Complex number

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See also: Complex plane
File:Complex number illustration.svg
A complex number can be visually represented as a pair of numbers forming a vector on a diagram called an Argand diagram

In mathematics, the complex numbers are an extension of the real numbers obtained by adjoining an imaginary unit, denoted i, which satisfies:[1]

Failed to parse (MathML with SVG or PNG fallback (recommended for modern browsers and accessibility tools): Invalid response ("Math extension cannot connect to Restbase.") from server "https://api.formulasearchengine.com/v1/":): i^2=-1.\,

Every complex number can be written in the form a + bi, where a and b are real numbers called the real part and the imaginary part of the complex number, respectively.

Complex numbers are a field, and thus have addition, subtraction, multiplication, and division operations. These operations extend the corresponding operations on real numbers, although with a number of additional elegant and useful properties, e.g., negative real numbers can be obtained by squaring complex (imaginary) numbers.

Complex numbers were first discovered by the Italian mathematician Girolamo Cardano, who called them "fictitious", during his attempts to find solutions to cubic equations [2]. The solution of a general cubic equation may require intermediate calculations containing the square roots of negative numbers, even when the final solutions are real numbers, a situation known as casus irreducibilis. This ultimately led to the fundamental theorem of algebra, which shows that with complex numbers, it is always possible to find solutions to polynomial equations of degree one or higher.

The rules for addition, subtraction, multiplication, and division of complex numbers were first developed by the Italian mathematician Rafael Bombelli. A more abstract formalism for the complex numbers was further developed by the Irish mathematician William Rowan Hamilton, who extended this abstraction to the theory of quaternions.

Complex numbers are used in many different fields including applications in engineering, electromagnetism, quantum physics, applied mathematics, and chaos theory. When the underlying field of numbers for a mathematical construct is the field of complex numbers, the name usually reflects that fact. Examples are complex analysis, complex matrix, complex polynomial and complex Lie algebra.

Definitions

Notation

The set of all complex numbers is usually denoted by C, or in blackboard bold by Failed to parse (MathML with SVG or PNG fallback (recommended for modern browsers and accessibility tools): Invalid response ("Math extension cannot connect to Restbase.") from server "https://api.formulasearchengine.com/v1/":): \mathbb{C} .

Although other notations can be used, complex numbers are very often written in the form

Failed to parse (MathML with SVG or PNG fallback (recommended for modern browsers and accessibility tools): Invalid response ("Math extension cannot connect to Restbase.") from server "https://api.formulasearchengine.com/v1/":): a + bi \,

where a and b are real numbers, and i is the imaginary unit, which has the property i 2 = −1. The real number a is called the real part of the complex number, and the real number b is the imaginary part.

For example, 3 + 2i is a complex number, with real part 3 and imaginary part 2. If z = a + ib, the real part a is denoted Re(z) or ℜ(z), and the imaginary part b is denoted Im(z) or ℑ(z).

The real numbers, R, may be regarded as a subset of C by considering every real number a complex number with an imaginary part of zero; that is, the real number a is identified with the complex number a + 0i. Complex numbers with a real part of zero are called imaginary numbers; instead of writing 0 + bi, that imaginary number is usually denoted as just bi. If b equals 1, instead of using 0 + 1i or 1i, the number is denoted as i.

In some disciplines (in particular, electrical engineering, where i is a symbol for current), the imaginary unit i is instead written as j, so complex numbers are sometimes written as a + bj.

File:Color complex plot.jpg
Domain coloring plot of the function
ƒ(x) =(x2 − 1)(x − 2 − i)2/(x2 + 2 + 2i). The hue represents the function argument, while the saturation represents the magnitude.

Equality

Two complex numbers are equal if and only if their real parts are equal and their imaginary parts are equal. In other words, if the two complex numbers are written as a + bi and c + di with a, b, c, and d real, then they are equal if and only if a = c and b = d.

Operations

Complex numbers are added, subtracted, multiplied, and divided by formally applying the associative, commutative and distributive laws of algebra, together with the equation i 2 = −1:

  • Addition: Failed to parse (MathML with SVG or PNG fallback (recommended for modern browsers and accessibility tools): Invalid response ("Math extension cannot connect to Restbase.") from server "https://api.formulasearchengine.com/v1/":): \,(a + bi) + (c + di) = (a + c) + (b + d)i
  • Subtraction: Failed to parse (MathML with SVG or PNG fallback (recommended for modern browsers and accessibility tools): Invalid response ("Math extension cannot connect to Restbase.") from server "https://api.formulasearchengine.com/v1/":): \,(a + bi) - (c + di) = (a - c) + (b - d)i
  • Multiplication: Failed to parse (MathML with SVG or PNG fallback (recommended for modern browsers and accessibility tools): Invalid response ("Math extension cannot connect to Restbase.") from server "https://api.formulasearchengine.com/v1/":): \,(a + bi) (c + di) = ac + bci + adi + bd i^2 = (ac - bd) + (bc + ad)i
  • Division: Failed to parse (MathML with SVG or PNG fallback (recommended for modern browsers and accessibility tools): Invalid response ("Math extension cannot connect to Restbase.") from server "https://api.formulasearchengine.com/v1/":): \,\frac{(a + bi)}{(c + di)} = \left({ac + bd \over c^2 + d^2}\right) + \left( {bc - ad \over c^2 + d^2} \right)i\,,

where c and d are not both zero.

It is also possible to represent complex numbers as ordered pairs of real numbers, so that the complex number a + ib corresponds to (ab). In this representation, the algebraic operations have the following formulas:

(ab) + (cd) = (a + cb + d)
(ab)(cd) = (ac − bdbc + ad)

Since the complex number a + bi is uniquely specified by the ordered pair (a, b), the complex numbers are in one-to-one correspondence with points on a plane. This complex plane is described below.

The field of complex numbers

A field is an algebraic structure with addition, subtraction, multiplication, and division operations that satisfy certain algebraic laws. The complex numbers are a field, known as the complex number field, denoted by C. In particular, this means that the complex numbers possess:

  • An additive identity ("zero"), 0 + 0i.
  • A multiplicative identity ("one"), 1 + 0i.
  • An additive inverse of every complex number. The additive inverse of a + bi is −a − bi.
  • A multiplicative inverse (reciprocal) of every nonzero complex number. The multiplicative inverse of a + bi is Failed to parse (MathML with SVG or PNG fallback (recommended for modern browsers and accessibility tools): Invalid response ("Math extension cannot connect to Restbase.") from server "https://api.formulasearchengine.com/v1/":): {a\over a^2+b^2}+ \left( {-b\over a^2+b^2}\right)i.

Other fields include the real numbers and the rational numbers. When each real number a is identified with the complex number a + 0i, the field of real numbers R becomes a subfield of C.

The complex numbers C can also be characterized as the topological closure of the algebraic numbers or as the algebraic closure of R, both of which are described below.

The complex plane

File:Complex conjugate picture.svg
Geometric representation of Failed to parse (MathML with SVG or PNG fallback (recommended for modern browsers and accessibility tools): Invalid response ("Math extension cannot connect to Restbase.") from server "https://api.formulasearchengine.com/v1/":): z and its conjugate Failed to parse (MathML with SVG or PNG fallback (recommended for modern browsers and accessibility tools): Invalid response ("Math extension cannot connect to Restbase.") from server "https://api.formulasearchengine.com/v1/":): \bar{z} in the complex plane.

A complex number z can be viewed as a point or a position vector in a two-dimensional Cartesian coordinate system called the complex plane or Argand diagram (see Pedoe 1988 and Solomentsev 2001) named after Jean-Robert Argand. The point and hence the complex number z can be specified by Cartesian (rectangular) coordinates. The Cartesian coordinates of the complex number are the real part x = Re(z) and the imaginary part y = Im(z). The representation of a complex number by its Cartesian coordinates is called the Cartesian form or rectangular form or algebraic form of that complex number.

Absolute value, conjugation and distance

The absolute value (or modulus or magnitude) of a complex number Failed to parse (MathML with SVG or PNG fallback (recommended for modern browsers and accessibility tools): Invalid response ("Math extension cannot connect to Restbase.") from server "https://api.formulasearchengine.com/v1/":): z=re^{i\phi} is defined as Failed to parse (MathML with SVG or PNG fallback (recommended for modern browsers and accessibility tools): Invalid response ("Math extension cannot connect to Restbase.") from server "https://api.formulasearchengine.com/v1/":): |z|=r . Algebraically, if Failed to parse (MathML with SVG or PNG fallback (recommended for modern browsers and accessibility tools): Invalid response ("Math extension cannot connect to Restbase.") from server "https://api.formulasearchengine.com/v1/":): z=x+yi , then Failed to parse (MathML with SVG or PNG fallback (recommended for modern browsers and accessibility tools): Invalid response ("Math extension cannot connect to Restbase.") from server "https://api.formulasearchengine.com/v1/":): |z|=\sqrt{x^2+y^2}.

The absolute value has three important properties:

Failed to parse (MathML with SVG or PNG fallback (recommended for modern browsers and accessibility tools): Invalid response ("Math extension cannot connect to Restbase.") from server "https://api.formulasearchengine.com/v1/":): | z | \geq 0, \, where Failed to parse (MathML with SVG or PNG fallback (recommended for modern browsers and accessibility tools): Invalid response ("Math extension cannot connect to Restbase.") from server "https://api.formulasearchengine.com/v1/":): | z | = 0 \, if and only if Failed to parse (MathML with SVG or PNG fallback (recommended for modern browsers and accessibility tools): Invalid response ("Math extension cannot connect to Restbase.") from server "https://api.formulasearchengine.com/v1/":): z = 0 \,
Failed to parse (MathML with SVG or PNG fallback (recommended for modern browsers and accessibility tools): Invalid response ("Math extension cannot connect to Restbase.") from server "https://api.formulasearchengine.com/v1/":): | z + w | \leq | z | + | w | \, (triangle inequality)
Failed to parse (MathML with SVG or PNG fallback (recommended for modern browsers and accessibility tools): Invalid response ("Math extension cannot connect to Restbase.") from server "https://api.formulasearchengine.com/v1/":): | z \cdot w | = | z | \cdot | w | \,

for all complex numbers z and w. These imply that Failed to parse (MathML with SVG or PNG fallback (recommended for modern browsers and accessibility tools): Invalid response ("Math extension cannot connect to Restbase.") from server "https://api.formulasearchengine.com/v1/":): |1|=1 and Failed to parse (MathML with SVG or PNG fallback (recommended for modern browsers and accessibility tools): Invalid response ("Math extension cannot connect to Restbase.") from server "https://api.formulasearchengine.com/v1/":): |z/w|=|z|/|w| . By defining the distance function Failed to parse (MathML with SVG or PNG fallback (recommended for modern browsers and accessibility tools): Invalid response ("Math extension cannot connect to Restbase.") from server "https://api.formulasearchengine.com/v1/":): d(z,w)=|z-w| , we turn the set of complex numbers into a metric space and we can therefore talk about limits and continuity.

The complex conjugate of the complex number Failed to parse (MathML with SVG or PNG fallback (recommended for modern browsers and accessibility tools): Invalid response ("Math extension cannot connect to Restbase.") from server "https://api.formulasearchengine.com/v1/":): z=x+yi is defined to be Failed to parse (MathML with SVG or PNG fallback (recommended for modern browsers and accessibility tools): Invalid response ("Math extension cannot connect to Restbase.") from server "https://api.formulasearchengine.com/v1/":): x-yi , written as Failed to parse (MathML with SVG or PNG fallback (recommended for modern browsers and accessibility tools): Invalid response ("Math extension cannot connect to Restbase.") from server "https://api.formulasearchengine.com/v1/":): \bar{z} or Failed to parse (MathML with SVG or PNG fallback (recommended for modern browsers and accessibility tools): Invalid response ("Math extension cannot connect to Restbase.") from server "https://api.formulasearchengine.com/v1/":): z^*\, . As seen in the figure, Failed to parse (MathML with SVG or PNG fallback (recommended for modern browsers and accessibility tools): Invalid response ("Math extension cannot connect to Restbase.") from server "https://api.formulasearchengine.com/v1/":): \bar{z} is the "reflection" of z about the real axis, and so both Failed to parse (MathML with SVG or PNG fallback (recommended for modern browsers and accessibility tools): Invalid response ("Math extension cannot connect to Restbase.") from server "https://api.formulasearchengine.com/v1/":): z+\bar{z} and Failed to parse (MathML with SVG or PNG fallback (recommended for modern browsers and accessibility tools): Invalid response ("Math extension cannot connect to Restbase.") from server "https://api.formulasearchengine.com/v1/":): z\cdot\bar{z} are real numbers. Many identities relate complex numbers and their conjugates:

Failed to parse (MathML with SVG or PNG fallback (recommended for modern browsers and accessibility tools): Invalid response ("Math extension cannot connect to Restbase.") from server "https://api.formulasearchengine.com/v1/":): \overline{z+w} = \bar{z} + \bar{w}
Failed to parse (MathML with SVG or PNG fallback (recommended for modern browsers and accessibility tools): Invalid response ("Math extension cannot connect to Restbase.") from server "https://api.formulasearchengine.com/v1/":): \overline{z\cdot w} = \bar{z}\cdot\bar{w}
Failed to parse (MathML with SVG or PNG fallback (recommended for modern browsers and accessibility tools): Invalid response ("Math extension cannot connect to Restbase.") from server "https://api.formulasearchengine.com/v1/":): \overline{(z/w)} = \bar{z}/\bar{w}
Failed to parse (MathML with SVG or PNG fallback (recommended for modern browsers and accessibility tools): Invalid response ("Math extension cannot connect to Restbase.") from server "https://api.formulasearchengine.com/v1/":): \bar{\bar{z}}=z
Failed to parse (MathML with SVG or PNG fallback (recommended for modern browsers and accessibility tools): Invalid response ("Math extension cannot connect to Restbase.") from server "https://api.formulasearchengine.com/v1/":): \bar{z}=z   if and only if z is real
Failed to parse (MathML with SVG or PNG fallback (recommended for modern browsers and accessibility tools): Invalid response ("Math extension cannot connect to Restbase.") from server "https://api.formulasearchengine.com/v1/":): \bar{z}=-z   if and only if z is purely imaginary
Failed to parse (MathML with SVG or PNG fallback (recommended for modern browsers and accessibility tools): Invalid response ("Math extension cannot connect to Restbase.") from server "https://api.formulasearchengine.com/v1/":): \operatorname{Re}\,z = \tfrac{1}{2}(z+\bar{z})
Failed to parse (MathML with SVG or PNG fallback (recommended for modern browsers and accessibility tools): Invalid response ("Math extension cannot connect to Restbase.") from server "https://api.formulasearchengine.com/v1/":): \operatorname{Im}\,z = \tfrac{1}{2i}(z-\bar{z})
Failed to parse (MathML with SVG or PNG fallback (recommended for modern browsers and accessibility tools): Invalid response ("Math extension cannot connect to Restbase.") from server "https://api.formulasearchengine.com/v1/":): |z|=|\bar{z}|
Failed to parse (MathML with SVG or PNG fallback (recommended for modern browsers and accessibility tools): Invalid response ("Math extension cannot connect to Restbase.") from server "https://api.formulasearchengine.com/v1/":): |z|^2 = z\cdot\bar{z}
Failed to parse (MathML with SVG or PNG fallback (recommended for modern browsers and accessibility tools): Invalid response ("Math extension cannot connect to Restbase.") from server "https://api.formulasearchengine.com/v1/":): z^{-1} = \frac{\bar{z}}{|z|^{2}}   if z is non-zero.

The latter formula is the method of choice to compute the inverse of a complex number if it is given in rectangular coordinates.

That conjugation commutes with all the algebraic operations (and many functions; e.g. Failed to parse (MathML with SVG or PNG fallback (recommended for modern browsers and accessibility tools): Invalid response ("Math extension cannot connect to Restbase.") from server "https://api.formulasearchengine.com/v1/":): \sin\bar z=\overline{\sin z} ) is rooted in the ambiguity in choice of i (−1 has two square roots). It is important to note, however, that the function Failed to parse (MathML with SVG or PNG fallback (recommended for modern browsers and accessibility tools): Invalid response ("Math extension cannot connect to Restbase.") from server "https://api.formulasearchengine.com/v1/":): f(z) = \bar{z} is not complex-differentiable (see holomorphic function).

Geometric interpretation of the operations on complex numbers

The operations of addition, multiplication, and complex conjugation in the complex plane admit natural geometrical interpretations.

  • The sum of two points A and B of the complex plane is the point X = A + B such that the triangles with vertices 0, A, B, and X, B, A, are congruent.
  • The product of two points A and B is the point X = AB such that the triangles with vertices 0, 1, A, and 0, B, X, are similar.
  • The complex conjugate of a point A is the point X = A* such that the triangles with vertices 0, 1, A, and 0, 1, X, are mirror images of each other.

These geometric interpretations allow problems of geometry to be translated into algebra. And, conversely, geometric problems can be examined algebraically. For example, the problem of the geometric construction of the 17-gon is thus translated into the analysis of the algebraic equation x17 = 1.

Polar form

Alternatively to the cartesian representation z = x+iy, the complex number z can be specified by polar coordinates. The polar coordinates are r =  |z| ≥ 0, called the absolute value or modulus, and φ = arg(z), called the argument or the angle of z. For r = 0 any value of φ describes the same number. To get a unique representation, a conventional choice is to set arg(0) = 0. For r > 0 the argument φ is unique modulo 2π; that is, if any two values of the complex argument differ by an exact integer multiple of 2π, they are considered equivalent. To get a unique representation, a conventional choice is to limit φ to the interval (-π,π], i.e. −π < φ ≤ π. The representation of a complex number by its polar coordinates is called the polar form of the complex number.

Conversion from the polar form to the Cartesian form

Failed to parse (MathML with SVG or PNG fallback (recommended for modern browsers and accessibility tools): Invalid response ("Math extension cannot connect to Restbase.") from server "https://api.formulasearchengine.com/v1/":): x = r \cos \varphi
Failed to parse (MathML with SVG or PNG fallback (recommended for modern browsers and accessibility tools): Invalid response ("Math extension cannot connect to Restbase.") from server "https://api.formulasearchengine.com/v1/":): y = r \sin \varphi

Conversion from the Cartesian form to the polar form

Failed to parse (MathML with SVG or PNG fallback (recommended for modern browsers and accessibility tools): Invalid response ("Math extension cannot connect to Restbase.") from server "https://api.formulasearchengine.com/v1/":): r = \sqrt{x^2+y^2}
Failed to parse (MathML with SVG or PNG fallback (recommended for modern browsers and accessibility tools): Invalid response ("Math extension cannot connect to Restbase.") from server "https://api.formulasearchengine.com/v1/":): \varphi = \arg(z) = \operatorname{atan2}(y,x)

(See arg function and atan2.)

The resulting value for φ is in the range (−π, +π]; it is negative for negative values of y. If instead non-negative values in the range [0, 2π) are desired, add 2π to negative results.

Notation of the polar form

The notation of the polar form as

Failed to parse (MathML with SVG or PNG fallback (recommended for modern browsers and accessibility tools): Invalid response ("Math extension cannot connect to Restbase.") from server "https://api.formulasearchengine.com/v1/":): z = r\,(\cos \varphi + i\sin \varphi )\,

is called trigonometric form. The notation cis φ is sometimes used as an abbreviation for cos φ + i sin φ. Using Euler's formula it can also be written as

Failed to parse (MathML with SVG or PNG fallback (recommended for modern browsers and accessibility tools): Invalid response ("Math extension cannot connect to Restbase.") from server "https://api.formulasearchengine.com/v1/":): z = r\,\mathrm{e}^{i \varphi}\,

which is called exponential form.

Multiplication, division, exponentiation, and root extraction in the polar form

Multiplication, division, exponentiation, and root extraction are much easier in the polar form than in the Cartesian form.

Using sum and difference identities it follows that

Failed to parse (MathML with SVG or PNG fallback (recommended for modern browsers and accessibility tools): Invalid response ("Math extension cannot connect to Restbase.") from server "https://api.formulasearchengine.com/v1/":): r_1\,e^{i\varphi_1} \cdot r_2\,e^{i\varphi_2} = r_1\,r_2\,e^{i(\varphi_1 + \varphi_2)} \,

and that

Failed to parse (MathML with SVG or PNG fallback (recommended for modern browsers and accessibility tools): Invalid response ("Math extension cannot connect to Restbase.") from server "https://api.formulasearchengine.com/v1/":): \frac{r_1\,e^{i\varphi_1}}{r_2\,e^{i\varphi_2}} = \frac{r_1}{r_2}\,e^{i (\varphi_1 - \varphi_2)}. \,

Exponentiation with integer exponents; according to De Moivre's formula,

Failed to parse (MathML with SVG or PNG fallback (recommended for modern browsers and accessibility tools): Invalid response ("Math extension cannot connect to Restbase.") from server "https://api.formulasearchengine.com/v1/":): (\cos\varphi + i\sin\varphi)^n = \cos(n\varphi) + i\sin(n\varphi),\,

from which it follows that

Failed to parse (MathML with SVG or PNG fallback (recommended for modern browsers and accessibility tools): Invalid response ("Math extension cannot connect to Restbase.") from server "https://api.formulasearchengine.com/v1/":): (r(\cos\varphi + i\sin\varphi))^n = (r\,e^{i\varphi})^n = r^n\,e^{in\varphi} = r^n\,(\cos n\varphi + \mathrm{i} \sin n \varphi).\,

Exponentiation with arbitrary complex exponents is discussed in the article on exponentiation.

The addition of two complex numbers is just the vector addition of two vectors, and multiplication by a fixed complex number can be seen as a simultaneous rotation and stretching.

Multiplication by i corresponds to a counter-clockwise rotation by 90 degrees (π/2 radians). The geometric content of the equation i 2 = −1 is that a sequence of two 90 degree rotations results in a 180 degree (π radians) rotation. Even the fact (−1) · (−1) = +1 from arithmetic can be understood geometrically as the combination of two 180 degree turns.

If c is a complex number and n a positive integer, then any complex number z satisfying zn = c is called an n-th root of c. If c is nonzero, there are exactly n distinct n-th roots of c, which can be found as follows. Write Failed to parse (MathML with SVG or PNG fallback (recommended for modern browsers and accessibility tools): Invalid response ("Math extension cannot connect to Restbase.") from server "https://api.formulasearchengine.com/v1/":): c=re^{i\varphi} with real numbers r > 0 and φ, then the set of n-th roots of c is

Failed to parse (MathML with SVG or PNG fallback (recommended for modern browsers and accessibility tools): Invalid response ("Math extension cannot connect to Restbase.") from server "https://api.formulasearchengine.com/v1/":): \{ \sqrt[n]r\,e^{i(\frac{\varphi+2k\pi}{n})} \mid k\in\{0,1,\ldots,n-1\} \, \},

where Failed to parse (MathML with SVG or PNG fallback (recommended for modern browsers and accessibility tools): Invalid response ("Math extension cannot connect to Restbase.") from server "https://api.formulasearchengine.com/v1/":): \sqrt[n]{r} represents the usual (positive) n-th root of the positive real number r. If c = 0, then the only n-th root of c is 0 itself, which as n-th root of 0 is considered to have multiplicity n.

Some properties

Matrix representation of complex numbers

While usually not useful, alternative representations of the complex field can give some insight into its nature. One particularly elegant representation interprets each complex number as a 2×2 matrix with real entries which stretches and rotates the points of the plane. Every such matrix has the form

Failed to parse (MathML with SVG or PNG fallback (recommended for modern browsers and accessibility tools): Invalid response ("Math extension cannot connect to Restbase.") from server "https://api.formulasearchengine.com/v1/":): \begin{bmatrix} a & -b \\ b & \;\; a \end{bmatrix}

where a and b are real numbers. The sum and product of two such matrices is again of this form, and the product operation on matrices of this form is commutative. Every non-zero matrix of this form is invertible, and its inverse is again of this form. Therefore, the matrices of this form are a field, isomorphic to the field of complex numbers. Every such matrix can be written as

Failed to parse (MathML with SVG or PNG fallback (recommended for modern browsers and accessibility tools): Invalid response ("Math extension cannot connect to Restbase.") from server "https://api.formulasearchengine.com/v1/":): \begin{bmatrix} a & -b \\ b & \;\; a \end{bmatrix} = a \begin{bmatrix} 1 & \;\; 0 \\ 0 & \;\; 1 \end{bmatrix} + b \begin{bmatrix} 0 & -1 \\ 1 & \;\; 0 \end{bmatrix}

which suggests that we should identify the real number 1 with the identity matrix

Failed to parse (MathML with SVG or PNG fallback (recommended for modern browsers and accessibility tools): Invalid response ("Math extension cannot connect to Restbase.") from server "https://api.formulasearchengine.com/v1/":): \begin{bmatrix} 1 & \;\; 0 \\ 0 & \;\; 1 \end{bmatrix},

and the imaginary unit i with

Failed to parse (MathML with SVG or PNG fallback (recommended for modern browsers and accessibility tools): Invalid response ("Math extension cannot connect to Restbase.") from server "https://api.formulasearchengine.com/v1/":): \begin{bmatrix} 0 & -1 \\ 1 & \;\; 0 \end{bmatrix},

a counter-clockwise rotation by 90 degrees. Note that the square of this latter matrix is indeed equal to the 2×2 matrix that represents −1.

The square of the absolute value of a complex number expressed as a matrix is equal to the determinant of that matrix.

Failed to parse (MathML with SVG or PNG fallback (recommended for modern browsers and accessibility tools): Invalid response ("Math extension cannot connect to Restbase.") from server "https://api.formulasearchengine.com/v1/":): |z|^2 = \begin{vmatrix} a & -b \\ b & a \end{vmatrix} = (a^2) - ((-b)(b)) = a^2 + b^2.

If the matrix is viewed as a transformation of the plane, then the transformation rotates points through an angle equal to the argument of the complex number and scales by a factor equal to the complex number's absolute value. The conjugate of the complex number z corresponds to the transformation which rotates through the same angle as z but in the opposite direction, and scales in the same manner as z; this can be represented by the transpose of the matrix corresponding to z.

If the matrix elements are themselves complex numbers, the resulting algebra is that of the quaternions. In other words, this matrix representation is one way of expressing the Cayley-Dickson construction of algebras.

It should also be noted that the two eigenvalues of the 2x2 matrix representing a complex number are the complex number itself and its conjugate.

Real vector space

C is a two-dimensional real vector space. Unlike the reals, the set of complex numbers cannot be totally ordered in any way that is compatible with its arithmetic operations: C cannot be turned into an ordered field. More generally, no field containing a square root of −1 can be ordered.

R-linear maps CC have the general form

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with complex coefficients a and b. Only the first term is C-linear, and only the first term is holomorphic; the second term is real-differentiable, but does not satisfy the Cauchy-Riemann equations.

The function

Failed to parse (MathML with SVG or PNG fallback (recommended for modern browsers and accessibility tools): Invalid response ("Math extension cannot connect to Restbase.") from server "https://api.formulasearchengine.com/v1/":): f(z)=az\,

corresponds to rotations combined with scaling, while the function

Failed to parse (MathML with SVG or PNG fallback (recommended for modern browsers and accessibility tools): Invalid response ("Math extension cannot connect to Restbase.") from server "https://api.formulasearchengine.com/v1/":): f(z)=b\overline{z}

corresponds to reflections combined with scaling.

Solutions of polynomial equations

A root of the polynomial p is a complex number z such that p(z) = 0. A surprising result in complex analysis is that all polynomials of degree n with real or complex coefficients have exactly n complex roots (counting multiple roots according to their multiplicity). This is known as the fundamental theorem of algebra, and it shows that the complex numbers are an algebraically closed field.

Indeed, the complex number field C is the algebraic closure of the real number field, and Cauchy constructed the field of complex numbers in this way. It can also be characterized as the quotient ring of the polynomial ring R[X] over the ideal generated by the polynomial X2 + 1:

Failed to parse (MathML with SVG or PNG fallback (recommended for modern browsers and accessibility tools): Invalid response ("Math extension cannot connect to Restbase.") from server "https://api.formulasearchengine.com/v1/":): \mathbb{C} = \mathbb{R}[ X ] / ( X^2 + 1). \,

This is indeed a field because X2 + 1 is irreducible over the real numbers, hence generating a maximal ideal, in R[X]. The image of X in this quotient ring is the imaginary unit i.

Algebraic characterization

The field C is (up to field isomorphism) characterized by the following three facts:

Consequently, C contains many proper subfields which are isomorphic to C. Another consequence of this characterization is that the Galois group of C over the rational numbers is enormous, with cardinality equal to that of the power set of the continuum.

Characterization as a topological field

As noted above, the algebraic characterization of C fails to capture some of its most important properties. These properties, which underpin the foundations of complex analysis, arise from the topology of C. The following properties characterize C as a topological field:

  • C is a field.
  • C contains a subset P of nonzero elements satisfying:
    • P is closed under addition, multiplication and taking inverses.
    • If x and y are distinct elements of P, then either x-y or y-x is in P
    • If S is any nonempty subset of P, then S+P=x+P for some x in C.
  • C has a nontrivial involutive automorphism x→x*, fixing P and such that xx* is in P for any nonzero x in C.

Given these properties, one can then define a topology on C by taking the sets

  • Failed to parse (MathML with SVG or PNG fallback (recommended for modern browsers and accessibility tools): Invalid response ("Math extension cannot connect to Restbase.") from server "https://api.formulasearchengine.com/v1/":): B(x,p) = \{y | p - (y-x)(y-x)^*\in P\}

as a base, where x ranges over C, and p ranges over P.

To see that these properties characterize C as a topological field, one notes that P ∪ {0} ∪ -P is an ordered Dedekind-complete field and thus can be identified with the real numbers R by a unique field isomorphism. The last property is easily seen to imply that the Galois group over the real numbers is of order two, completing the characterization.

Pontryagin has shown that the only connected locally compact topological fields are R and C. This gives another characterization of C as a topological field, since C can be distinguished from R by noting that the nonzero complex numbers are connected, while the nonzero real numbers are not.

Complex analysis

For more details on this topic, see Complex analysis.

The study of functions of a complex variable is known as complex analysis and has enormous practical use in applied mathematics as well as in other branches of mathematics. Often, the most natural proofs for statements in real analysis or even number theory employ techniques from complex analysis (see prime number theorem for an example). Unlike real functions which are commonly represented as two dimensional graphs, complex functions have four dimensional graphs and may usefully be illustrated by color coding a three dimensional graph to suggest four dimensions, or by animating the complex function's dynamic transformation of the complex plane.

Applications

The words "real" and "imaginary" were meaningful when complex numbers were used mainly as an aid in manipulating "real" numbers, with only the "real" part directly describing the world. Later applications, and especially the discovery of quantum mechanics, showed that nature has no preference for "real" numbers and its most real descriptions often require complex numbers, the "imaginary" part being just as physical as the "real" part.

Control theory

In control theory, systems are often transformed from the time domain to the frequency domain using the Laplace transform. The system's poles and zeros are then analyzed in the complex plane. The root locus, Nyquist plot, and Nichols plot techniques all make use of the complex plane.

In the root locus method, it is especially important whether the poles and zeros are in the left or right half planes, i.e. have real part greater than or less than zero. If a system has poles that are

If a system has zeros in the right half plane, it is a nonminimum phase system.

Signal analysis

Complex numbers are used in signal analysis and other fields for a convenient description for periodically varying signals. For given real functions representing actual physical quantities, often in terms of sines and cosines, corresponding complex functions are considered of which the real parts are the original quantities. For a sine wave of a given frequency, the absolute value |z| of the corresponding z is the amplitude and the argument arg(z) the phase.

If Fourier analysis is employed to write a given real-valued signal as a sum of periodic functions, these periodic functions are often written as complex valued functions of the form

Failed to parse (MathML with SVG or PNG fallback (recommended for modern browsers and accessibility tools): Invalid response ("Math extension cannot connect to Restbase.") from server "https://api.formulasearchengine.com/v1/":): f ( t ) = z e^{i\omega t} \,

where ω represents the angular frequency and the complex number z encodes the phase and amplitude as explained above.

In electrical engineering, the Fourier transform is used to analyze varying voltages and currents. The treatment of resistors, capacitors, and inductors can then be unified by introducing imaginary, frequency-dependent resistances for the latter two and combining all three in a single complex number called the impedance. (Electrical engineers and some physicists use the letter j for the imaginary unit since i is typically reserved for varying currents and may come into conflict with i.) This approach is called phasor calculus. This use is also extended into digital signal processing and digital image processing, which utilize digital versions of Fourier analysis (and Wavelet analysis) to transmit, compress, restore, and otherwise process digital audio signals, still images, and video signals.

Improper integrals

In applied fields, complex numbers are often used to compute certain real-valued improper integrals, by means of complex-valued functions. Several methods exist to do this; see methods of contour integration.

Quantum mechanics

The complex number field is relevant in the mathematical formulation of quantum mechanics, where complex Hilbert spaces provide the context for one such formulation that is convenient and perhaps most standard. The original foundation formulas of quantum mechanics – the Schrödinger equation and Heisenberg's matrix mechanics – make use of complex numbers.

Relativity

In special and general relativity, some formulas for the metric on spacetime become simpler if one takes the time variable to be imaginary. (This is no longer standard in classical relativity, but is used in an essential way in quantum field theory.) Complex numbers are essential to spinors, which are a generalization of the tensors used in relativity.

Applied mathematics

In differential equations, it is common to first find all complex roots r of the characteristic equation of a linear differential equation and then attempt to solve the system in terms of base functions of the form f(t) = ert.

Fluid dynamics

In fluid dynamics, complex functions are used to describe potential flow in two dimensions.

Fractals

Certain fractals are plotted in the complex plane, e.g. the Mandelbrot set and the Julia set.

History

The earliest fleeting reference to square roots of negative numbers perhaps occurred in the work of the Greek mathematician and inventor Heron of Alexandria in the 1st century AD, when he considered the volume of an impossible frustum of a pyramid,[3] though negative numbers were not conceived in the Hellenistic world.

Complex numbers became more prominent in the 16th century, when closed formulas for the roots of cubic and quartic polynomials were discovered by Italian mathematicians (see Niccolo Fontana Tartaglia, Gerolamo Cardano). It was soon realized that these formulas, even if one was only interested in real solutions, sometimes required the manipulation of square roots of negative numbers. For example, Tartaglia's cubic formula gives the following solution to the equation x³ − x = 0:

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At first glance this looks like nonsense. However formal calculations with complex numbers show that the equation z3 = i has solutions –i, Failed to parse (MathML with SVG or PNG fallback (recommended for modern browsers and accessibility tools): Invalid response ("Math extension cannot connect to Restbase.") from server "https://api.formulasearchengine.com/v1/":): {\scriptstyle\frac{\sqrt{3}}{2}}+{\scriptstyle\frac{1}{2}}i and Failed to parse (MathML with SVG or PNG fallback (recommended for modern browsers and accessibility tools): Invalid response ("Math extension cannot connect to Restbase.") from server "https://api.formulasearchengine.com/v1/":): {\scriptstyle\frac{-\sqrt{3}}{2}}+{\scriptstyle\frac{1}{2}}i . Substituting these in turn for Failed to parse (MathML with SVG or PNG fallback (recommended for modern browsers and accessibility tools): Invalid response ("Math extension cannot connect to Restbase.") from server "https://api.formulasearchengine.com/v1/":): {\scriptstyle\sqrt{-1}^{1/3}} in Tartaglia's cubic formula and simplifying, one gets 0, 1 and −1 as the solutions of x3 – x = 0.

This was doubly unsettling since not even negative numbers were considered to be on firm ground at the time. The term "imaginary" for these quantities was coined by René Descartes in 1637 and was meant to be derogatoryTemplate:Fix/category[citation needed] (see imaginary number for a discussion of the "reality" of complex numbers). A further source of confusion was that the equation Failed to parse (MathML with SVG or PNG fallback (recommended for modern browsers and accessibility tools): Invalid response ("Math extension cannot connect to Restbase.") from server "https://api.formulasearchengine.com/v1/":): \sqrt{-1}^2=\sqrt{-1}\sqrt{-1}=-1 seemed to be capriciously inconsistent with the algebraic identity Failed to parse (MathML with SVG or PNG fallback (recommended for modern browsers and accessibility tools): Invalid response ("Math extension cannot connect to Restbase.") from server "https://api.formulasearchengine.com/v1/":): \sqrt{a}\sqrt{b}=\sqrt{ab} , which is valid for positive real numbers a and b, and which was also used in complex number calculations with one of a, b positive and the other negative. The incorrect use of this identity (and the related identity Failed to parse (MathML with SVG or PNG fallback (recommended for modern browsers and accessibility tools): Invalid response ("Math extension cannot connect to Restbase.") from server "https://api.formulasearchengine.com/v1/":): \scriptstyle 1/\sqrt{a}=\sqrt{1/a} ) in the case when both a and b are negative even bedeviled Euler. This difficulty eventually led to the convention of using the special symbol i in place of Failed to parse (MathML with SVG or PNG fallback (recommended for modern browsers and accessibility tools): Invalid response ("Math extension cannot connect to Restbase.") from server "https://api.formulasearchengine.com/v1/":): \sqrt{-1} to guard against this mistake.

The 18th century saw the labors of Abraham de Moivre and Leonhard Euler. To de Moivre is due (1730) the well-known formula which bears his name, de Moivre's formula:

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and to Euler (1748) Euler's formula of complex analysis:

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The existence of complex numbers was not completely accepted until the geometrical interpretation (see below) had been described by Caspar Wessel in 1799; it was rediscovered several years later and popularized by Carl Friedrich Gauss, and as a result the theory of complex numbers received a notable expansion. The idea of the graphic representation of complex numbers had appeared, however, as early as 1685, in Wallis's De Algebra tractatus.

Wessel's memoir appeared in the Proceedings of the Copenhagen Academy for 1799, and is exceedingly clear and complete, even in comparison with modern works. He also considers the sphere, and gives a quaternion theory from which he develops a complete spherical trigonometry. In 1804 the Abbé Buée independently came upon the same idea which Wallis had suggested, that Failed to parse (MathML with SVG or PNG fallback (recommended for modern browsers and accessibility tools): Invalid response ("Math extension cannot connect to Restbase.") from server "https://api.formulasearchengine.com/v1/":): \pm\sqrt{-1} should represent a unit line, and its negative, perpendicular to the real axis. Buée's paper was not published until 1806, in which year Jean-Robert Argand also issued a pamphlet on the same subject. It is to Argand's essay that the scientific foundation for the graphic representation of complex numbers is now generally referred. Nevertheless, in 1831 Gauss found the theory quite unknown, and in 1832 published his chief memoir on the subject, thus bringing it prominently before the mathematical world. Mention should also be made of an excellent little treatise by Mourey (1828), in which the foundations for the theory of directional numbers are scientifically laid. The general acceptance of the theory is not a little due to the labors of Augustin Louis Cauchy and Niels Henrik Abel, and especially the latter, who was the first to boldly use complex numbers with a success that is well known.

The common terms used in the theory are chiefly due to the founders. Argand called Failed to parse (MathML with SVG or PNG fallback (recommended for modern browsers and accessibility tools): Invalid response ("Math extension cannot connect to Restbase.") from server "https://api.formulasearchengine.com/v1/":): \cos \phi + i\sin \phi the direction factor, and Failed to parse (MathML with SVG or PNG fallback (recommended for modern browsers and accessibility tools): Invalid response ("Math extension cannot connect to Restbase.") from server "https://api.formulasearchengine.com/v1/":): r = \sqrt{a^2+b^2} the modulus; Cauchy (1828) called Failed to parse (MathML with SVG or PNG fallback (recommended for modern browsers and accessibility tools): Invalid response ("Math extension cannot connect to Restbase.") from server "https://api.formulasearchengine.com/v1/":): \cos \phi + i\sin \phi the reduced form (l'expression réduite); Gauss used i for Failed to parse (MathML with SVG or PNG fallback (recommended for modern browsers and accessibility tools): Invalid response ("Math extension cannot connect to Restbase.") from server "https://api.formulasearchengine.com/v1/":): \sqrt{-1} , introduced the term complex number for Failed to parse (MathML with SVG or PNG fallback (recommended for modern browsers and accessibility tools): Invalid response ("Math extension cannot connect to Restbase.") from server "https://api.formulasearchengine.com/v1/":): a+bi , and called Failed to parse (MathML with SVG or PNG fallback (recommended for modern browsers and accessibility tools): Invalid response ("Math extension cannot connect to Restbase.") from server "https://api.formulasearchengine.com/v1/":): a^2+b^2 the norm.

The expression direction coefficient, often used for Failed to parse (MathML with SVG or PNG fallback (recommended for modern browsers and accessibility tools): Invalid response ("Math extension cannot connect to Restbase.") from server "https://api.formulasearchengine.com/v1/":): \cos \phi + i \sin \phi , is due to Hankel (1867), and absolute value, for modulus, is due to Weierstrass.

Following Cauchy and Gauss have come a number of contributors of high rank, of whom the following may be especially mentioned: Kummer (1844), Leopold Kronecker (1845), Scheffler (1845, 1851, 1880), Bellavitis (1835, 1852), Peacock (1845), and De Morgan (1849). Möbius must also be mentioned for his numerous memoirs on the geometric applications of complex numbers, and Dirichlet for the expansion of the theory to include primes, congruences, reciprocity, etc., as in the case of real numbers.

A complex ring or field is a set of complex numbers which is closed under addition, subtraction, and multiplication. Gauss studied complex numbers of the form Failed to parse (MathML with SVG or PNG fallback (recommended for modern browsers and accessibility tools): Invalid response ("Math extension cannot connect to Restbase.") from server "https://api.formulasearchengine.com/v1/":): a + bi , where a and b are integral, or rational (and i is one of the two roots of Failed to parse (MathML with SVG or PNG fallback (recommended for modern browsers and accessibility tools): Invalid response ("Math extension cannot connect to Restbase.") from server "https://api.formulasearchengine.com/v1/":): x^2 + 1 = 0 ). His student, Ferdinand Eisenstein, studied the type Failed to parse (MathML with SVG or PNG fallback (recommended for modern browsers and accessibility tools): Invalid response ("Math extension cannot connect to Restbase.") from server "https://api.formulasearchengine.com/v1/":): a + b\omega , where Failed to parse (MathML with SVG or PNG fallback (recommended for modern browsers and accessibility tools): Invalid response ("Math extension cannot connect to Restbase.") from server "https://api.formulasearchengine.com/v1/":): \omega is a complex root of Failed to parse (MathML with SVG or PNG fallback (recommended for modern browsers and accessibility tools): Invalid response ("Math extension cannot connect to Restbase.") from server "https://api.formulasearchengine.com/v1/":): x^3 - 1 = 0 . Other such classes (called cyclotomic fields) of complex numbers are derived from the roots of unity Failed to parse (MathML with SVG or PNG fallback (recommended for modern browsers and accessibility tools): Invalid response ("Math extension cannot connect to Restbase.") from server "https://api.formulasearchengine.com/v1/":): x^k - 1 = 0 for higher values of Failed to parse (MathML with SVG or PNG fallback (recommended for modern browsers and accessibility tools): Invalid response ("Math extension cannot connect to Restbase.") from server "https://api.formulasearchengine.com/v1/":): k . This generalization is largely due to Kummer, who also invented ideal numbers, which were expressed as geometrical entities by Felix Klein in 1893. The general theory of fields was created by Évariste Galois, who studied the fields generated by the roots of any polynomial equation

Failed to parse (MathML with SVG or PNG fallback (recommended for modern browsers and accessibility tools): Invalid response ("Math extension cannot connect to Restbase.") from server "https://api.formulasearchengine.com/v1/":): \ F(x) = 0.

The late writers (from 1884) on the general theory include Weierstrass, Schwarz, Richard Dedekind, Otto Hölder, Bonaventure Berloty, Henri Poincaré, Eduard Study, and Alexander MacFarlane.

See also

Notes

  1. K. D. Joshi, Foundations of Discrete Mathematics, 1989, Wiley, p. 398 ISBN 0470211520
  2. Burton, David (1995). "7". The History of Mathematics (3rd ed.). New York: McGraw-Hill. p. 294. ISBN 0-07-009465-9. 
  3. A brief history of complex numbers

References

Mathematical references

Historical references

  • Nahin, Paul J. (1998), An Imaginary Tale: The Story of Failed to parse (MathML with SVG or PNG fallback (recommended for modern browsers and accessibility tools): Invalid response ("Math extension cannot connect to Restbase.") from server "https://api.formulasearchengine.com/v1/":): \sqrt{-1} (hardcover ed.), Princeton University Press, ISBN 0-691-02795-1 
A gentle introduction to the history of complex numbers and the beginnings of complex analysis.
  • H.-D. Ebbinghaus, H. Hermes, F. Hirzebruch, M. Koecher, K. Mainzer, J. Neukirch, A. Prestel, R. Remmert (1991), Numbers (hardcover ed.), Springer, ISBN 0-387-97497-0 
An advanced perspective on the historical development of the concept of number.

Further reading

  • The Road to Reality: A Complete Guide to the Laws of the Universe, by Roger Penrose; Alfred A. Knopf, 2005; ISBN 0-679-45443-8. Chapters 4-7 in particular deal extensively (and enthusiastically) with complex numbers.
  • Unknown Quantity: A Real and Imaginary History of Algebra, by John Derbyshire; Joseph Henry Press; ISBN 0-309-09657-X (hardcover 2006). A very readable history with emphasis on solving polynomial equations and the structures of modern algebra.
  • Visual Complex Analysis, by Tristan Needham; Clarendon Press; ISBN 0-198-53447-7 (hardcover, 1997). History of complex numbers and complex analysis with compelling and useful visual interpretations.

External links

Template:Number Systems

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