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IB Mathematics AI AHL Complex numbers Study Notes - New Syllabus

IB Mathematics AI AHL Complex numbers Study Notes

LEARNING OBJECTIVE

  • Complex numbers

Key Concepts: 

  • Complex numbers
  • Cartesian form
  • The complex plane

MAI HL and SL Notes – All topics

COMPLEX NUMBERS

♦As we know, there are no real numbers of the form:

\( \sqrt{-1}, \sqrt{-4}, \sqrt{-9}, \sqrt{-5} \)

However, we agree to accept an imaginary number \( i \) such that:

\( i^2 = -1 \)
(so, in some way, the definition of \( i \) is: \( i = \sqrt{-1} \)).

♦The imaginary numbers mentioned above can be written as follows:

 Instead of \( \sqrt{-4} \), we write \( 2i \).
 Instead of \( \sqrt{-9} \), we write \( 3i \).
 Instead of \( \sqrt{-5} \), we write \( \sqrt{5}i \).

♦THE DEFINITION

A number \( z \) of the form:

\( z = x + yi \)
where \( x, y \in \mathbb{R} \), is called a complex number. We also say:

The real part of \( z \) is \( x \):

\( \text{Re}(z) = x \).

The imaginary part of \( z \) is \( y \):

\( \text{Im}(z) = y \).

The set of all complex numbers is denoted by \( \mathbb{C} \). A real number \( x \) is also complex of the form \( x + 0i \) (it has no imaginary part).

$\text{GDC – STEUP}$

We go to SET UP
First press d followed by (L-p) and then scroll down to Complex Mode

 
Then we change it to a + bi by pressing w


Now, we can solve the equation again and get all solutions

Example

$4x^3 – 4x^2 + x – 1 = 0$

Solve the cubic equation using GDC – COMPLEX Mode.

▶️Answer/Explanation

Solution:

First, press e to CLEAR all entries, then type in the new coefficients,

GDC Input

Press q for SOLVE

GDC Solution

COMPLEX NUMBERS – BASIC OPERATIONS

♦ADDITION, SUBTRACTION, MULTIPLICATION, DIVISION

The four operations for complex numbers follow the usual laws of algebra, keeping in mind that \( i^2 = -1 \).

Example

Consider the two complex numbers 

\( z = 7 + 4i \) and \( w = 2 + 3i \).

Find Addition, Subtraction , multiplication of both z and w.

▶️Answer/Explanation

Solution:

Addition:
\( z + w = (7 + 4i) + (2 + 3i) = 9 + 7i \)
(Add real parts; add imaginary parts.)

Subtraction:
\( z – w = (7 + 4i) – (2 + 3i) = 5 + i \)

Multiplication:
\( zw = (7 + 4i)(2 + 3i) = 14 + 21i + 8i + 12i^2 = 14 + 21i + 8i – 12 = 2 + 29i \)

Division:
To express \( \frac{z}{w} = \frac{7 + 4i}{2 + 3i} \) in the form \( x + yi \), multiply numerator and denominator by the conjugate of the denominator \( \overline{w} = 2 – 3i \):
\( \frac{z}{w} = \frac{7 + 4i}{2 + 3i} \cdot \frac{2 – 3i}{2 – 3i} = \frac{14 – 21i + 8i – 12i^2}{4 – (3i)^2} = \frac{26 – 13i}{13} = 2 – i \)
Thus:
\( \frac{7 + 4i}{2 + 3i} = 2 – i \)

Verification:
Multiply \( (2 + 3i)(2 – i) = 4 + 6i – 2i – 3i^2 = 4 + 4i + 3 = 7 + 4i \).

♦NOTICE:

\( |z|^2 = z \overline{z} \)

Indeed, both sides are equal to \( x^2 + y^2 \). For \( z = x + yi \):

\( |z|^2 = x^2 + y^2 \)

\( z \overline{z} = (x + yi)(x – yi) = x^2 – y^2i^2 = x^2 + y^2 \)

Example

Simplify the following

\( (3 + 4i)(3 – 4i) = ? \)
\( (1 + i)(1 – i) =? \)
\( (2 – i)(2 + i) = ? \)

▶️Answer/Explanation

Solution:

\( (3 + 4i)(3 – 4i) = 9 + 16 = 25 \)
\( (1 + i)(1 – i) = 1 + 1 = 2 \)
\( (2 – i)(2 + i) = 4 + 1 = 5 \)
The result is always a real number (the square of the modulus).

Example

Calculate:

(a) \( z = (2 + i)^3 \)

(b) \( w = \frac{(2 + i)^3}{1 – i} \)

▶️Answer/Explanation

Solution:

(a) Expand \( (2 + i)^3 \):
\( z = (2 + i)^2(2 + i) = (4 + 4i + i^2)(2 + i) = (3 + 4i)(2 + i) = 6 + 3i + 8i + 4i^2 = 2 + 11i \)

(b) Divide \( z \) by \( (1 – i) \):
\( w = \frac{2 + 11i}{1 – i} \cdot \frac{1 + i}{1 + i} = \frac{(2 + 11i)(1 + i)}{2} = \frac{-9 + 13i}{2} = -\frac{9}{2} + \frac{13}{2}i \)

COMPLEX NUMBERS – CONJUGATE ,MODULUS , EQUALITY

♦THE CONJUGATE \( \overline{z} \)

The conjugate complex number of \( z = x + yi \) is given by:

\( \overline{z} = x – yi \)
(Sometimes, the conjugate number of \( z \) is denoted by \( z^* \).)

For \( z = 3 + 4i \), we write:
 \( \text{Re}(z) = 3 \),
 \( \text{Im}(z) = 4 \),
 \( \overline{z} = 3 – 4i \).

♦THE MODULUS \( |z| \)

The modulus of \( z = x + yi \) is defined by:

\( |z| = \sqrt{x^2 + y^2} \)

For example, if \( z = 2 + 3i \), then:

\( |z| = |2 + 3i| = \sqrt{2^2 + 3^2} = \sqrt{13} \)

Notice:
The following numbers all have the same modulus \( \sqrt{x^2 + y^2} \):

\( z = x + yi \)
 \( \overline{z} = x – yi \)
 \(-z = -x – yi \)
 \(-\overline{z} = -x + yi \)

Thus, \( 3 + 4i, 3 – 4i, -3 – 4i, -3 + 4i \) all have the same modulus:

\( \sqrt{3^2 + 4^2} = \sqrt{25} = 5 \)

Finally, observe that \( |3| = 3 \) and \( |-3| = 3 \). That is, the modulus generalizes the notion of the absolute value for real numbers.

♦EQUALITY: \( z_1 = z_2 \)

Two complex numbers are equal if they have equal real parts and equal imaginary parts. Let \( z_1 = x_1 + y_1i \) and \( z_2 = x_2 + y_2i \). Then:

\( z_1 = z_2 \quad \Leftrightarrow \quad \begin{cases} x_1 = x_2 \\ y_1 = y_2 \end{cases} \)

Thus, an equation of complex numbers must be thought of as a system of two simultaneous equations.

Example

Let \( z_1 = 3 + 4i \) 

and 

\( z_2 = a + (3b – 2)i \). 

Find \( a, b \) if \( z_1 = z_2 \).

▶️Answer/Explanation

Solution:

\( z_1 = z_2 \quad \Leftrightarrow \quad \begin{cases} 3 = a \\ 4 = 3b – 2 \end{cases} \quad \Leftrightarrow \quad \begin{cases} a = 3 \\ b = 2 \end{cases} \)

THE COMPLEX PLANE

The Argand diagram (also known as the complex plane) is a geometric representation of complex numbers where: The complex number \( z = x + yi \) can be represented on the Cartesian plane as follows:

 \( z = x + yi \) is the point \((x, y)\).

Real part = \( x \)-coordinate, Imaginary part = \( y \)-coordinate.

The modulus \( |z| = \sqrt{x^2 + y^2} \) is the distance from the origin.

Example

Points on the complex plane

Find Modulus of all the points.

▶️Answer/Explanation

Solution:

\( 3 + 4i \) has modulus \( |3 + 4i| = \sqrt{25} = 5 \).
\( 3 \) (real number) has modulus \( |3| = 3 \).
 \( 4i \) has modulus \( |4i| = 4 \).
\(-5\) has modulus \( |-5| = 5 \).
\(-5 – 2i\) has modulus \( |-5 – 2i| = \sqrt{29} \).

 ♦The modulus is always the distance from the origin.

We may also think of \( z \) as a vector from the origin to the point \((x, y)\). Compare with vectors \(\begin{pmatrix} x \\ y \end{pmatrix}\) in paragraph 3.10.

NOTICE
We already know that the sets:

\( \mathbb{N} = \) natural numbers
\( \mathbb{Z} = \) integers
\( \mathbb{Q} = \) rational numbers
 \( \mathbb{R} = \) real numbers

can be represented on the real axis. We extend this representation here to the complex plane (considering an imaginary \( y \)-axis).

It also holds:

\( \mathbb{N} \subset \mathbb{Z} \subset \mathbb{Q} \subset \mathbb{R} \subset \mathbb{C} \)

Example

Let the complex number be defined as:

$z = 3 + 4i$

Plot the complex numbers $z$, $\overline{z}$, $-z$, and $-\overline{z}$ on an Argand diagram. Label each point clearly. Find the modulus of each of the complex numbers and state any observations.

▶️Answer/Explanation

Solution:

$z = 3 + 4i$
$\overline{z} = 3 – 4i$
$-z = -3 – 4i$
$-\overline{z} = -3 + 4i$

All these have the same modulus \( 5 \) (distance from the origin).
\( \overline{z} \) is symmetric to \( z \) about the \( x \)-axis.
 \(-z \) is symmetric to \( z \) about the origin.

♦For real numbers:

The absolute value of \( 5 \) and \(-5\) is \( 5 \).
The conjugate of \( 5 \) is \( 5 \) itself (symmetric about \( x \)-axis).
The opposite of \( 5 \) is \(-5\) (symmetric about the origin).

Complex Roots of Quadratics

 ♦What are Complex Roots?

A quadratic equation can have:

Two distinct real roots.
One repeated real root.
No real roots (when the graph does not touch or cross the x-axis).

When a quadratic has no real roots, the discriminant (Δ) is negative:

$\Delta = b^2 – 4ac < 0$

In this case, taking the square root of a negative number introduces complex numbers:

$i = \sqrt{-1}$

Complex numbers are used to express these non-real solutions.

 ♦How to Solve a Quadratic with Complex Roots

A quadratic equation has the form:

$ax^2 + bx + c = 0$

Methods:

Quadratic formula:

$x = \frac{-b \pm \sqrt{b^2 – 4ac}}{2a}$

If $\sqrt{b^2 – 4ac}$ is negative, use:

$\sqrt{-k} = \sqrt{k} \cdot i$

Completing the square: Also works for complex roots.

Special case: If the equation is of the form $ax^2 + b = 0$, solve by rearranging:

$ax^2 = -b \quad \Rightarrow \quad x = \pm \sqrt{\frac{-b}{a}} = \pm \sqrt{\frac{b}{a}} \cdot i$

 ♦ Complex Conjugate Roots

If coefficients are real, complex roots come in conjugate pairs:

If $z = p + qi$, then $z^ = p – qi$ is also a root.
These roots are symmetric about the real axis.

The real part of the complex roots equals the x-coordinate of the turning point of the graph:

$x = -\frac{b}{2a}$

If the coefficients are not all real, the roots may not be conjugates.

 ♦ Factorising Quadratics with Complex Roots

Given a quadratic:

$az^2 + bz + c = 0$

With real coefficients and complex roots $z = p + qi$ and $z^ = p – qi$, we can factorise as:

$az^2 + bz + c = a(z – (p + qi))(z – (p – qi))$

Using the identity:

$(z – (p + qi))(z – (p – qi)) = (z – p)^2 + q^2$

This gives:

$az^2 + bz + c = a[(z – p)^2 + q^2]$

Example

Solve the quadratic equation

$x^2 + 4x + 5 = 0$

Also, write it in factorised form using its complex roots.

▶️Answer/Explanation

Solution:

Since the discriminant is negative, the equation has no real roots and two complex roots.

$
x = \frac{-b \pm \sqrt{b^2 – 4ac}}{2a}
$

$
x = \frac{-4 \pm \sqrt{(4)^2 – 4(1)(5)}}{2(1)}
$

$
x = \frac{-4 \pm \sqrt{16 – 20}}{2}
$

$
x = \frac{-4 \pm \sqrt{-4}}{2}
$

$
x = \frac{-4 \pm 2i}{2}
$

$
x = -2 \pm i
$

So the roots are $x = -2 + i$ and $x = -2 – i$, which are complex conjugates.

$
x^2 + 4x + 5 = (x + 2 – i)(x + 2 + i)
$

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