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:
- Calculate \(r = \sqrt{a^2 + b^2}\)
- Find \(\theta = \tan^{-1}(b/a)\)
- 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
- Form selection: Use Cartesian for +/−, Euler for ×/÷/powers
- Always check quadrant when finding argument
- Use GDC to convert between forms (check mode)
- For powers: De Moivre's Theorem in Euler form is fastest
- Argand diagrams: Sketch axes and label clearly
- Show working: Write intermediate steps for conversions
- Check answers: Convert back to verify
🚫 Top Mistakes to Avoid
- Not adjusting argument for correct quadrant
- Forgetting \(i^2 = -1\) when expanding
- Using wrong form for the operation
- Adding/subtracting arguments instead of multiplying (for multiplication)
- Forgetting imaginary unit \(i\) in Euler form exponent
- Mixing up conjugate (changes sign of imaginary part only)
- Not simplifying final answers to standard form
- Plotting on wrong axes in Argand diagram