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Polar form and De Moivre's theorem (SACE Stage 2 Specialist Mathematics)

Syllabus dot point

“Polar form expresses a complex number by its modulus and argument, and De Moivre's theorem raises it to integer powers.”

8 min read

Quick answer

Polar form writes z=r(cos⁡θ+isin⁡θ)z=r(\cos\theta+i\sin\theta) where r=∣z∣r=|z| is the modulus and θ=arg⁡(z)\theta=\arg(z) is the argument. Multiplying multiplies the moduli and adds the arguments; dividing divides moduli and subtracts arguments. De Moivre's theorem gives zn=rn(cos⁡nθ+isin⁡nθ)z^n=r^n(\cos n\theta+i\sin n\theta) for integer nn.

Jump to a section
  1. What this dot point is asking
  2. Modulus and argument
  3. Multiplication and division in polar form
  4. De Moivre's theorem
  5. Why rotation explains multiplication
  6. Negative powers and reciprocals
  7. Common errors
  8. Why it matters
  9. Exam-style questions

What this dot point is asking

Cartesian form is convenient for adding, but clumsy for multiplying and taking powers. Polar form describes the same number by how far it is from the origin and in what direction.

Modulus and argument

For z=a+biz=a+bi the modulus is r=∣z∣=a2+b2r=|z|=\sqrt{a^2+b^2} and the argument θ=arg⁡(z)\theta=\arg(z) is the angle the vector makes with the positive real axis, measured anticlockwise. Then a=rcos⁡θa=r\cos\theta and b=rsin⁡θb=r\sin\theta, so

z=r(cos⁡θ+isin⁡θ),z=r(\cos\theta+i\sin\theta),

often abbreviated z=rcis⁡θz=r\operatorname{cis}\theta.

Principal argument

The argument is only defined up to multiples of 2π2\pi. The principal argument Arg⁡(z)\operatorname{Arg}(z) is the value in (−π,π](-\pi,\pi]. Always check which quadrant (a,b)(a,b) lies in before quoting θ\theta, because tan⁡−1(b/a)\tan^{-1}(b/a) alone cannot distinguish quadrants.

Converting to polar form

Worked example

Write z=−1+i3z=-1+i\sqrt{3} in polar form.

Step 1: Compute the modulus

The modulus r=∣z∣r=|z| is the distance from the origin to the point (−1,3)(-1,\sqrt{3}) in the plane, found using the distance formula.

r=(−1)2+(3)2=1+3=2.r=\sqrt{(-1)^2+(\sqrt3)^2}=\sqrt{1+3}=2.

Step 2: Find the argument by identifying the quadrant and reference angle

Because the real part is negative and the imaginary part is positive, the point (−1,3)(-1,\sqrt3) lies in the second quadrant. The reference angle α\alpha satisfies tan⁡α=3/1\tan\alpha=\sqrt3/1, giving α=π/3\alpha=\pi/3. In the second quadrant the principal argument is π\pi minus the reference angle.

θ=π−π3=2π3.\theta=\pi-\frac{\pi}{3}=\frac{2\pi}{3}.

Step 3: Write in polar form

Combine the modulus and argument using the polar form z=rcis⁡θz=r\operatorname{cis}\theta.

z=2(cos⁡2π3+isin⁡2π3)=2cis⁡2π3.z=2\left(\cos\dfrac{2\pi}{3}+i\sin\dfrac{2\pi}{3}\right)=2\operatorname{cis}\dfrac{2\pi}{3}.

Final answer: z=2cis⁡2π3z=2\operatorname{cis}\dfrac{2\pi}{3}.

Multiplication and division in polar form

If z1=r1cis⁡θ1z_1=r_1\operatorname{cis}\theta_1 and z2=r2cis⁡θ2z_2=r_2\operatorname{cis}\theta_2, then

z1z2=r1r2cis⁡(θ1+θ2),z1z2=r1r2cis⁡(θ1−θ2).z_1z_2=r_1r_2\operatorname{cis}(\theta_1+\theta_2),\qquad \frac{z_1}{z_2}=\frac{r_1}{r_2}\operatorname{cis}(\theta_1-\theta_2).

So multiplication is a scaling and rotation: the new vector is r2r_2 times as long and rotated by θ2\theta_2. This follows from the compound-angle formulae applied to cos⁡\cos and sin⁡\sin.

Polar multiplication and division

r1cis⁡θ1⋅r2cis⁡θ2=r1r2cis⁡(θ1+θ2),r1cis⁡θ1r2cis⁡θ2=r1r2cis⁡(θ1−θ2)r_1\operatorname{cis}\theta_1\cdot r_2\operatorname{cis}\theta_2=r_1r_2\operatorname{cis}(\theta_1+\theta_2),\qquad \frac{r_1\operatorname{cis}\theta_1}{r_2\operatorname{cis}\theta_2}=\frac{r_1}{r_2}\operatorname{cis}(\theta_1-\theta_2)

De Moivre's theorem

Applying the multiplication rule nn times gives De Moivre's theorem: for any integer nn,

(r(cos⁡θ+isin⁡θ))n=rn(cos⁡nθ+isin⁡nθ).\big(r(\cos\theta+i\sin\theta)\big)^n=r^n(\cos n\theta+i\sin n\theta).

This makes large powers, which would be hopeless to expand in Cartesian form, immediate.

Using De Moivre's theorem

Worked example

Find (1+i)8(1+i)^8.

Step 1: Convert to polar form

Expanding (1+i)8(1+i)^8 in Cartesian form would require seven multiplications. Instead, convert 1+i1+i to polar form once. The modulus is r=12+12=2r=\sqrt{1^2+1^2}=\sqrt2, and the point (1,1)(1,1) is in the first quadrant with tan⁡θ=1\tan\theta=1, so θ=π4\theta=\dfrac{\pi}{4}.

1+i=2cis⁡π4.1+i=\sqrt2\operatorname{cis}\dfrac{\pi}{4}.

Step 2: Apply De Moivre's theorem

De Moivre's theorem states (rcis⁡θ)n=rncis⁡(nθ)(r\operatorname{cis}\theta)^n=r^n\operatorname{cis}(n\theta). Raise the modulus to the power 88 and multiply the argument by 88.

(1+i)8=(2)8cis⁡ ⁣(8⋅π4)=24cis⁡(2π).(1+i)^8=(\sqrt2)^8\operatorname{cis}\!\left(8\cdot\frac{\pi}{4}\right)=2^4\operatorname{cis}(2\pi).

Step 3: Evaluate and simplify

Since cos⁡2π=1\cos 2\pi=1 and sin⁡2π=0\sin 2\pi=0, the result is purely real.

24cis⁡(2π)=16(cos⁡2π+isin⁡2π)=16.2^4\operatorname{cis}(2\pi)=16(\cos 2\pi+i\sin 2\pi)=16.

Final answer: (1+i)8=16(1+i)^8=16.

The theorem also derives multiple-angle identities. Expanding (cos⁡θ+isin⁡θ)3(\cos\theta+i\sin\theta)^3 by the binomial theorem and equating real parts with cos⁡3θ\cos 3\theta gives cos⁡3θ=4cos⁡3θ−3cos⁡θ\cos 3\theta=4\cos^3\theta-3\cos\theta.

Why rotation explains multiplication

The polar multiplication rule is the deepest idea in this dot point: multiplying by rcis⁡θr\operatorname{cis}\theta scales a vector by rr and rotates it anticlockwise by θ\theta. Multiplying by i=cis⁡π2i=\operatorname{cis}\tfrac{\pi}{2}, for instance, is a pure 90∘90^\circ rotation with no scaling, which is why applying ii twice (giving i2=−1i^2=-1) rotates by 180∘180^\circ and lands on the negative real axis. Seeing multiplication as a geometric transformation turns otherwise abstract algebra into a picture, and it is the reason de Moivre's theorem - repeated multiplication - simply repeats the rotation nn times.

Negative powers and reciprocals

De Moivre's theorem holds for negative integers too. The reciprocal z−1z^{-1} of z=rcis⁡θz=r\operatorname{cis}\theta is 1rcis⁡(−θ)\dfrac{1}{r}\operatorname{cis}(-\theta): take the reciprocal of the modulus and negate the argument. This follows from the division rule with numerator 1=1cis⁡01=1\operatorname{cis}0. It means any negative power z−n=r−ncis⁡(−nθ)z^{-n}=r^{-n}\operatorname{cis}(-n\theta) is found by the same theorem, a fact used directly in the zn+z−nz^n+z^{-n} identity questions above.

Common errors

Quoting the wrong quadrant for the argument

Using θ=tan⁡−1(b/a)\theta=\tan^{-1}(b/a) blindly puts every argument in (−π2,π2)(-\tfrac{\pi}{2},\tfrac{\pi}{2}), which is wrong for second- and third-quadrant numbers. For z=−1−iz=-1-i the calculator gives π4\tfrac{\pi}{4} but the true principal argument is −3π4-\dfrac{3\pi}{4}. Always sketch the point first.

Forgetting to raise the modulus to the power

De Moivre's theorem raises the modulus to the power nn as well as multiplying the angle. Writing (1+i)8=cis⁡(2π)=1(1+i)^8=\operatorname{cis}(2\pi)=1 and omitting the (2)8=16(\sqrt2)^8=16 factor is a common loss of marks.

Why it matters

Polar form turns multiplication into rotation and division into the reverse, and De Moivre's theorem is the gateway to finding the roots of complex numbers. The conversion technique builds directly on the modulus and conjugate ideas from complex arithmetic.

Exam-style questions

Questions in the style of SACE Board exam questions on this dot point, each with a worked answer. They are written by ExamExplained unless tagged "Past paper"; the year shows the paper a question is modelled on.

SACE 2022-style2 marks
Calculator-free. Let z=cis⁡θz = \operatorname{cis}\theta be a complex number with modulus 11. Using de Moivre's theorem, show that zn+z−n=2cos⁡(nθ)z^n + z^{-n} = 2\cos(n\theta).
Show worked answer →

Since z=cis⁡θ=cos⁡θ+isin⁡θz = \operatorname{cis}\theta = \cos\theta + i\sin\theta, de Moivre's theorem gives zn=cos⁡(nθ)+isin⁡(nθ)z^n = \cos(n\theta) + i\sin(n\theta). [1 mark]

The negative power: z−n=cos⁡(−nθ)+isin⁡(−nθ)=cos⁡(nθ)−isin⁡(nθ)z^{-n} = \cos(-n\theta) + i\sin(-n\theta) = \cos(n\theta) - i\sin(n\theta), using that cosine is even and sine is odd.

Adding: zn+z−n=[cos⁡(nθ)+isin⁡(nθ)]+[cos⁡(nθ)−isin⁡(nθ)]=2cos⁡(nθ)z^n + z^{-n} = [\cos(n\theta) + i\sin(n\theta)] + [\cos(n\theta) - i\sin(n\theta)] = 2\cos(n\theta), since the imaginary parts cancel. [1 mark]

SACE 2023-style3 marks
Calculator-free. With z=cis⁡θz = \operatorname{cis}\theta, expand (z+z−1)3(z + z^{-1})^3 to show that cos⁡3θ=14cos⁡(3θ)+34cos⁡θ\cos^3\theta = \tfrac{1}{4}\cos(3\theta) + \tfrac{3}{4}\cos\theta.
Show worked answer →

From the previous result, z+z−1=2cos⁡θz + z^{-1} = 2\cos\theta and z3+z−3=2cos⁡(3θ)z^3 + z^{-3} = 2\cos(3\theta).

Expand by the binomial theorem: (z+z−1)3=z3+3z+3z−1+z−3(z + z^{-1})^3 = z^3 + 3z + 3z^{-1} + z^{-3}. [1 mark]

Group the symmetric pairs: =(z3+z−3)+3(z+z−1)=2cos⁡(3θ)+6cos⁡θ= (z^3 + z^{-3}) + 3(z + z^{-1}) = 2\cos(3\theta) + 6\cos\theta. [1 mark]

But (z+z−1)3=(2cos⁡θ)3=8cos⁡3θ(z + z^{-1})^3 = (2\cos\theta)^3 = 8\cos^3\theta. So 8cos⁡3θ=2cos⁡(3θ)+6cos⁡θ8\cos^3\theta = 2\cos(3\theta) + 6\cos\theta; dividing by 88 gives cos⁡3θ=14cos⁡(3θ)+34cos⁡θ\cos^3\theta = \tfrac{1}{4}\cos(3\theta) + \tfrac{3}{4}\cos\theta. [1 mark]

SACE 2021-style3 marks
Calculator-free. Express z=3+iz = \sqrt{3} + i in polar form, then use de Moivre's theorem to find z6z^6 in Cartesian form.
Show worked answer →

Modulus: r=(3)2+12=4=2r = \sqrt{(\sqrt{3})^2 + 1^2} = \sqrt{4} = 2. The point (3,1)(\sqrt{3}, 1) is in the first quadrant with tan⁡θ=13\tan\theta = \tfrac{1}{\sqrt{3}}, so θ=π6\theta = \tfrac{\pi}{6}. Thus z=2cis⁡π6z = 2\operatorname{cis}\tfrac{\pi}{6}.

By de Moivre, z6=26cis⁡ ⁣(6×π6)=64cis⁡π=64(cos⁡π+isin⁡π)=−64z^6 = 2^6\operatorname{cis}\!\left(6\times\tfrac{\pi}{6}\right) = 64\operatorname{cis}\pi = 64(\cos\pi + i\sin\pi) = -64.

Marks: one for the modulus, one for the argument π6\tfrac{\pi}{6}, one for applying de Moivre to reach −64-64.

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