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Complex numbers: polar form and De Moivre

Use polar form to interpret multiplication, powers and roots as changes of scale and angle.

  • AA HL
  • Complex numbers
  • Papers 1 and 2
  • GDC optional
  • About 25 min

By the end of this lesson

  • convert between Cartesian and polar form
  • multiply and divide using modulus and argument
  • apply De Moivre's theorem to powers and roots

See modulus and argument

A complex number can be read as a point. In $z=3+2i$, the $3$ tells us to move three units horizontally and the $2$ tells us to move two units vertically. The point is $(3,2)$; the vector from the origin reaches that same point.

Use the controls to try $(3,2)$, then compare points in different quadrants. What changes when only the real part changes?

Check the logic

Reflecting 3+3i to 3−3i changes which quantity?

Explore the result

Both points have distance 3√2; the principal argument changes from π/4 to −π/4.

Set (a,b) to (3,3), then (3,−3). Compare modulus and argument and explain the symmetry.

Cartesian coordinates, modulus and argument Argand diagram showing z = 1.5 + 4i at (1.5,4). The vector from the origin has modulus approximately 4.272 and principal argument approximately 1.212 radians. ReImO 1.54 z = 1.5 + 4i θ
One complex number, shown in Cartesian and polar form.
Real part
1.5
Imaginary part
4
Modulus
4.272
Argument
1.212 rad
How are these calculated?

$|z|=\sqrt{1.5^2+4^2}\approx4.272$

$\arg(z)=\operatorname{atan2}(4,1.5)\approx1.212$

The modulus is the length of the vector from the origin. The argument is the angle measured from the positive real axis.

The same point can be described by its distance from the origin and its direction from the positive real axis. These are the modulus and argument. The right triangle connects the distance to the two coordinates:

$$r=|z|=\sqrt{x^2+y^2},\qquad \theta=\arg(z).$$

Its horizontal and vertical components are $x=r\cos\theta$ and $y=r\sin\theta$. Substitute these into $z=x+iy$ to obtain polar form:

$$z=r(\cos\theta+i\sin\theta)=r\operatorname{cis}\theta.$$

For a nonzero number, use the quadrant to choose the principal argument in $-\pi<\theta\le\pi$. Zero has modulus zero but no direction, so its argument is undefined.

Why does the quadrant matter?

The ratio $y/x$ alone cannot distinguish opposite directions. For example, $(2,2)$ and $(-2,-2)$ have the same ratio but principal arguments $\pi/4$ and $-3\pi/4$. The signs of both coordinates resolve the direction.

Checkpoint

The point $-1+i\sqrt3$ lies in quadrant II. Which principal argument is correct?
Show explanation

The reference angle is $\pi/3$, and quadrant II gives $\theta=2\pi/3$.

Example 1

Convert to polar form

From coordinates to angle

Write $z=-2+2i$ in polar form using a principal argument.

Modulus
$$r=\sqrt{(-2)^2+2^2}=2\sqrt2$$
Quadrant and angle
$$\tan\theta=-1,\quad z\text{ is in quadrant II},\quad \theta=\frac{3\pi}{4}$$
Polar form
$$z=2\sqrt2\operatorname{cis}\frac{3\pi}{4}.$$

Multiply by rotating and scaling

Multiplying a complex number changes both its distance and its direction. A factor of modulus 2 doubles every distance; a factor of argument $\pi/2$ turns every nonzero point a quarter-turn anticlockwise.

What does multiplying by 2i do to 1 + i?

The point (1,1) moves to (−2,2): its distance doubles and its direction turns anticlockwise by π/2. Thus |zw| = 2√2 and arg(zw) = 3π/4. Numbered arrows distinguish the factors and product.

The visual gives two separate rules: multiply the distances and add the angles. If $z_1=r_1\operatorname{cis}\theta_1$ and $z_2=r_2\operatorname{cis}\theta_2$, then

$$z_1z_2=r_1r_2\operatorname{cis}(\theta_1+\theta_2),\qquad \frac{z_1}{z_2}=\frac{r_1}{r_2}\operatorname{cis}(\theta_1-\theta_2).$$

Checkpoint

Multiplication by $2\operatorname{cis}(\pi/3)$ does what to every non-zero point?
Show explanation

Moduli multiply by $2$ and arguments increase by $\pi/3$.

Example 2

Use De Moivre

A high power

Find $(1+i)^8$ exactly.

Since $1+i=\sqrt2\operatorname{cis}(\pi/4)$, De Moivre gives

$$(1+i)^8=(\sqrt2)^8\operatorname{cis}(2\pi)=16.$$
Why may the final answer be real?

An argument of $2\pi$ points along the positive real axis, so the imaginary component is zero.

Locate roots

A cube root must return to the original number when its distance is cubed and its angle is tripled. Several starting angles can land on the same direction, because a full turn changes no point.

Why are cube roots equally spaced?

The cube roots of 8 have modulus 2 and angles 0, 2π/3 and 4π/3. Cubing triples each angle, so all three land on the positive real axis. Adjacent roots differ by one third of a full turn.

In general, divide all angles $\phi+2k\pi$ by $n$. For $R>0$, the $n$ roots of $R\operatorname{cis}\phi$ have modulus $R^{1/n}$ and arguments

$$\theta_k=\frac{\phi+2k\pi}{n},\qquad k=0,1,\ldots,n-1.$$

They are equally spaced around a circle.

Checkpoint

The fourth roots of a non-zero complex number are separated by which angle?
Show explanation

Four roots divide a full turn into intervals of $2\pi/4=\pi/2$.

Example 3

Find every cube root

Roots of $-8i$

Write $-8i=8\operatorname{cis}(-\pi/2)$. Its cube roots have modulus $2$ and arguments

$$-\frac{\pi}{6},\quad -\frac{\pi}{6}+\frac{2\pi}{3}=\frac\pi2,\quad -\frac{\pi}{6}+\frac{4\pi}{3}=\frac{7\pi}{6}.$$

Therefore the roots are $2\operatorname{cis}(-\pi/6)$, $2i$, and $2\operatorname{cis}(7\pi/6)$.

Substituting any one of these into $z^3$ returns $-8i$.

In the exam

Quick check

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  1. What is $|3-4i|$?
    Show explanation

    $\sqrt{3^2+(-4)^2}=5$.

  2. When two complex numbers are multiplied in polar form, their arguments are…
    Show explanation

    Multiplication adds arguments and multiplies moduli.

  3. Which is the principal argument of $-i$?
    Show explanation

    $-i$ points down the imaginary axis.

  4. What is $(\operatorname{cis}\theta)^5$?
    Show explanation

    De Moivre's theorem multiplies the argument by the power.

  5. How many distinct fifth roots does a non-zero complex number have?
    Show explanation

    The roots are equally spaced with $k=0,1,2,3,4$.

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