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Complex number

Complex number

A complex number is a number that can be expressed in the form a + bi, where a and b are real numbers, and i is a solution of the equation x2 = −1. Because no real number satisfies this equation, i is called an imaginary number. For the complex number a + bi, a is called the real part, and b is called the imaginary part. Despite the historical nomenclature "imaginary", complex numbers are regarded in the mathematical sciences as just as "real" as the real numbers, and are fundamental in many aspects of the scientific description of the natural world.[1][3]

Complex numbers allow solutions to certain equations that have no solutions in real numbers. For example, the equation

has no real solution, since the square of a real number cannot be negative. Complex numbers provide a solution to this problem. The idea is to extend the real numbers with an indeterminate i (sometimes called the imaginary unit) that is taken to satisfy the relation i2 = −1, so that solutions to equations like the preceding one can be found. In this case the solutions are −1 + 3i and −1 − 3i, as can be verified using the fact that i2 = −1:

According to the fundamental theorem of algebra, all polynomial equations with real or complex coefficients in a single variable have a solution in complex numbers. In contrast, some polynomial equations with real coefficients have no solution in real numbers. The 16th century Italian mathematician Gerolamo Cardano is credited with introducing complex numbers in his attempts to find solutions to cubic equations.[4]

Formally, the complex number system can be defined as the algebraic extension of the ordinary real numbers by an imaginary number i.[5] This means that complex numbers can be added, subtracted, and multiplied, as polynomials in the variable i, with the rule i2 = −1 imposed. Furthermore, complex numbers can also be divided by nonzero complex numbers. Overall, the complex number system is a field.

Geometrically, complex numbers extend the concept of the one-dimensional number line to the two-dimensional complex plane by using the horizontal axis for the real part and the vertical axis for the imaginary part. The complex number a + bi can be identified with the point (a, b) in the complex plane. A complex number whose real part is zero is said to be purely imaginary; the points for these numbers lie on the vertical axis of the complex plane. A complex number whose imaginary part is zero can be viewed as a real number; its point lies on the horizontal axis of the complex plane. Complex numbers can also be represented in polar form, which associates each complex number with its distance from the origin (its magnitude) and with a particular angle known as the argument of this complex number.

The geometric identification of the complex numbers with the complex plane, which is aEuclidean plane(), makes their structure as a real 2-dimensionalvector spaceevident. Real and imaginary parts of a complex number may be taken as components of a vector with respect to the canonicalstandard basis. The addition of complex numbers is thus immediately depicted as the usual component-wise addition of vectors. However, the complex numbers allow for a richer algebraic structure, comprising additional operations, that are not necessarily available in a vector space; e.g., the multiplication of two complex numbers always yields again a complex number, and should not be mistaken for the usual "products" involving vectors, like the *scalar multiplication*, the *scalar product
  • or other (sesqui)linear
forms, available in many vector spaces; and the broadly exploited *vector product
  • exists only in an
orientation-dependent form in three dimensions.

Definition

Based on the concept of real numbers, a complex number is a number of the form a + bi, where a and b are real numbers and i is an indeterminate satisfying i2 = −1. For example, 2 + 3i is a complex number.[6]

This way, a complex number is defined as a polynomial with real coefficients in the single indeterminate i, for which the relation i2 + 1 = 0 is imposed. Based on this definition, complex numbers can be added and multiplied, using the addition and multiplication for polynomials. The relation i2 + 1 = 0 induces the equalities i4k = 1 , i4k+1 = i , i4k+2 = −1 , and i4k+3 = −i , which hold for all integers k; these allow the reduction of any polynomial that results from the addition and multiplication of complex numbers to a linear polynomial in i, again of the form a + bi with real coefficients a, b.

The real number a is called the real part of the complex number a + bi; the real number b is called its imaginary part. To emphasize, the imaginary part does not include a factor i; that is, the imaginary part is b, not bi.[7][8]

Formally, the complex numbers are defined as the quotient ring of the polynomial ring in the indeterminate i, by the ideal generated by the polynomial i2 + 1 (see below).[9]

Notation

A real number a can be regarded as a complex number a + 0i whose imaginary part is 0. A purely imaginary number bi is a complex number 0 + bi whose real part is zero. As with polynomials, it is common to write a for a + 0i and bi for 0 + bi. Moreover, when the imaginary part is negative, i.e., b = −*|b|* < 0, it is common to write a|b|i instead of a + (−*|b|)i; for example, for b = −4, 3 − 4i* can be written instead of 3 + (−4)i.

Since in polynomials with real coefficients the multiplication of the indeterminate i and a real is commutative, the polynomial a + bi may be written as a + ib. This is often expedient for imaginary parts denoted by expressions, e.g., when b is a radical.[10]

The real part of a complex number z is denoted by Re(z) or ℜ(z); the imaginary part of a complex number z is denoted by Im(z) or ℑ(z). For example,

and
Thesetof all complex numbers is denoted by(upright bold) or(blackboard bold).

In some disciplines, in particular electromagnetism and electrical engineering, j is used instead of i since i is frequently used to represent electric current.[11] In these cases complex numbers are written as a + bj or a + jb.

Visualisation

A complex number z can thus be identified with an ordered pair (Re(z), Im(z)) of real numbers, which in turn may be interpreted as coordinates of a point in a two-dimensional space. The most immediate space is the Euclidean plane with suitable coordinates, which is then called complex plane or Argand diagram,[12][13] named after Jean-Robert Argand. Another prominent space on which the coordinates may be projected is the two-dimensional surface of a sphere, which is then called Riemann sphere.

Cartesian complex plane

The definition of the complex numbers involving two arbitrary real values immediately suggest the use of Cartesian coordinates in the complex plane. The horizontal (real) axis is generally used to display the real part with increasing values to the right and the imaginary part marks the vertical (imaginary) axis, increasing values upwards.

A charted number may be either viewed as the coordinatized point, or as a position vector from the origin to this point. The coordinate values of a complex number z are said to give its Cartesian, rectangular, or algebraic form.

Notably, the operations of addition and multiplication take on a very natural geometric character when complex numbers are viewed as position vectors: addition corresponds to vector addition, while multiplication (see below) corresponds to multiplying their magnitudes and adding the angles they make with the real axis. Viewed in this way the multiplication of a complex number by i corresponds to rotating the position vector counterclockwise by a quarter turn (90°) about the origin

Polar complex plane

Modulus and argument

An alternative option for coordinates in the complex plane is the polar coordinate system that uses the distance of the point z from the origin (O), and the angle subtended between the positive real axis and the line segment Oz in a counterclockwise sense. This leads to the polar form of complex numbers.

The absolute value (or modulus or magnitude) of a complex number z = x + yi is[14]

If z is a real number (that is, if y = 0), then r = |x|. That is, the absolute value of a real number equals its absolute value as a complex number.

By Pythagoras' theorem, the absolute value of complex number is the distance to the origin of the point representing the complex number in the complex plane.

The *argument
  • of
z(in many applications referred to as the "phase"φ) is the angle of theradiusOz with the positive real axis, and is written as. As with the modulus, the argument can be found from the rectangular form[15] by applying the inverse tangent to the quotient of imaginary-by-real parts. By using a half-angle identity a single branch of the arctan suffices to cover the range of thearg-function,(−π, π], and avoids a more subtle case-by-case analysis

Normally, as given above, the principal value in the interval (−π, π] is chosen. Values in the range [0, 2π) are obtained by adding 2π if the value is negative. The value of φ is expressed in radians in this article. It can increase by any integer multiple of 2π and still give the same angle, viewed as subtended by the rays of the positive real axis and from the origin through z. Hence, the arg function is sometimes considered as multivalued. The polar angle for the complex number 0 is indeterminate, but arbitrary choice of the angle 0 is common.

The value of φ equals the result of atan2:

Together, r and φ give another way of representing complex numbers, the polar form, as the combination of modulus and argument fully specify the position of a point on the plane. Recovering the original rectangular co-ordinates from the polar form is done by the formula called trigonometric form

Using Euler's formula this can be written as

Using the cis function, this is sometimes abbreviated to

In angle notation, often used in electronics to represent a phasor with amplitude r and phase φ, it is written as[16]

Complex graphs

When visualizing complex functions, both a complex input and output are needed. Because each complex number is represented in two dimensions, visually graphing a complex function would require the perception of a four dimensional space, which is possible only in projections. Because of this, other ways of visualizing complex functions have been designed.

In Domain coloring the output dimensions are represented by color and brightness, respectively. Each point in the complex plane as domain is ornated, typically with color representing the argument of the complex number, and brightness representing the magnitude. Dark spots mark moduli near zero, brighter spots are farther away from the origin, the gradation may be discontinuous, but is assumed as monotonous. The colors often vary in steps of π/3 for 0 to 2π from red, yellow, green, cyan, blue, to magenta. These plots are called color wheel graphs. This provides a simple way to visualize the functions without losing information. The picture shows zeros for ±1, (2+i) and poles at ±√−2−2i.

Riemann surfacesare another way to visualize complex functions. Riemann surfaces can be thought of asdeformationsof the complex plane; while the horizontal axes represent the real and imaginary inputs, the single vertical axis only represents either the real or imaginary output. However, Riemann surfaces are built in such a way that rotating them 180 degrees shows the imaginary output, and vice versa. Unlike domain coloring, Riemann surfaces can representmultivalued functionslike.

History

The solution in radicals (without trigonometric functions) of a general cubic equation contains the square roots of negative numbers when all three roots are real numbers, a situation that cannot be rectified by factoring aided by the rational root test if the cubic is irreducible (the so-called casus irreducibilis). This conundrum led Italian mathematician Gerolamo Cardano to conceive of complex numbers in around 1545,[17] though his understanding was rudimentary.

Work on the problem of general polynomials ultimately led to the fundamental theorem of algebra, which shows that with complex numbers, a solution exists to every polynomial equation of degree one or higher. Complex numbers thus form an algebraically closed field, where any polynomial equation has a root.

Many mathematicians contributed to the full development of complex numbers. The rules for addition, subtraction, multiplication, and root extraction of complex numbers were developed by the Italian mathematician Rafael Bombelli.[18] 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.

The earliest fleeting reference tosquare rootsofnegative numberscan perhaps be said to occur in the work of theGreek mathematicianHero of Alexandriain the 1st centuryAD, where in his *Stereometrica
  • he considers, apparently in error, the volume of an impossible
frustumof apyramidto arrive at the termin his calculations, although negative quantities were not conceived of inHellenistic mathematicsand Hero merely replaced it by its positive ().[19]
The impetus to study complex numbers as a topic in itself first arose in the 16th century whenalgebraic solutionsfor the roots ofcubicandquarticpolynomialswere discovered by Italian mathematicians (seeNiccolò 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. As an example, Tartaglia's formula for a cubic equation of the form[2] gives the solution to the equationx3= xas
At first glance this looks like nonsense. However formal calculations with complex numbers show that the equationz3= ihas solutionsi,and. Substituting these in turn forin Tartaglia's cubic formula and simplifying, one gets 0, 1 and −1 as the solutions ofx3x = 0. Of course this particular equation can be solved at sight but it does illustrate that when general formulas are used to solve cubic equations with real roots then, as later mathematicians showed rigorously, the use of complex numbersis unavoidable.Rafael Bombelliwas the first to explicitly address these seemingly paradoxical solutions of cubic equations and developed the rules for complex arithmetic trying to resolve these issues.

The term "imaginary" for these quantities was coined by René Descartes in 1637, although he was at pains to stress their imaginary nature[20]

[...] sometimes only imaginary, that is one can imagine as many as I said in each equation, but sometimes there exists no quantity that matches that which we imagine. ([...] quelquefois seulement imaginaires c'est-à-dire que l'on peut toujours en imaginer autant que j'ai dit en chaque équation, mais qu'il n'y a quelquefois aucune quantité qui corresponde à celle qu'on imagine.)

A further source of confusion was that the equationseemed to be capriciously inconsistent with the algebraic identity, which is valid for non-negative real numbersaandb, and which was also used in complex number calculations with one ofa,bpositive and the other negative. The incorrect use of this identity (and the related identity) in the case when bothaandbare negative even bedeviled Euler. This difficulty eventually led to the convention of using the special symboliin place of−1to guard against this mistake. Even so, Euler considered it natural to introduce students to complex numbers much earlier than we do today. In his elementary algebra text book,Elements of Algebra, he introduces these numbers almost at once and then uses them in a natural way throughout.

In the 18th century complex numbers gained wider use, as it was noticed that formal manipulation of complex expressions could be used to simplify calculations involving trigonometric functions. For instance, in 1730 Abraham de Moivre noted that the complicated identities relating trigonometric functions of an integer multiple of an angle to powers of trigonometric functions of that angle could be simply re-expressed by the following well-known formula which bears his name, de Moivre's formula:

In 1748 Leonhard Euler went further and obtained Euler's formula of complex analysis:

by formally manipulating complex power series and observed that this formula could be used to reduce any trigonometric identity to much simpler exponential identities.

The idea of a complex number as a point in the complex plane (above) was first described by Caspar Wessel in 1799, although it had been anticipated as early as 1685 in Wallis's De Algebra tractatus.

Wessel's memoir appeared in the Proceedings of the Copenhagen Academy but went largely unnoticed. In 1806 Jean-Robert Argand independently issued a pamphlet on complex numbers and provided a rigorous proof of the fundamental theorem of algebra. Carl Friedrich Gauss had earlier published an essentially topological proof of the theorem in 1797 but expressed his doubts at the time about "the true metaphysics of the square root of −1". It was not until 1831 that he overcame these doubts and published his treatise on complex numbers as points in the plane, largely establishing modern notation and terminology. In the beginning of the 19th century, other mathematicians discovered independently the geometrical representation of the complex numbers: Buée, Mourey, Warren, Français and his brother, Bellavitis.[21]

The English mathematician G.H. Hardy remarked that Gauss was the first mathematician to use complex numbers in 'a really confident and scientific way' although mathematicians such as Niels Henrik Abel and Carl Gustav Jacob Jacobi were necessarily using them routinely before Gauss published his 1831 treatise.[22]

“If this subject has hitherto been considered from the wrong viewpoint and thus enveloped in mystery and surrounded by darkness, it is largely an unsuitable terminology which should be blamed. Had +1, -1 and √−1, instead of being called positive, negative and imaginary (or worse still, impossible) unity, been given the names say,of direct, inverse and lateral unity, there would hardly have been any scope for such obscurity.” - Gauss[23]

Augustin Louis Cauchy and Bernhard Riemann together brought the fundamental ideas of complex analysis to a high state of completion, commencing around 1825 in Cauchy's case.

The common terms used in the theory are chiefly due to the founders. Argand calledthe direction factor, andthe modulus; Cauchy (1828) calledthe reduced form (l'expression réduite) and apparently introduced the term argument; Gauss usedifor, introduced the term complex number fora + bi, and calleda2
  • b
2the norm. The expression direction coefficient, often used for, is due to Hankel (1867), and absolute value, for modulus, is due to Weierstrass.

Later classical writers on the general theory include Richard Dedekind, Otto Hölder, Felix Klein, Henri Poincaré, Hermann Schwarz, Karl Weierstrass and many others.

Relations and operations

Equality

Two complex numbers are equalif and only ifboth their real and imaginary parts are equal. That is, complex numbersandare equal if and only ifand. If the complex numbers are written in polar form, they are equal if and only if they have the same argument and the same magnitude.

Ordering

Since complex numbers are naturally thought of as existing on a two-dimensional plane, there is no natural linear ordering on the set of complex numbers. In fact, there is no linear ordering on the complex numbers that is compatible with addition and multiplication – the complex numbers cannot have the structure of an ordered field. This is because any square in an ordered field is at least 0, but i2 = −1.

Conjugate

The *complex conjugate
  • of the complex number
z = x + yiis given byxyi. It is denoted by eitherorz*.[24] Thisunary operationon complex numbers cannot be expressed by applying only their basic operations addition, subtraction, multiplication and division.
Geometrically,is the"reflection"ofzabout the real axis. Conjugating twice gives the original complex number
which makes this operation aninvolution. The reflection leaves both the real part and the magnitude ofunchanged, that is
and
The imaginary part and the argument of a complex numberchange their sign under conjugation
and

For details on argument and magnitude, see the section on Polar form.

The product of a complex numberand its conjugate is always a positive real number and equals the square of the magnitude of each:

This property can be used to convert a fraction with a complex denominator to an equivalent fraction with a real denominator by expanding both numerator and denominator of the fraction by the conjugate of the given denominator. This process is sometimes called "rationalization" of the denominator (although the denominator in the final expression might be an irrational real number), because it resembles the method to remove roots from simple expressions in a denominator.

The real and imaginary parts of a complex number z can be extracted using the conjugation:

and

Moreover, a complex number is real if and only if it equals its own conjugate.

Conjugation distributes over the basic complex arithmetic operations:

Conjugation is also employed in inversive geometry, a branch of geometry studying reflections more general than ones about a line. In the network analysis of electrical circuits, the complex conjugate is used in finding the equivalent impedance when the maximum power transfer theorem is looked for.

Addition and subtraction

Two complex numbersandare most easilyaddedby separately adding their real and imaginary parts of the summands. That is to say:

Similarly, subtraction can be performed as

Using the visualization of complex numbers in the complex plane, the addition has the following geometric interpretation: the sum of two complex numbersand, interpreted as points in the complex plane, is the point obtained by building aparallelogramfrom the three vertices, and the points of the arrows labeledand(provided that they are not on a line). Equivalently, calling these pointsrespectively and the fourth point of the parallelogramthetrianglesandarecongruent. A visualization of the subtraction can be achieved by considering addition of the negativesubtrahend.

Multiplication

Since the real part, the imaginary part, and the indeterminatein a complex number are all considered as numbers in themselves, two complex numbers, given asandare multiplied under the rules of thedistributive property, thecommutative propertiesand the defining propertyin the following way

Reciprocal and division

Using the conjugation, the reciprocal of a nonzero complex number z = x + yi can always be broken down to

since non-zero implies thatis greater than zero.
This can be used to express a division of an arbitrary complex numberby a non-zero complex numberas

Multiplication and division in polar form

Formulas for multiplication, division and exponentiation are simpler in polar form than the corresponding formulas in Cartesian coordinates. Given two complex numbers z1 = r1(cos φ1 + i sin φ1) and z2 = r2(cos φ2 + i sin φ2), because of the trigonometric identities

we may derive

In other words, the absolute values are multiplied and the arguments are added to yield the polar form of the product. For example, multiplying by i corresponds to a quarter-turn counter-clockwise, which gives back i2 = −1. The picture at the right illustrates the multiplication of

Since the real and imaginary part of 5 + 5i are equal, the argument of that number is 45 degrees, or π/4 (in radian). On the other hand, it is also the sum of the angles at the origin of the red and blue triangles are arctan(1/3) and arctan(1/2), respectively. Thus, the formula

holds. As the arctan function can be approximated highly efficiently, formulas like this – known as Machin-like formulas – are used for high-precision approximations of π.

Similarly, division is given by

Square root

The square roots ofa + bi(withb ≠ 0) are, where

and

where sgn is thesignumfunction. This can be seen by squaringto obtaina + bi.[25][26] Hereis called themodulusofa + bi, and the square root sign indicates the square root with non-negative real part, called the principal square root; alsowhere[27]

Exponentiation

Euler's formula

Euler's formula states that, for any real number x,

,

where e is the base of the natural logarithm. This can be proved through induction by observing that

and so on, and by considering the Taylor series expansions of e**ix, cos x and sin x:

The rearrangement of terms is justified because each series is absolutely convergent.

Natural logarithm

It follows from Euler's formula that, for any complex number z written in polar form,

where r is a non-negative real number, one possible value for the complex logarithm of z is

Because cosine and sine are periodic functions, other possible values may be obtained. For example,, so bothandare two possible values for the natural logarithm of.

To deal with the existence of more than one possible value for a given input, the complex logarithm may be considered a multi-valued function, with

Alternatively, a branch cut can be used to define a single-valued "branch" of the complex logarithm.

Integer and fractional exponents

We may use the identity

to define complex exponentiation, which is likewise multi-valued:

When n is an integer, this simplifies to de Moivre's formula:

The nth roots of z are given by

for any integer k satisfying 0 ≤ kn − 1. Here nr is the usual (positive) nth root of the positive real number r. While the nth root of a positive real number r is chosen to be the positive real number c satisfying c**n = r, there is no natural way of distinguishing one particular complex nth root of a complex number. Therefore, the nth root of z is considered as a multivalued function (in z), as opposed to a usual function f, for which f(z) is a uniquely defined number. Formulas such as

(which holds for positive real numbers), do in general not hold for complex numbers.

Properties

Field structure

The set C of complex numbers is a field.[28] Briefly, this means that the following facts hold: first, any two complex numbers can be added and multiplied to yield another complex number. Second, for any complex number z, its additive inverse −z is also a complex number; and third, every nonzero complex number has a reciprocal complex number. Moreover, these operations satisfy a number of laws, for example the law of commutativity of addition and multiplication for any two complex numbers z1 and z2:

These two laws and the other requirements on a field can be proven by the formulas given above, using the fact that the real numbers themselves form a field.

Unlike the reals, C is not an ordered field, that is to say, it is not possible to define a relation z1 < z2 that is compatible with the addition and multiplication. In fact, in any ordered field, the square of any element is necessarily positive, so i2 = −1 precludes the existence of an ordering on C.[29]

When the underlying field for a mathematical topic or construct is the field of complex numbers, the topic's name is usually modified to reflect that fact. For example: complex analysis, complex matrix, complex polynomial, and complex Lie algebra.

Solutions of polynomial equations

Given any complex numbers (called coefficients) a0, ..., a**n, the equation

has at least one complex solution z, provided that at least one of the higher coefficients a1, ..., a**n is nonzero.[30] This is the statement of the fundamental theorem of algebra, of Carl Friedrich Gauss and Jean le Rond d'Alembert. Because of this fact, C is called an algebraically closed field. This property does not hold for the field of rational numbers Q (the polynomial x2 − 2 does not have a rational root, since √2 is not a rational number) nor the real numbers R (the polynomial x2 + a does not have a real root for a > 0, since the square of x is positive for any real number x).

There are various proofs of this theorem, either by analytic methods such as Liouville's theorem, or topological ones such as the winding number, or a proof combining Galois theory and the fact that any real polynomial of odd degree has at least one real root.

Because of this fact, theorems that hold for any algebraically closed field, apply to C. For example, any non-empty complex square matrix has at least one (complex) eigenvalue.

Algebraic characterization

The field C has the following three properties: first, it has characteristic 0. This means that 1 + 1 + ⋯ + 1 ≠ 0 for any number of summands (all of which equal one). Second, its transcendence degree over Q, the prime field of C, is the cardinality of the continuum. Third, it is algebraically closed (see above). It can be shown that any field having these properties is isomorphic (as a field) to C. For example, the algebraic closure of Qp also satisfies these three properties, so these two fields are isomorphic (as fields, but not as topological fields).[31] Also, C is isomorphic to the field of complex Puiseux series. However, specifying an isomorphism requires the axiom of choice. Another consequence of this algebraic characterization is that C contains many proper subfields that are isomorphic to C.

Characterization as a topological field

The preceding characterization of C describes only the algebraic aspects of C. That is to say, the properties of nearness and continuity, which matter in areas such as analysis and topology, are not dealt with. The following description of C as a topological field (that is, a field that is equipped with a topology, which allows the notion of convergence) does take into account the topological properties. C contains a subset P (namely the set of positive real numbers) of nonzero elements satisfying the following three conditions:

  • P is closed under addition, multiplication and taking inverses.

  • If x and y are distinct elements of P, then either xy or yx is in P.

  • If S is any nonempty subset of P, then S + P = x + P for some x in C.

Moreover, C has a nontrivial involutive automorphism xx* (namely the complex conjugation), such that x x* is in P for any nonzero x in C.

Any field F with these properties can be endowed with a topology by taking the sets B(x, p) = { y | p − (yx)(yx)* ∈ P }  as a base, where x ranges over the field and p ranges over P. With this topology F is isomorphic as a topological field to C.

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 because the nonzero complex numbers are connected, while the nonzero real numbers are not.[32]

Formal construction

Construction as ordered pairs

William Rowan Hamilton introduced the approach to define the set C of complex numbers[33] as the set R2 of ordered pairs (a, b) of real numbers, in which the following rules for addition and multiplication are imposed:[34]

It is then just a matter of notation to express (a, b) as a + bi.

Construction as a quotient field

Though this low-level construction does accurately describe the structure of the complex numbers, the following equivalent definition reveals the algebraic nature of C more immediately. This characterization relies on the notion of fields and polynomials. A field is a set endowed with addition, subtraction, multiplication and division operations that behave as is familiar from, say, rational numbers. For example, the distributive law

must hold for any three elements x, y and z of a field. The set R of real numbers does form a field. A polynomial p(X) with real coefficients is an expression of the form

where the a0, ..., a**n are real numbers. The usual addition and multiplication of polynomials endows the set R[X] of all such polynomials with a ring structure. This ring is called the polynomial ring over the real numbers.

The set of complex numbers is defined as the quotient ring R[X]/(X 2 + 1).[35] This extension field contains two square roots of −1, namely (the cosets of) X and −X, respectively. (The cosets of) 1 and X form a basis of R[X]/(X 2 + 1) as a real vector space, which means that each element of the extension field can be uniquely written as a linear combination in these two elements. Equivalently, elements of the extension field can be written as ordered pairs (a, b) of real numbers. The quotient ring is a field, because X2 + 1 is irreducible over R, so the ideal it generates is maximal.

The formulas for addition and multiplication in the ring R[X], modulo the relation X2 = −1, correspond to the formulas for addition and multiplication of complex numbers defined as ordered pairs. So the two definitions of the field C are isomorphic (as fields).

Accepting that C is algebraically closed, since it is an algebraic extension of R in this approach, C is therefore the algebraic closure of R.

Matrix representation of complex numbers

Complex numbers a + bi can also be represented by 2 × 2 matrices that have the following form:

Here the entries a and b are real numbers. The sum and product of two such matrices is again of this form, and the sum and product of complex numbers corresponds to the sum and product of such matrices, the product being:

The geometric description of the multiplication of complex numbers can also be expressed in terms of rotation matrices by using this correspondence between complex numbers and such matrices. Moreover, the square of the absolute value of a complex number expressed as a matrix is equal to the determinant of that matrix:

The conjugatecorresponds to thetransposeof the matrix.
Though this representation of complex numbers with matrices is the most common, many other representations arise from matrices other thanthat square to the negative of theidentity matrix. See the article on2 × 2 real matricesfor other representations of complex numbers.

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.

The notions of convergent series and continuous functions in (real) analysis have natural analogs in complex analysis. A sequence of complex numbers is said to converge if and only if its real and imaginary parts do. This is equivalent to the (ε, δ)-definition of limits, where the absolute value of real numbers is replaced by the one of complex numbers. From a more abstract point of view, C, endowed with the metric

is a complete metric space, which notably includes the triangle inequality

for any two complex numbers z1 and z2.

Like in real analysis, this notion of convergence is used to construct a number of elementary functions: the exponential function exp(z), also written e**z, is defined as the infinite series

The series defining the real trigonometric functions sine and cosine, as well as the hyperbolic functions sinh and cosh, also carry over to complex arguments without change. For the other trigonometric and hyperbolic functions, such as tangent, things are slightly more complicated, as the defining series do not converge for all complex values. Therefore, one must define them either in terms of sine, cosine and exponential, or, equivalently, by using the method of analytic continuation.

for any real number φ, in particular

Unlike in the situation of real numbers, there is an infinitude of complex solutions z of the equation

for any complex number w ≠ 0. It can be shown that any such solution z – called complex logarithm of w – satisfies

where arg is the argument defined above, and ln the (real) natural logarithm. As arg is a multivalued function, unique only up to a multiple of 2π, log is also multivalued. The principal value of log is often taken by restricting the imaginary part to the interval (−π, π].

Complex exponentiation z**ω is defined as

and is multi-valued, except whenis an integer. Forω = 1 / n, for some natural numbern, this recovers the non-uniqueness ofnth roots mentioned above.

Complex numbers, unlike real numbers, do not in general satisfy the unmodified power and logarithm identities, particularly when naïvely treated as single-valued functions; see failure of power and logarithm identities. For example, they do not satisfy

Both sides of the equation are multivalued by the definition of complex exponentiation given here, and the values on the left are a subset of those on the right.

Holomorphic functions

A function f : CC is called holomorphic if it satisfies the Cauchy–Riemann equations. For example, any R-linear map CC can be written in the form

with complex coefficientsaandb. This map is holomorphicif and only ifb = 0. The second summandis real-differentiable, but does not satisfy theCauchy–Riemann equations.

Complex analysis shows some features not apparent in real analysis. For example, any two holomorphic functions f and g that agree on an arbitrarily small open subset of C necessarily agree everywhere. Meromorphic functions, functions that can locally be written as f(z)/(zz0)n with a holomorphic function f, still share some of the features of holomorphic functions. Other functions have essential singularities, such as sin(1/z) at z = 0.

Applications

Complex numbers have applications in many scientific areas, including signal processing, control theory, electromagnetism, fluid dynamics, quantum mechanics, cartography, and vibration analysis. Some of these applications are described below.

Geometry

Shapes

Threenon-collinearpointsin the plane determine the shape of the triangle. Locating the points in the complex plane, this shape of a triangle may be expressed by complex arithmetic as
The shapeof a triangle will remain the same, when the complex plane is transformed by translation or dilation (by anaffine transformation), corresponding to the intuitive notion of shape, and describingsimilarity. Thus each triangleis in asimilarity classof triangles with the same shape.[36]

Fractal geometry

TheMandelbrot setis a popular example of a fractal formed on the complex plane. It is defined by plotting every locationwhere iterating the sequencedoes notdivergewheniteratedinfinitely. Similarly,Julia setshave the same rules, except whereremains constant.

Triangles

Every triangle has a uniqueSteiner inellipse– anellipseinside the triangle and tangent to the midpoints of the three sides of the triangle. Thefociof a triangle's Steiner inellipse can be found as follows, according toMarden's theorem:[37][38] Denote the triangle's vertices in the complex plane asa = xA
  • y
Ai,b = xB
  • y
Bi, andc = xC
  • y
Ci. Write thecubic equation, take its derivative, and equate the (quadratic) derivative to zero.Marden's Theoremsays that the solutions of this equation are the complex numbers denoting the locations of the two foci of the Steiner inellipse.

Algebraic number theory

As mentioned above, any nonconstant polynomial equation (in complex coefficients) has a solution in C. A fortiori, the same is true if the equation has rational coefficients. The roots of such equations are called algebraic numbers – they are a principal object of study in algebraic number theory. Compared to Q, the algebraic closure of Q, which also contains all algebraic numbers, C has the advantage of being easily understandable in geometric terms. In this way, algebraic methods can be used to study geometric questions and vice versa. With algebraic methods, more specifically applying the machinery of field theory to the number field containing roots of unity, it can be shown that it is not possible to construct a regular nonagon using only compass and straightedge – a purely geometric problem.

Another example are Gaussian integers, that is, numbers of the form x + iy, where x and y are integers, which can be used to classify sums of squares.

Analytic number theory

Analytic number theory studies numbers, often integers or rationals, by taking advantage of the fact that they can be regarded as complex numbers, in which analytic methods can be used. This is done by encoding number-theoretic information in complex-valued functions. For example, the Riemann zeta function ζ(s) is related to the distribution of prime numbers.

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.

Dynamic equations

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

In applied mathematics

Control theory

In control theory, systems are often transformed from the time domain to the frequency domain using the Laplace transform. The system's zeros and poles 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 important whether zeros and poles are in the left or right half planes, i.e. have real part greater than or less than zero. If a linear, time-invariant (LTI) system has poles that are

  • in the right half plane, it will be unstable,

  • all in the left half plane, it will be stable,

  • on the imaginary axis, it will have marginal stability.

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) is 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

and

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

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.

Another example, relevant to the two side bands of amplitude modulation of AM radio, is:

In physics

Electromagnetism and electrical engineering

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. This approach is called phasor calculus.

In electrical engineering, the imaginary unit is denoted by j, to avoid confusion with I, which is generally in use to denote electric current, or, more particularly, i, which is generally in use to denote instantaneous electric current.

Since the voltage in an AC circuit is oscillating, it can be represented as

To obtain the measurable quantity, the real part is taken:

The complex-valued signalis called theanalyticrepresentation of the real-valued, measurable signal. [39]

Fluid dynamics

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

Quantum mechanics

The complex number field is intrinsic to the mathematical formulations 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 component of the spacetime continuum to be imaginary. (This approach 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.

The process of extending the field R of reals to C is known as the Cayley–Dickson construction. It can be carried further to higher dimensions, yielding the quaternions H and octonions O which (as a real vector space) are of dimension 4 and 8, respectively. In this context the complex numbers have been called the binarions.[40]

Just as by applying the construction to reals the property of ordering is lost, properties familiar from real and complex numbers vanish with each extension. The quaternions lose commutativity, i.e.: x·yy·x for some quaternions x, y, and the multiplication of octonions, additionally to not being commutative, fails to be associative: (x·yzx·(y·z) for some octonions x, y, z.

Reals, complex numbers, quaternions and octonions are all normed division algebras over R. By Hurwitz's theorem they are the only ones; the sedenions, the next step in the Cayley–Dickson construction, fail to have this structure.

The Cayley–Dickson construction is closely related to the regular representation of C, thought of as an R-algebra (an R-vector space with a multiplication), with respect to the basis (1, i). This means the following: the R-linear map

for some fixed complex number w can be represented by a 2 × 2 matrix (once a basis has been chosen). With respect to the basis (1, i), this matrix is

i.e., the one mentioned in the section on matrix representation of complex numbers above. While this is a linear representation of C in the 2 × 2 real matrices, it is not the only one. Any matrix

has the property that its square is the negative of the identity matrix: J2 = −I. Then

is also isomorphic to the field C, and gives an alternative complex structure on R2. This is generalized by the notion of a linear complex structure.

Hypercomplex numbers also generalize R, C, H, and O. For example, this notion contains the split-complex numbers, which are elements of the ring R[x]/(x2 − 1) (as opposed to R[x]/(x2 + 1)). In this ring, the equation a2 = 1 has four solutions.

The field R is the completion of Q, the field ofrational numbers, with respect to the usualabsolute valuemetric. Other choices ofmetricson Q lead to the fields Qpofp-adic numbers(for anyprime numberp), which are thereby analogous to R. There are no other nontrivial ways of completing Q than R and Qp, byOstrowski's theorem. The algebraic closuresof Qpstill carry a norm, but (unlike C) are not complete with respect to it. The completionofturns out to be algebraically closed. This field is called p-adic complex numbers by analogy.

The fields R and Qp and their finite field extensions, including C, are local fields.

See also

  • Algebraic surface

  • Circular motion using complex numbers

  • Complex-base system

  • Complex geometry

  • Eisenstein integer

  • Euler's identity

  • Geometric algebra (which includes the complex plane as the 2-dimensional spinor subspace )

  • Root of unity

  • Unit complex number

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