is finding $n$-th roots of complex numbers. Given a non-zero complex number $z = re^{i\theta}$, the $n$-th roots are:
$$\sqrt[n]{z} = r^{1/n}\left(\cos\frac{\theta + 2k\pi}{n} + i\sin\frac{\theta + 2k\pi}{n}\right)$$
for $k = 0, 1, 2, \ldots, n-1$.
This formula tells us something remarkable: every non-zero complex number has exactly $n$ distinct $n$-th roots.
Why do we have $n$ roots? The key is that adding multiples of $2\pi$ to the argument doesn't change the original number (since arguments are defined modulo $2\pi$), but it produces different $n$-th roots. By letting $k$ range from $0$ to $n-1$, we generate all $n$ distinct roots.
Example: Find the cube roots of $8$ (which is $8e^{i \cdot 0}$ in polar form).
Here, $r = 8$, $\theta = 0$, and $n = 3$. The three cube roots are:
$$\sqrt[3]{8} = 2\left(\cos\frac{0 + 2k\pi}{3} + i\sin\frac{0 + 2k\pi}{3}\right) \quad \text{for } k = 0, 1, 2$$
$k = 0$: $2(\cos 0 + i\sin 0) = 2$
$k = 1$: $2\left(\cos\frac{2\pi}{3} + i\sin\frac{2\pi}{3}\right) = 2\left(-\frac{1}{2} + i\frac{\sqrt{3}}{2}\right) = -1 + i\sqrt{3}$
$k = 2$: $2\left(\cos\frac{4\pi}{3} + i\sin\frac{4\pi}{3}\right) = 2\left(-\frac{1}{2} - i\frac{\sqrt{3}}{2}\right) = -1 - i\sqrt{3}$
Notice that these three roots are evenly spaced around a circle of radius $2$ in the complex plane. This is true in general: the $n$ roots of any complex number are evenly distributed on a circle.
Geometric insight: The $n$-th roots of $z = re^{i\theta}$ all have modulus $r^{1/n}$ (they lie on a circle), and their arguments differ by $2\pi/n$ (they're evenly spaced).
Flashcards
What is the general polar representation of a non-zero complex number $z$ using $r$ and $\theta$?
$z = r(\cos\theta + i\sin\theta)$ (where $r = |z|$ and $\theta = \operatorname{arg}(z)$)
In what interval does the principal value of the complex argument $\operatorname{arg}(z)$ lie?
$(-\pi, \pi]$
How is the argument $\operatorname{arg}(z)$ of a complex number $z = a + bi$ computed using the two-argument arctangent function?
$\operatorname{arg}(z) = \operatorname{atan2}(b, a)$
What is the statement of Euler’s formula for any real $\theta$?
$e^{i\theta} = \cos\theta + i\sin\theta$
What is the alternative exponential polar form of a complex number $z$ derived from Euler's formula?
$z = re^{i\theta}$
What is the result of multiplying $z{1} = r{1}e^{i\theta{1}}$ and $z{2} = r{2}e^{i\theta{2}}$ in polar form?
$z{1}z{2} = (r{1}r{2}) e^{i(\theta{1} + \theta{2})}$
What is the result of dividing $z{1} = r{1}e^{i\theta{1}}$ by $z{2} = r{2}e^{i\theta{2}}$ in polar form?
$z{1}/z{2} = (r{1}/r{2}) e^{i(\theta{1} - \theta{2})}$
What is the statement of De Moivre’s formula for an integer $n$ applied to a complex number in trigonometric form?
$(\cos\theta + i\sin\theta)^{n} = \cos(n\theta) + i\sin(n\theta)$
How is the $n$-th power of a complex number $z = r(\cos\theta + i\sin\theta)$ expressed in polar form?
$z^{n} = r^{n}(\cos n\theta + i\sin n\theta)$
What are the values of the first four successive powers of the imaginary unit $i$, starting from $i^0$?
$i^{0} = 1$
$i^{1} = i$
$i^{2} = -1$
$i^{3} = -i$
What is the formula for the $n$-th roots of a complex number $z = re^{i\theta}$?
$\sqrt[n]{z} = r^{1/n} (\cos\frac{\theta + 2k\pi}{n} + i\sin\frac{\theta + 2k\pi}{n})$ (for $k = 0, 1, \dots, n-1$)
How many distinct $n$-th roots does any non-zero complex number have?
Exactly $n$
Quiz
Complex number - Polar Form and Power Operations Quiz Question 1: What does De Moivre’s formula state for an integer $n$?
- $(\cos\theta + i\sin\theta)^{n}= \cos(n\theta)+i\sin(n\theta)$ (correct)
- $(\cos\theta + i\sin\theta)^{n}= \cos\theta + i\sin(n\theta)$
- $(\cos\theta + i\sin\theta)^{n}= \cos(n\theta) - i\sin(n\theta)$
- $(\cos\theta + i\sin\theta)^{n}= \cos(\theta/n)+i\sin(\theta/n)$
Complex number - Polar Form and Power Operations Quiz Question 2: According to Euler’s formula, how can $e^{i\theta}$ be expressed in terms of sine and cosine?
- $e^{i\theta}= \cos\theta + i\sin\theta$ (correct)
- $e^{i\theta}= \cos\theta - i\sin\theta$
- $e^{i\theta}= -\cos\theta + i\sin\theta$
- $e^{i\theta}= \sin\theta + i\cos\theta$
Complex number - Polar Form and Power Operations Quiz Question 3: What is the general form of the $n$‑th roots of a non‑zero complex number $z = r e^{i\theta}$?
- $\displaystyle r^{1/n}\bigl(\cos\frac{\theta+2k\pi}{n}+ i\sin\frac{\theta+2k\pi}{n}\bigr)$ for $k=0,\dots ,n-1$ (correct)
- $\displaystyle r^{1/n}\bigl(\cos\frac{\theta-k\pi}{n}+ i\sin\frac{\theta-k\pi}{n}\bigr)$ for $k=0,\dots ,n-1$
- $\displaystyle r^{1/n}\bigl(\cos\frac{\theta+2k\pi}{n}+ i\cos\frac{\theta+2k\pi}{n}\bigr)$ for $k=0,\dots ,n-1$
- $\displaystyle r^{1/n}\bigl(\sin\frac{\theta+2k\pi}{n}+ i\sin\frac{\theta+2k\pi}{n}\bigr)$ for $k=0,\dots ,n-1$
Complex number - Polar Form and Power Operations Quiz Question 4: What is the value of $i^{7}$?
- $-i$ (correct)
- $i$
- $-1$
- $1$
Complex number - Polar Form and Power Operations Quiz Question 5: What does the variable $r$ represent in the polar form $z = r(\cos\theta + i\sin\theta)$ of a non‑zero complex number?
- The magnitude $|z|$ of the complex number (correct)
- The angle (argument) $\theta$ of the complex number
- The real part $a$ of $z$
- The imaginary part $b$ of $z$
Complex number - Polar Form and Power Operations Quiz Question 6: How is the argument $\operatorname{arg}(z)$ of a complex number defined with respect to $2\pi$?
- It is defined modulo $2\pi$ (correct)
- It is always a positive angle less than $2\pi$
- It is measured in degrees only
- It must be an integer multiple of $\pi$
Complex number - Polar Form and Power Operations Quiz Question 7: If $z_1 = r_1 e^{i\theta_1}$ and $z_2 = r_2 e^{i\theta_2}$, what is the polar form of their product $z_1z_2$?
- (r_1 r_2) e^{i(\theta_1+\theta_2)} (correct)
- (r_1 + r_2) e^{i(\theta_1\theta_2)}
- (r_1 r_2) e^{i(\theta_1-\theta_2)}
- (r_1/r_2) e^{i(\theta_1+\theta_2)}
What does De Moivre’s formula state for an integer $n$?
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Key Concepts
Complex Number Representation
Polar coordinates
Imaginary unit
Argument (complex number)
Principal value (argument)
Complex Operations
Complex multiplication (polar form)
Complex division (polar form)
Nth roots of a complex number
Complex Analysis Theorems
Euler’s formula
atan2
De Moivre’s formula
Definitions
Polar coordinates
A method of representing a non‑zero complex number by its magnitude and angle, written as \(z = r(\cos\theta + i\sin\theta)\).
Euler’s formula
The identity \(e^{i\theta}= \cos\theta + i\sin\theta\) that links complex exponentials with trigonometric functions.
Argument (complex number)
The angle \(\theta\) of a complex number \(z = a+bi\), defined modulo \(2\pi\) and often taken as the principal value in \((-\pi,\pi]\).
De Moivre’s formula
The theorem \((\cos\theta + i\sin\theta)^{n}= \cos(n\theta) + i\sin(n\theta)\) for integer \(n\), used to raise complex numbers in polar form to powers.
Imaginary unit
The number \(i\) satisfying \(i^{2} = -1\), whose powers repeat every four steps.
Complex multiplication (polar form)
The rule \( (r_{1}e^{i\theta_{1}})(r_{2}e^{i\theta_{2}})= (r_{1}r_{2})e^{i(\theta_{1}+\theta_{2})}\) for multiplying complex numbers using magnitudes and arguments.
Complex division (polar form)
The rule \( \frac{r_{1}e^{i\theta_{1}}}{r_{2}e^{i\theta_{2}}}= \frac{r_{1}}{r_{2}}e^{i(\theta_{1}-\theta_{2})}\) for dividing complex numbers in polar coordinates.
Nth roots of a complex number
The set \(\displaystyle \sqrt[n]{z}= r^{1/n}\bigl(\cos\frac{\theta+2k\pi}{n}+ i\sin\frac{\theta+2k\pi}{n}\bigr)\) for \(k=0,\dots,n-1\), giving exactly \(n\) distinct roots.
atan2
A two‑argument arctangent function that returns the principal argument of a point \((a,b)\) as \(\operatorname{atan2}(b,a)\).
Principal value (argument)
The chosen representative of the argument of a complex number within the interval \((-\pi,\pi]\).