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Complex Eigenvalues and Complex Scalars · Tutorial 546 of 1000

Complex Arithmetic For Linear Algebra

Use conjugates to calculate with complex numbers, simplify quotients, and verify identities involving modulus.

Intermediate 9 min read

What You'll Learn

  • Write complex numbers in real and imaginary parts and identify when they are equal.
  • Add and multiply complex numbers using \(i^2=-1\).
  • Compute conjugates and use their addition and multiplication identities.
  • Divide by a nonzero complex number by multiplying by its conjugate.
  • Calculate moduli and verify their connection to conjugation and multiplication.

Complex Numbers as Arithmetic Pairs

Complex numbers extend the real numbers by introducing a number \(i\) whose square is \(-1\). This makes it possible to solve equations such as \(x^2+1=0\), which have no real solutions. In linear algebra, complex arithmetic is needed when scalars, eigenvalues, or eigenvectors are complex. The calculations begin with a small set of rules, but it is important to apply them precisely: the imaginary unit behaves like a scalar in multiplication, and division requires a nonzero denominator.

Definition: A complex number is an expression \(z=a+bi\), where \(a,b\in\mathbb{R}\) and \(i^2=-1\). The number \(a\) is the real part, written \(\operatorname{Re}(z)=a\), and \(b\) is the imaginary part, written \(\operatorname{Im}(z)=b\). Two complex numbers \(a+bi\) and \(c+di\) are equal exactly when \(a=c\) and \(b=d\). A real number is identified with the complex number \(a+0i\).

The equality rule lets us compare complex numbers by matching their real and imaginary parts separately. Addition follows the same principle: collect real parts together and imaginary parts together. Multiplication uses distribution and the defining equation \(i^2=-1\). For \(z=a+bi\) and \(w=c+di\), these rules give

$$ z+w=(a+c)+(b+d)i,\qquad zw=(ac-bd)+(ad+bc)i. $$

The minus sign in the real part of the product comes from \(bd\,i^2=-bd\). These operations agree with ordinary real arithmetic when the imaginary parts are zero. For example, \((a+0i)(c+0i)=ac+0i\).

Worked Example: Sum and Product

Let \(z=2-3i\) and \(w=-1+4i\). Compute their sum and product.

Add the real parts and imaginary parts separately:

$$ z+w=(2-1)+(-3+4)i=1+i. $$

For the product, distribute all four terms and replace \(i^2\) by \(-1\):

$$ \begin{aligned} zw&=(2-3i)(-1+4i)\\ &=-2+8i+3i-12i^2\\ &=-2+11i+12\\ &=10+11i. \end{aligned} $$

Check: The product formula gives real part \(2(-1)-(-3)(4)=-2+12=10\) and imaginary part \(2(4)+(-3)(-1)=8+3=11\). Thus the result is \(10+11i\), as obtained by distribution.

Conjugation and Its Arithmetic Rules

The complex conjugate of \(z=a+bi\) is obtained by changing the sign of its imaginary part. It is written \(\overline{z}\). Conjugation keeps the real part and reverses the imaginary part. In particular, a real number is unchanged by conjugation.

Definition: For \(z=a+bi\), its complex conjugate is \(\overline{z}=a-bi\).

Conjugation interacts predictably with addition and multiplication. The product identity is especially useful: rather than expand a quotient into unrelated real and imaginary terms, it allows us to turn the denominator into a real number. The identities follow directly from the arithmetic definitions.

Theorem: For all \(z,w\in\mathbb{C}\), \(\overline{z+w}=\overline{z}+\overline{w}\) and \(\overline{zw}=\overline{z}\,\overline{w}\). Also, \(\overline{\overline{z}}=z\).

Proof. Write \(z=a+bi\) and \(w=c+di\), with \(a,b,c,d\in\mathbb{R}\). Then \(z+w=(a+c)+(b+d)i\), so \(\overline{z+w}=(a+c)-(b+d)i=(a-bi)+(c-di)=\overline{z}+\overline{w}\). For multiplication, \(zw=(ac-bd)+(ad+bc)i\), hence \(\overline{zw}=(ac-bd)-(ad+bc)i\). Meanwhile, \(\overline{z}\,\overline{w}=(a-bi)(c-di)=(ac-bd)-(ad+bc)i\), so the two expressions agree. Finally, conjugating \(a-bi\) changes the sign of its imaginary part again, giving \(a+bi=z\). \(\square\)

For any real scalar \(r\), the same definition also gives \(\overline{rz}=r\overline{z}\): if \(z=a+bi\), then \(rz=ra+(rb)i\), whose conjugate is \(ra-(rb)i=r(a-bi)\). Two further useful identities come from multiplying a number by its conjugate and adding or subtracting them:

$$ z\overline{z}=(a+bi)(a-bi)=a^2+b^2,\qquad z+\overline{z}=2a,\qquad z-\overline{z}=2bi. $$

The first expression is real and nonnegative. It is zero only when \(a=b=0\), which is exactly when \(z=0\). These facts explain why conjugation is the key step in defining modulus and calculating reciprocals.

Modulus: The Size of a Complex Number

Definition: The modulus of \(z=a+bi\) is the nonnegative real number \(|z|=\sqrt{a^2+b^2}\). Equivalently, \(|z|^2=z\overline{z}\).

The formula treats \(a\) and \(b\) as the two real coordinates of \(z\). Thus \(|z|\) is zero exactly when \(z=0\), and \(|z|\) is always nonnegative. If \(z\) is real, so \(b=0\), then \(|z|=\sqrt{a^2}=|a|\), the ordinary absolute value. The squared-modulus identity follows because \(z\overline{z}=a^2+b^2\) and \(|z|^2=(\sqrt{a^2+b^2})^2=a^2+b^2\).

Theorem: For all \(z,w\in\mathbb{C}\), \(|zw|=|z||w|\). If \(w\ne0\), then \(\left|\frac{z}{w}\right|=\frac{|z|}{|w|}\).

Proof. Since \(z\overline{z}=|z|^2\), the conjugation rule for products gives \((zw)\overline{(zw)}=(zw)(\overline{z}\,\overline{w})=(z\overline{z})(w\overline{w})=|z|^2|w|^2\). The left side is \(|zw|^2\), so \(|zw|^2=|z|^2|w|^2\). Both moduli are nonnegative; taking nonnegative square roots yields \(|zw|=|z||w|\). Now suppose \(w\ne0\). Then \(|w|>0\), and \(z=(z/w)w\). Applying the product identity gives \(|z|=|z/w||w|\). Division by the positive real number \(|w|\) proves \(\left|z/w\right|=|z|/|w|\). \(\square\)

Worked Example: Conjugates and Modulus of a Product

Let \(z=-3+4i\) and \(w=1-2i\). Compute their conjugates and moduli, then check the modulus identity for their product.

Changing the signs of the imaginary parts gives \(\overline{z}=-3-4i\) and \(\overline{w}=1+2i\). The moduli are

$$ |z|=\sqrt{(-3)^2+4^2}=\sqrt{9+16}=5,\qquad |w|=\sqrt{1^2+(-2)^2}=\sqrt{1+4}=\sqrt{5}. $$

Multiply \(z\) and \(w\):

$$ zw=(-3+4i)(1-2i)=-3+6i+4i-8i^2=5+10i. $$

Therefore \(|zw|=\sqrt{5^2+10^2}=\sqrt{125}=5\sqrt{5}\), while \(|z||w|=5\sqrt{5}\). The values agree.

Check: Conjugating the product gives \(\overline{zw}=5-10i\), and multiplying \(zw\) by its conjugate gives \((5+10i)(5-10i)=25+100=125=|zw|^2\). This verifies the conjugate and modulus calculations directly.

Division by Using the Conjugate

To divide by a nonzero complex number, multiply the numerator and denominator by the denominator's conjugate. The denominator then becomes a positive real number: \(w\overline{w}=|w|^2\), which is nonzero when \(w\ne0\). This gives a quotient in the standard form \(a+bi\), with a real denominator that can be simplified.

Rule: If \(z,w\in\mathbb{C}\) and \(w\ne0\), then \(\displaystyle \frac{z}{w}=\frac{z\overline{w}}{w\overline{w}}=\frac{z\overline{w}}{|w|^2}\). The condition \(w\ne0\) is essential because division by zero is undefined.

This rule follows by multiplying a fraction by \(1=\overline{w}/\overline{w}\), which is permitted because \(\overline{w}\ne0\) whenever \(w\ne0\). More explicitly, if \(\overline{w}=0\), then \(w=\overline{\overline{w}}=0\), a contradiction. The denominator is \(w\overline{w}=|w|^2\), a positive real number.

Worked Example: Dividing Complex Numbers

Compute \(\displaystyle\frac{3+2i}{1-2i}\) in the form \(a+bi\), and check the result by multiplication.

The denominator \(1-2i\) is nonzero. Its conjugate is \(1+2i\), and its squared modulus is \(1^2+(-2)^2=5\). Multiply the numerator and denominator by \(1+2i\):

$$ \begin{aligned} \frac{3+2i}{1-2i} &=\frac{(3+2i)(1+2i)}{(1-2i)(1+2i)}\\ &=\frac{3+6i+2i+4i^2}{1+4}\\ &=\frac{-1+8i}{5} =-\frac15+\frac85i. \end{aligned} $$

Check: Multiply the proposed quotient by the original denominator:

$$ \left(-\frac15+\frac85i\right)(1-2i) =-\frac15+\frac25i+\frac85i+\frac{16}{5} =3+2i. $$

The product is the original numerator, so the quotient is correct.

A Quotient Identity for Conjugation

The addition and product identities extend to quotients, provided the denominator is nonzero. This matters in calculations where a quotient itself is conjugated. One must conjugate both the numerator and denominator; conjugating only one part does not preserve the quotient.

Proposition: If \(z,w\in\mathbb{C}\) and \(w\ne0\), then \(\displaystyle\overline{\left(\frac{z}{w}\right)}=\frac{\overline{z}}{\overline{w}}\).

Proof. Since \(w\ne0\), also \(\overline{w}\ne0\). By the quotient rule, \(z/w=z\overline{w}/|w|^2\), where \(|w|^2\) is real. Conjugate this expression. Conjugation of a product, together with the fact that conjugation fixes real numbers, gives \(\overline{z/w}=\overline{z}\,\overline{\overline{w}}/|w|^2=\overline{z}w/|w|^2\). Applying the quotient rule to \(\overline{z}/\overline{w}\) gives \(\overline{z}/\overline{w}=\overline{z}\,\overline{\overline{w}}/|\overline{w}|^2=\overline{z}w/|w|^2\), because \(\overline{\overline{w}}=w\) and \(|\overline{w}|^2=|w|^2\). The two expressions are equal. \(\square\)

The equality \(|\overline{w}|=|w|\) used here follows directly from the definition: if \(w=c+di\), then \(\overline{w}=c-di\), and both moduli are \(\sqrt{c^2+d^2}\). The proof also shows why the nonzero-denominator hypothesis cannot be omitted: without it, the quotients in the proposition are not defined.

Common Pitfall: Conjugate the Denominator, Not Just the Numerator

A frequent error is to multiply only the numerator by the conjugate of the denominator and leave the denominator unchanged. For instance, an incorrect calculation might claim

$$ \frac{1}{1+i} \overset{\text{wrong}}{=} \frac{1-i}{1+i}. $$

This changes the value: the right-hand side is not the original fraction multiplied by \(1\). To preserve a quotient, multiply both numerator and denominator by the same nonzero number. The correct calculation is

$$ \frac{1}{1+i} =\frac{1(1-i)}{(1+i)(1-i)} =\frac{1-i}{1-i^2} =\frac{1-i}{2} =\frac12-\frac12i. $$

Check: Multiplying the answer by \(1+i\) gives \(\left(\frac12-\frac12i\right)(1+i)=\frac12+\frac12i-\frac12i-\frac12i^2=1\). The corrected quotient therefore reproduces the numerator. The mistaken expression would instead give \((1-i)/(1+i)\), which is not \(1\) after multiplication by \(1+i\).

When checking complex arithmetic, use the defining representation \(a+bi\): verify real and imaginary parts separately, or multiply a proposed quotient by its denominator. For conjugation, test the sign change on the imaginary part. These checks catch most errors involving signs, distribution, or a missing conjugate.

Check Your Understanding

Use \(i^2=-1\), and give each complex answer in the form \(a+bi\) where appropriate.

  1. For \(z=4-3i\) and \(w=-2+i\), calculate \(z+w\), \(zw\), \(\overline{z}\), and \(|z|\).
  2. Compute \(\displaystyle\frac{2-i}{3+i}\) by multiplying by the conjugate of the denominator. Check by multiplying your result by \(3+i\).
  3. Write \(z=a+bi\) and verify directly that \(z\overline{z}=|z|^2\).
  4. Prove from the definition of conjugation that \(\overline{z+w}=\overline{z}+\overline{w}\).
  5. Explain why the formula for \(|z/w|\) requires \(w\ne0\), and state the resulting modulus when \(z=0\) and \(w\ne0\).

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