Pj14–Pj17 - Exponential form and nth roots

Pj14–Pj17 - Exponential form and nth roots

Pj14 introduces the compact form reiθre^{i\theta}. Pj15–Pj17 use it to find every nn-th root of a non-zero complex number, explain their regular-polygon arrangement, and prove why their sum is zero when n≥2n\ge2.

Writing a complex number in exponential form

How many different numbers have fourth power −16-16, and why do they add to zero? Dividing one angle by 44 finds only one of them. The others come from remembering that angles can make whole extra turns.

You already know

A non-zero complex number has modulus-argument form r(cos⁡θ+isin⁡θ)r(\cos\theta+i\sin\theta), with r>0r>0. Its principal argument satisfies −π<θ≤π-\pi<\theta\le\pi, and de Moivre multiplies an argument when taking an integer power.

There is a shorter way to write the unit complex number cos⁡θ+isin⁡θ\cos\theta+i\sin\theta. For example, the point at angle π/2\pi/2 is ii, so eiπ/2=ie^{i\pi/2}=i. This is a complex exponential; it need not be a positive real number, unlike exe^x for real xx.

Complex exponential

For a real angle θ\theta, define

eiθ=cos⁡θ+isin⁡θe^{i\theta}=\cos\theta+i\sin\theta

Thus z=r(cos⁡θ+isin⁡θ)z=r(\cos\theta+i\sin\theta) can be written z=reiθz=re^{i\theta}. For example, 3eiπ/2=3i3e^{i\pi/2}=3i. In contrast, 3eπ/23e^{\pi/2} is real: the ii in the exponent matters.

The definition gives the memorable identity eiπ+1=0e^{i\pi}+1=0: the same line contains ee, ii, π\pi, 11 and 00. Its explanation here is simply the point at angle π\pi, which is −1-1. No mysterious cancellation is needed.

Exponential notation and its rules

For real α\alpha, β\beta, θ\theta, integer nn, and r>0r>0,

eiαeiβ=ei(α+β)eiαeiβ=ei(α−β)(reiθ)n=rneinθei(θ+2kπ)=eiθ(k∈Z)\begin{aligned} e^{i\alpha}e^{i\beta}&=e^{i(\alpha+\beta)} \\ \frac{e^{i\alpha}}{e^{i\beta}}&=e^{i(\alpha-\beta)} \\ (re^{i\theta})^n&=r^ne^{in\theta} \\ e^{i(\theta+2k\pi)}&=e^{i\theta}\qquad(k\in\mathbb Z) \end{aligned}

The definition eiθ=cos⁡θ+isin⁡θe^{i\theta}=\cos\theta+i\sin\theta and these notation rules are not separately supplied; they follow from modulus-argument multiplication and de Moivre.

Not in the formula booklet: learn it.

For conversion, find the modulus and quadrant before writing the exponential. The coefficient outside the exponential must be positive if it is to be the modulus.

Worked example 1: a point in the second quadrant

Question. Express −3+i-\sqrt3+i in the form reiθre^{i\theta}, with r>0r>0 and −π<θ≤π-\pi<\theta\le\pi.

Plan. Find the distance from the origin, then use the quadrant to choose the argument.

r=(−3)2+12=2modulustan⁡α=13,α=π6reference angleθ=π−π6=5π6second quadrantz=2e5πi/6exponential form\begin{aligned} r&=\sqrt{(-\sqrt3)^2+1^2}=2 && \text{modulus} \\ \tan\alpha&=\frac1{\sqrt3},\qquad\alpha=\frac\pi6 && \text{reference angle} \\ \theta&=\pi-\frac\pi6=\frac{5\pi}6 && \text{second quadrant} \\ z&=2e^{5\pi i/6} && \text{exponential form} \end{aligned}

Why this step? A negative real part and positive imaginary part put the point above and to the left of the origin; the inverse-tangent output alone does not identify that quadrant.

Answer. 2e5πi/62e^{5\pi i/6}.

Check. 2cos⁡(5π/6)=−32\cos(5\pi/6)=-\sqrt3 and 2sin⁡(5π/6)=12\sin(5\pi/6)=1.

Change only the sign of the imaginary part. The modulus stays the same, while the principal argument reflects in the real axis.

Worked example 2: a conjugate point

Question. Express −3−i-\sqrt3-i in the same exponential form with principal argument.

Plan. Retain modulus 22, then choose the clockwise angle to the third-quadrant point.

r=3+1=2unchanged distanceθ=−π+π6=−5π6principal third-quadrant anglez=2e−5πi/6\begin{aligned} r&=\sqrt{3+1}=2 && \text{unchanged distance} \\ \theta&=-\pi+\frac\pi6=-\frac{5\pi}6 && \text{principal third-quadrant angle} \\ z&=2e^{-5\pi i/6} \end{aligned}

Why this step? The positive angle 7π/67\pi/6 describes the same point, but it lies outside the requested principal range.

Answer. 2e−5πi/62e^{-5\pi i/6}.

Check. 2(cos⁡(−5π/6)+isin⁡(−5π/6))=−3−i2(\cos(-5\pi/6)+i\sin(-5\pi/6))=-\sqrt3-i.

Writing reiθre^{i\theta} and writing r(cos⁡θ+isin⁡θ)r(\cos\theta+i\sin\theta) describe the same number, but are different requested forms. Read the form in the question carefully.

Watch out

Wrong: −3+i=2e−πi/6-\sqrt3+i=2e^{-\pi i/6}.

Right: 2e5πi/62e^{5\pi i/6}. The wrong expression has positive real part, so checking the quadrant catches it immediately.

Choose the principal argument again, this time for a steeper third-quadrant point.

Finding every nth root

To find the nn-th roots of a number, solve wn=zw^n=z. If z=reiθz=re^{i\theta} and w=ρeiϕw=\rho e^{i\phi}, then wn=ρneinϕw^n=\rho^ne^{in\phi}. Matching moduli gives ρn=r\rho^n=r. Matching arguments allows every whole turn: nϕ=θ+2kπn\phi=\theta+2k\pi.

For instance, the fourth roots of −16=16eiπ-16=16e^{i\pi} have modulus 22, with angles (π+2kπ)/4(\pi+2k\pi)/4. The extra turns must be included before dividing by 44.

Nth roots of a non-zero complex number

Let z=reiθz=re^{i\theta}, where r>0r>0, and let nn be a positive integer. Its distinct nn-th roots are

wk=r1/nei(θ+2kπ)/n,k=0,1,…,n−1w_k=r^{1/n}e^{i(\theta+2k\pi)/n},\qquad k=0,1,\ldots,n-1

Equivalently,

wk=r1/n(cos⁡θ+2kπn+isin⁡θ+2kπn)w_k=r^{1/n}\left(\cos\frac{\theta+2k\pi}{n}+i\sin\frac{\theta+2k\pi}{n}\right)

Not in the formula booklet: learn it.

The booklet gives roots of unity, wn=1w^n=1, as a special case; the general non-zero right side above must be constructed. Write the original modulus and argument first, especially under detailed reasoning.

Worked example 3: three cube roots

Question. Determine the cube roots of 8i8i in exponential form.

Plan. Write 8i=8eiπ/28i=8e^{i\pi/2}, take the positive cube root of the modulus and divide all equivalent arguments by 33.

ρ3=8,ρ=2match moduli3ϕ=π2+2kπmatch argumentsϕ=π6+2kπ3divide the whole anglek=0,1,2 ⟹ ϕ=π6, 5π6, 3π2\begin{aligned} \rho^3&=8,\qquad \rho=2 && \text{match moduli} \\ 3\phi&=\frac\pi2+2k\pi && \text{match arguments} \\ \phi&=\frac\pi6+\frac{2k\pi}3 && \text{divide the whole angle} \\ k=0,1,2&\ \Longrightarrow\ \phi=\frac\pi6,\ \frac{5\pi}6,\ \frac{3\pi}2 \end{aligned}

Why this step? Adding 2π2\pi before division produces distinct roots 2π/32\pi/3 apart. Adding it afterwards would only rewrite the same root.

Answer. 2eiπ/62e^{i\pi/6}, 2e5πi/62e^{5\pi i/6}, 2e−iπ/22e^{-i\pi/2}.

Check. Cubing gives modulus 88 and arguments π/2\pi/2, 5π/25\pi/2, −3π/2-3\pi/2, all equivalent to π/2\pi/2. In Cartesian form the roots are 3+i\sqrt3+i, −3+i-\sqrt3+i and −2i-2i.

Change only the sign of the given imaginary number. The modulus remains 88, but the starting argument changes from π/2\pi/2 to −π/2-\pi/2.

Worked example 4: a changed starting argument

Question. In this question you must show detailed reasoning. Determine the cube roots of −8i-8i in exponential form.

Plan. Use −8i=8e−iπ/2-8i=8e^{-i\pi/2}, then list three argument values before making them principal if desired.

w3=8e−iπ/2write the given numberρ=81/3=2root of the modulusϕ=−π6+2kπ3k=0,1,2ϕ=−π6, π2, 7π6all three values\begin{aligned} w^3&=8e^{-i\pi/2} && \text{write the given number} \\ \rho&=8^{1/3}=2 && \text{root of the modulus} \\ \phi&=-\frac\pi6+\frac{2k\pi}3 && k=0,1,2 \\ \phi&=-\frac\pi6,\ \frac\pi2,\ \frac{7\pi}6 && \text{all three values} \end{aligned}

Why this step? Using the negative principal argument is convenient, but not compulsory. Starting with 3π/23\pi/2 produces the same three roots in a different order.

Answer. 2e−iπ/62e^{-i\pi/6}, 2eiπ/22e^{i\pi/2}, 2e−5πi/62e^{-5\pi i/6}.

Check. Their Cartesian forms are 3−i\sqrt3-i, 2i2i and −3−i-\sqrt3-i. They are the conjugates of the preceding three roots, and cubing a conjugate conjugates the result.

For a non-zero right side there are nn distinct roots, not one root with nn different names. The next part explains why the list stops exactly where it does.

Exam tip

Under detailed reasoning, show the given number's modulus and argument, the root modulus and the complete argument list. A list from a calculator does not show the required method. If exponential form is requested, give reiθre^{i\theta}, rather than stopping at sines and cosines.

The opening puzzle changes the degree to 44. Keep the whole-turn term inside the division.

Watch out

Wrong: the cube-root arguments of −8i-8i are −π/6+2kπ-\pi/6+2k\pi. Those angles repeat the same root. Divide the whole argument by 33: ϕ=(−π/2+2kπ)/3=−π/6+2kπ/3\phi=(-\pi/2+2k\pi)/3=-\pi/6+2k\pi/3, for k=0,1,2k=0,1,2.

Count distinct roots after dividing the full angle below.

Why the roots form a regular polygon

The fourth roots just found all lie at distance 22 from the origin. Their arguments increase by π/2\pi/2, so they are the vertices of a square centred at the origin.

[DIAGRAM: asset_name: The four fourth roots of minus sixteen; asset_slug: h645_b010_fourth_roots; caption: The fourth roots of minus sixteen form a square on the circle of radius 2; description: An equal-scale Argand diagram shows a circle of radius 2 and the four vertices at angles pi over 4, 3 pi over 4, 5 pi over 4 and 7 pi over 4. Cartesian labels show square root 2 plus square root 2 i and its three sign variants. A central arc marks angular spacing pi over 2. A side panel states modulus 2, spacing 2 pi over 4, and fourth powers all equal minus sixteen.]
The fourth roots of minus sixteen form a square on the circle of radius 2

In the general formula, increasing kk by 11 increases the argument by 2π/n2\pi/n, while leaving the modulus r1/nr^{1/n} unchanged. Thus for n≥3n\ge3 the roots form a regular nn-gon centred at the origin. For n=2n=2, they are opposite ends of a diameter; for n=1n=1, there is just the original number.

Why are there exactly nn distinct values? If 0≤j<k≤n−10\le j<k\le n-1, the angle difference 2(k−j)π/n2(k-j)\pi/n lies strictly between 00 and 2π2\pi, so the points differ. Increasing kk by nn adds a full turn and returns to the same point. Any integer kk therefore reproduces one of the listed values.

Regular polygon of roots

For n≥3n\ge3, the nn-th roots of reiθre^{i\theta}, with r>0r>0, are equally spaced on the circle of radius r1/nr^{1/n} centred at the origin. Their angular spacing is 2π/n2\pi/n.

For example, the fourth roots of −16-16 form a square of circumradius 22. Four points at arbitrary angles on that circle are not necessarily fourth roots of the same number.

The non-zero condition matters. The equation wn=0w^n=0 has only the value w=0w=0; it is a repeated root algebraically, with no argument or polygon. The equal-spacing result is not in the formula booklet: learn it from the root formula.

Key idea

Taking a root divides the starting argument, but the next root is always 2π/n2\pi/n further round. The starting number rotates the whole polygon without changing that spacing.

Use this distinction between starting angle and spacing to diagnose a tempting mistake.

Why the roots add to zero

The four roots of −16-16 have Cartesian forms 2+2 i\sqrt2+\sqrt2\,i, −2+2 i-\sqrt2+\sqrt2\,i, −2−2 i-\sqrt2-\sqrt2\,i and 2−2 i\sqrt2-\sqrt2\,i. Adding them cancels both parts. With an odd number of roots, opposite pairs are unavailable, so we need an argument that works for every n≥2n\ge2.

Let a=r1/neiθ/na=r^{1/n}e^{i\theta/n} be one root and let ω=e2πi/n\omega=e^{2\pi i/n}. The roots are

a, aω, aω2, …, aωn−1a,\ a\omega,\ a\omega^2,\ \ldots,\ a\omega^{n-1}

This is a finite geometric series, with ωn=1\omega^n=1 and ω≠1\omega\ne1 when n≥2n\ge2. Hence

∑k=0n−1aωk=a1−ωn1−ωgeometric sum=a1−11−ωωn=1=01−ω≠0\begin{aligned} \sum_{k=0}^{n-1}a\omega^k &=a\frac{1-\omega^n}{1-\omega} && \text{geometric sum} \\ &=a\frac{1-1}{1-\omega} && \omega^n=1 \\ &=0 && 1-\omega\ne0 \end{aligned}

For instance, the cube roots of 8i8i give (3+i)+(−3+i)−2i=0(\sqrt3+i)+(-\sqrt3+i)-2i=0, despite having no pair of opposite roots.

There is also an algebraic explanation. In wn−z=0w^n-z=0, the coefficient of wn−1w^{n-1} is zero for n≥2n\ge2, so the sum of roots is zero. The geometric-series proof makes the cancellation explicit without needing each root in Cartesian form.

Sum of all nth roots

For n≥2n\ge2, the sum of all nn distinct nn-th roots of a non-zero complex number is 00.

The restriction matters: when n=1n=1, the only root is the original number and its sum need not be zero.

Not in the formula booklet: learn it.

On the diagram, the zero sum says that the position vectors balance at the origin. A regular triangle balances just as a square does; it does not need opposite vertices.

Exam tip

To establish a zero sum, show the geometric fraction and use ωn=1\omega^n=1, or identify the missing wn−1w^{n-1} coefficient explicitly. “They are symmetrical” alone leaves the key algebra unstated.

The opening puzzle is now complete: four distinct roots sit at the square's vertices, and their position vectors sum to zero. Explain why that conclusion extends to an odd number of roots as well.

Quick Recap

  • eiθ=cos⁡θ+isin⁡θe^{i\theta}=\cos\theta+i\sin\theta, so reiθre^{i\theta} records a modulus and an angle compactly.
  • For wn=reiθw^n=re^{i\theta}, take modulus r1/nr^{1/n} and arguments (θ+2kπ)/n(\theta+2k\pi)/n, for k=0,…,n−1k=0,\ldots,n-1.
  • All nn roots are distinct and equally spaced; for n≥3n\ge3 they form a regular polygon centred at the origin.
  • For n≥2n\ge2, a geometric series proves that all roots sum to zero. The number 00 and the case n=1n=1 need separate treatment.

The fourth roots of −16-16 are ±2±2 i\pm\sqrt2\pm\sqrt2\,i, with the signs chosen independently, and their sum is 00.