Polar and Exponential Form

Part 16, Chapter 16: Complex Numbers

Learning objectives

  • Convert between rectangular and polar form of complex numbers
  • State and apply De Moivre's theorem
  • Find roots of unity

Multiplication of complex numbers is rotation plus scaling. That sentence is hidden in the Cartesian form a+bia + bi, but it becomes obvious the moment you switch to polar form. A complex number is a point in the plane; describe that point by its distance from the origin and its angle from the positive real axis, and suddenly multiplication of complex numbers is just multiplication of distances together with addition of angles. De Moivre's theorem and the roots of unity drop out for free.

Polar form: r and theta

Any complex number z=a+biz = a + bi can be written in polar form as

z=r(costheta+isintheta),z = r (\cos\theta + i \sin\theta),

where r=z=sqrta2+b2r = |z| = \sqrt{a^2 + b^2} is the modulus (distance from the origin) and theta=arg(z)\theta = \arg(z) is the argument (angle measured counterclockwise from the positive real axis). The conversion formulas are a=rcosthetaa = r\cos\theta and b=rsinthetab = r\sin\theta.

The argument is determined only up to multiples of 2pi2\pi: angles theta\theta and theta+2pi\theta + 2\pi describe the same direction. The principal value conventionally lies in (-\pi, \pi] or [0,2pi)[0, 2\pi), depending on the textbook.

Euler's formula and exponential form

Euler proved one of the most stunning identities in mathematics:

eitheta=costheta+isintheta.e^{i\theta} = \cos\theta + i \sin\theta.

So polar form has a compact rewrite: z=reithetaz = r e^{i\theta}. From this, multiplication of complex numbers is

z1z2=(r1eitheta1)(r2eitheta2)=r1r2,ei(theta1+theta2).z_1 z_2 = (r_1 e^{i\theta_1})(r_2 e^{i\theta_2}) = r_1 r_2 \, e^{i(\theta_1 + \theta_2)}.

Moduli multiply, arguments add. If you ever wondered why multiplication mysteriously rotated points in the complex plane, that is the answer: the exponent, an angle, just adds when you multiply.

De Moivre's theorem

Powers follow instantly from the multiplication rule:

(reitheta)n=rneintheta=rn(cos(ntheta)+isin(ntheta)).(r e^{i\theta})^n = r^n e^{in\theta} = r^n (\cos(n\theta) + i \sin(n\theta)).

This is De Moivre's theorem. To raise a complex number to a high power, write it in polar form, raise the modulus to that power, multiply the argument by nn, and convert back if needed. Computing (1+i)8(1 + i)^8 in Cartesian form is painful; in polar form 1+i=sqrt2eipi/41 + i = \sqrt{2} e^{i\pi/4}, so (1+i)8=(sqrt2)8eicdot8cdotpi/4=16ei2pi=16(1 + i)^8 = (\sqrt{2})^8 e^{i \cdot 8 \cdot \pi/4} = 16 e^{i 2\pi} = 16.

Roots of unity

The nnth roots of unity are the nn solutions to zn=1z^n = 1. Writing z=eithetaz = e^{i\theta} (modulus must equal 1), the equation eintheta=1e^{in\theta} = 1 forces nthetan\theta to be a multiple of 2pi2\pi, so

omegak=e2piik/n=cosdfrac2pikn+isindfrac2pikn,qquadk=0,1,ldots,n1.\omega_k = e^{2\pi i k / n} = \cos\dfrac{2\pi k}{n} + i \sin\dfrac{2\pi k}{n}, \qquad k = 0, 1, \ldots, n - 1.k=e2piik/n=cosdfrac2pikn+isindfrac2pikn,qquadk=0,1,ldots,n1.

These nn points are equally spaced on the unit circle. For n=4n = 4 they are 1,i,1,i1, i, -1, -i; for n=3n = 3 they are 11, tfrac12+tfracsqrt32i-\tfrac{1}{2} + \tfrac{\sqrt{3}}{2} i, and tfrac12tfracsqrt32i-\tfrac{1}{2} - \tfrac{\sqrt{3}}{2} i. The three cube roots of unity satisfy 1+omega+omega2=01 + \omega + \omega^2 = 0, a beautiful sum that comes out of the geometry alone.

Where this shows up
  • Signal Processing: The Discrete Fourier Transform sums xne2piikn/Nx_n e^{-2\pi i k n / N}ne2piikn/N, polar-form complex numbers; the entire MP3, JPEG, and Wi-Fi stack runs DFTs all day, and each one is a sum of polar complex exponentials.
  • Number Theory: Roots of unity (nn-th roots of 1) are the vertices of a regular nn-gon in the complex plane; Gauss used these in his 1796 proof that the 17-sided polygon is constructible with compass and straightedge.
  • Robotics: Quaternions, the 3D-rotation extension of complex polar form, store every rigid orientation in the world without the "gimbal lock" problem of Euler angles; spacecraft attitude control runs on quaternion multiplication.
  • (Switch the widget to Multiplication mode and drag two points z_1z_1 and z2z_2. The dashed circles are the modulus circles; their radii multiply to give the radius of the product's circle. The argument of the product is the sum of the two original arguments, rotation + scaling in one move.)

    Try it

    • Convert z=1+sqrt3iz = 1 + \sqrt{3} i to polar form by hand. (Hint: r=2r = 2, theta=pi/3\theta = \pi/3.)
    • Use De Moivre's theorem to compute (costfracpi6+isintfracpi6)6(\cos\tfrac{\pi}{6} + i \sin\tfrac{\pi}{6})^6. (Answer: 1-1.)
    • Predict first: multiplying z_1=2eipi/3z_1 = 2 e^{i\pi/3} by z2=3eipi/6z_2 = 3 e^{i\pi/6} in polar form gives what modulus and what argument? Switch to multiplication mode, place the two points, and verify the product is 6eipi/2=6i6 e^{i\pi/2} = 6i.

    Pause: Euler gave us eipi+1=0e^{i\pi} + 1 = 0, sometimes called the most beautiful equation in mathematics. What does it say geometrically?

    A trap to watch for

    The argument theta\theta is only defined up to multiples of 2pi2\pi. Two complex numbers with the same modulus and arguments differing by 2pi2\pi are equal. Students writing z=2eicdot7pi/3z = 2 e^{i \cdot 7\pi/3} sometimes claim this is different from z=2eipi/3z = 2 e^{i\pi/3}, but they are the same point in the plane, since 7pi/3=pi/3+2pi7\pi/3 = \pi/3 + 2\pi. The ambiguity matters when you take roots: z1/nz^{1/n} has nn different values precisely because adding 2pi2\pi to the argument before dividing by nn gives different points. So when you raise to a non-integer power, write out all the equivalent arguments and pick the values you want.

    What you now know

    You can convert between Cartesian and polar form, multiply complex numbers by adding arguments and multiplying moduli, apply De Moivre's theorem to compute high powers cleanly, and locate the nnth roots of unity on the unit circle. With this you have completed Lang's introductory tour of the number systems, from integers in Chapter 1 to complex numbers here, and you have the algebraic and geometric toolkit to begin calculus, linear algebra, or any further course. The remaining chapters in Lang (induction, matrices) build on these foundations.

    Quick check

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    References

    • Lang, S. (1971). Basic Mathematics. Springer. Chapter 15 §2, polar form and De Moivre's theorem.
    • Ahlfors, L. V. (1979). Complex Analysis, 3rd ed. McGraw-Hill. Chapter 1 §2, polar representation and roots.
    • Needham, T. (1997). Visual Complex Analysis. Oxford. Chapter 1 §5, rotation, the geometry of multiplication, and the roots of unity.

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