Complex numbers are a fundamental mathematical concept essential for understanding electrical systems, signal processing, control theory, and many other engineering applications. They extend the real number system by introducing the imaginary unit \(i\), where \(i^2 = -1\).
A complex number \(z\) is a number of the form:
where \(a\) and \(b\) are real numbers, and \(i\) is the imaginary unit defined by \(i^2 = -1\). In this representation:
For the complex number \(z = 3 + 4i\):
\(\text{Re}(z) = 3\) and \(\text{Im}(z) = 4\)
For the complex number \(z = -2i\):
\(\text{Re}(z) = 0\) and \(\text{Im}(z) = -2\)
Complex numbers can be visualized as points in a two-dimensional plane called the complex plane or Argand diagram. The horizontal axis represents the real part, and the vertical axis represents the imaginary part.
Beyond simple plotting, there are several visualization techniques that help understand complex number operations:
To add two complex numbers \(z_1 = 3 + 2i\) and \(z_2 = 1 + 4i\):
1. Plot both numbers as points in the complex plane
2. Construct vectors from the origin to each point
3. Apply the parallelogram rule from vector addition
4. The result \(z_1 + z_2 = 4 + 6i\) can be verified geometrically
Complex numbers are added or subtracted by combining their real and imaginary parts separately.
\((3 + 2i) + (1 + 5i) = (3 + 1) + (2 + 5)i = 4 + 7i\)
\((3 + 2i) - (1 + 5i) = (3 - 1) + (2 - 5)i = 2 - 3i\)
\((5 - 7i) - i = 5 + (-7 - 1)i = 5 - 8i\)
Complex numbers are multiplied using algebraic distribution, remembering that \(i^2 = -1\).
\((3 + 2i)(1 + 5i) = 3 \cdot 1 + 3 \cdot 5i + 2i \cdot 1 + 2i \cdot 5i\)
\(= 3 + 15i + 2i + 10i^2 = 3 + 17i + 10(-1) = 3 + 17i - 10 = -7 + 17i\)
The complex conjugate of \(z = a + bi\), denoted by \(\overline{z}\) or \(z^*\), is defined as:
The complex conjugate is useful for division and has several important properties:
For \(z = 5 - 7i\), the complex conjugate is \(\overline{z} = 5 + 7i\)
Verifying that \(z \cdot \overline{z} = |z|^2\):
\((5 - 7i)(5 + 7i) = 25 + 35i - 35i - 49i^2 = 25 + 49 = 74 = 5^2 + 7^2 = |z|^2\)
Division of complex numbers is performed by multiplying both numerator and denominator by the complex conjugate of the denominator:
\(\frac{3 + 2i}{1 + i} = \frac{(3 + 2i)(1 - i)}{(1 + i)(1 - i)} = \frac{3 - 3i + 2i - 2i^2}{1^2 - i^2} = \frac{3 - i + 2}{1 + 1} = \frac{5 - i}{2} = \frac{5}{2} - \frac{1}{2}i\)
For a more complex example:
\(\frac{1 + 2i}{3 + 4i} = \frac{(1 + 2i)(3 - 4i)}{(3 + 4i)(3 - 4i)} = \frac{3 - 4i + 6i - 8i^2}{9 + 16} = \frac{3 + 2i + 8}{25} = \frac{11 + 2i}{25} = \frac{11}{25} + \frac{2}{25}i\)
The modulus (or absolute value) of a complex number \(z = a + bi\) is the distance from the origin to the point \(z\) in the complex plane:
The modulus of \(z = 3 + 4i\) is \(|z| = \sqrt{3^2 + 4^2} = \sqrt{9 + 16} = \sqrt{25} = 5\)
The modulus of \(z = -1 - 2i\) is \(|z| = \sqrt{(-1)^2 + (-2)^2} = \sqrt{1 + 4} = \sqrt{5}\)
The argument of a complex number \(z = a + bi\) is the angle in radians between the positive real axis and the line joining the origin to the point \(z\) in the complex plane.
For \(z \neq 0\), the argument is defined as:
The argument of \(z = -3 + 3i\) is \(\arg(z) = \arctan(3/(-3)) + \pi = \arctan(-1) + \pi = -\pi/4 + \pi = 3\pi/4\)
The argument of \(z = i\) is \(\arg(z) = \pi/2\) (as it lies on the positive imaginary axis)
Key properties for calculations:
For \(z_1 = 1 + i\) and \(z_2 = -1 + i\):
\(|z_1| = \sqrt{1^2 + 1^2} = \sqrt{2}\) and \(|z_2| = \sqrt{1^2 + 1^2} = \sqrt{2}\)
\(|z_1 \cdot z_2| = |(1 + i)(-1 + i)| = |(-1 - i + i + i^2)| = |-1 - 1| = 2\)
\(|z_1| \cdot |z_2| = \sqrt{2} \cdot \sqrt{2} = 2\)
This verifies that \(|z_1 \cdot z_2| = |z_1| \cdot |z_2|\)
Using the modulus and argument, a complex number can be written in polar form:
We often denote the modulus as \(r = |z|\) and the argument as \(\theta = \arg(z)\), giving:
The complex number \(z = 3 + 3i\) has modulus \(|z| = \sqrt{3^2 + 3^2} = 3\sqrt{2}\) and argument \(\arg(z) = \arctan(3/3) = \arctan(1) = \pi/4\).
In polar form: \(z = 3\sqrt{2}(\cos(\pi/4) + i\sin(\pi/4))\)
Converting from polar to rectangular form: \(z = 2e^{i\pi/3} = 2(\cos(\pi/3) + i\sin(\pi/3)) = 2 \cdot (1/2 + i\sqrt{3}/2) = 1 + i\sqrt{3}\)
Euler's formula establishes a profound connection between trigonometric functions and the complex exponential:
Using Euler's formula, the polar form can be written more compactly as:
This exponential form is particularly useful for multiplication, division, and powers of complex numbers.
For any complex number in polar form \(z = re^{i\theta}\) and any integer \(n\):
Example using De Moivre's formula to find \((1+i)^{13}\):
First, express in polar form: \(1+i = \sqrt{2}e^{i\pi/4}\)
Then apply De Moivre: \((1+i)^{13} = (\sqrt{2})^{13}e^{i13\pi/4} = 2^{6.5}e^{i13\pi/4}\)
Simplify the argument: \(13\pi/4 = 3\pi + \pi/4\), so \(e^{i13\pi/4} = e^{i\pi/4}e^{3\pi i} = e^{i\pi/4}(-1)^3 = -e^{i\pi/4}\)
Therefore: \((1+i)^{13} = -2^{6.5}e^{i\pi/4} = -2^{6.5}(\cos(\pi/4) + i\sin(\pi/4)) = -2^{6.5} \cdot (1/\sqrt{2} + i/\sqrt{2}) = -64 - 64i\)
In polar form, multiplication and division become simpler:
For \(z_1 = r_1e^{i\theta_1}\) and \(z_2 = r_2e^{i\theta_2}\):
Let \(z_1 = 2e^{i\pi/6}\) and \(z_2 = 3e^{i\pi/4}\)
\(z_1 \cdot z_2 = 2 \cdot 3 \cdot e^{i(\pi/6 + \pi/4)} = 6e^{i5\pi/12}\)
\(\frac{z_1}{z_2} = \frac{2}{3}e^{i(\pi/6 - \pi/4)} = \frac{2}{3}e^{-i\pi/12}\)
The Fundamental Theorem of Algebra states that every non-constant polynomial with complex coefficients has at least one complex root. This means that any polynomial of degree \(n\) has exactly \(n\) roots when counted with multiplicity.
For quadratic polynomials \(az^2 + bz + c\), the roots are given by:
When the discriminant \(b^2 - 4ac < 0\), the roots are complex conjugates.
Find the roots of \(p(z) = z^2 - 4z + 13\)
Using the quadratic formula: \(z = \frac{4 \pm \sqrt{16 - 52}}{2} = \frac{4 \pm \sqrt{-36}}{2} = \frac{4 \pm 6i}{2} = 2 \pm 3i\)
The roots are \(z_1 = 2 + 3i\) and \(z_2 = 2 - 3i\) (complex conjugates)
The polynomial division algorithm is a method to divide one polynomial by another, resulting in a quotient polynomial and a remainder.
Key facts about polynomials and their factors:
To divide \(p(z) = z^3 + z - 2\) by \(d(z) = z - 1\), we use the division algorithm:
Step 1: \(z^3 \div (z-1) = z^2 + z + 1\) with remainder 0
Step 2: \(z \div (z-1) = 1\) with remainder 1
Step 3: \(-2 \div (z-1) = 0\) with remainder -2
Combining these steps: \(p(z) = (z-1)(z^2 + z + 1) + (-1)\)
For the polynomial \(p(z) = z^4 - 4z^2 + 16\), we can factor as follows:
Step 1: Substitute \(u = z^2\) to get \(p(u) = u^2 - 4u + 16\)
Step 2: Find the roots of this quadratic: \(u = \frac{4 \pm \sqrt{16 - 64}}{2} = \frac{4 \pm \sqrt{-48}}{2} = 2 \pm 2\sqrt{3}i\)
Step 3: Substitute back to find \(z^2 = 2 \pm 2\sqrt{3}i\), so \(z = \pm\sqrt{2 \pm 2\sqrt{3}i}\)
Step 4: Express as a product: \(p(z) = (z^2 - (2 + 2\sqrt{3}i))(z^2 - (2 - 2\sqrt{3}i))\)
Taylor polynomials can be extended to complex variables, allowing for approximation of complex functions:
This is particularly useful for computing values of transcendental functions with complex arguments.
The Taylor series for \(e^z\) around \(z_0 = 0\) is:
To approximate \(e^{1+i}\), we substitute \(z = 1+i\):
Computing each term:
\((1+i)^2 = 1 + 2i + i^2 = 1 + 2i - 1 = 2i\)
\((1+i)^3 = (1+i)(2i) = 2i + 2i^2 = 2i - 2 = -2 + 2i\)
\((1+i)^4 = (1+i)(-2+2i) = -2 - 2i + 2i + 2i^2 = -2 - 2 = -4\)
Substituting these values:
Taylor series in the complex plane have numerous applications, including:
Complex numbers often emerge in the solutions to differential equations. For a first-order linear differential equation:
The general solution can include complex exponentials when the homogeneous equation has complex eigenvalues.
For the differential equation \(\frac{dy}{dt} + 3y = 2e^{2i t}\)
We try a particular solution of the form \(y_p(t) = Ae^{2i t}\) where \(A\) is a complex constant
Substituting into the equation:
\(2iAe^{2i t} + 3Ae^{2i t} = 2e^{2i t}\)
\(A(2i + 3) = 2\)
\(A = \frac{2}{3 + 2i} = \frac{2(3 - 2i)}{(3 + 2i)(3 - 2i)} = \frac{6 - 4i}{9 + 4} = \frac{6 - 4i}{13}\)
The particular solution is \(y_p(t) = \frac{6 - 4i}{13}e^{2i t}\)
The complete solution will also include the complementary solution \(y_c(t) = Ce^{-3t}\), giving \(y(t) = Ce^{-3t} + \frac{6 - 4i}{13}e^{2i t}\)
Second-order linear differential equations often have complex solutions, especially in systems involving oscillations:
When the characteristic equation \(r^2 + ar + b = 0\) has complex roots \(r = \alpha \pm i\beta\), the solution contains terms like \(e^{\alpha t}\cos(\beta t)\) and \(e^{\alpha t}\sin(\beta t)\).
For the differential equation \(\frac{d^2y}{dt^2} + 4\frac{dy}{dt} + 13y = 10\cos(t)\)
The characteristic equation is \(r^2 + 4r + 13 = 0\)
Using the quadratic formula: \(r = \frac{-4 \pm \sqrt{16 - 52}}{2} = \frac{-4 \pm \sqrt{-36}}{2} = -2 \pm 3i\)
The complementary solution is \(y_c(t) = e^{-2t}(c_1\cos(3t) + c_2\sin(3t))\)
For the particular solution, we can use complex methods, considering \(10\cos(t) = 5e^{it} + 5e^{-it}\)
This leads to a particular solution of the form \(y_p(t) = A\cos(t) + B\sin(t)\)
After determining the constants, the complete solution is:
\(y(t) = e^{-2t}(c_1\cos(3t) + c_2\sin(3t)) + \cos(t) + \sin(t)\)
Complex techniques can simplify the solution of differential equations with trigonometric forcing functions:
For the differential equation \(y'' + 2y' + 5y = 10e^{-t}\cos(3t)\)
We can rewrite this as \(y'' + 2y' + 5y = 5e^{(-1+3i)t} + 5e^{(-1-3i)t}\)
Solving for the complex exponential inputs separately and then taking the real part of the result yields the solution more efficiently than direct methods.
Complex numbers are essential for analyzing alternating current (AC) circuits. The impedance \(Z\) of a circuit can be expressed as a complex number:
where \(R\) is the resistance and \(X\) is the reactance. Note that in electrical engineering, \(j\) is commonly used instead of \(i\) to avoid confusion with current.
The impedance of basic components:
Ohm's law for AC circuits is expressed as:
where \(V\) and \(I\) are phasors representing voltage and current.
In a series RLC circuit with \(R = 10\Omega\), \(L = 50\text{ mH}\), and \(C = 100\text{ μF}\) at frequency \(\omega = 100\text{ rad/s}\):
\(Z_R = 10\Omega\)
\(Z_L = j\omega L = j \cdot 100 \cdot 0.05 = j5\Omega\)
\(Z_C = -j \frac{1}{\omega C} = -j \frac{1}{100 \cdot 100 \times 10^{-6}} = -j100\Omega\)
Total impedance: \(Z = Z_R + Z_L + Z_C = 10 + j5 - j100 = 10 - j95\Omega\)
Magnitude: \(|Z| = \sqrt{10^2 + 95^2} \approx 95.5\Omega\)
Phase angle: \(\phi = \arctan(-95/10) \approx -84°\)
A sinusoidal signal \(v(t) = V_m\cos(\omega t + \phi)\) can be represented by the complex number (phasor):
This simplifies calculations involving multiple sinusoidal signals of the same frequency.
Consider two voltage sources: \(v_1(t) = 5\cos(60\pi t)\) and \(v_2(t) = 8\cos(60\pi t - \pi/3)\)
As phasors: \(V_1 = 5e^{j0} = 5\) and \(V_2 = 8e^{-j\pi/3} = 8(\cos(-\pi/3) + j\sin(-\pi/3)) = 8(1/2 - j\sqrt{3}/2) = 4 - j4\sqrt{3}\)
Sum: \(V = V_1 + V_2 = 5 + 4 - j4\sqrt{3} = 9 - j4\sqrt{3} \approx 9 - j6.93\)
Magnitude: \(|V| = \sqrt{9^2 + 6.93^2} \approx 11.33\)
Phase: \(\phi = \arctan(-6.93/9) \approx -37.6°\)
Therefore: \(v(t) = 11.33\cos(60\pi t - 37.6°)\)
Transfer functions in control systems and signal processing are often expressed as functions of the complex variable \(s = \sigma + j\omega\) (in the Laplace domain) or \(z = re^{j\theta}\) (in the Z-domain for discrete systems).
A simple RC low-pass filter has the transfer function:
Substituting \(s = j\omega\) for frequency response analysis:
Magnitude response: \(|H(j\omega)| = \frac{1}{\sqrt{1 + (\omega RC)^2}}\)
Phase response: \(\angle H(j\omega) = -\arctan(\omega RC)\)
This complex function describes how the filter attenuates and phase-shifts sinusoidal inputs at different frequencies.
The apparent power \(S\) in an AC circuit is a complex number:
where \(P\) is the real power (measured in watts) and \(Q\) is the reactive power (measured in volt-amperes reactive).
For a load with impedance \(Z = R + jX\) and current \(I\):
where \(I^*\) is the complex conjugate of \(I\).
A load draws 100 kVA at a power factor of 0.8 lagging. This means:
\(S = 100e^{j\cos^{-1}(0.8)} = 100e^{j36.9°} = 80 + j60\) kVA
To improve the power factor to 0.95 lagging, a capacitor is added in parallel with the load.
The new desired apparent power is \(S' = P + jQ' = 80 + jQ'\) where \(Q'\) is calculated from:
\(\tan(\cos^{-1}(0.95)) = Q'/80\), giving \(Q' \approx 26.3\) kVAR
The capacitor must supply \(Q_C = Q - Q' = 60 - 26.3 = 33.7\) kVAR
When solving problems involving complex numbers, consider these strategies:
Avoid these common mistakes when working with complex numbers:
Solve the equation \(z^2 = i\)
Strategy: Use polar form to find the square root
Step 1: Express \(i\) in polar form \(i = e^{i\pi/2}\)
Step 2: Use the formula \(z^n = re^{i\theta} \implies z = r^{1/n}e^{i\theta/n + i2\pi k/n}\) for \(k = 0,1,...,n-1\)
Step 3: With \(n = 2\), we get \(z = e^{i\pi/4 + i\pi k}\) for \(k = 0,1\)
Step 4: This gives \(z_1 = e^{i\pi/4} = \frac{1}{\sqrt{2}} + i\frac{1}{\sqrt{2}}\) and \(z_2 = e^{i5\pi/4} = -\frac{1}{\sqrt{2}} - i\frac{1}{\sqrt{2}}\)
Verification: \(z_1^2 = (\frac{1}{\sqrt{2}} + i\frac{1}{\sqrt{2}})^2 = \frac{1}{2} + i\frac{1}{\sqrt{2}}\frac{1}{\sqrt{2}} + i\frac{1}{\sqrt{2}}\frac{1}{\sqrt{2}} + i^2\frac{1}{2} = \frac{1}{2} + i - \frac{1}{2} = i\)
Several computational tools can assist with complex number calculations:
Complex numbers are an essential mathematical tool in engineering, particularly in electrical fields. They provide elegant solutions to problems involving oscillations, waves, and AC circuits. Understanding complex numbers and their operations is fundamental for advanced concepts in signal processing, control systems, and electromagnetic theory.
This comprehensive guide covers the key aspects of complex numbers, from basic operations to advanced applications in differential equations and electrical engineering. By mastering these concepts, you'll have a powerful mathematical tool at your disposal for solving a wide range of engineering problems.