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A First Course in Complex Analysis

Section 1.2 From Algebra to Geometry and Back

Although we just introduced a new way of writing complex numbers, let’s for a moment return to the \((x,y)\)-notation. It suggests that we can think of a complex number as a two-dimensional real vector. When plotting these vectors in the plane \(\R^2\text{,}\) we will call the \(x\)-axis the real axis and the \(y\)-axis the imaginary axis. The addition that we defined for complex numbers resembles vector addition; see Figure 1.2.1. The analogy stops at multiplication: there is no “usual” multiplication of two vectors in \(\R^2\) that gives another vector, and certainly not one that agrees with our definition of the product of two complex numbers.
Figure 1.2.1. Addition of complex numbers.
Any vector in \(\R^2\) is defined by its two coordinates. On the other hand, it is also determined by its length and the angle it encloses with, say, the positive real axis; let’s define these concepts thoroughly.

Definition 1.2.2.

The absolute value (also called the modulus) of \(z = x+iy\) is
\begin{equation*} r \ = \ \left| z \right| \ := \ \sqrt{ x^2 + y^2 } \, , \end{equation*}
and an argument of \(z = x+iy\) is a number \(\phi \in \R\) such that
\begin{equation*} x = r \cos \phi \qquad \text{ and } \qquad y = r \sin \phi \,\text{.} \end{equation*}
A given complex number \(z = x+iy\) has infinitely many possible arguments. For instance, the number \(1 = 1 + 0i\) lies on the positive real axis, and so has argument \(0\text{,}\) but we could just as well say it has argument \(2\pi\text{,}\) \(4\pi\text{,}\) \(-2\pi\text{,}\) or \(2\pi k\) for any integer \(k\text{.}\) The number \(0 = 0+0i\) has modulus \(0\text{,}\) and every real number \(\phi\) is an argument. Aside from the exceptional case of \(0\text{,}\) for any complex number \(z\text{,}\) the arguments of \(z\) all differ by a multiple of \(2\pi\text{,}\) just as we saw for the example \(z = 1\text{.}\)
SageMath returns the argument in the range \((-\pi, \pi]\text{.}\)
The absolute value of the difference of two vectors has a nice geometric interpretation:

Proof.

Let \(z_1 = x_1 + iy_1\) and \(z_2 = x_2 + iy_2\text{.}\) From geometry we know that
\begin{equation*} d(z_1, z_2) \ = \ \sqrt{(x_1 - x_2)^2 + (y_1 - y_2)^2}\, \text{.} \end{equation*}
This is the definition of \(|z_1 - z_2|\text{.}\) Since \((x_1 - x_2)^2 = (x_2 - x_1)^2\) and \((y_1 - y_2)^2 = (y_2 - y_1)^2\text{,}\) this is also equal to \(|z_2 - z_1|\text{.}\)
Figure 1.2.4. Geometry behind the distance between two complex numbers.
That \(|z_1 - z_2| = |z_2 - z_1|\) simply says that the vector from \(z_1\) to \(z_2\) has the same length as the vector from \(z_2\) to \(z_1\text{.}\)
It is very useful to keep this geometric interpretation in mind when thinking about the absolute value of the difference of two complex numbers.
One reason to introduce the absolute value and argument of a complex number is that they allow us to give a geometric interpretation for the multiplication of two complex numbers. Let’s say we have two complex numbers: \(x_1 + i y_1\text{,}\) with absolute value \(r_1\) and argument \(\phi_1\text{,}\) and \(x_2 + i y_2\text{,}\) with absolute value \(r_2\) and argument \(\phi_2\text{.}\) This means we can write \(x_1 + i y_1 = ( r_1 \cos \phi_1 ) + i ( r_1 \sin \phi_1 )\) and \(x_2 + i y_2 = ( r_2 \cos \phi_2 ) + i ( r_2 \sin \phi_2 )\text{.}\) To compute the product, we make use of some classic trigonometric identities:
\begin{align*} \amp ( x_1 + i y_1 ) ( x_2 + i y_2 ) \ = \ \left( r_1 \cos \phi_1 + i \, r_1 \sin \phi_1 \right) \left( r_2 \cos \phi_2 + i \, r_2 \sin \phi_2 \right)\\ \amp \qquad \ = \ ( r_1 r_2 \cos \phi_1 \cos \phi_2 - r_1 r_2 \sin \phi_1 \sin \phi_2 ) \\ \amp \qquad\qquad {} + i ( r_1 r_2 \cos \phi_1 \sin \phi_2 + r_1 r_2 \sin \phi_1 \cos \phi_2 )\\ \amp \qquad \ = \ r_1 r_2 \bigl( ( \cos \phi_1 \cos \phi_2 - \sin \phi_1 \sin \phi_2 )\\ \amp \qquad \qquad {} + i ( \cos \phi_1 \sin \phi_2 + \sin \phi_1 \cos \phi_2 ) \bigr)\\ \amp \qquad \ = \ r_1 r_2 \bigl( \cos ( \phi_1 + \phi_2 ) + i \sin ( \phi_1 + \phi_2 ) \bigr) \, \text{.} \end{align*}
So the absolute value of the product is \(r_1 r_2\) and one of its arguments is \(\phi_1 + \phi_2\text{.}\) Geometrically, we are multiplying the lengths of the two vectors representing our two complex numbers and adding their angles measured with respect to the positive real axis.
 1 
You should convince yourself that there is no problem with the fact that there are many possible arguments for complex numbers, as both cosine and sine are periodic functions with period \(2\pi\text{.}\)
Figure 1.2.5. Multiplication of complex numbers.
In view of the above calculation, it should come as no surprise that we will have to deal with quantities of the form \(\cos \phi + i \sin \phi\) (where \(\phi\) is some real number) quite a bit. To save space, bytes, ink, etc., we introduce a shortcut notation and define
\begin{equation*} e^{ i \phi } \ := \ \cos \phi + i \sin \phi \,\text{.} \end{equation*}
Figure 1.2.6 shows three examples.
Figure 1.2.6. Three sample complex numbers of the form \(e^{ i \phi }\text{.}\)
At this point, this exponential notation is indeed purely a notation.
 2 
In particular, while our notation “proves” Euler’s formula \(e^{ 2 \pi i } = 1\text{,}\) this simply follows from the facts \(\sin(2 \pi) = 0\) and \(\cos(2 \pi) = 1\text{.}\) The connection between the numbers \(\pi\text{,}\) \(i\text{,}\) \(1\text{,}\) and the complex exponential function (and thus the number \(e\)) is somewhat deeper. We’ll explore this in Section 3.5.
We will later see in Chapter 3 that it has an intimate connection to the complex exponential function. For now, we motivate this maybe strange seeming definition by collecting some of its properties:
You are encouraged to prove them (see Exercise 1.5.16); again we give a sample (f).

Proof.

By definition of \(e^{ i \phi }\text{,}\)
\begin{align*} \frac{ d }{ \diff{\phi} } \, e^{ i \phi } \amp \ = \ \frac{ d }{ \diff{\phi} } \left( \cos \phi + i \sin \phi \right)\\ \amp \ = \ - \sin \phi + i \cos \phi\\ \amp\ = \ i \left( \cos \phi + i \sin \phi \right)\\ \amp \ = \ i \, e^{ i \phi } . \end{align*}
Proposition 1.2.7 implies that \(( e^{ 2 \pi i \frac m n } )^n = 1\) for any integers \(m\) and \(n > 0\text{.}\) Thus numbers of the form \(e^{ 2 \pi i q }\) with \(q \in \Q\) play a pivotal role in solving equations of the form \(z^n = 1\text{,}\) which is reason to give them a special name.

Definition 1.2.8.

A root of unity is a number of the form \(e^{ 2 \pi i \frac m n }\) for some integers \(m\) and \(n > 0\text{.}\) Equivalently (by Exercise 1.5.17), a root of unity is a complex number \(\zeta\) such that \(\zeta^n = 1\) for some positive integer \(n\text{.}\) In this case, we call \(\zeta\) an \(n\th\) root of unity. If \(n\) is the smallest positive integer with the property \(\zeta^n = 1\text{,}\) then \(\zeta\) is a primitive \(n\th\) root of unity.

Example 1.2.9.

The \(4\th\) roots of unity are \(\pm 1\) and \(\pm i = e^{ \pm \frac{ \pi i }{ 2 } }\text{.}\) The latter two are primitive \(4\th\) roots of unity.
SageMath can picture roots of unity:
With our new notation, the sentence “the complex number \(x+iy\) has absolute value \(r\) and argument \(\phi\)” now becomes the identity
\begin{equation*} x+iy \ = \ r \, e^{ i \phi }\text{.} \end{equation*}
The left-hand side is often called the rectangular form, and the right-hand side the polar form of this complex number.
We now have five different ways of thinking about a complex number: the formal definition, in rectangular form, in polar form, and geometrically, using Cartesian coordinates or polar coordinates. Each of these ways is useful in different situations, and translating between them is an essential ingredient in complex analysis. This list is not exhaustive; see, e.g., Exercise 1.5.21.

Various ways of thinking about a complex number.

We collect the various ways we’ve seen of describing a complex number.
Formal definition
A complex number is formally defined to be an ordered pair of real numbers \((x,y)\text{,}\) as given in Definition 1.1.1.
Rectangular form
We frequently represent a complex number as
\begin{equation*} z=x+iy\text{,} \end{equation*}
and we may visualize the number using Cartesian coordinates.
Exponential form
Similarly, a complex number also has an exponential form
\begin{equation*} z=re^{i\theta} \end{equation*}
and can be visualized using polar coordinates.