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Mathematics · Ch 2 — De Moivre's Theorem

De Moivre's Theorem for Integral and Rational Indices

2.1

De Moivre's Theorem for Integral and Rational Indices

We already know that multiplying two complex numbers written in the ciscis form is easy on the angles: cis θ1⋅cis θ2=cis(θ1+θ2)cis\,\theta_1 \cdot cis\,\theta_2 = cis(\theta_1+\theta_2), because cos⁡\cos and sin⁡\sin satisfy the angle-addition formulas. Squaring a single cis θcis\,\theta is just a special case of this: (cis θ)2=cis 2θ(cis\,\theta)^2 = cis\,2\theta. The natural question is what happens for a general power — does (cos⁡θ+isin⁡θ)n(\cos\theta+i\sin\theta)^n always collapse to cos⁡nθ+isin⁡nθ\cos n\theta + i\sin n\theta, for any integer nn, not just n=2n=2? The answer is yes, and this fact is De Moivre's theorem, named after the French mathematician Abraham de Moivre.

Theorem (integral index). For any real θ\theta and any integer nn,

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

The cleanest way to see why this must be true is to build it up in three stages, matching the three flavours of integer: positive, zero, and negative.

Positive integers — induction. For n=1n=1 the two sides are identical, so the base case is free. Assume the formula already holds for some positive integer kk, i.e. (cos⁡θ+isin⁡θ)k=cos⁡kθ+isin⁡kθ(\cos\theta+i\sin\theta)^k=\cos k\theta + i\sin k\theta. Multiply both sides by one more factor of (cos⁡θ+isin⁡θ)(\cos\theta+i\sin\theta) and expand the right-hand product using i2=−1i^2=-1; grouping real and imaginary parts turns the product into cos⁡(kθ+θ)+isin⁡(kθ+θ)\cos(k\theta+\theta) + i\sin(k\theta+\theta) purely by the ordinary cosine/sine addition formulas. That is exactly the statement for n=k+1n=k+1. So the claim, once true for one positive integer, is automatically true for the next, and by induction it holds for every positive integer.

Zero. (cos⁡θ+isin⁡θ)0=1=cos⁡0+isin⁡0(\cos\theta+i\sin\theta)^0 = 1 = \cos 0 + i \sin 0, so the formula holds trivially at n=0n=0.

Negative integers. Write n=−mn=-m with mm a positive integer. Then (cos⁡θ+isin⁡θ)−m(\cos\theta+i\sin\theta)^{-m} is 1/(cos⁡θ+isin⁡θ)m1/(\cos\theta+i\sin\theta)^m, and the positive-integer case already tells us the denominator is cos⁡mθ+isin⁡mθ\cos m\theta + i\sin m\theta. Rationalising this fraction (multiply top and bottom by cos⁡mθ−isin⁡mθ\cos m\theta - i\sin m\theta, and use cos⁡2+sin⁡2=1\cos^2+\sin^2=1) leaves exactly cos⁡(−m)θ+isin⁡(−m)θ\cos(-m)\theta + i\sin(-m)\theta, which is cos⁡nθ+isin⁡nθ\cos n\theta + i\sin n\theta. So the negative case follows from the positive case for free.

Putting the three cases together proves the theorem for every integer nn, positive, zero, or negative — nothing is assumed about the sign of nn anywhere the theorem is actually used.

It is standard shorthand to write cis θcis\,\theta for cos⁡θ+isin⁡θ\cos\theta+i\sin\theta; in that notation De Moivre's theorem is simply (cis θ)n=cis(nθ)(cis\,\theta)^n = cis(n\theta). A few immediate consequences are worth keeping handy: (cos⁡θ−isin⁡θ)n=cos⁡nθ−isin⁡nθ(\cos\theta - i\sin\theta)^n = \cos n\theta - i\sin n\theta (apply the theorem to −θ-\theta, since cos⁡(−θ)=cos⁡θ\cos(-\theta)=\cos\theta and sin⁡(−θ)=−sin⁡θ\sin(-\theta)=-\sin\theta); and because (cos⁡θ+isin⁡θ)(cos⁡θ−isin⁡θ)=1(\cos\theta+i\sin\theta)(\cos\theta-i\sin\theta)=1, each of cos⁡θ+isin⁡θ\cos\theta+i\sin\theta and cos⁡θ−isin⁡θ\cos\theta-i\sin\theta is literally the reciprocal of the other.

Rational indices. The theorem as stated is only about integer powers, because 'raising to a rational power' isn't single-valued the way integer powers are — a rational power like z1/2z^{1/2} genuinely has two possible values, and z1/3z^{1/3} has three. What survives for a rational exponent n=p/qn=p/q (with q>0q>0) is a weaker, one-valued statement: cos⁡nθ+isin⁡nθ\cos n\theta + i\sin n\theta is one of the values of (cos⁡θ+isin⁡θ)n(\cos\theta+i\sin\theta)^n. This follows by raising cos⁡nθ+isin⁡nθ\cos n\theta+i\sin n\theta to the power qq: using the integral-index theorem twice, (cos⁡nθ+isin⁡nθ)q=cos⁡(nq)θ+isin⁡(nq)θ=cos⁡pθ+isin⁡pθ=(cos⁡θ+isin⁡θ)p(\cos n\theta+i\sin n\theta)^q = \cos(nq)\theta + i\sin(nq)\theta = \cos p\theta+i\sin p\theta = (\cos\theta+i\sin\theta)^p, which exactly says cos⁡nθ+isin⁡nθ\cos n\theta+i\sin n\theta is a qthq^{th} root of (cos⁡θ+isin⁡θ)p(\cos\theta+i\sin\theta)^p — i.e. a legitimate value of (cos⁡θ+isin⁡θ)p/q(\cos\theta+i\sin\theta)^{p/q}. This rational-index version is what powers the root-finding in the next section.

Worked example. Simplify (cos⁡α+isin⁡α)3(sin⁡α−icos⁡α)5\dfrac{(\cos\alpha+i\sin\alpha)^3}{(\sin\alpha - i\cos\alpha)^5}. …