Complex analysis · Mappings
A map of the Earth cannot preserve everything: either areas get distorted, or shapes do. The Mercator projection makes a choice that sailors loved: it preserves angles, so a compass course is a straight line on the chart. Maps with this property are called conformal, and in the plane they are exactly what analytic functions produce. This post explains why, introduces the most important family of conformal maps (the bilinear, or Möbius, transformations), and shows how one of them squeezes an infinite half-plane into a disk.
Let the map \( w = f(z) = f(x + iy) = u + iv \) send the point \(z_0\) to \(f(z_0)\), and let \(c_1\), \(c_2\) be any two curves starting at \(z_0\). Their images \(c_1'\), \(c_2'\) are curves starting at \(f(z_0)\). The angle between two curves at a point is the angle between their tangents there.
Conformality is a local property: it is about angles at a point, i.e. about infinitesimally small figures. Large figures can be heavily distorted (a conformal map can turn a strip into a disk), but tiny shapes keep their form: a tiny square becomes a tiny (rotated, rescaled) square, never a parallelogram.
Why. Let a curve through \(z_0\) be \( z = z(t) \), with \( z(t_0) = z_0 \) and tangent vector \( z'(t_0) \ne 0 \). Its image \( w(t) = f(z(t)) \) has, by the chain rule, the tangent vector
\[ w'(t_0) = f'(z_0)\,z'(t_0). \]Multiplying by the fixed complex number \( f'(z_0) = |f'(z_0)|e^{i\alpha} \) rotates the tangent by \( \alpha = \arg f'(z_0) \) and stretches it by \( |f'(z_0)| \). Since this happens to every curve through \(z_0\) with the same \(\alpha\), the tangents of \(c_1\) and \(c_2\) are both rotated by the same angle, and the angle between them is unchanged, including its orientation.
Two quantities describe the local behaviour of the map:
The condition \( \alpha\delta - \beta\gamma \ne 0 \) excludes the degenerate case where \(w\) is constant. Its derivative is
\[ w' = \frac{\alpha\delta - \beta\gamma}{(\gamma z + \delta)^2} \ne 0, \]so a bilinear map is conformal everywhere it is defined. In the extended plane it is a bijection: the point \( z = -\frac\delta\gamma \) goes to \(w = \infty\), and \(z = \infty\) goes to \( w = \frac\alpha\gamma \) (for \(\gamma \ne 0\)). The inverse is again bilinear: \( z = \frac{\delta w - \beta}{-\gamma w + \alpha} \).
For \(\gamma \ne 0\), every bilinear map is a composition of simple steps:
\[ w = \frac\alpha\gamma + \frac{\beta\gamma - \alpha\delta}{\gamma}\cdot\frac{1}{\gamma z + \delta}: \]Translations, rotations and scalings clearly keep circles circles and lines lines; the only thing to check is the inversion \(w = \frac1z\), and that is a short computation. A circle through the pole \(z = -\frac\delta\gamma\) is sent through \(\infty\), so it becomes a line.
A bilinear map has three free complex parameters (the four coefficients matter only up to a common factor). Correspondingly: for any three distinct points \(z_1, z_2, z_3\) and any three distinct points \(w_1, w_2, w_3\), there is exactly one bilinear map sending \(z_k\) to \(w_k\). The tool for finding it is the cross ratio.
Why: for a bilinear map, \( w_j - w_k = \frac{(\alpha\delta - \beta\gamma)(z_j - z_k)}{(\gamma z_j + \delta)(\gamma z_k + \delta)} \). Each point appears once in the numerator and once in the denominator of the cross ratio, so all the factors \( \gamma z_k + \delta \) and \( \alpha\delta - \beta\gamma \) cancel. (If one of the points is \(\infty\), the factors containing it are simply dropped.)
Why it works: \( |w| = \frac{|z - z_0|}{|z - \bar z_0|} \) is the ratio of the distances from \(z\) to \(z_0\) and to its mirror image \(\bar z_0\) in the real axis.
The two free parameters have a clear meaning: \(z_0\) is the point that becomes the centre, and \(\theta_0\) fixes the rotation (it is the argument of the image of \(z = \infty\): \( w(\infty) = e^{i\theta_0} \)). In fact, every conformal one-to-one map of the upper half-plane onto the unit disk has this form.
This map is the workhorse for problems on the half-plane: steady temperatures, potentials and flows are easy to compute in a disk, and the Cayley transform carries the solution over.
| Concept | Statement |
|---|---|
| Conformal at \(z_0\) | angles between curves preserved in size and orientation |
| Theorem | \(f\) regular and \( f' \ne 0 \) in \(G\) \(\Rightarrow\) conformal in \(G\) |
| Local behaviour | rotation by \(\arg f'(z_0)\), stretching by \(|f'(z_0)|\) |
| Bilinear map | \( w = \frac{\alpha z + \beta}{\gamma z + \delta} \), \( \alpha\delta - \beta\gamma \ne 0 \); circles/lines \(\to\) circles/lines |
| Cross ratio | \( \frac{(z_4 - z_1)(z_2 - z_3)}{(z_2 - z_1)(z_4 - z_3)} \) is invariant; 3 points determine the map |
| Half-plane \(\to\) disk | \( w = e^{i\theta_0}\frac{z - z_0}{z - \bar z_0} \), \( \operatorname{Im}z_0 > 0 \) |
Try each one before opening the solution. More solved problems from this topic are in Complex Numbers.
\( f'(z_0) = e^{z_0} = e\cdot e^{i\pi/2} = ie \): rotation by \(90^\circ\), stretching by \(e \approx 2.72\).
\( w' = 3z^2 - 3 = 0 \) at \( z = \pm1 \). There angles are doubled (since \(w'' = 6z \ne 0\)).
The real axis goes to the unit circle (Section 5). The imaginary axis \( z = iy \): \( w = \frac{y - 1}{y + 1} \), real; as \(y\) runs over \(\mathbb R\) it covers the whole real axis. So the imaginary axis maps onto the real axis (a line through \(\infty\), the image of \(z = -i\)).
Zero at \(-1\), pole at \(1\): \( w = k\frac{z + 1}{z - 1} \). From \(0 \mapsto i\): \( -k = i \), \(k = -i\). So \( w = -i\frac{z + 1}{z - 1} = i\frac{1 + z}{1 - z} \).
\( \frac{(-i - 1)(i + 1)}{(i - 1)(-i + 1)} = \frac{-(1 + i)^2}{-(1 - i)^2} = \frac{2i}{-2i} = -1 \). Four points have a real cross ratio exactly when they lie on one circle or line; here, the unit circle.
\( w = e^{i\theta_0}\frac{z - 2i}{z + 2i} \), and \( w(\infty) = e^{i\theta_0} = -1 \), so \( w = -\frac{z - 2i}{z + 2i} = \frac{2i - z}{z + 2i} \).
Conformality is the geometric face of complex differentiability: since \(f'(z_0)\) acts on every small displacement as one complex number (one rotation, one scaling), an analytic map with \(f' \ne 0\) preserves angles. Among conformal maps, the bilinear transformations are the most manageable. They are built from translations, rotations, scalings and one inversion; they send circles and lines to circles and lines; three points determine them, via the invariant cross ratio. The map \( w = e^{i\theta_0}\frac{z - z_0}{z - \bar z_0} \) shows what they can do: an infinite half-plane becomes a bounded disk, with all angles intact.
Related posts: complex derivatives and the Cauchy–Riemann equations; complex functions, limits and continuity.