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1.13 Complex numbers: polar and exponential formsIB Maths: Applications and Interpretation HL: Revision notes

Section 1

Modulus-argument (polar) form

A complex number z=a+biz=a+bi is a point on the Argand diagram. Its modulus is r=∣z∣=a2+b2r=|z|=\sqrt{a^2+b^2} and its argument θ=arg⁡z\theta=\arg z is the angle from the positive real axis, measured anticlockwise. The principal argument satisfies −π<θ≤π-\pi<\theta\leq\pi. z=r(cos⁡θ+isin⁡θ)=r cis θ.z=r(\cos\theta+i\sin\theta)=r\,\mathrm{cis}\,\theta. To convert from Cartesian to polar form, find rr, then find θ\theta from tan⁡−1∣ba∣\tan^{-1}\left|\frac{b}{a}\right| and place it in the correct quadrant. Example: z=−1+3 iz=-1+\sqrt3\,i has r=2r=2 and lies in the second quadrant, so θ=π−π3=2π3\theta=\pi-\frac{\pi}{3}=\frac{2\pi}{3} and z=2 cis2π3z=2\,\mathrm{cis}\frac{2\pi}{3}. To go back, use a=rcos⁡θa=r\cos\theta and b=rsin⁡θb=r\sin\theta.

Key termsmodulusargumentprincipal argumentcis
Common mistake

Taking tan⁡−1ba\tan^{-1}\frac{b}{a} straight from the GDC. It only gives angles in (−π2,π2)\left(-\frac{\pi}{2},\frac{\pi}{2}\right), so for a<0a<0 you must add or subtract π\pi.

Exam tip

Sketch zz first so you know the quadrant.

Section 2

Exponential (Euler) form

Euler's formula says eiθ=cos⁡θ+isin⁡θe^{i\theta}=\cos\theta+i\sin\theta, so a number in polar form can be written in exponential form z=reiθ.z=re^{i\theta}. Examples: eiπ=−1e^{i\pi}=-1, 2eπ2i=2i2e^{\frac{\pi}{2}i}=2i and −1+3 i=2e2π3i-1+\sqrt3\,i=2e^{\frac{2\pi}{3}i}. The angle θ\theta must be in radians. Your GDC will convert between a+bia+bi, r cis θr\,\mathrm{cis}\,\theta and reiθre^{i\theta}: check that it is in radian mode, and for a negative real part check the quadrant of the argument it returns. A number is unchanged if you add 2π2\pi to θ\theta, so eiθ=ei(θ+2π)e^{i\theta}=e^{i(\theta+2\pi)}.

Key termsexponential formEuler's formula
Exam tip

Memorise eiπ=−1e^{i\pi}=-1, eπ2i=ie^{\frac{\pi}{2}i}=i and e0=1e^{0}=1: they check many answers quickly.

Section 3

Products, quotients and powers

In polar or exponential form the algebra is simple. For z1=r1eiθ1z_1=r_1e^{i\theta_1} and z2=r2eiθ2z_2=r_2e^{i\theta_2}: z1z2=r1r2ei(θ1+θ2),z1z2=r1r2ei(θ1−θ2),zn=rneinθ (n∈Z).z_1z_2=r_1r_2e^{i(\theta_1+\theta_2)},\qquad \frac{z_1}{z_2}=\frac{r_1}{r_2}e^{i(\theta_1-\theta_2)},\qquad z^n=r^ne^{in\theta}\ (n\in\mathbb{Z}). So moduli multiply (or divide) and arguments add (or subtract). Example: (3eπ4i)(2eπ12i)=6eπ3i\left(3e^{\frac{\pi}{4}i}\right)\left(2e^{\frac{\pi}{12}i}\right)=6e^{\frac{\pi}{3}i}. Powers: 1+i=2eπ4i1+i=\sqrt2e^{\frac{\pi}{4}i}, so (1+i)10=32e5π2i=32i(1+i)^{10}=32e^{\frac{5\pi}{2}i}=32i. Finding roots of complex numbers is not required.

Key termsproductquotientpower
Common mistake

Multiplying the arguments in a product, or adding the moduli. It is moduli that multiply and arguments that add.

Exam tip

After a power or product, reduce the argument back into (−π,π](-\pi,\pi] by adding or subtracting multiples of 2π2\pi.

Section 4

Geometric interpretation

On an Argand diagram, z=a+biz=a+bi is the point (a,b)(a,b) or the vector (ab)\begin{pmatrix}a\\ b\end{pmatrix}.

  • Addition and subtraction are vector addition and subtraction: z1+z2z_1+z_2 is the fourth vertex of the parallelogram formed by z1z_1 and z2z_2, and z1−z2z_1-z_2 is the vector from z2z_2 to z1z_1.
  • Multiplication by w=reiθw=re^{i\theta} is a stretch of scale factor rr (centre the origin) combined with an anticlockwise rotation of θ\theta about the origin. Multiplying by i=eπ2ii=e^{\frac{\pi}{2}i} is a rotation of π2\frac{\pi}{2} with no stretch. Example: multiplying zz by 2eπ12i2e^{\frac{\pi}{12}i} doubles its distance from the origin and rotates it π12\frac{\pi}{12} anticlockwise.
Key termsstretchrotation
Common mistake

Describing multiplication as a rotation only. The modulus of the multiplier also scales the distance from the origin.

Section 5

Adding sinusoidal functions with phase shifts

A voltage V=acos⁡(ωt+ϕ)V=a\cos(\omega t+\phi) is the real part of aeiϕeiωtae^{i\phi}e^{i\omega t}. So two sources with the same frequency but different phase shifts add by adding their complex amplitudes: a1cos⁡(ωt+ϕ1)+a2cos⁡(ωt+ϕ2)=Re[(a1eiϕ1+a2eiϕ2)eiωt]=Acos⁡(ωt+B),a_1\cos(\omega t+\phi_1)+a_2\cos(\omega t+\phi_2)=\text{Re}\left[\left(a_1e^{i\phi_1}+a_2e^{i\phi_2}\right)e^{i\omega t}\right]=A\cos(\omega t+B), where AeiB=a1eiϕ1+a2eiϕ2Ae^{iB}=a_1e^{i\phi_1}+a_2e^{i\phi_2}. Example: 10cos⁡(40t)+20cos⁡(40t+0.5)10\cos(40t)+20\cos(40t+0.5). The amplitude is 10+20e0.5i=27.55…+9.59…i10+20e^{0.5i}=27.55\ldots+9.59\ldots i, with modulus 29.229.2 and argument 0.3350.335, so the total is 29.2cos⁡(40t+0.335)29.2\cos(40t+0.335). The phase shift is BB and the amplitude AA is the maximum voltage.

Key termscomplex amplitudephase shift
Exam tip

Use radians on the GDC unless the phase is given in degrees, and check the sign of the real part before choosing the quadrant of BB.

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Exam questions on 1.13 Complex numbers: polar and exponential forms

  1. The complex number z=−1+3 iz=-1+\sqrt{3}\,i.
    Write zz in the form reiθre^{i\theta}, with θ\theta in radians.2 marks
  2. z1=3eπ4iz_1=3e^{\frac{\pi}{4}i} and z2=2eπ12iz_2=2e^{\frac{\pi}{12}i}.
    Describe fully the single geometrical transformation of the Argand diagram that maps z1z_1 to z1z2z_1z_2.2 marks
  3. The complex number w=1+iw=1+i.
    Write ww in the form reiθre^{i\theta} and hence find w10w^{10} in the form a+bia+bi.3 marks
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Written by the Exaim team, led by Shaun Daswani (Head of Upper Secondary, Improve ME Institute; MSc Financial Mathematics, Imperial College London; BSc, UCL) and Jason Daswani (operational lead, Improve ME Institute; LSE).