1.3  The Triangle Inequality

The modulus of Section 1.2 measures a complex number by a real one. Picture z=a+bi as the point (a,b) of the plane: by Pythagoras, |z|=a2+b2 is its distance from the origin, and |z−w| is the distance between the points z and w. In a triangle, one side is never longer than the other two together. This section proves the algebraic form of that fact, |z+w|≤|z|+|w|, from the definitions alone. The picture motivates it; no step of the proof uses it.

1.3.1. Why the old proof does not transfer

For an ordered field, Number Systems: From N to R, Chapter 4 proved |x+y|≤|x|+|y| by trapping (Number Systems: From N to R, Proposition 4.1.3 (e)). Each of x and y lies between ± its absolute value, −|x|≤x≤|x| (part (c) there); adding the two traps traps x+y between ±(|x|+|y|), and part (d) reads that as the inequality.

That route needs x≤|x|: a comparison between x itself and a number. For a complex z, “z≤|z|” compares a complex number with a real one, and C has been given no order in which to make the comparison. Section 1.4 shows that no order compatible with the arithmetic of C exists (Proposition 1.4.3). So the proof must compare real numbers only.

Two kinds of real number are at hand. Moduli are real, and so are real parts. The device that connects them to the arithmetic of C is the identity |u|2=uu― of Theorem 1.2.2 (c). A modulus is a square root, and square roots do not add well; its square is a product, and products expand. So we will compare squares and then come back.

Comparing squares. Coming back from squares to the numbers needs one rule about the real numbers. Let p,q∈R with p≥0 and q≥0. Then p≤q⟺p2≤q2,p=q⟺p2=q2, and likewise with < on both sides. The strict form is Number Systems: From N to R, Proposition 2.3.5 (g). For the first equivalence: if p<q, then p2<q2 by (g), and if p=q the squares agree. Conversely, if p2≤q2 and yet q<p, then (g) gives q2<p2, which contradicts p2≤q2 by trichotomy (O1); so p≤q. The second equivalence follows from the first, applied in both directions, and trichotomy. In words: for non-negative reals, squaring neither creates nor destroys a comparison. Both hypotheses p≥0 and q≥0 matter: (−2)2>12, and yet −2<1.

1.3.2. The real part is at most the modulus

The single estimate the proof needs is that a real part never exceeds the modulus. It comes with two companions, which say that the modulus and the “taxicab size” |Reu|+|Imu| are comparable.

Lemma 1.3.1 (Real and Imaginary Parts against the Modulus)

For every u∈C, |Reu|≤|u|,|Imu|≤|u|,|u|≤|Reu|+|Imu|. In particular Reu≤|u|.

Here |Reu| is the absolute value of a real number. By Proposition 1.2.1 it is the same whether it is read as the absolute value of the ordered field R from Number Systems: From N to R, Chapter 4 (Number Systems: From N to R, Definition 4.1.1) or as the modulus of a complex number that happens to be real, so the lemma has only one reading.

Idea. Every quantity in the lemma is a non-negative real, so compare squares. The square of |u| is x2+y2, and the squares of |x| and |y| are x2 and y2, each at most the sum; the square of |x|+|y| is the sum plus the non-negative cross term 2|x||y|.

Proof. Write u=x+yi with x,y∈R. By Definition 1.2.1 and the defining property of the square root (Number Systems: From N to R, Proposition 6.1.4), |u|≥0 and |u|2=x2+y2.

Since y2≥0 (Number Systems: From N to R, Proposition 2.3.5 (e) if y≠0; 02=0 otherwise), adding x2 gives x2≤x2+y2 by Number Systems: From N to R, Proposition 2.3.5 (b). Also |x|2=x2 and |x|≥0 (Number Systems: From N to R, Proposition 4.1.3 (a), (b)). Hence |x|2≤|u|2, with both |x| and |u| non-negative, and comparing squares gives |x|≤|u|. The same argument with the roles of x and y exchanged gives |y|≤|u|. Then Reu=x≤|x| by Number Systems: From N to R, Proposition 4.1.3 (c), so Reu≤|u|.

For the last inequality, expand with Number Systems: From N to R, Proposition 2.3.2 (d): (|x|+|y|)2=|x|2+2|x||y|+|y|2=x2+y2+2|x||y|≥x2+y2=|u|2, where the inequality holds because |x||y|≥0 as a product of non-negative reals, so 2|x||y|≥0, and Number Systems: From N to R, Proposition 2.3.5 (b) adds it. Both |x|+|y| and |u| are non-negative, so comparing squares gives |u|≤|x|+|y|. This proves the lemma.

For u=3−4i the three inequalities read 3≤5, 4≤5 and 5≤7. For u=2 they read 2≤2, 0≤2 and 2≤2: a real u makes the first and third equalities. The inequality Reu≤|u| is strict for u=−1, where it reads −1≤1; the absolute value inside the first inequality is what makes it sharp for real u of either sign.

Quick check. Find a non-zero u∈C with Reu=0. What do the three inequalities of Lemma 1.3.1 say for it?

Solution. For example u=2i, with Reu=0, Imu=2 and |u|=0+4=2. The inequalities read 0≤2, 2≤2 and 2≤0+2. Any u=yi with y≠0 works the same way: |u|=|y|, so the second and third inequalities are equalities.

1.3.3. The triangle inequality

We can now state the theorem. Its proof is the first full run of the move this chapter is built around.

Theorem 1.3.2 (Triangle Inequality for Complex Numbers)

For all z,w∈C, |z+w|≤|z|+|w|.

Try it first (ten minutes): show |z+w|2≤(|z|+|w|)2 by expanding both sides with |u|2=uu―, and note which term you cannot yet bound.

Idea. Expanding the left side with |u|2=uu― and conjugation of sums gives |z|2+zw―+z―w+|w|2; the right side is |z|2+2|z||w|+|w|2. Everything matches except the cross term zw―+z―w, and an attempt usually stops there: it looks like a complex number, and complex numbers cannot be compared with 2|z||w|. The way out is to notice that z―w is the conjugate of zw―, so the cross term is u+u―=2Reu with u=zw―: a real number after all. A real part is at most the modulus, and |zw―|=|z||w|. Squares compare, so the moduli do.

Before reading on: where is Reu≤|u| used, and why may we compare squares?

Proof. Let z,w∈C. By Theorem 1.2.2 (c), then (a), then Proposition 1.1.2 (c) together with (a) and (b) (distributivity, commutativity, associativity), |z+w|2=(z+w)(z+w)―=(z+w)(z―+w―)=zz―+zw―+z―w+ww―. By Theorem 1.2.2 (b) and (a), zw――=z―w――=z―w. So with u:=zw―, the two middle terms are u+u―=2Reu, by Theorem 1.2.2 (c). Using (c) once more for zz― and ww―, |z+w|2=|z|2+2Re(zw―)+|w|2. Every term here is real, and sums and products of real numbers are the same in C as in R (Proposition 1.1.1), so the inequalities below take place in the ordered field R. By Lemma 1.3.1, Re(zw―)≤|zw―|, and by Theorem 1.2.2 (d), |zw―|=|z||w―|=|z||w|. Adding this inequality to itself (2a=(1+1)a=a+a by distributivity) and then adding |z|2+|w|2 (Number Systems: From N to R, Proposition 2.3.5 (b) twice), and expanding the square with Number Systems: From N to R, Proposition 2.3.2 (d), |z+w|2≤|z|2+2|z||w|+|w|2=(|z|+|w|)2. Both |z+w| and |z|+|w| are non-negative real numbers, so comparing squares gives |z+w|≤|z|+|w|. This proves the triangle inequality.

The proof answers its prompt in two lines. Reu≤|u| is used once, to bound the cross term 2Re(zw―) by 2|zw―|. Comparing squares is legitimate because the two quantities being compared, |z+w| and |z|+|w|, are both non-negative; without that, a smaller square would say nothing about the numbers.

This route has a name in this chapter: square the modulus. The modulus is a square root, and square roots are hard to handle; its square |u|2=uu― is a product, so square, expand with conjugates, bound or compare the real numbers you get, and take the non-negative square root back. Section 1.2 used the same move once already, for |zw|=|z||w| (Theorem 1.2.2 (d)). The linear algebra volumes take the same route, square, expand, bound the cross term, for the length of a vector in an inner product space.

Warning. The square of the modulus is uu―, not u2. Expanding |z+w|2 as (z+w)2=z2+2zw+w2 gives nonsense: for z=w=i, (z+w)2=(2i)2=−4, while |z+w|2=|2i|2=4. The cross term of the correct expansion is zw―+z―w, and only that form is real.

Remark. The inequality can be strict: for z=1 and w=−1, the left side is |0|=0 and the right side is 2. For real z,w, every modulus in the statement is the absolute value of Number Systems: From N to R, Chapter 4 (Proposition 1.2.1), and the theorem is Number Systems: From N to R, Proposition 4.1.3 (e), reached by a different route.

Quick check. Compute |3+4i|+|−3+4i| and |(3+4i)+(−3+4i)|, and check them against the triangle inequality.

Solution. |3+4i|=9+16=5 and |−3+4i|=9+16=5, so the right side is 10. The sum is 8i, and |8i|=0+64=8. Indeed 8≤10. In the picture, the two points and 8i are three corners of a parallelogram with the origin as the fourth, and the diagonal 8 is shorter than the two sides 5+5.

1.3.4. Three variants

Three consequences are used often enough to be stated once: a lower bound for the modulus of a difference, the inequality for any finite number of terms, and a lower bound for the modulus of a sum.

Corollary 1.3.3 (Variants of the Triangle Inequality)

Let z,w∈C.

  • (a) (Reverse triangle inequality.) ||z|−|w||≤|z−w|.
  • (b) For every n∈N with n≥1 and all z1,…,zn∈C, |∑k=1nzk|≤∑k=1n|zk|.
  • (c) |z|−|w|≤|z+w|.

In (a), the outer bars are the absolute value of the real number |z|−|w|. In words: (a) says that two points at distance |z−w| from each other have distances from the origin that differ by at most that much; (b) says that a path of n steps is at least as long as the straight line from start to end; (c) says that adding w can lower the modulus by at most |w|.

Idea. For (a), split z as (z−w)+w and apply the theorem; that bounds |z|−|w| from above, and swapping z and w bounds it from below. For (b), add one term at a time. For (c), apply (a) to z and −w.

Proof.

Part (b) with n=2 is the theorem itself, so the corollary contains it. Algebraic Preliminaries, Chapter 4 uses (b) and (c) to show that a polynomial expression of degree at least 1 is large in modulus when |z| is large, a step towards the Fundamental Theorem of Algebra.

Quick check. Take z=5 and w=3i. Compute both sides of (a) and of (c).

Solution. |z|=5 and |w|=3, so |z|−|w|=2. For (a): |z−w|=|5−3i|=34, and 2≤34 because 22=4≤34 (comparing squares). For (c): |z+w|=|5+3i|=34 too, and again 2≤34. Both bounds are far from sharp here; (a) is an equality when w=0, for instance.

1.3.5. Exercises

A. Check your understanding

Exercise (A1)

These questions are about the proof of Theorem 1.3.2.

  • (a) Where in the proof is Reu≤|u| used, and for which u?
  • (b) Why may the proof pass from |z+w|2≤(|z|+|w|)2 back to |z+w|≤|z|+|w|?
  • (c) Run the proof on z=3 and w=4i: compute the cross term 2Re(zw―), then both sides of the squared inequality.
  • (d) State the idea of the proof in two sentences.
  • (e) True or false: |z+w|=|z|+|w| for all z,w∈C. Justify your answer.

Solution.

  • (a) Once, to bound the cross term: with u=zw―, 2Re(zw―)≤2|zw―|.

  • (b) Both |z+w| and |z|+|w| are non-negative reals, and for non-negative reals p≤q if and only if p2≤q2 (comparing squares, from Number Systems: From N to R, Proposition 2.3.5 (g) and trichotomy).

  • (c) w―=−4i, so zw―=3⋅(−4i)=−12i, with real part 0: the cross term is 0. Then |z+w|2=9+0+16=25 and (|z|+|w|)2=(3+4)2=49, and 25≤49. So |3+4i|=5≤7.

  • (d) Square both sides and expand with |u|2=uu―: everything matches except the cross term, which is 2Re(zw―). A real part is at most the modulus, and |zw―|=|z||w|, so the squares compare, and so do the non-negative moduli.

  • (e) False. For z=1 and w=−1, |z+w|=0, but |z|+|w|=2.

B. Practice

Exercise (B1: The equality case)

Let z,w∈C. Prove that |z+w|=|z|+|w| if and only if zw― is a non-negative real number, that is, Im(zw―)=0 and Re(zw―)≥0.

Hint: trace the proof of the triangle inequality and ask where an inequality could be strict.

Solution. Let u:=zw―=x+yi with x,y∈R. By the proof of Theorem 1.3.2, |z+w|2=|z|2+2x+|w|2,(|z|+|w|)2=|z|2+2|u|+|w|2, the second because |z||w|=|u| (Theorem 1.2.2 (d)). Both moduli are non-negative, so (comparing squares) |z+w|=|z|+|w| holds if and only if the squares are equal, that is, if and only if 2x=2|u|, that is, x=|u|.

It remains to show that x=|u| holds exactly when y=0 and x≥0. If x=|u|, then x≥0, and squaring gives x2=x2+y2, so y2=0 and y=0 (Number Systems: From N to R, Proposition 2.3.5 (e): a non-zero square is positive). Conversely, if y=0 and x≥0, then |u|=x2=x, since x≥0 and x2=x2 (uniqueness in Number Systems: From N to R, Proposition 6.1.4). Hence |z+w|=|z|+|w| if and only if zw― is a non-negative real number.

For instance z=1+i, w=2+2i: zw―=(1+i)(2−2i)=4≥0, and indeed |3+3i|=18=32=2+22=|1+i|+|2+2i|. In the picture: equality holds exactly when one of z,w is 0 or they point in the same direction from the origin. The linear algebra volumes prove the version for n terms.

Exercise (B2: A distance that does not change)

Let z∈C with |z|=1. Prove that |z−w|=|1−z―w| for every w∈C. The first two steps are done: |z−w|2=|z|2−zw―−z―w+|w|2,|1−z―w|2=1−zw―−z―w+|z|2|w|2, both by expanding uu― with Theorem 1.2.2. Name the move, then complete it.

Solution. The move is square the modulus: compare the squares, which are algebra, and take the non-negative square roots back.

Substitute |z|2=1 into both lines. The first becomes 1−zw―−z―w+|w|2, and so does the second, since |z|2|w|2=|w|2. So |z−w|2=|1−z―w|2. Both |z−w| and |1−z―w| are non-negative, and non-negative reals with equal squares are equal (comparing squares). Hence |z−w|=|1−z―w|.

(For the record, the given lines. Conjugation respects differences: −v―=(−1)v―=−1―v―=−v― by Theorem 1.2.2 (b), Proposition 1.2.1 and Number Systems: From N to R, Proposition 2.3.2 (c), so with (a), u−v―=u―−v―; and 1―=1 by Proposition 1.2.1. Then (z−w)(z―−w―)=zz―−zw―−wz―+ww―, and 1−z―w―=1−zw―, so (1−z―w)(1−zw―)=1−zw―−z―w+(zz―)(ww―).)

Exercise (B3)

Prove that |z|≤|Rez|+|Imz|≤2|z| for every z∈C, and, for each of the two inequalities, find a non-zero z for which it is an equality.

Solution. The first inequality is the last part of Lemma 1.3.1. For the second, write z=x+yi. Both sides are non-negative (2≥0 by Number Systems: From N to R, Proposition 6.1.4), so it suffices to compare squares. The right side squared is (2)2|z|2=2(x2+y2), and the left side squared is x2+2|x||y|+y2, using |x|2=x2 (Number Systems: From N to R, Proposition 4.1.3 (b)). Their difference is 2(x2+y2)−(x2+2|x||y|+y2)=|x|2−2|x||y|+|y|2=(|x|−|y|)2≥0, a square in the ordered field R (Number Systems: From N to R, Proposition 2.3.5 (e)). So (|x|+|y|)2≤2|z|2, and |x|+|y|≤2|z|.

Equality: z=1 gives 1=1+0 in the first; z=1+i gives 1+1=2=2⋅2 in the second.

C. Going deeper

Exercise (C1: Exit check: the triangle inequality)

State and prove the triangle inequality for complex numbers. Your proof must include a proof that Reu≤|u| for every u∈C.

Solution. Statement. For all z,w∈C, |z+w|≤|z|+|w|.

The estimate. Let u=x+yi with x,y∈R. Then |u|2=x2+y2≥x2=|x|2, since y2≥0. Both |x| and |u| are non-negative, so |x|≤|u| by comparing squares (Number Systems: From N to R, Proposition 2.3.5 (g) with trichotomy). Hence Reu=x≤|x|≤|u| (Number Systems: From N to R, Proposition 4.1.3 (c)).

The inequality. Let z,w∈C. By Theorem 1.2.2 (a)–(c), |z+w|2=(z+w)(z―+w―)=|z|2+(zw―+zw――)+|w|2=|z|2+2Re(zw―)+|w|2. By the estimate and Theorem 1.2.2 (d), 2Re(zw―)≤2|zw―|=2|z||w|. Hence |z+w|2≤(|z|+|w|)2. Both |z+w| and |z|+|w| are non-negative, so comparing squares gives |z+w|≤|z|+|w|.

Marking scheme. (10 points) - 2: proves Reu≤|u|, with a reason for passing from squares to moduli. - 3: expands |z+w|2 with conjugates and identifies the cross term as 2Re(zw―), a real number. - 2: bounds the cross term by 2|z||w|, citing |zw―|=|z||w|. - 1: concludes |z+w|2≤(|z|+|w|)2. - 2: takes square roots, justified by the non-negativity of both sides. A second route, with coordinates z=a+bi, w=c+di: expanding (a+c)2+(b+d)2 and isolating the cross term 2(ac+bd) earns the 3 points of the second line; proving ac+bd≤|z||w|, for instance from (ac+bd)2≤(a2+b2)(c2+d2), which follows from (ad−bc)2≥0, earns the 2 points of the third line if proved, not if quoted; the last two lines are marked as above. The 2 points for Reu≤|u| are still owed on that route, since the problem asks for it. Fatal errors (0 for the step): writing z≤|z| or any inequality between non-real complex numbers; dropping the conjugate, as in |u|2=u2.

Exercise (C2: Inside the unit disc)

Let z,w∈C with |z|<1 and |w|<1. Prove that |z−w|<|1−z―w|. Here is the start of a proof: square both sides and expand. Name the move, then complete it.

Solution. The move is square the modulus. Both sides are non-negative, so it is enough to show |z−w|2<|1−z―w|2 (comparing squares, strict form: Number Systems: From N to R, Proposition 2.3.5 (g)). Expanding each as uu―, exactly as in Exercise (B2: A distance that does not change), |z−w|2=|z|2−zw―−z―w+|w|2,|1−z―w|2=1−zw―−z―w+|z|2|w|2. The non-real terms cancel in the difference: |1−z―w|2−|z−w|2=1−|z|2−|w|2+|z|2|w|2=(1−|z|2)(1−|w|2). Since 0≤|z|<1, comparing squares gives |z|2<12=1, so 1−|z|2>0; likewise 1−|w|2>0. A product of two positive reals is positive ((O4)). So the difference is positive, |z−w|2<|1−z―w|2, and |z−w|<|1−z―w|.

In particular 1−z―w≠0. Since |1−z―w|=|1−zw―| (a modulus is unchanged by conjugation, Theorem 1.2.2 (d)), the inequality says that |z−w|/|1−w―z|<1 for all z,w in the open unit disc: the map z↦(z−w)/(1−w―z) sends the open unit disc into itself, a fact complex analysis builds on.

Marking scheme. (10 points) - 2: reduces to the squared inequality, with the non-negativity of both sides as the reason. - 3: expands both squares with conjugates. - 3: factors the difference as (1−|z|2)(1−|w|2). - 2: shows both factors positive, from |z|,|w|<1, and concludes strictly. Fatal errors (0 for the step): expanding |z−w|2 as (z−w)2; comparing zw― with a real number.