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Math 382-0: Kursobjekt

Section 1.1 Complex arithmetic

Subsection Complex numbers

Definition 1.1.1. Complex numbers, real and imaginary parts.

The complex numbers is the set of all formal expressions of the form \(a+ib\text{,}\) where \(a,b\in \R\text{:}\) i.e.,
\begin{equation*} \C=\{a+ib\colon a,b\in \R\}\text{.} \end{equation*}
Given a complex number \(z=a+ib\text{,}\) we call \(a\) its real part, denoted \(\Re z\text{,}\) and we call \(b\) its imaginary part, denoted \(\Im z\text{:}\) i.e., we have
\begin{align*} \Re z \amp = a \amp \Im z\amp = b\text{.} \end{align*}

Convention 1.1.2. Real and complex variable names.

An ongoing theme in complex analysis will be the relationship between the real numbers and the complex numbers. To help distinguish between these sets, we establish the following naming convention for constants:
  • The letters \(a,b,c,d,e,f\) will be reserved for denoting real constants.
  • The letters \(z\) and \(w\) will be reserved for denoting complex numbers.
This convention allows us to introduce a complex number \(z=a+ib\) without explicitly specifying that \(a\) and \(b\) are real numbers. Note that as stated the convention only applies to the symbols above. We will likely have occasion to make use of other constant names (e.g., r, s, t, u, v), and when we do we will make explicit whether they denote a real or complex number.
You are justified in wondering what exactly is meant by a “formal expression”. A more correct formulation would be that a complex number is really just a pair \((a,b)\in \R^2\) of real numbers that for various reasons we denote as \(a+ib\text{.}\) Since it is somewhat awkward to write a complex number as \(z=(a,b)\text{,}\) we will live with the ambiguity of Definition 1.1.1, and identify complex numbers \(z=a+ib\) as pairs of real numbers via the map
\begin{align*} \C \amp \longleftrightarrow \R^2\\ a+ib \amp \longmapsto (a,b)\text{.} \end{align*}
To ensure that this is a well-defined bijection between \(\C\) and \(\R^2\text{,}\) we make official when two of our “formal expressions” are defined to be equal.

Definition 1.1.3. Complex equality.

Complex numbers \(z=a+ib\) and \(w=c+id\) are equal, denoted \(z=w\text{,}\) if
\begin{gather*} a=c \text{ and } b=d\text{.} \end{gather*}
In other words, we have
\begin{align*} z=w \amp \iff \Re z=\Re w \text{ and } \Im z=\Im w\text{.} \end{align*}
For reasons that will be made more clear below, it is natural to identify the set of real numbers \(\R\) with the set of complex numbers of the form \(a+0i\text{.}\) This is the motivation behind the next definition.

Definition 1.1.4. Real and imaginary numbers.

Let \(z=a+ib\) be a complex number. We say that \(z\) is real if \(b=\Im z=0\text{,}\) and (purely) imaginary if \(a=\Re z=0\text{.}\) Henceforth we identify the real numbers \(\R\) with the real complex numbers: i.e., we declare that
\begin{equation*} \R=\{z\in \C\colon \Im z=0\}=\{a+0i\colon a\in \R\}\text{.} \end{equation*}
Furthermore we will use the following abbreviations for various real and purely imaginary complex numbers:
\begin{align*} a+i\,0 \amp =a \amp 0+ib\amp =ib\\ a+i(-b) \amp =a-ib \amp a+i(\pm 1)\amp = a\pm i\text{.} \end{align*}

Subsection Complex plane

Definition 1.1.3 ensures that the map
\begin{equation*} a+ib\mapsto (a,b) \end{equation*}
defines a ibjection between \(\C\) and \(\R\text{,}\) allowing us to identify complex numbers as pairs of real numbers. This identification in turn gives rise to a visual representation of complex numbers as points in the Cartesian plane \(\R^2\text{,}\) called the complex plane in this context. To make clear that we are using \(\R^2\) to visualize \(\C\text{,}\) we label the horizontal and vertical axes as \(\Re\) and \(\Im\text{.}\)
Complex plane: points
Figure 1.1.5. Complex plane
Using our identification
\begin{equation*} \R=\{z\in \C\colon \Im z=0\}\text{,} \end{equation*}
we see that the real numbers are represented geometrically as the \(x\)-axis of the complex plane. Similarly, the purely imaginary complex numbers are represented geometrically as the the \(y\)-axis of the complex plane. As you will see, we will get a lot of mileage out of this geometric representation of complex numbers.

Subsection Arithmetic operations

Having defined the complex numbers as a set and given this set some geometric content, we now define some essential operations on \(\C\text{.}\)

Definition 1.1.6. Addition, subtraction, multiplication.

Let \(z=a+ib\) and \(w=c+id\) be complex numbers.
  • Complex addition.
    We define the sum of \(z\) and \(w\text{,}\) denoted \(z+w\text{,}\) as
    \begin{align} z+w \amp =(a+c)+i(b+d)\text{.}\tag{1.1} \end{align}
  • Complex subtraction.
    We define the additive inverse of \(w\text{,}\) denoted \(-w\text{,}\) as \(-w=-c-id\text{,}\) and the difference of \(z\) and \(w\text{,}\) denoted \(z-w\text{,}\) as
    \begin{align} z-w \amp =z+\,-w=(a-c)+i(b-d)\text{.}\tag{1.2} \end{align}
  • Complex multiplication.
    We define the product of \(z\) and \(w\text{,}\) denoted \(z\,w\) (or sometimes \(z\cdot w\)) as
    \begin{align} z\,w \amp= (ac-bd)+i(ad+bc) \text{.}\tag{1.3} \end{align}

Example 1.1.7. Complex arithmetic.

Let \(z=-2+i\,3\text{,}\) \(w=4+i\text{.}\) Compute the following complex numbers. Your answer must be expressed in the form \(a+ib\text{,}\) where \(a,b\in \R\text{.}\)
  1. \(\displaystyle z+w\)
  2. \(\displaystyle z-w\)
  3. \(\displaystyle z\,w\)
  4. \(a\cdot z\) (where \(a=a+0i\) is real)
  5. \(ib\cdot z\) (where \(ib=0+ib\) is purely imaginary)
Solution.
  1. We have
    \begin{align*} z+w \amp =(-2+4)+i(3+1)\\ \amp = 2+i\,4\text{.} \end{align*}
  2. We have
    \begin{align*} z-w \amp = (-2-4)+(3-1)i \\ \amp = -6+i\,2\text{.} \end{align*}
  3. We have
    \begin{align*} z\,w \amp = (-2\cdot 4-3\cdot 1)+i(-2\cdot 1+3\cdot 4)\\ \amp = -11+i\,10\text{.} \end{align*}
  4. We have
    \begin{align*} a\, z \amp = (a+0i)(-2+i\,3)\\ \amp = (-2a-0\cdot 3)+i(3a+0\cdot (-2))\\ \amp = -2a+i(3a)\text{.} \end{align*}
  5. We have
    \begin{align*} ib\cdot w \amp = (0+ib)(4+i)\\ \amp = -b+i\, 4b\text{.} \end{align*}

Remark 1.1.8. Real arithmetic.

As the last example illustrates, the arithmetic interaction of the real numbers with other complex numbers is particularly simple. For example, for any real number \(a=a+0i\) and complex number \(z=c+id\text{,}\) we have
\begin{align*} a+z \amp = (a+c)+id\\ az \amp =ac+id\text{.} \end{align*}
In particular, given two real numbers \(a+i\,0\) and \(b+i\,0\text{,}\) we have
\begin{align*} (a+i\,0)+(b+i\,0) \amp =(a+b)+i\,0=a+b\\ (a+i\,0)(b+i\,0) \amp =ab+i\,0=ab \text{.} \end{align*}
In other words, the complex arithmetic of the real numbers, considered now as a subset of the complex numbers, behaves exactly as it does considering the real numbers on their own. We summarize this by saying that the operations of complex addition and complex multiplication are extensions of real addition and real multiplication. In this sense we can think of the complex number system as an extension of the real number system. (Using fancier language from abstract algebra, we say that \(\C\) is a ring extension of \(\R\text{.}\))
The next theorem tells us that complex addition and multiplication are just as well-behaved as their real counterparts. More specifically, using some fancy abstract algebra jargon, the theorem asserts that \(\C\text{,}\) together with its addition and multiplication operations, constitutes a ring.

Proof.

Each property above follows in a straightforward manner from the definitions of these complex operations in combination with familiar properties of real number arithmetic. We prove (6) below, leaving the rest of the proofs as an exercise.
Let \(z=a+ib\) and \(w=c+id\text{.}\) We have
\begin{align*} z\, w \amp =(ac-bd)+(ad+bc)i \amp (\text{def.})\\ \amp = (ca-db)+(da+bc)i \amp (\text{comm. of real mult.})\\ \amp = w\, z \amp (\text{def})\text{,} \end{align*}
as desired.

Convention 1.1.10. \(a+ib=a+bi\).

Now that we have established that complex multiplication is commutative, we are free to write a complex number \(z=a+ib\) as \(z=a+bi\text{.}\) Oftentimes one of these expressions simply looks better typographically than the other.
Note that when writing \(z=a+bi\) and \(w=c+di\text{,}\) where \(a,b,c,d\in \R\text{,}\) it is still the case that \(z=w\) if and only if \(a=b\) and \(c=d\text{.}\)

Remark 1.1.11. \(\C\) as real vector space.

It follows from Theorem 1.1.9 that \(\C\) is a real vector space (or vector space over the reals), where we define vector addition to be complex addition, and scalar multiplication by a real number \(r\) to be complex multiplication by \(r\text{.}\) Furthermore, it is easy to see that the set \(B=\{1, i\}\) is a basis of \(\C\) as a real vector space: indeed, by definition, every element of \(z\in \C\) can be written as a real linear combination \(z=a+bi\) of \(1\) and \(i\) in a unique way. Since \(\abs{B}=2\text{,}\) we see that \(\C\) is a 2-dimensional vector space over \(\R\text{,}\) consistent with our identification above of \(\C\) and \(\R^2\text{.}\)
Continuing in this vein, note that \(\R=\Span\{1\}\subseteq \C\text{,}\) a one-dimensional subspace of \(\C\text{.}\) It follows that \(\C\) can be understood as the smallest subspace containing \(\R\) and the element \(i\text{.}\) This is sometimes expressed as \(\C\) being generated over \(\R\) by \(i\text{.}\)

Example 1.1.12. Real square roots.

Show that every real number \(a=a+0i\) has a square-root in \(\C\text{:}\) i.e., show that there is a \(z\in \C\) satisfying \(z^2=a\text{.}\) (By definition, \(z^2=z\, z\text{.}\) See Definition 1.1.17.)
Solution.
We seek \(c,d\in \R\) such that the complex number \(z=c+id\) satisfies \(z^2=a+0i\text{.}\) Since
\begin{equation*} z^2=(c^2-d^2)+i(2cd)\text{,} \end{equation*}
we see, using Definition 1.1.3, that \(z^2=a\) if and only if
\begin{align*} c^2-d^2 \amp = a \\ 2cd \amp = 0\text{.} \end{align*}
We now endeavor to solve the (quadratic) system of equations above. We proceed in cases with respect to whether \(a\) is zero, positive or negative. Note first that in all cases, the second equation is true if and only if \(c=0\) or \(d=0\text{.}\)
Case: \(a=0\text{.}\) In this case, it is clear that the only solution to the system above is \(c=d=0\text{.}\) Thus \(z=0=0+0i\) is the only complex square-root of \(0\text{.}\)
Case: \(a> 0\text{.}\) If \(c=0\) (to satisfy the second equation), then \(z^2=a\) if and only if \(-d^2=a\text{,}\) which is impossible since \(a> 0\) and \(-d^2\leq 0\text{.}\) Thus we must have \(d=0\text{,}\) in which case \(c^2=a\) implies \(c=\pm \sqrt{a}\text{.}\) (Note that \(\sqrt{a}\text{,}\) the positive square-root of \(a\text{,}\) exists, since \(a\) is positive.) It follows that \(a\) has exactly two square-roots in this case: \(\sqrt{a}=\sqrt{a}+0i\) and \(-\sqrt{a}=-\sqrt{a}+0i\text{.}\)
Case: \(a< 0\text{.}\) In this case we cannot have \(d=0\text{,}\) since the first equation would imply \(c^2=a\text{,}\) which is impossible since \(a\) is negative. Setting \(c=0\text{,}\) we then see that \(-d^2=a\) or \(d=\pm\sqrt{-a}\text{.}\) (Again, note that \(\sqrt{-a}\) is a well-defined real number since \(-a\) is positive.) We conclude in this case that \(a\) has exactly two square-roots: \(\sqrt{-a}\, i\) and \(-\sqrt{-a}\, i\text{.}\)
We can summarize our analysis above as follows: any \(a\in \R\) has a complex square-root \(z\text{,}\) and in fact we have
\begin{equation*} z=\begin{cases} \pm \sqrt{\abs{a}} \amp \text{if } a\geq 0 \\ \pm \sqrt{\abs{a}}\, i \amp \text{if } a< 0 \end{cases}\text{.} \end{equation*}
Here we have used the fact that
\begin{equation*} \abs{a}=\begin{cases} a \amp a\geq 0\\ -a \amp a< 0 \end{cases}\text{.} \end{equation*}

Remark 1.1.13. Adding square-root of \(-1\) to \(\R\).

It follows from our work in Example 1.1.12 that \(i^2=-1\text{:}\) i.e., \(i\) is a square-root of \(-1\text{.}\) This observation gives rise to a more motivated understanding of the complex number system \(\C\text{.}\) Roughly speaking, we can think of \(\C\) as the smallest number system containing \(\R\) and a square-root of \(-1\) that we call \(i\text{.}\) (I say ‘roughly’ here as I haven’t really told you what I mean by a number system, or by the smallest number system.) Furthermore, we can think of the definition of complex multiplication given by (1.3) as forced upon us: that is, it is the unique multiplication operation on \(\C\) that is associative, commutative, and satisfies \(i^2=-1\text{.}\)
Our last result tells us that, as in real number arithmetic, all nonzero complex numbers have a multiplicative inverse. Reaching again for some fancy language from abstract algebra, this fact, in conjunction with Theorem 1.1.9, means that \(\C\text{,}\) like \(\R\text{,}\) is a field.

Proof.

The fact that \(zw=1\) is easily verified using the definition of multiplication given by (1.3). As for uniqueness, given any other complex number \(u\text{,}\) we have
\begin{align*} zu=1 \amp \implies wzu=w\\ \amp \implies zwu=w \amp (\text{comm., assoc.})\\ \amp\implies u=w \amp (zw=1) \text{,} \end{align*}
showing that \(w\) is the only complex number satisfying this property.

Definition 1.1.15. Multiplicative inverses and quotients.

Let \(z=a+ib\ne 0\) be a nonzero complex number: i.e., \(a\ne 0\) or \(b\ne 0\text{.}\) The (multiplicative) inverse of \(z\text{,}\) denoted \(z^{-1}\) or \(1/z\text{,}\) is defined as
\begin{equation*} z^{-1}=\frac{a}{a^2+b^2}-\frac{b}{a^2+b^2}\, i\text{.} \end{equation*}
Given complex numbers \(w, u\) with \(u\ne 0\text{,}\) the quotient of \(w\) by \(u\text{,}\) denoted \(w/u\text{,}\) is defined as
\begin{equation*} \frac{w}{u}=\frac{1}{u}\cdot w= w\, u^{-1}\text{.} \end{equation*}

Example 1.1.16. Inverses and quotients.

Compute the following complex numbers. Your answer must be expressed in the form \(a+ib\text{,}\) where \(a,b\in \R\text{.}\)
  1. \(z^{-1}\text{,}\) where \(z=-2-3i\)
  2. \(\displaystyle (1+i)/(-2-3i)\)
  3. \(\displaystyle 1/i\)
  4. \(z/a\text{,}\) where \(z=c+id\) and \(a=a+0i\in \R\)
  5. \(z/(ib)\text{,}\) where \(z=c+id\) and \(b\in \R\)
Solution.
  1. Using the formula (1.4), we have
    \begin{equation*} z^{-1}=\frac{-2}{4+9}+\frac{3}{4+9}\, i=-\frac{2}{13}+\frac{3}{13}\, i\text{.} \end{equation*}
  2. By definition, we have
    \begin{align*} \frac{1+i}{-2-3i} \amp=(1+i)(-2-3i)^{-1} \\ \amp =(1+i)(-2/13+(3/13)\, i) \amp (\text{by above})\\ \amp = \frac{-5}{13}+\frac{1}{13}\, i\text{.} \end{align*}
  3. Using formula (1.4), we see easily that \(1/i=i^{-1}=-i\text{.}\)
  4. It is easy to see that for a real number \(a=a+0i\text{,}\) we have \(a^{-1}=1/a\text{,}\) and hence
    \begin{equation*} z/a=\frac{1}{a}(c+id)=\frac{c}{a}+\frac{d}{a}\, i\text{.} \end{equation*}
  5. It is easy to see, in general that \((uw)^{-1}=u^{-1}w^{-1}\) for any complex numbers \(u,w\text{.}\) Thus we have
    \begin{align*} z/(ib) \amp =z(ib)^{-1}\\ \amp = z\cdot \frac{1}{b}(-i) \amp \text{(by above)}\\ \amp = \frac{1}{b}(-i z)\\ \amp = \frac{d}{b}-\frac{c}{b}\, i\text{.} \end{align*}

Definition 1.1.17. Integer powers.

Let \(n\in \Z\) be an integer.
  • Case: \(n=0\).
    Given \(z\in \C\text{,}\) we define
    \begin{equation*} z^0=1\text{.} \end{equation*}
  • Case: \(n> 0\).
    Given \(n> 0\) and \(z\in \C\text{,}\) we define
    \begin{equation*} z^n=\underset{n \text{ times}}{\underbrace{z\, z\, \cdots z}}\text{.} \end{equation*}
  • Case: \(n< 0\).
    Given \(n< 0\) and nonzero \(z\ne 0 \in \C\text{,}\) we set \(n=-m\) where \(m=-n\) is positive, and define
    \begin{equation*} z^n=z^{-m}=\left(z^{-1}\right)^m\text{.} \end{equation*}