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Math Analysis 1

Complex numbers: algebraic, trigonometric and exponential form

Operations, the complex plane, modulus and argument, Euler's formula, powers with De Moivre, n-th roots, equations and why circuit phasors are complex numbers.

The equation x^2 + 1 = 0 has no real solutions. Complex numbers were introduced to give it some, but for an electronics student they are much more than that: they are the natural way to describe sinusoids, impedances and spectra. This lesson covers everything a first calculus course needs: algebraic form, the complex plane, trigonometric and exponential form, powers, roots and equations.

Algebraic form

We introduce the imaginary unit i, with i^2 = -1 (in circuit theory it is written j, because i is the current). A complex number is z = a + ib, with real part a = \operatorname{Re} z and imaginary part b = \operatorname{Im} z. Operations follow the usual rules of algebra, remembering that i^2 = -1:

  • sum: (a+ib) + (c+id) = (a+c) + i(b+d);
  • product: (a+ib)(c+id) = (ac - bd) + i(ad + bc);
  • conjugate: \bar z = a - ib, with z\bar z = a^2 + b^2;
  • quotient: multiply numerator and denominator by the conjugate of the denominator, \dfrac{1+2i}{3-i} = \dfrac{(1+2i)(3+i)}{(3-i)(3+i)} = \dfrac{1 + 7i}{10}.

The complex plane, modulus and argument

The number a + ib is represented as the point (a, b) of the plane. Its distance from the origin is the modulus |z| = \sqrt{a^2 + b^2}, and its angle with the positive real axis is the argument \theta = \arg z. To find the argument, \arctan(b/a) is not enough: you must look at the quadrant. For z = -1 + i, \arctan(-1) = -\pi/4, but the point is in the second quadrant, so \theta = 3\pi/4.

Trigonometric and exponential form

With modulus \rho and argument \theta we write z = \rho(\cos\theta + i\sin\theta). Euler’s formula

    \[ e^{i\theta} = \cos\theta + i\sin\theta \]

gives the compact form z = \rho\, e^{i\theta}. The advantage is huge for products: moduli multiply and arguments add,

    \[ \rho_1 e^{i\theta_1}\cdot \rho_2 e^{i\theta_2} = \rho_1\rho_2\, e^{i(\theta_1+\theta_2)}, \qquad \frac{\rho_1 e^{i\theta_1}}{\rho_2 e^{i\theta_2}} = \frac{\rho_1}{\rho_2}\, e^{i(\theta_1-\theta_2)}. \]

Multiplying by i = e^{i\pi/2} therefore means rotating by 90° in the plane: that is why an inductor shifts the current by a quarter of a period.

Powers: De Moivre’s formula

From the above, z^n = \rho^n e^{in\theta}, that is (\cos\theta + i\sin\theta)^n = \cos n\theta + i\sin n\theta. Example: (1+i)^8. The modulus is \sqrt2 and the argument \pi/4, so (1+i)^8 = (\sqrt2)^8 e^{i2\pi} = 16. Multiplying it out by hand would take much longer.

n-th roots

Every non-zero complex number w = r e^{i\varphi} has exactly n distinct n-th roots:

    \[ z_k = \sqrt[n]{r}\; e^{\,i\frac{\varphi + 2k\pi}{n}}, \qquad k = 0, 1, \dots, n-1. \]

They lie at the vertices of a regular polygon with n sides centred at the origin. The cube roots of 1, for example, are 1, e^{i2\pi/3}, e^{i4\pi/3}: an equilateral triangle, the same pattern as the three phases of a three-phase system.

Equations

In the complex numbers every quadratic equation has two solutions, even with a negative discriminant: z^2 + 2z + 5 = 0 gives z = -1 \pm \sqrt{-4} = -1 \pm 2i. More generally, the fundamental theorem of algebra says that a polynomial of degree n has exactly n complex roots, counted with multiplicity. If the coefficients are real, the non-real roots come in conjugate pairs.

A common mistake: the rules for real powers do not always hold. Writing \sqrt{-1}\cdot\sqrt{-1} = \sqrt{(-1)(-1)} = 1 leads to i^2 = 1, which is false. In the complex numbers the root is a multi-valued function and must be handled with the root formula.

Why engineers need them

A sinusoidal voltage v(t) = V_m\cos(\omega t + \varphi) is the real part of V_m e^{i\varphi} e^{i\omega t}. The complex number V_m e^{i\varphi}, called a phasor, carries amplitude and phase. With phasors, derivatives become multiplications by i\omega, and the differential equations of circuits in sinusoidal steady state become algebraic equations: a resistor has impedance R, an inductor i\omega L, a capacitor \frac{1}{i\omega C}. The same language returns in the Fourier transform and in the frequency response of filters.

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