IB Mathematics AI – Topic 1

Number and Algebra: Complex Numbers (HL Only)

Cartesian (Rectangular) Form

Definition & Basics

Definition: A complex number is a number of the form \(z = a + bi\), where \(a\) and \(b\) are real numbers and \(i\) is the imaginary unit with the property \(i^2 = -1\).

Standard Form:

\[ z = a + bi \]

where:

  • a: Real part, denoted \(\text{Re}(z)\)
  • b: Imaginary part, denoted \(\text{Im}(z)\)
  • i: Imaginary unit where \(i^2 = -1\), so \(i = \sqrt{-1}\)

Important Powers of i:

  • \(i^1 = i\)
  • \(i^2 = -1\)
  • \(i^3 = -i\)
  • \(i^4 = 1\)
  • Pattern repeats every 4 powers

Complex Conjugate:

If \(z = a + bi\), then the complex conjugate is \(z^* = a - bi\)

\[ z \cdot z^* = (a+bi)(a-bi) = a^2 + b^2 = |z|^2 \]

⚠️ Common Pitfalls & Tips:

  • Remember \(i^2 = -1\), not \(i = -1\)
  • The imaginary part \(b\) is just the coefficient, not \(bi\)
  • Conjugate changes sign of imaginary part only
  • For division, multiply top and bottom by conjugate

Polar (Modulus-Argument) Form

Definition & Conversion

Definition: Polar form expresses a complex number in terms of its distance from the origin (modulus) and its angle from the positive real axis (argument).

Polar Form:

\[ z = r(\cos\theta + i\sin\theta) = r\text{cis}\,\theta \]

Modulus (r):

\[ r = |z| = \sqrt{a^2 + b^2} \]

Always positive; represents distance from origin

Argument (θ):

\[ \theta = \arg(z) = \tan^{-1}\left(\frac{b}{a}\right) \]

Angle measured counterclockwise from positive real axis

Principal argument: \(-\pi < \theta \leq \pi\) (or \(-180° < \theta \leq 180°\))

Converting FROM Cartesian TO Polar:

  1. Calculate \(r = \sqrt{a^2 + b^2}\)
  2. Find \(\theta = \tan^{-1}(b/a)\)
  3. Adjust \(\theta\) based on quadrant:
    • Quadrant I (a > 0, b > 0): \(\theta\) is positive
    • Quadrant II (a < 0, b > 0): \(\theta = \pi - |\tan^{-1}(b/a)|\)
    • Quadrant III (a < 0, b < 0): \(\theta = -\pi + |\tan^{-1}(b/a)|\)
    • Quadrant IV (a > 0, b < 0): \(\theta\) is negative

Converting FROM Polar TO Cartesian:

\[ a = r\cos\theta, \quad b = r\sin\theta \]

⚠️ Common Pitfalls & Tips:

  • CRITICAL: Always check which quadrant the complex number is in
  • Calculator gives \(\tan^{-1}\) in limited range; adjust for correct quadrant
  • Use GDC to convert forms (check mode settings)
  • Argument of zero is undefined

📝 Worked Example 1: Converting to Polar Form

Question: Express \(z = -2 + 2\sqrt{3}i\) in polar form.

Solution:

Step 1: Find modulus r

\[ r = \sqrt{(-2)^2 + (2\sqrt{3})^2} = \sqrt{4 + 12} = \sqrt{16} = 4 \]

Step 2: Find argument θ

Since \(a = -2\) (negative) and \(b = 2\sqrt{3}\) (positive), point is in Quadrant II

\[ \tan\theta = \frac{2\sqrt{3}}{-2} = -\sqrt{3} \]

Reference angle: \(\tan^{-1}(\sqrt{3}) = \frac{\pi}{3}\)

In Quadrant II: \(\theta = \pi - \frac{\pi}{3} = \frac{2\pi}{3}\)

Step 3: Write in polar form

\[ z = 4\left(\cos\frac{2\pi}{3} + i\sin\frac{2\pi}{3}\right) = 4\text{cis}\,\frac{2\pi}{3} \]

Answer: \(z = 4\text{cis}\,\frac{2\pi}{3}\) or \(4\text{cis}\,120°\)

Euler (Exponential) Form

Euler's Formula

Euler's Formula: One of the most beautiful formulas in mathematics, connecting exponential functions with trigonometry.

Euler's Formula:

\[ e^{i\theta} = \cos\theta + i\sin\theta \]

Exponential (Euler) Form:

\[ z = re^{i\theta} \]

where r = modulus, θ = argument

Euler's Identity:

When \(\theta = \pi\):

\[ e^{i\pi} + 1 = 0 \]

Connects five fundamental constants: e, i, π, 1, and 0

Conversion Between Forms:

  • Cartesian to Euler: \(a + bi = re^{i\theta}\) where \(r = \sqrt{a^2+b^2}\), \(\theta = \arg(z)\)
  • Euler to Cartesian: \(re^{i\theta} = r\cos\theta + ri\sin\theta\)
  • Polar to Euler: \(r\text{cis}\,\theta = re^{i\theta}\)

⚠️ Common Pitfalls & Tips:

  • Euler form makes multiplication and division much easier
  • The exponent must have \(i\) (imaginary unit)
  • Can write \(re^{i\theta}\) or \(e^{i\theta} \cdot r\)
  • Use for powers and roots (De Moivre's Theorem)

Operations on Complex Numbers

Addition, Subtraction, Multiplication, Division

In Cartesian Form:

Addition:

\[ (a+bi) + (c+di) = (a+c) + (b+d)i \]

Subtraction:

\[ (a+bi) - (c+di) = (a-c) + (b-d)i \]

Multiplication:

\[ (a+bi)(c+di) = (ac-bd) + (ad+bc)i \]

Use FOIL and remember \(i^2 = -1\)

Division:

\[ \frac{a+bi}{c+di} = \frac{(a+bi)(c-di)}{(c+di)(c-di)} = \frac{(ac+bd) + (bc-ad)i}{c^2+d^2} \]

Multiply top and bottom by conjugate of denominator

In Polar/Euler Form:

Multiplication:

\[ r_1e^{i\theta_1} \times r_2e^{i\theta_2} = r_1r_2e^{i(\theta_1+\theta_2)} \]

Multiply moduli, add arguments

Division:

\[ \frac{r_1e^{i\theta_1}}{r_2e^{i\theta_2}} = \frac{r_1}{r_2}e^{i(\theta_1-\theta_2)} \]

Divide moduli, subtract arguments

Powers (De Moivre's Theorem):

\[ (re^{i\theta})^n = r^ne^{in\theta} \]

\[ [r(\cos\theta + i\sin\theta)]^n = r^n(\cos n\theta + i\sin n\theta) \]

⚠️ Common Pitfalls & Tips:

  • For multiplication/division, polar/Euler form is much easier
  • For addition/subtraction, Cartesian form is easier
  • Don't forget \(i^2 = -1\) when expanding
  • Always simplify conjugate products: \((c+di)(c-di) = c^2+d^2\)

📝 Worked Example 2: Operations Using Different Forms

Question: Given \(z_1 = 2e^{i\pi/4}\) and \(z_2 = 3e^{i\pi/3}\)

(a) Find \(z_1 \times z_2\) in Euler form.

(b) Find \(z_1^4\) in Cartesian form.

Solution:

(a) Multiply in Euler form:

Multiply moduli: \(2 \times 3 = 6\)

Add arguments: \(\frac{\pi}{4} + \frac{\pi}{3} = \frac{3\pi + 4\pi}{12} = \frac{7\pi}{12}\)

\[ z_1 \times z_2 = 6e^{i7\pi/12} \]

Answer: \(6e^{i7\pi/12}\)

(b) Power using De Moivre:

\[ z_1^4 = (2e^{i\pi/4})^4 = 2^4e^{i\cdot 4 \cdot \pi/4} = 16e^{i\pi} \]

Convert to Cartesian:

Using \(e^{i\pi} = \cos\pi + i\sin\pi = -1 + 0i = -1\)

\[ z_1^4 = 16 \times (-1) = -16 \]

Answer: -16 (or -16 + 0i)

Argand Diagrams

Geometric Representation

Definition: An Argand diagram is a geometric representation of complex numbers on a plane, with the horizontal axis representing the real part and the vertical axis representing the imaginary part.

Components:

  • Horizontal axis: Real axis (Re)
  • Vertical axis: Imaginary axis (Im)
  • Point (a, b): Represents \(z = a + bi\)
  • Distance from origin: Modulus \(|z| = r\)
  • Angle from positive real axis: Argument \(\arg(z) = \theta\)

Geometric Interpretations:

  • Modulus: \(|z|\) is the distance from origin to point z
  • Argument: \(\arg(z)\) is angle counterclockwise from positive real axis
  • Addition: Vector addition (parallelogram rule)
  • Conjugate: Reflection across real axis
  • \(|z_1 - z_2|\): Distance between two points

Loci in Complex Plane:

  • \(|z| = r\): Circle centered at origin, radius r
  • \(|z - z_0| = r\): Circle centered at \(z_0\), radius r
  • \(\arg(z) = \theta\): Ray from origin at angle \(\theta\)
  • \(\text{Re}(z) = k\): Vertical line at x = k
  • \(\text{Im}(z) = k\): Horizontal line at y = k

⚠️ Common Pitfalls & Tips:

  • Imaginary axis is vertical, not horizontal
  • Plot (real part, imaginary part), not (modulus, argument)
  • Conjugate reflects across real axis (horizontal)
  • Use Pythagoras for distances: \(|z_1 - z_2|\)

Applications with Sine and Cosine Waves

Euler's Formula Applications

Expressing Sine and Cosine:

From Euler's formula \(e^{i\theta} = \cos\theta + i\sin\theta\) and \(e^{-i\theta} = \cos\theta - i\sin\theta\)

Cosine Formula:

\[ \cos\theta = \frac{e^{i\theta} + e^{-i\theta}}{2} \]

Sine Formula:

\[ \sin\theta = \frac{e^{i\theta} - e^{-i\theta}}{2i} \]

Applications:

  • Signal processing: Representing waves and oscillations
  • Electrical engineering: AC circuits analysis
  • Quantum mechanics: Wave functions
  • Solving trigonometric equations: Using complex exponentials
  • Fourier analysis: Decomposing functions into sine/cosine components

Simplifying Trigonometric Expressions:

Complex exponentials can simplify products and powers of trig functions

Example: \(\cos^n\theta\) can be found using \(\left(\frac{e^{i\theta} + e^{-i\theta}}{2}\right)^n\)

⚠️ Common Pitfalls & Tips:

  • Don't confuse \(e^{i\theta}\) with \(e^{\theta}\) (no imaginary unit)
  • Sine formula has \(2i\) in denominator, not just 2
  • These formulas are in IB formula booklet
  • Useful for proving trigonometric identities

📝 Worked Example 3: Application with Trigonometry

Question: Use Euler's formula to prove that \(\cos(2\theta) = \cos^2\theta - \sin^2\theta\)

Solution:

Start with Euler's formula:

\[ e^{i\theta} = \cos\theta + i\sin\theta \]

Square both sides:

\[ e^{i2\theta} = (e^{i\theta})^2 = (\cos\theta + i\sin\theta)^2 \]

Expand the right side:

\[ = \cos^2\theta + 2i\cos\theta\sin\theta + i^2\sin^2\theta \]

\[ = \cos^2\theta + 2i\cos\theta\sin\theta - \sin^2\theta \]

\[ = (\cos^2\theta - \sin^2\theta) + i(2\cos\theta\sin\theta) \]

But also by Euler's formula:

\[ e^{i2\theta} = \cos(2\theta) + i\sin(2\theta) \]

Equate real parts:

\[ \cos(2\theta) = \cos^2\theta - \sin^2\theta \quad \checkmark \]

Bonus - equate imaginary parts:

\[ \sin(2\theta) = 2\cos\theta\sin\theta \]

📊 Quick Reference Summary

Three Forms

  • Cartesian: \(a + bi\)
  • Polar: \(r\text{cis}\,\theta\)
  • Euler: \(re^{i\theta}\)

Key Values

  • \(r = \sqrt{a^2+b^2}\)
  • \(\theta = \tan^{-1}(b/a)\)
  • \(e^{i\pi} = -1\)

Operations (Euler)

  • Multiply: \(r_1r_2e^{i(\theta_1+\theta_2)}\)
  • Divide: \(\frac{r_1}{r_2}e^{i(\theta_1-\theta_2)}\)
  • Power: \(r^ne^{in\theta}\)

Trig Connections

  • \(\cos\theta = \frac{e^{i\theta}+e^{-i\theta}}{2}\)
  • \(\sin\theta = \frac{e^{i\theta}-e^{-i\theta}}{2i}\)

✍️ IB Exam Strategy

  1. Form selection: Use Cartesian for +/−, Euler for ×/÷/powers
  2. Always check quadrant when finding argument
  3. Use GDC to convert between forms (check mode)
  4. For powers: De Moivre's Theorem in Euler form is fastest
  5. Argand diagrams: Sketch axes and label clearly
  6. Show working: Write intermediate steps for conversions
  7. Check answers: Convert back to verify

🚫 Top Mistakes to Avoid

  1. Not adjusting argument for correct quadrant
  2. Forgetting \(i^2 = -1\) when expanding
  3. Using wrong form for the operation
  4. Adding/subtracting arguments instead of multiplying (for multiplication)
  5. Forgetting imaginary unit \(i\) in Euler form exponent
  6. Mixing up conjugate (changes sign of imaginary part only)
  7. Not simplifying final answers to standard form
  8. Plotting on wrong axes in Argand diagram