Chapter 2

Complex Numbers

2.1Introduction to Complex Numbers

Motivation

In algebra, the quadratic formula

\begin{equation} z = \frac{-b \pm \sqrt{b^2 - 4ac}}{2a} \end{equation}

provides the general solution of a quadratic equation

\begin{equation} a z^2 + b z + c = 0. \end{equation}

When the discriminant

\begin{equation} d = b^2 - 4ac \end{equation}

is negative, the square root involves a negative number. To extend the number system so that such roots exist, we introduce a new quantity:

\begin{equation} i = \sqrt{-1}, \quad i^2 = -1. \end{equation}
Definition - Complex Numbers

A complex number is any number of the form

\begin{equation} z = x + i y, \end{equation}

where \(x, y \in \mathbb{R}\) and \(i\) is the imaginary unit defined by \(i^2 = -1\).

  • \(x\) is the real part of \(z\): \(\operatorname{Re}(z) = x\).

  • \(y\) is the imaginary part of \(z\): \(\operatorname{Im}(z) = y\).

Both \(x\) and \(y\) may be positive, negative, or zero.

Special Cases

Example
  1. \(z = 4 + 3i\): \(\operatorname{Re}(z) = 4\), \(\operatorname{Im}(z) = 3\).

  2. \(z = -5i\): \(\operatorname{Re}(z) = 0\), \(\operatorname{Im}(z) = -5\) (pure imaginary).

  3. \(z = 7\): \(\operatorname{Re}(z) = 7\), \(\operatorname{Im}(z) = 0\) (pure real).

  4. \(z = -2 + i\sqrt{5}\): \(\operatorname{Re}(z) = -2\), \(\operatorname{Im}(z) = \sqrt{5}\).

Example

Express \(\sqrt{-50}\) in the form \(x + iy\).

Solution.

\begin{equation} \sqrt{-50} = \sqrt{-1 \cdot 25 \cdot 2} = \sqrt{-1} \cdot \sqrt{25} \cdot \sqrt{2} = i \cdot 5 \sqrt{2} = 5\sqrt{2}\, i. \end{equation}

Motivation from Algebra

Consider

\begin{equation} z^2 - 2z + 2 = 0. \end{equation}

Applying the quadratic formula:

\begin{equation} z = \frac{2 \pm \sqrt{4 - 8}}{2} = \frac{2 \pm \sqrt{-4}}{2} = \frac{2 \pm 2i}{2} = 1 \pm i. \end{equation}

The solutions \(1 \pm i\) are complex numbers with both real and imaginary parts nonzero.

Example

Solve \(z^2 + z + 1 = 0\).

Solution.

\begin{equation} z = \frac{-1 \pm \sqrt{1 - 4}}{2} = \frac{-1 \pm \sqrt{-3}}{2} = \frac{-1 \pm i\sqrt{3}}{2}. \end{equation}

Thus, the solutions are

\begin{equation} z = -\frac12 + i\frac{\sqrt{3}}{2} \quad \text{and} \quad z = -\frac12 - i\frac{\sqrt{3}}{2}. \end{equation}

2.1.4The Complex Plane

Definition - Geometric Interpretation of Complex Numbers

A complex number \(z = x + iy\) can be represented as a point \((x, y)\) in a two-dimensional coordinate plane, called the complex plane or Argand diagram.

  • The horizontal axis represents the real part \(x = \operatorname{Re}(z)\).

  • The vertical axis represents the imaginary part \(y = \operatorname{Im}(z)\).

Remark - Rectangular Form

When we write \(z = x + iy\), we say \(z\) is in rectangular form, because \((x, y)\) are the rectangular coordinates of the point representing \(z\).

Remark - Polar Form

We can also locate a point using polar coordinates \((r, \theta)\):

\begin{equation} x = r \cos \theta, \quad y = r \sin \theta. \end{equation}

Then

\begin{equation} z = x + iy = r (\cos\theta + i \sin\theta). \end{equation}

Later we will see that \(\cos\theta + i \sin\theta = e^{i\theta}\), giving the compact form

\begin{equation} z = r e^{i\theta}. \end{equation}

Diagram of the Complex Plane

A geometric representation of the complex number z = x + iy in the complex plane, showing its real and imaginary components, magnitude r, and argument .
Figure 2.1. A geometric representation of the complex number \(z = x + iy\) in the complex plane, showing its real and imaginary components, magnitude \(r\), and argument \(\theta\).

Radians vs Degrees

In calculus and advanced mathematics, radians are the standard measure for angles.

Worked Examples

Example

Represent \(1 + i\sqrt{3}\) in polar form.

Solution.

\begin{equation} r = \sqrt{1^2 + (\sqrt{3})^2} = \sqrt{1 + 3} = 2, \end{equation}
\begin{equation} \theta = \arctan\left(\frac{\sqrt{3}}{1}\right) = \frac{\pi}{3}. \end{equation}

Thus:

\begin{equation} 1 + i\sqrt{3} = 2 \left(\cos \frac{\pi}{3} + i \sin \frac{\pi}{3} \right) = 2 e^{i\pi/3}. \end{equation}
Example

Convert \(3 e^{-i\pi/2}\) to rectangular form.

Solution.

\begin{equation} \cos\left(-\frac{\pi}{2}\right) = 0, \quad \sin\left(-\frac{\pi}{2}\right) = -1. \end{equation}

So:

\begin{equation} 3 e^{-i\pi/2} = 3\left(0 - i\right) = -3i. \end{equation}

Terminology and Notation

Definition - Standard Notation for Complex Numbers

For a complex number

\begin{equation} z = x + iy = r(\cos\theta + i\sin\theta) = r e^{i\theta}, \end{equation}

we write:

\begin{equation} \operatorname{Re}(z) = x, \qquad \operatorname{Im}(z) = y, \qquad |z| = r = \sqrt{x^2 + y^2}, \qquad \arg(z) = \theta. \end{equation}

The angle is only fixed up to whole turns, since \(\theta\) and \(\theta + 2\pi\) name the same point. So \(\arg(z)\) is multivalued: it stands for the whole family \(\theta + 2n\pi\), \(n \in \mathbb{Z}\). The principal argument, written with a capital \(\mathrm{A}\), is the one member of that family lying in a chosen half-open interval of length \(2\pi\):

\begin{equation} \mathrm{Arg}(z) = \Theta \in (-\pi, \pi], \qquad \text{so that} \qquad z = |z|\,e^{i\Theta}. \end{equation}
Remark - A notation worth keeping straight

Throughout this chapter, lower case means all values and upper case means the principal one:

\begin{equation} \arg(z) = \mathrm{Arg}(z) + 2n\pi, \qquad \ln(z) = \mathrm{Ln}(z) + 2n\pi i, \qquad n \in \mathbb{Z}. \end{equation}

The distinction looks pedantic now, but it is exactly what makes \(\ln(-1)\) and \(i^{\,i}\) have infinitely many values later in the chapter.

Remark - Getting the quadrant right

A calculator's \(\arctan(y/x)\) always returns an angle in \((-\pi/2, \pi/2]\), so it cannot tell \(z\) from \(-z\): the points \(1+i\) and \(-1-i\) give the same ratio \(y/x = 1\). Always sketch \(z\) first and correct the quadrant by adding \(\pi\) when \(x < 0\).

2.1.9Complex Conjugate

Definition - Complex Conjugate

The complex conjugate of a complex number \(z = x + iy\) is defined by

\begin{equation} \overline{z} = x - iy. \end{equation}

Geometrically, \(\overline{z}\) is the reflection of the point \(z\) across the real axis in the complex plane.

Complex number z = x + iy and its conjugate z = x - iy shown as reflections across the real axis in the complex plane.
Figure 2.2. Complex number \(z = x + iy\) and its conjugate \(\overline{z} = x - iy\) shown as reflections across the real axis in the complex plane.

Basic Identities

For all \(z,w\in\mathbb{C}\):

\begin{equation} z\overline{z}=|z|^2,\qquad \overline{z+w}=\overline{z}+\overline{w},\qquad \overline{zw}=\overline{z}\,\overline{w},\qquad \overline{\left(\frac{z}{w}\right)}=\frac{\overline{z}}{\overline{w}}\ (w\neq 0). \end{equation}

Useful reconstructions:

\begin{equation} \operatorname{Re}(z)=\frac{z+\overline{z}}{2},\qquad \operatorname{Im}(z)=\frac{z-\overline{z}}{2i}. \end{equation}

Worked Examples

Example - Polar data from rectangular

Write \(z=-1-i\) in polar form.

Solution.

\begin{equation} |z|=\sqrt{(-1)^2+(-1)^2}=\sqrt{2},\qquad \theta=\arg(z)=-\frac{3\pi}{4}\ \ (\text{III quadrant}). \end{equation}

Hence

\begin{equation} z=\sqrt{2}\,e^{-3\pi i/4}=\sqrt{2}\big(\cos(-3\pi/4)+i\sin(-3\pi/4)\big). \end{equation}
Example - Extracting real/imag via conjugates

Let \( z=\dfrac{2-3i}{1+i} \). Compute \( |z| \), \( \operatorname{Re}(z) \), and \( \operatorname{Im}(z) \).

Solution.

\begin{equation} z=\frac{(2-3i)(1-i)}{(1+i)(1-i)}=\frac{2-2i-3i+3i^2}{1- i^2} =\frac{2-5i-3}{2}=\frac{-1-5i}{2}. \end{equation}

Thus \( \operatorname{Re}(z)=-\tfrac{1}{2},\ \operatorname{Im}(z)=-\tfrac{5}{2} \), and

\begin{equation} |z|=\sqrt{\Big(-\frac{1}{2}\Big)^2+\Big(-\frac{5}{2}\Big)^2} =\frac{1}{2}\sqrt{1+25}=\frac{\sqrt{26}}{2}. \end{equation}

(Alternatively, \( |z|=\sqrt{z\overline{z}} \).)

Quick Facts

2.2Complex Algebra

In this section, we develop the algebraic techniques needed to manipulate complex numbers in both rectangular form \(x + iy\) and polar form \(re^{i\theta}\). The key operations include:

These tools allow us to treat complex numbers as a natural extension of real numbers while benefiting from their geometric interpretation.

2.2.1Simplifying to \(x+iy\) or \(re^{i\theta}\)

For \(z_1=x_1+iy_1\) and \(z_2=x_2+iy_2\):

\begin{equation} z_1\pm z_2=(x_1\pm x_2)+i(y_1\pm y_2),\qquad z_1z_2=(x_1x_2-y_1y_2)+i(x_1y_2+x_2y_1). \end{equation}

To divide, multiply numerator and denominator by the conjugate of the denominator:

\begin{equation} \frac{z_1}{z_2}=\frac{z_1\overline{z_2}}{|z_2|^2},\quad z_2\neq 0. \end{equation}
Example - Power and product
\begin{equation} (1+i)^2 = 1+2i+i^2 = 2i,\qquad (2+i)(3-i) = 6-2i+3i - i^2 = 7+i. \end{equation}
Example - Division to \(x+iy\)

\( \dfrac{2+i}{3-i} = \dfrac{(2+i)(3+i)}{(3-i)(3+i)} = \dfrac{6+5i+i^2}{3^2-(-1)} = \dfrac{5+5i}{10} = \frac12+\frac12 i. \)

2.2.2Conjugates of Expressions

The conjugate distributes over sums/products/quotients:

\begin{equation} \overline{z_1\pm z_2}=\overline{z_1}\pm \overline{z_2},\quad \overline{z_1 z_2}=\overline{z_1}\,\overline{z_2},\quad \overline{\Big(\frac{z_1}{z_2}\Big)}=\frac{\overline{z_1}}{\overline{z_2}}\ (z_2\neq 0). \end{equation}

2.2.3Absolute Value (Modulus)

\begin{equation} |z|=\sqrt{x^2+y^2}=\sqrt{z\,\overline{z}},\qquad |zw|=|z|\,|w|,\qquad \Big|\frac{z}{w}\Big|=\frac{|z|}{|w|}. \end{equation}
Example

\( \displaystyle \left|\frac{\sqrt{5}+3i}{\,1-i\,}\right| =\frac{\sqrt{(\sqrt{5})^2+3^2}}{\sqrt{1^2+(-1)^2}} =\frac{\sqrt{14}}{\sqrt{2}}=\sqrt{7}. \)

2.2.4Complex Equations

Two complex numbers are equal iff their real parts are equal and their imaginary parts are equal. Often, write \(z=x+iy\) and split into real/imaginary equations.

Example

Solve \((x+iy)^2=2i\) for real \(x,y\).

Solution.

\begin{equation} (x+iy)^2=(x^2-y^2)+i(2xy)=0+2i \end{equation}

Equate real and imaginary parts:

\begin{equation} \begin{cases} x^2-y^2=0,\\[2pt] 2xy=2. \end{cases} \end{equation}

From \(x^2-y^2=(x-y)(x+y)=0\) we have \(y=x\) or \(y=-x\).

Case 1: \(y=x\). Then \(2xy=2\Rightarrow 2x^2=2\Rightarrow x^2=1\). Hence \(x=\pm 1\) and \(y=x\). This gives \(1+i\) and \(-1-i\).

Case 2: \(y=-x\). Then \(2xy=2\Rightarrow 2x(-x)=2\Rightarrow -2x^2=2\Rightarrow x^2=-1\), which is impossible for real \(x\). So no solutions from this branch.

Therefore the solutions are

\begin{equation} (x,y)=(1,1)\quad\text{and}\quad(x,y)=(-1,-1), \end{equation}

i.e. \(z=1+i\) and \(z=-1-i\).

Check. \((1+i)^2=1+2i-1=2i\) and \((-1-i)^2=1+2i-1=2i\).

(Alternative via polar form.) \(2i=2e^{i\pi/2}\). Square roots have modulus \(\sqrt{2}\) and arguments \(\frac{\pi}{4}\) and \(\frac{\pi}{4}+\pi\), giving \(\sqrt{2}e^{i\pi/4}=1+i\) and \(\sqrt{2}e^{i5\pi/4}=-1-i\).

2.2.5Graphs (Geometry in the Complex Plane)

Identify loci via \(z=x+iy\), \(|z|=\sqrt{x^2+y^2}\), and distances:

\begin{equation} |z-a|=R \ \text{is a circle of radius }R\text{ centered at }a\in\mathbb{C}. \end{equation}
\begin{equation} \operatorname{Re} z = c \ \text{is the vertical line } x=c;\quad \operatorname{Im} z = c \ \text{is the horizontal line } y=c. \end{equation}
Example
  1. \(|z-1|=2\) is the set of points at distance \(2\) from \(1\), i.e. the circle \((x-1)^2+y^2=4\).

  2. \(\arg z = \pi/4\) is the ray \(y=x\) with \(x>0\) — a ray, not the whole line, because the argument of a point on the opposite side is \(\pi/4 - \pi = -3\pi/4\).

  3. \(|z-1| < |z+1|\) is the set of points closer to \(1\) than to \(-1\), which is the half-plane \(x > 0\).

2.3Complex Infinite Series

Definition - Complex Series

A complex series is an expression of the form

\begin{equation} \sum_{n=0}^{\infty} z_n, \qquad z_n \in \mathbb{C}. \end{equation}

Let

\begin{equation} S_N = \sum_{n=0}^{N} z_n \end{equation}

be the sequence of partial sums. If the limit

\begin{equation} \lim_{N \to \infty} S_N = S \end{equation}

exists and is a finite complex number \(S\), then the series converges, and we write

\begin{equation} \sum_{n=0}^{\infty} z_n = S. \end{equation}

If the limit does not exist or is not finite, the series diverges.

Theorem - Convergence of Complex Series

Let \(z_n = a_n + i b_n\) with \(a_n, b_n \in \mathbb{R}\). Then

\begin{equation} \sum_{n=0}^\infty z_n \ \text{converges} \quad \Longleftrightarrow \quad \sum_{n=0}^\infty a_n \ \text{and} \ \sum_{n=0}^\infty b_n \ \text{both converge}. \end{equation}

In that case, the sum satisfies

\begin{equation} \sum_{n=0}^\infty z_n = \sum_{n=0}^\infty a_n + i \sum_{n=0}^\infty b_n. \end{equation}
Remark

In practice, check convergence of the real and imaginary parts separately, or use absolute convergence to simplify the test.

Theorem - Absolute Convergence in \(\mathbb{C}\)

A complex series \(\displaystyle \sum z_n\) is said to be absolutely convergent if the series

\begin{equation} \sum_{n=0}^{\infty} |z_n| \end{equation}

converges, where

\begin{equation} |z_n| = \sqrt{(\operatorname{Re} z_n)^2 + (\operatorname{Im} z_n)^2}. \end{equation}

If \(\sum |z_n|\) converges, then the complex series \(\sum z_n\) also converges. In other words,

\begin{equation} \text{absolute convergence} \ \Longrightarrow \ \text{convergence}. \end{equation}

Moreover, any standard convergence test for real, non-negative series may be applied to the series \(\sum |z_n|\).

Worked Examples

Example - Ratio Test

Test

\begin{equation} \sum_{n=0}^\infty \frac{(1+i)^n}{2^n}. \end{equation}

Here

\begin{equation} \rho = \lim_{n\to\infty} \left|\frac{(1+i)^{n+1}/2^{n+1}}{(1+i)^n/2^n}\right| = \left|\frac{1+i}{2}\right| = \frac{\sqrt{2}}{2} < 1. \end{equation}

Thus the series converges absolutely (and hence converges).

Example - Alternating parts

Test

\begin{equation} \sum_{n=1}^\infty \frac{i^n}{\sqrt{n}}. \end{equation}

The terms cycle through \(i,-1,-i,1,\dots\). Real part: \(\sum \frac{\pm 1}{\sqrt{n}}\) alternating — converges by the alternating series test. Imaginary part: \(\sum \frac{\pm 1}{\sqrt{n}}\) alternating — also converges. Hence the series converges (conditionally, not absolutely).

Example - Geometric Series
\begin{equation} \sum_{n=0}^\infty (re^{i\theta})^n \end{equation}

converges iff \(|r|<1\), in which case

\begin{equation} \sum_{n=0}^\infty (re^{i\theta})^n = \frac{1}{1-re^{i\theta}}. \end{equation}

Quick Facts

For the ratio test applied to \(\sum z_n\):

2.4Complex Power Series: Disk of Convergence

Definition - Complex Power Series

A complex power series centered at \(z_0\) has the form

\begin{equation} \sum_{n=0}^{\infty} c_n (z - z_0)^n, \qquad c_n \in \mathbb{C}. \end{equation}

It converges for all \(z\) within some disk centered at \(z_0\), and diverges for all \(z\) outside that disk.

2.4.1Radius and Disk of Convergence

Theorem - Radius of Convergence (Ratio Test)

If

\begin{equation} \rho = \lim_{n\to\infty} \left| \frac{c_{n+1}}{c_n} \right| \quad \text{exists, then} \quad R = \frac{1}{\rho}, \end{equation}

with conventions:

\begin{equation} \rho = 0 \Rightarrow R = \infty, \qquad \rho = \infty \Rightarrow R = 0. \end{equation}

A complex power series converges absolutely when

\begin{equation} |z - z_0| < R, \end{equation}

and diverges when

\begin{equation} |z - z_0| > R. \end{equation}

The set

\begin{equation} \{\, z \in \mathbb{C} : |z - z_0| < R \,\} \end{equation}

is called the disk of convergence. On the boundary \(|z-z_0| = R\), convergence must be tested separately.

Example - Maclaurin Series for \(\ln(1+z)\)
\begin{equation} \ln(1+z) = \sum_{n=1}^{\infty} \frac{(-1)^{n+1}}{n} z^n. \end{equation}

Ratio test:

\begin{equation} \rho = \lim_{n\to\infty} \left| \frac{(-1)^{n+2} z^{n+1} /(n+1)}{(-1)^{n+1} z^n/n} \right| = \lim_{n\to\infty} \frac{|z| \, n}{n+1} = |z|. \end{equation}

Thus \(R = 1\), so the disk of convergence is \(|z|<1\).

Example - Shifted Center
\begin{equation} \sum_{n=0}^{\infty} \frac{(z + 1 - i)^n}{3^n}. \end{equation}

Ratio test:

\begin{equation} \rho = \lim_{n\to\infty} \left| \frac{(z+1-i)^{n+1}/3^{n+1}}{(z+1-i)^n / 3^n} \right| = \frac{|z+1-i|}{3}. \end{equation}

Thus convergence requires \(|z+1-i| < 3\). The disk is centered at \(z_0 = -1 + i\) with radius \(R = 3\).

Remark - Properties of the Disk of Convergence
  • If \(R = \infty\), the power series converges for all \(z \in \mathbb{C}\). In this case, the function defined by the series is called entire.

  • If \(R = 0\), the series converges only at the center \(z = z_0\).

  • For all \(z\) with \(|z - z_0| < R\), convergence is uniform on compact subsets of the disk. Term-by-term differentiation and integration are therefore valid within this region (see Theorem in Section 2.4).

2.5Euler's Formula

Theorem - Euler's Formula

For any real angle \(\theta\),

\begin{equation} e^{i\theta} = \cos\theta + i\sin\theta. \end{equation}

This identity connects the complex exponential with the trigonometric functions and plays a central role in oscillations, waves, quantum mechanics, and electrical engineering.

Proof Using Power Series

Remark - Strategy of the Proof

We will:

  1. Start from the power series definition of \(e^{x}\) and substitute \(x = i\theta\).

  2. Expand \((i\theta)^n\) and separate the terms with even and odd powers of \(n\).

  3. Simplify powers of \(i\) and identify the real and imaginary parts with the known series for \(\cos\theta\) and \(\sin\theta\).

Step 1. Start from the series for \(e^{x}\).

For any real (or complex) number \(x\),

\begin{equation} e^{x} = \sum_{n=0}^{\infty} \frac{x^n}{n!}. \end{equation}

Substitute \(x = i\theta\) (with \(\theta \in \mathbb{R}\)):

\begin{equation} e^{i\theta} = \sum_{n=0}^{\infty} \frac{(i\theta)^n}{n!} = \frac{(i\theta)^0}{0!} + \frac{(i\theta)^1}{1!} + \frac{(i\theta)^2}{2!} + \frac{(i\theta)^3}{3!} + \frac{(i\theta)^4}{4!} + \cdots. \end{equation}

Step 2. Write out the first few terms explicitly.

\begin{equation} \begin{aligned} e^{i\theta} &= 1 + i\theta + \frac{(i\theta)^2}{2!} + \frac{(i\theta)^3}{3!} + \frac{(i\theta)^4}{4!} + \frac{(i\theta)^5}{5!} + \cdots. \end{aligned} \end{equation}

Now expand the powers of \(i\):

\begin{equation} i^0 = 1,\quad i^1 = i,\quad i^2 = -1,\quad i^3 = -i,\quad i^4 = 1,\quad i^5 = i,\ \dots \end{equation}

So we obtain:

\begin{equation} \begin{aligned} e^{i\theta} &= 1 + i\theta + \frac{i^2\theta^2}{2!} + \frac{i^3\theta^3}{3!} + \frac{i^4\theta^4}{4!} + \frac{i^5\theta^5}{5!} + \cdots \\[4pt] &= 1 + i\theta + \frac{(-1)\theta^2}{2!} + \frac{(-i)\theta^3}{3!} + \frac{(1)\theta^4}{4!} + \frac{(i)\theta^5}{5!} + \cdots. \end{aligned} \end{equation}

Step 3. Group real and imaginary terms.

Group all the terms without \(i\) (real part) and all the terms with a factor \(i\) (imaginary part):

\begin{equation} \begin{aligned} e^{i\theta} &= \underbrace{\Biggl(1 - \frac{\theta^2}{2!} + \frac{\theta^4}{4!} - \frac{\theta^6}{6!} + \cdots\Biggr)}_{\text{real part}} + i\,\underbrace{\Biggl(\theta - \frac{\theta^3}{3!} + \frac{\theta^5}{5!} - \frac{\theta^7}{7!} + \cdots\Biggr)}_{\text{imaginary part}}. \end{aligned} \end{equation}

Thus we can write

\begin{equation} e^{i\theta} = A(\theta) + i\,B(\theta), \end{equation}

where

\begin{equation} A(\theta) = 1 - \frac{\theta^2}{2!} + \frac{\theta^4}{4!} - \frac{\theta^6}{6!} + \cdots, \end{equation}
\begin{equation} B(\theta) = \theta - \frac{\theta^3}{3!} + \frac{\theta^5}{5!} - \frac{\theta^7}{7!} + \cdots. \end{equation}

Step 4. Recall the power series for \(\cos\theta\) and \(\sin\theta\).

From earlier results on Maclaurin series:

\begin{equation} \cos\theta = \sum_{n=0}^{\infty} \frac{(-1)^n \theta^{2n}}{(2n)!} = 1 - \frac{\theta^2}{2!} + \frac{\theta^4}{4!} - \frac{\theta^6}{6!} + \cdots, \end{equation}
\begin{equation} \sin\theta = \sum_{n=0}^{\infty} \frac{(-1)^n \theta^{2n+1}}{(2n+1)!} = \theta - \frac{\theta^3}{3!} + \frac{\theta^5}{5!} - \frac{\theta^7}{7!} + \cdots. \end{equation}

Comparing term by term, we see

\begin{equation} A(\theta) = \cos\theta, \qquad B(\theta) = \sin\theta. \end{equation}

Therefore,

\begin{equation} e^{i\theta} = A(\theta) + i B(\theta) = \cos\theta + i\sin\theta, \end{equation}

which completes the proof.

Geometric Meaning

Euler’s formula shows that \(e^{i\theta}\) lies on the unit circle in the complex plane:

\begin{equation} |e^{i\theta}| = 1, \qquad \arg(e^{i\theta}) = \theta. \end{equation}

Thus multiplying by \(e^{i\theta}\) corresponds to a rotation by angle \(\theta\) about the origin.

The complex number e^i lies on the unit circle, at angle from the positive real axis. Multiplying any complex number by e^i rotates it by .
Figure 2.3. The complex number \(e^{i\theta}\) lies on the unit circle, at angle \(\theta\) from the positive real axis. Multiplying any complex number by \(e^{i\theta}\) rotates it by \(\theta\).

Applications of Euler's Formula

Remark - Polar Form

Any nonzero complex number \(z\) can be written as

\begin{equation} z = r e^{i\theta}, \qquad r = |z|,\ \theta = \arg(z). \end{equation}

This is the polar form of \(z\).

Remark - Multiplication and Division

If \(z_1 = r_1 e^{i\theta_1}\) and \(z_2 = r_2 e^{i\theta_2}\), then

\begin{equation} z_1 z_2 = r_1 r_2 e^{i(\theta_1+\theta_2)}, \qquad \frac{z_1}{z_2} = \frac{r_1}{r_2} e^{i(\theta_1-\theta_2)}. \end{equation}

Thus multiplication adds angles, and division subtracts angles.

Remark - Roots of Unity

The \(n\)-th roots of \(1\) are

\begin{equation} z_k = e^{i\frac{2\pi k}{n}}, \qquad k = 0,1,\dots,n-1, \end{equation}

which are equally spaced points on the unit circle.

Example - Physics: adding two waves of the same frequency

Two sources produce oscillations of the same frequency \(\omega\) but different amplitudes and phases,

\begin{equation} y_1(t) = A_1\cos(\omega t + \phi_1), \qquad y_2(t) = A_2\cos(\omega t + \phi_2). \end{equation}

Find their sum. This is the central calculation in interference and in AC circuit analysis.

Solution.

Done with trigonometric identities this is tedious. The complex method is to notice that, by Euler's formula, \(A\cos(\omega t+\phi)\) is the real part of \(A e^{i(\omega t + \phi)}\). So write each wave as the real part of a complex exponential and add:

\begin{equation} y_1 + y_2 = \operatorname{Re}\!\left[ A_1 e^{i(\omega t+\phi_1)} + A_2 e^{i(\omega t+\phi_2)} \right] = \operatorname{Re}\!\left[ \left(A_1 e^{i\phi_1} + A_2 e^{i\phi_2}\right) e^{i\omega t} \right]. \end{equation}

The time dependence \(e^{i\omega t}\) factors out completely, and everything specific to the two waves is collected in the bracket

\begin{equation} \underbrace{A_1 e^{i\phi_1} + A_2 e^{i\phi_2}}_{\text{a single complex number}} \;=\; A e^{i\phi}, \end{equation}

called the phasor of the combined wave. Adding two oscillations has been reduced to adding two complex numbers — that is, to placing two arrows tip to tail in the complex plane. Reading off the modulus and argument of the sum,

\begin{equation} A = \left| A_1 e^{i\phi_1} + A_2 e^{i\phi_2} \right|, \qquad \phi = \arg\!\left( A_1 e^{i\phi_1} + A_2 e^{i\phi_2} \right), \end{equation}

and the answer is \(y_1 + y_2 = A\cos(\omega t + \phi)\): the sum is another oscillation at the same frequency, with a new amplitude and phase.

Two special cases are worth noting. If \(\phi_1 = \phi_2\) the phasors are parallel and \(A = A_1 + A_2\)constructive interference. If \(\phi_2 = \phi_1 + \pi\) they are antiparallel and \(A = |A_1 - A_2|\)destructive interference, which vanishes entirely when the amplitudes are equal.

Example

Write \(1+i\) in polar form.

Solution.

The point \(1+i\) sits in the first quadrant, so \(\arctan\) needs no quadrant correction:

\begin{equation} r = \sqrt{1^2 + 1^2} = \sqrt{2}, \qquad \theta = \arctan\!\left(\frac{1}{1}\right) = \frac{\pi}{4}. \end{equation}

Thus

\begin{equation} 1+i = \sqrt{2}\, e^{i\pi/4}. \end{equation}

Polar form is what makes powers and roots easy; we use this result in Section 2.8.

Example

Compute \((1+i)^8\).

Solution.

Using the polar form just found, raising to a power multiplies the angle by the exponent and raises the modulus to it:

\begin{equation} (1+i)^8 = \left(\sqrt{2}\, e^{i\pi/4}\right)^8 = (\sqrt{2})^8 e^{i 8\pi/4} = 16\, e^{i 2\pi} = 16. \end{equation}

The angle \(8\pi/4 = 2\pi\) is a full turn, which returns to the positive real axis — so the answer is real. Doing this by repeated multiplication in rectangular form would take eight expansions.

Example

Find the cube roots of \(8e^{i\pi}\).

Solution.

Here \(r=8\) and \(\theta=\pi\). Taking the cube root divides the angle by \(3\), but the angle is only defined up to \(2\pi\), so all three choices must be included:

\begin{equation} z_k = 8^{1/3}\, e^{i(\pi + 2\pi k)/3} = 2\, e^{i(\pi + 2\pi k)/3}, \qquad k=0,1,2. \end{equation}

Writing out the three values,

\begin{equation} 2e^{i\pi/3}, \qquad 2e^{i\pi}, \qquad 2e^{i5\pi/3}. \end{equation}

They all have modulus \(2\) and are spaced \(2\pi/3\) apart, so they sit at the vertices of an equilateral triangle on the circle of radius \(2\).

2.6Elementary Functions of Complex Numbers

We extend familiar real-valued functions such as the exponential, logarithmic, and trigonometric functions to complex inputs \(z \in \mathbb{C}\).

These generalizations are most naturally defined using their power series expansions, since power series:

Polynomials and Rational Functions

Polynomials and quotients of polynomials in \(z\) are handled by direct substitution and algebra.

Example

Take for example \( f(z)=\dfrac{z^2+1}{z-3} \). Find \( f(i-2) \).

\begin{equation} f(i-2)=\frac{(i-2)^2+1}{(i-2)-3} = \frac{-1-4i+4+1}{\,i-5\,} = \frac{4-4i}{\,i-5\,}. \end{equation}

Multiply numerator and denominator by the conjugate \(-i-5\):

\begin{equation} \frac{4-4i}{\,i-5\,} \cdot\frac{-i-5}{-i-5} =\frac{(4-4i)(-i-5)}{(i-5)(-i-5)}. \end{equation}

Expand the numerator and simplify:

\begin{equation} (4-4i)(-i-5) =4(-i-5)-4i(-i-5) =-4i-20+\underbrace{4i^2}_{-4}+20i = (-24)+16i. \end{equation}

Denominator:

\begin{equation} (i-5)(-i-5) = -i^2-5i+5i+25=1+25=26. \end{equation}

Therefore

\begin{equation} f(i-2)=\frac{-24+16i}{26}=\boxed{\frac{8i-12}{13}}. \end{equation}

2.7The Exponential Function

Definition - Complex Exponential

The exponential function for \(z \in \mathbb{C}\) is defined by the power series

\begin{equation} e^{z} = \sum_{n=0}^{\infty} \frac{z^n}{n!} = 1 + z + \frac{z^2}{2!} + \frac{z^3}{3!} + \cdots. \end{equation}

This series converges for all complex numbers \(z\).

Theorem - Main Properties of \(e^z\)

For all complex numbers \(z, z_1, z_2 \in \mathbb{C}\),

  1. \(e^{z_1+z_2} = e^{z_1}e^{z_2}\),

  2. \(\dfrac{d}{dz}(e^{z}) = e^{z}\),

  3. If \(z = x + iy\), then \(e^z = e^x(\cos y + i\sin y)\).

(a) Show that \(e^{z_1+z_2} = e^{z_1}e^{z_2}\).

Expand each exponential:

\begin{equation} e^{z_1+z_2} = 1 + (z_1+z_2) + \frac{(z_1+z_2)^2}{2!} + \frac{(z_1+z_2)^3}{3!} + \cdots. \end{equation}

Similarly,

\begin{equation} e^{z_1} e^{z_2} = \left(1 + z_1 + \frac{z_1^2}{2!} + \frac{z_1^3}{3!} + \cdots\right) \left(1 + z_2 + \frac{z_2^2}{2!} + \frac{z_2^3}{3!} + \cdots\right). \end{equation}

Multiplying out gives:

\begin{equation} e^{z_1}e^{z_2} = 1 + (z_1+z_2) + \frac{z_1^2 + 2z_1z_2 + z_2^2}{2!} + \cdots \end{equation}

Each coefficient matches term-by-term the expansion of \(e^{z_1+z_2}\). Thus,

\begin{equation} \boxed{e^{z_1+z_2} = e^{z_1}e^{z_2}}. \end{equation}

(b) Show that \(\dfrac{d}{dz}(e^{z}) = e^{z}\).

Differentiate term-by-term:

\begin{equation} \frac{d}{dz} e^{z} = \frac{d}{dz}\left( 1 + z + \frac{z^2}{2!} + \frac{z^3}{3!} + \cdots \right) = 0 + 1 + \frac{2z}{2!} + \frac{3z^2}{3!} + \cdots. \end{equation}

Simplify:

\begin{equation} \frac{d}{dz} e^{z} = 1 + z + \frac{z^2}{2!} + \frac{z^3}{3!} + \cdots = e^{z}. \end{equation}
\begin{equation} \boxed{\dfrac{d}{dz}(e^{z}) = e^{z}}. \end{equation}

(c) Simplify \(e^z\) into real and imaginary parts.

Let \(z = x + iy\). Then

\begin{equation} e^{z} = e^{x+iy} = e^{x}e^{iy}. \end{equation}

Using Euler’s formula:

\begin{equation} e^{iy} = \cos y + i\sin y. \end{equation}

So,

\begin{equation} \boxed{e^{x+iy} = e^x(\cos y + i\sin y)}. \end{equation}
Example

Compute \( e^{2+i}\,e^{-1+3i} \) without expanding series.

Solution.

Use property (a) to add exponents first, then property (c) to separate real and imaginary parts:

\begin{equation} e^{2+i}\,e^{-1+3i}=e^{(2+i)+(-1+3i)}=e^{1+4i} =e^{1}\big(\cos 4 + i\sin 4\big). \end{equation}

Note the division of labour in \(e^{x+iy} = e^x(\cos y + i \sin y)\): the real part of the exponent sets the size \(e^x\), and the imaginary part sets the angle \(y\). This one fact drives the rest of the chapter.

Example - Engineering: impedance of an AC circuit

A resistor \(R\), an inductor \(L\) and a capacitor \(C\) are connected in series across a voltage source \(V(t) = V_0\cos(\omega t)\). Find the amplitude of the resulting current.

Solution.

The physical difficulty is that the three components respond differently: the voltage across a resistor is in phase with the current, across an inductor it leads by \(\pi/2\), and across a capacitor it lags by \(\pi/2\). Combining three oscillations with different phase shifts is exactly the problem of the previous phasor example.

Represent the voltage as \(\operatorname{Re}\big[V_0 e^{i\omega t}\big]\) and look for a current \(\operatorname{Re}\big[I_0 e^{i\omega t}\big]\). Because \(\frac{d}{dt}e^{i\omega t} = i\omega e^{i\omega t}\), differentiation becomes multiplication by \(i\omega\), and each component contributes a complex impedance \(Z\) with \(V = ZI\):

\begin{equation} Z_R = R, \qquad Z_L = i\omega L, \qquad Z_C = \frac{1}{i\omega C} = -\frac{i}{\omega C}. \end{equation}

The factor \(i\) is doing the physics: multiplying by \(i = e^{i\pi/2}\) is a rotation by a quarter turn, which is precisely the \(\pi/2\) phase shift. In series the impedances add just as resistances do:

\begin{equation} Z = R + i\!\left(\omega L - \frac{1}{\omega C}\right). \end{equation}

The current amplitude is then \(I_0 = V_0/|Z|\), so

\begin{equation} I_0 = \frac{V_0}{\sqrt{R^2 + \left(\omega L - \dfrac{1}{\omega C}\right)^{2}}}, \qquad \text{phase lag } = \arg Z = \arctan\frac{\omega L - 1/\omega C}{R}. \end{equation}

The current is largest when the imaginary part of \(Z\) vanishes, at \(\omega = 1/\sqrt{LC}\) — this is resonance, and it is how a radio selects one station out of many. A differential equation has been replaced by the arithmetic of complex numbers.

2.8Powers and Roots of Complex Numbers

Using the rules for multiplication and division of complex numbers in polar form, let

\begin{equation} z = r e^{i\theta}, \qquad r = |z| \ge 0,\ \theta = \arg(z). \end{equation}
Theorem - Powers of a Complex Number

For any integer \(n\),

\begin{equation} z^{\,n} = (r e^{i\theta})^{\,n} = r^{\,n} e^{\,i n \theta}. \label{eq:complex_power} \end{equation}

In words: to take the \(n\)-th power of a complex number, raise the modulus to the \(n\)-th power and multiply the angle by \(n\).

When \(r=1\), this becomes De Moivre's formula:

\begin{equation} \boxed{ (e^{i\theta})^{\,n} = (\cos\theta + i\sin\theta)^{\,n} = \cos(n\theta) + i\sin(n\theta). } \label{eq:de_moivre} \end{equation}
Remark

De Moivre's formula is a machine for trigonometric identities. Expanding the left side of \(\eqref{eq:de_moivre}\) for \(n=2\) gives \(\cos^2\theta - \sin^2\theta + 2i\sin\theta\cos\theta\), and matching real and imaginary parts against \(\cos 2\theta + i \sin 2\theta\) yields both double-angle formulas at once, with no trigonometry at all.

Theorem - \(n\)-th Roots of a Complex Number

The \(n\)-th root of \(z\), written \(z^{1/n}\), is a complex number whose \(n\)-th power is \(z\). From \(\eqref{eq:complex_power}\), the \(n\)-th roots of \(z = r e^{i\theta}\) are

\begin{equation} \boxed{ z^{1/n} = \bigl(r e^{i\theta} e^{i(2m\pi)}\bigr)^{1/n} = r^{1/n} e^{\,i(\theta + 2m\pi)/n} = \sqrt[n]{r}\!\left( \cos\frac{\theta + 2m\pi}{n} + i\sin\frac{\theta + 2m\pi}{n} \right), } \end{equation}

where \( m = 0,1,\dots,n-1 \)

Example

Compute \((1+i)^8\).

Write

\begin{equation} 1 + i = \sqrt{2}\,e^{i\pi/4}. \end{equation}

Then

\begin{equation} (1+i)^8 = (\sqrt{2})^8 e^{i\,8\pi/4} = 16\,e^{i2\pi} = 16. \end{equation}
Example

Compute \((-\sqrt{3}+i)^3\).

Here

\begin{equation} r = \sqrt{(-\sqrt{3})^2 + 1^2} = 2, \qquad \theta = \arg(-\sqrt{3}+i) = \tfrac{5\pi}{6}. \end{equation}

Thus

\begin{equation} (-\sqrt{3}+i)^3 = 2^{3} e^{i\,3(5\pi/6)} = 8\,e^{i\,5\pi/2} = 8\,e^{i(\pi/2)} = 8i. \end{equation}
Example

Fourth roots of \(-16\).

We write

\begin{equation} -16 = 16\,e^{i\pi}. \end{equation}

With \(n=4\), the roots are

\begin{equation} w_k = 16^{1/4}\,e^{\,i(\pi+2\pi k)/4} = 2\,e^{\,i(\pi/4+\pi k/2)}, \qquad k=0,1,2,3. \end{equation}

Explicitly:

\begin{equation} 2e^{i\pi/4} = \sqrt{2}(1+i),\quad 2e^{i3\pi/4} = \sqrt{2}(-1+i),\quad 2e^{i5\pi/4} = \sqrt{2}(-1-i),\quad 2e^{i7\pi/4} = \sqrt{2}(1-i). \end{equation}
Example

Cube roots of \(8e^{i\pi}\).

Here \(r = 8\), \(\theta = \pi\), \(n=3\). Thus

\begin{equation} w_k = 2\,e^{\,i(\pi+2\pi k)/3}, \qquad k=0,1,2, \end{equation}

i.e.

\begin{equation} 2e^{i\pi/3},\quad 2e^{i\pi},\quad 2e^{i5\pi/3}. \end{equation}
Example - Fifth roots of unity

Solve \(w^5=1\).

We write

\begin{equation} 1 = e^{i\cdot 0}. \end{equation}

Then the solutions are

\begin{equation} w_k = e^{\,i(0+2\pi k)/5} = e^{\,i\,2\pi k/5}, \qquad k=0,1,2,3,4. \end{equation}

These five points form a regular pentagon on the unit circle.

2.9Trigonometric Functions of a Complex Variable

Recall that Euler’s formula gives

\begin{equation} e^{i\theta} = \cos\theta + i\sin\theta, \qquad e^{-i\theta} = \cos\theta - i\sin\theta. \end{equation}

Adding and subtracting these expressions,

\begin{equation} \cos\theta = \frac{e^{i\theta} + e^{-i\theta}}{2}, \qquad \sin\theta = \frac{e^{i\theta} - e^{-i\theta}}{2i}. \end{equation}
Theorem - Complex Sine and Cosine

For any complex number \(z = x + iy \in \mathbb{C}\),

\begin{equation} \boxed{ \sin z = \frac{e^{iz} - e^{-iz}}{2i}, \qquad \cos z = \frac{e^{iz} + e^{-iz}}{2}. } \end{equation}
Remark - Extension to Complex Domain

These formulas extend the real trigonometric functions to complex arguments while preserving their power series definitions and their analytic properties.

Example
  1. \(\displaystyle \cos(2i)=\frac{e^{i(2i)}+e^{-i(2i)}}{2} =\frac{e^{-2}+e^{2}}{2}\equiv \cosh(2)=3.762\ldots\)

  2. \(\displaystyle \sin\!\Big(\frac{\pi}{2}+i\ln(2)\Big)\)

    \begin{equation} \begin{aligned} \sin\!\Big(\tfrac{\pi}{2}+i\ln(2)\Big) &=\frac{e^{\,i(\pi/2+i\ln(2))}-e^{-\,i(\pi/2+i\ln(2))}}{2i}\\[2mm] &=\frac{e^{\,i\pi/2-\ln(2)}-e^{-\,i\pi/2+\ln(2)}}{2i}\\[2mm] &=\frac{i\,e^{-\ln|2|}+\,i\,e^{\ln(2)}}{2i} \qquad(\text{since }e^{i\pi/2}=i,\ e^{-i\pi/2}=-i)\\[2mm] &=\frac{i\cdot\frac{1}{2}+2i}{2i} =\Big(\frac{1}{2}+2\Big)\frac{1}{2} =\frac{1}{4}+1=\boxed{\frac{5}{4}}. \end{aligned} \end{equation}
Example - The Pythagorean identity still holds

Prove that \(\sin^{2}(z)+\cos^{2}(z)=1\) for every complex \(z\).

Solution.

\begin{equation} \sin^{2}(z)=\Big(\frac{e^{iz}-e^{-iz}}{2i}\Big)^{2} =\frac{e^{2iz}+e^{-2iz}-2}{-4}, \qquad \cos^{2}(z)=\Big(\frac{e^{iz}+e^{-iz}}{2}\Big)^{2} =\frac{e^{2iz}+e^{-2iz}+2}{4}. \end{equation}

Adding the two, the \(e^{2iz}\) and \(e^{-2iz}\) terms cancel and only the constants survive:

\begin{equation} \sin^{2}(z)+\cos^{2}(z) = \frac{2 - e^{2iz} - e^{-2iz}}{4} + \frac{e^{2iz}+e^{-2iz}+2}{4} = \frac{4}{4} = 1 . \end{equation}

Note this is now an algebraic fact about exponentials, with no triangles anywhere. It holds for all complex \(z\), even where \(|\sin z|\) exceeds \(1\).

Example

Show that \(\dfrac{d}{dz}\cos(z)=-\sin(z)\).

Solution.

\begin{equation} \frac{d}{dz}\Big(\frac{e^{iz}+e^{-iz}}{2}\Big) =\frac{i\,e^{iz}-\,i\,e^{-iz}}{2} = -\,\frac{e^{iz}-e^{-iz}}{2i} = -\,\sin(z). \end{equation}

2.10Hyperbolic Functions

Assume \(z = iy\) is purely imaginary. Recall the complex definitions:

\begin{equation} \sin z = \frac{e^{iz} - e^{-iz}}{2i}, \qquad \cos z = \frac{e^{iz} + e^{-iz}}{2}. \end{equation}

Relation with Imaginary Arguments

Compute:

\begin{equation} \sin(iy) = \frac{e^{i(iy)} - e^{-i(iy)}}{2i} = \frac{e^{-y} - e^{y}}{2i} = \frac{1}{i}\cdot \frac{e^{-y} - e^{y}}{2} = i\,\frac{e^{y} - e^{-y}}{2} \equiv i\sinh(y), \end{equation}

and

\begin{equation} \cos(iy) = \frac{e^{i(iy)} + e^{-i(iy)}}{2} = \frac{e^{-y} + e^{y}}{2} \equiv \cosh(y). \end{equation}
Theorem - Relation Between Trigonometric and Hyperbolic Functions

For any real number \(y\),

\begin{equation} \boxed{\sin(iy) = i\sinh(y)}, \qquad \boxed{\cos(iy) = \cosh(y)}. \end{equation}

Equivalently,

\begin{equation} \boxed{\sinh(iy) = i\sin(y)}, \qquad \boxed{\cosh(iy) = \cos(y)}. \end{equation}
Definition - Hyperbolic Functions

For any complex number \(z \in \mathbb{C}\), define

\begin{equation} \sinh(z) = \frac{e^{z} - e^{-z}}{2}, \qquad \cosh(z) = \frac{e^{z} + e^{-z}}{2}. \end{equation}

From these:

\begin{equation} \tanh(z) = \frac{\sinh(z)}{\cosh(z)}, \qquad \operatorname{coth}(z) = \frac{\cosh(z)}{\sinh(z)}, \end{equation}
\begin{equation} \operatorname{sech}(z) = \frac{1}{\cosh(z)}, \qquad \operatorname{csch}(z) = \frac{1}{\sinh(z)}. \end{equation}
Example

Show that \(\cosh^2(z)-\sinh^2(z)=1\)

\begin{equation} \cosh^2(z)=\Big(\frac{e^{z}+e^{-z}}{2}\Big)^2 =\frac{e^{2z}+e^{-2z}+2}{4}, \end{equation}
\begin{equation} \sinh^2(z)=\Big(\frac{e^{z}-e^{-z}}{2}\Big)^2 =\frac{e^{2z}+e^{-2z}-2}{4}. \end{equation}

Hence

\begin{equation} \cosh^2(z)-\sinh^2(z)=1. \end{equation}

2.11Logarithms of Complex Numbers

If \(z = e^\omega\), then we define the complex logarithm by \(\ln(z) = \omega\).

Logarithm of a Product

Let \(z_1 = e^{\omega_1}\) and \(z_2 = e^{\omega_2}\). Then

\begin{equation} z_1 z_2 = e^{\omega_1} e^{\omega_2} = e^{\omega_1 + \omega_2} \quad \Rightarrow \quad \ln(z_1 z_2) = \omega_1 + \omega_2 = \ln(z_1) + \ln(z_2). \end{equation}
Definition - Complex Logarithm

For a complex number \(z = re^{i\theta}\) with \(r = |z| > 0\),

\begin{equation} \ln(z) = \ln\big(re^{i\theta}\big) = \ln(r) + \ln\big(e^{i\theta}\big) = \ln r + i\theta. \end{equation}

Because the angle \(\theta\) is not unique (adding \(2\pi\) leaves the same point), the logarithm is a multivalued function:

\begin{equation} \ln(z) = \ln r + i(\theta + 2\pi k), \qquad k \in \mathbb{Z}. \end{equation}
Remark - Principal Value

We define the principal branch of the logarithm by restricting the argument:

\begin{equation} \boxed{ \mathrm{Ln}(z) = \ln r + i\Theta, \quad \text{where } -\pi < \Theta \le \pi. } \end{equation}

Here \(\Theta = \mathrm{Arg}(z)\) is the principal argument, defined at the start of this chapter as the unique value of \(\arg(z)\) lying in \((-\pi,\pi]\).

Example
  1. Find all values of \(\ln(-1)\).

    Solution.

    Write \(-1\) in polar form. Its modulus is \(1\) and its argument is \(\pi\), but any odd multiple of \(\pi\) names the same point:

    \begin{equation} -1 = e^{i(2n+1)\pi}, \qquad n \in \mathbb{Z}. \end{equation}

    Therefore

    \begin{equation} \ln(-1) = \ln(1) + i(2n+1)\pi = i(2n+1)\pi, \qquad n \in \mathbb{Z}, \end{equation}

    that is

    \begin{equation} \ln(-1) = \ldots,\ -i3\pi,\ -i\pi,\ i\pi,\ i3\pi,\ \ldots \quad\text{and}\quad \mathrm{Ln}(-1) = i\pi , \end{equation}

    the principal value being the one with \(\Theta = \pi \in (-\pi, \pi]\), which is the case \(n = 0\). Note that \(\ln(-1)\) has no real values at all: the logarithm of a negative number does not exist in \(\mathbb{R}\), but it exists, infinitely many times over, in \(\mathbb{C}\).

  2. Find all values of \(\ln(1+i)\).

    Solution.

    Here \(|1+i| = \sqrt2\) and \(\arg(1+i) = \pi/4\), so

    \begin{equation} \ln(1+i)=\ln\sqrt{2}+i\bigg(\frac{\pi}{4}+2n\pi\bigg),\qquad n\in\mathbb{Z}, \end{equation}

    with principal value \(\mathrm{Ln}(1+i) = \tfrac12\ln 2 + i\pi/4\).

2.12Complex Roots and Powers

Consider \(\ln(a^{b})=b\ln(a)\Rightarrow a^{b}=e^{\,b\ln(a)}\).

Example
  1. Find all the values of \(i^{-2i}\):

    \begin{equation} i^{-2i}=e^{-2i\ln(i)} =e^{-2i\,[\,\ln(1)+(\tfrac{\pi}{2}+2\pi n)i\,]} =e^{\,2(\tfrac{\pi}{2}+2\pi n)} =e^{\,\pi+4\pi n},\qquad n\in\mathbb{Z}. \end{equation}
  2. \(i^{1/2}\):

    \begin{equation} i^{1/2}=e^{(1/2)\ln(i)} =e^{\frac{1}{2}\,[\,\ln(1)+(\tfrac{\pi}{2}+2\pi n)i\,]} =e^{\,i(\tfrac{\pi}{4}+\pi n)} =e^{\,i\pi/4}\,e^{\,i\pi n} =\pm\,\frac{1+i}{\sqrt{2}}. \end{equation}

2.13Inverse trigonometric functions

Let

\begin{equation} w=\cos(z)=\frac{e^{iz}+e^{-iz}}{2} \quad\Rightarrow\quad z=\cos^{-1}(w). \end{equation}
Example

Solve \(z=\cos^{-1}(2)\).

Solution.

For a real variable this has no solution, since \(\cos x\) never exceeds \(1\). Over \(\mathbb{C}\) it does. Start from the definition of \(\cos z\) and put \(U = e^{iz}\):

\begin{equation} \frac{e^{iz}+e^{-iz}}{2}=2 \;\Longrightarrow\; U+U^{-1}=4 . \end{equation}

Multiplying through by \(U\) turns this into a quadratic:

\begin{equation} U^{2}-4U+1=0 \;\Longrightarrow\; U=\frac{4\pm\sqrt{16-4}}{2} =\frac{4\pm 2\sqrt{3}}{2} =2\pm\sqrt{3}. \end{equation}

So \(e^{iz}=2\pm\sqrt{3}\), a positive real number. Taking the complex logarithm, and remembering it is multivalued,

\begin{equation} iz=\ln\!\big(2\pm\sqrt{3}\big)+2n\pi i ,\qquad n \in \mathbb{Z}. \end{equation}

Dividing by \(i\) (that is, multiplying by \(-i\)),

\begin{equation} z=2n\pi - i\,\ln\!\big(2\pm\sqrt{3}\big). \end{equation}

Finally, note that \((2+\sqrt3)(2-\sqrt3) = 4 - 3 = 1\), so the two numbers are reciprocals and \(\ln(2-\sqrt{3})=-\ln(2+\sqrt{3})\). The two sign choices therefore collapse into a single \(\pm\):

\begin{equation} \boxed{\,z=2n\pi \pm i\,\ln\!\big(2+\sqrt{3}\big)\,},\qquad n \in \mathbb{Z}. \end{equation}

The answer is genuinely complex, with no real part other than \(2n\pi\): asking for an angle whose cosine is \(2\) forces us off the real axis.

Inverse hyperbolic functions can be written as logarithms in the same way. This explains a formula you may have met in a table of integrals without justification:

\begin{equation} \int \frac{dx}{\sqrt{x^{2}+a^{2}}} =\sinh^{-1}\!\Big(\frac{x}{a}\Big) =\ln\!\Big(x+\sqrt{x^{2}+a^{2}}\Big) + C . \end{equation}
Example - Where the integral-table logarithm comes from

Show that \(\sinh^{-1}(x/a) = \ln\big(x+\sqrt{x^2+a^2}\big) - \ln a\).

Solution.

Let \(z=\sinh^{-1}\!\big(\frac{x}{a}\big)\). Then

\begin{equation} \frac{x}{a}=\sinh(z)=\frac{e^{z}-e^{-z}}{2}. \end{equation}
\begin{equation} 2\Big(\frac{x}{a}\Big)=U-\frac{1}{U} \qquad (U=e^{z}). \end{equation}
\begin{equation} U^{2}-2\Big(\frac{x}{a}\Big)U-1=0. \end{equation}
\begin{equation} aU^{2}-2xU-a=0. \end{equation}
\begin{equation} \Rightarrow\quad U=\frac{2x\pm \sqrt{4x^{2}-4(a)(-a)}}{2a} =\frac{2x\pm \sqrt{4x^{2}+4a^{2}}}{2a} =\frac{x\pm\sqrt{x^{2}+a^{2}}}{a}. \end{equation}
\begin{equation} e^{z}=\frac{x\pm\sqrt{x^{2}+a^{2}}}{a} \;\Rightarrow\; z=\ln\!\Big(\frac{x\pm\sqrt{x^{2}+a^{2}}}{a}\Big) \quad\text{(for real integrals)}. \end{equation}

Only the \(+\) sign is admissible: with the \(-\) sign the bracket is negative, and a real logarithm would not exist. Absorbing the constant \(-\ln a\) into the constant of integration gives the table entry:

\begin{equation} z=\ln\!\big(x+\sqrt{x^{2}+a^{2}}\big)-\ln(a). \end{equation}

2.14Applications of Complex Numbers

Complex numbers were introduced in this chapter to make \(\sqrt{-1}\) meaningful, which sounds like a formal convenience. Their real value in physics is different and larger: oscillation and rotation are the same thing, and \(e^{i\theta}\) is the object that says so. Every application below is a consequence of that single fact.

Remark

Notice what happened to the exponential and trigonometric functions in this chapter. Over \(\mathbb{R}\) they look unrelated: one grows, the others oscillate. Over \(\mathbb{C}\) they are the same function seen along different directions, tied together by \(e^{iz}\), and \(\cosh\) and \(\cos\) differ only by which axis you walk along. Extending to complex numbers did not add complication; it removed a distinction that was never really there.

Summary Table

QuantityFormulaNotes
Rectangular form\(z = x + iy\)Best for adding and subtracting.
Polar form\(z = re^{i\theta} = r(\cos\theta + i\sin\theta)\)Best for multiplying, dividing, powers and roots.
Modulus\(|z| = \sqrt{x^2+y^2} = \sqrt{z\bar z}\)\(|z_1z_2| = |z_1||z_2|\).
Conjugate\(\bar z = x - iy = re^{-i\theta}\)Reflection across the real axis.
Argument\(\arg z = \mathrm{Arg}\,z + 2n\pi\)Multivalued; \(\mathrm{Arg}\,z \in (-\pi,\pi]\).
Euler's formula\(e^{i\theta} = \cos\theta + i\sin\theta\)Ties oscillation to rotation.
Powers\(z^n = r^n e^{in\theta}\)De Moivre when \(r=1\).
Roots\(z^{1/n} = r^{1/n}e^{i(\theta+2\pi m)/n}\)\(n\) distinct roots, \(m = 0,\dots,n-1\).
Trigonometric\(\cos z = \frac{e^{iz}+e^{-iz}}{2}\), \(\sin z = \frac{e^{iz}-e^{-iz}}{2i}\)Unbounded for complex \(z\).
Hyperbolic\(\cos(iy) = \cosh y\), \(\sin(iy) = i\sinh y\)Same function, rotated axis.
Logarithm\(\ln z = \ln|z| + i\arg z\)Infinitely many values.
Complex power\(a^b = e^{\,b\ln a}\)Generally multivalued.

For the Interested Reader

Complex numbers are usually met first in an algebra course, where they can seem like a trick for writing down roots that do not exist. If that is how they still feel, the sources below are worth an hour. Everything listed is free.

Algebra and geometry of complex numbers

Sections 2.1 and 2.2.

Euler's formula and where it leads

Sections 2.5 onward.

3Blue1Brown derives \(e^{i\theta}\) from a differential equation rather than from two power series, which is closer to how it is actually used in physics. Worth watching if Euler's formula still feels like an accident:

Video

\(e^{i\pi}\) in 3.14 minutes, using dynamics — 3Blue1Brown

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Remark

A caution, as in Chapter 1. Most of these are mathematics sources, concerned with what complex numbers are. In this course they are mainly a device: a way to turn differential equations into algebra and trigonometric identities into arithmetic. If a source spends its time on the algebraic completeness of \(\mathbb{C}\), that is interesting but it is not what we will use.