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Once upon a time, when Wikipedia was only three-and-a-half years old and most people didn't know what it was, the article titled functional equation gave the identity $$ \sin^2\theta+\cos^2\theta = 1 $$ as an example of a functional equation. In this edit in July 2004, my summary said "I think the example recently put here is really lousy, because it's essentially just an algebraic equation in two variables." (Then some subsequent edits I did the same day brought the article to this state, and much further development of the article has happened since then.)

The fact that it's really only an algebraic equation in two variables, $x^2+y^2=1$, makes it a lousy example of a functional equation. It doesn't really involve $x$ and $y$ as functions of $\theta$, since any other parametrization of the circle would have satisfied the same equation. In a sense, that explains why someone like Norman Wildberger can do all sorts of elaborate things with trigonometry without ever using trigonometric functions.

But some trigonometric identities do involve trigonometric functions, e.g. $$ \sin(\theta_1+\theta_2)=\sin\theta_1\cos\theta_2+\cos\theta_1\sin\theta_2 $$ $$ \sec(\theta_1+\cdots+\theta_n) = \frac{\sec\theta_1\cdots\sec\theta_n}{e_0-e_2+e_4-e_6+\cdots} $$ where $e_k$ is the $k$th-degree elementary symmetric polynomial in $\tan\theta_1,\ldots,\tan\theta_n$. These are good examples of satisfaction of functional equations.

So at this point I wonder whether all trigonometric identities that do seem to depend on which parametrization of the circle is chosen involve adding or subtracting the arguments and no other operations. In some cases the addition or subtraction is written as a condition on which the identity depends, e.g. $$ \text{If }x+y+z=\pi\text{ then }\tan x+\tan y+\tan z = \tan x\tan y\tan z. $$

QUESTION: Do all trigonometric identities that do involve trigonometric functions, in the sense that they are good examples of satisfaction of functional equations by trigonometric functions, get their non-triviality as such examples only from the addition or subtraction of arguments? Or is there some other kind? And if there is no other kind, can that be proved?

Postscript: Wikipedia's list of trigonometic identities is more interesting reading than you might think. It has not only the routine stuff that you learned in 10th grade, but also some exotic things that probably most mathematicians don't know about. It was initially created in September 2001 by Axel Boldt, who was for more than a year the principal author of nearly all of Wikipedia's mathematics articles.

  • Do you count half-angle formulas ($\cos(x/2)=\sqrt{(1+\cos x)/2}$) as addition/subtraction of arguments? – Gerry Myerson Jan 17 '12 at 23:46
  • @GerryMyerson : I think one would have to count it that way. It's the same as $\cos w = \sqrt{(1+\cos(w+w))/2}$. – Michael Hardy Jan 18 '12 at 03:45
  • OK, then, how about $\prod_{k=1}^{\infty}\cos(x/2^k)=(\sin x)/x$? – Gerry Myerson Jan 18 '12 at 05:13
  • @GerryMyerson : $x_2+x_2=x_1$, $x_3+x_3=x_2$, etc., and then $\prod_{k=1}^\infty \cos(x_k/2) = (\sin x)/x$. – Michael Hardy Jan 18 '12 at 17:36
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    If we're going to have "identities" with infinitely many terms, how about $$\cos(t \sin(x)) = J_0(t) + 2 \sum_{k=1}^\infty J_{2k}(t) \cos(2kx)$$? – Robert Israel Jan 20 '12 at 09:01
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    @RobertIsrael : This looks like a counterexample to my guess. So a question is whether any such counterexample needs to have infinitely many terms? Or whether it must have something complicated like $k\mapsto J_{2k}(t)$? (One needn't go into $t\mapsto J_{2k}(t)$ since one would have a separate identity for each value of $t$ separately.) – Michael Hardy Jan 20 '12 at 19:19
  • PS: I see no reason not to allow infinitely many terms. At least not yet. – Michael Hardy Jan 20 '12 at 19:20
  • PPS: The aspect of it that qualifies it as a counterexample, at least to the simplest interpretation of my guess, is the left side---definitely not the right side. The right side is innocent. – Michael Hardy Jan 20 '12 at 19:38
  • If we allow angles and lengths of the sides we have in a triangle e.g. the law of sines. – Américo Tavares May 07 '12 at 15:57
  • @AméricoTavares : But that involves adding, i.e. the sum of the three angles is $\pi$, just as in the case I mentioned that says the sum of the tangents equals the product of the tangents if the sum of the three angles is $\pi$. – Michael Hardy May 07 '12 at 18:18
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    My rather trivial point is that instead of having an identity in the trigonometric functions of angles only (as in $\sin^2\theta+\cos^2\theta = 1$ or in $\sin(\theta_1+\theta_2)=\sin\theta_1\cos\theta_2+\cos\theta_1\sin\theta_2$) we also have the lengths of sides. – Américo Tavares May 07 '12 at 18:34
  • I'm not sure lengths of sides add a lot, unless you're dealing with polygons not inscribable in a sphere. The law of cosines says $a^2+b^2-2ab\cos C = c^2$. But if the circumscribed circle has unit diameter, then $a$, $b$, and $c$ are respectively $\sin A$, $\sin B$, and $\sin C$, and the identity says that if $A+B+C=\pi$ then $\sin^2 A+\sin^2 B - 2\sin A\sin B\cos C = \sin^2 C$. – Michael Hardy May 07 '12 at 19:26
  • Actually it occurs to me that the law of sines would still have some substance: it would say that if the circumscribed circle has unit diameter, then $a$, $b$, and $c$ are respectively $\sin A$, $\sin B$, and $\sin C$. – Michael Hardy May 07 '12 at 19:27
  • @AméricoTavares : "not inscribable in a sphere". Sorry---I meant not inscribable in a circle. – Michael Hardy May 08 '12 at 17:46
  • @MichaelHardy You are right. – Américo Tavares May 08 '12 at 18:32
  • How would you classify these? (It's Daviddaved@Wiki, thanks 4 your help there):http://math.stackexchange.com/questions/389225/a-matrix-w-integer-eigenvalues-and-trigonometric-identity – DVD May 16 '13 at 07:41
  • @Daved : Hello. At first glance that looks to me like something that doesn't depend on the fact that the circle is parametrized by arc length rather than in some other way. – Michael Hardy May 16 '13 at 18:02
  • @RobertIsrael : Months ago I added your identity $\cos(t \sin(x))$ $= J_0(t) + 2 \sum_{k=1}^\infty$ $J_{2k}(t) \cos(2kx)$ to Wikipedia's "list of trigonometric identities", and now I'm being asked if I can cite a source for it. Any ideas? – Michael Hardy Jan 01 '14 at 21:40
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    It comes via Fourier series from the integral representation of the Bessel functions, $$ J_n(t) = \dfrac{1}{2\pi} \int_{-\pi}^\pi \exp(i n x - i t \sin(x)); dx$$ – Robert Israel Jan 02 '14 at 01:05
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    Ah, here it is: Abramowitz & Stegun formula 9.1.42. – Robert Israel Jan 02 '14 at 01:10
  • @RobertIsrael : Perfect! Thank you. – Michael Hardy Jan 02 '14 at 04:29

4 Answers4

4

$$\sin^2\theta+\cos^2\theta = 1$$ can be rewritten as functional equation: $$\sin^2\theta+\sin^2(\theta+\pi/2) = 1.$$

3

If I understood correctly, the question is how uniquely we can determine trigonometric functions using functional equations. First thing is together with a strong enough functional equation we always need a some sort of "smoothness" condition. For example consider the system $$\begin{cases} f(x+y)=f(x)g(y)+g(x)f(y) \\ g(x+y)=g(x)g(y)-f(x)f(y) \end{cases}$$

Under any assumption sufficient for Cauchy functional equation we can deduce that it has a solution involving sine-and-cosine, but there are wildly discontinuous solutions one can construct using a Hamel bases of rationals over reals.

Next, since the set of all interesting functional equations is too big to consider, we can focus on somewhat special class called algebraic Addition theorems. For example $$h(x+y)=h(x)\sqrt{1-(h(y))^2}+\sqrt{1-(h(x))^2}h(y).$$ It is a theorem by Weierstrass that characterize all such meromorphic functions as either rational or periodic depending on the singularity type of $h$ at $\infty.$ You can see here for more details. Since the Jacobi's impossibility theorem of triply periodic meromorphic functions, we can find all of them explicitly. Roughly these are:

  • trigonometric functions (including hyperbolic, and exponential functions)
  • elliptic functions (I think of theses as some sort of generalized trigonometric functions, and I am not completely wrong as the theory of Jacobi elliptic functions can develop entirely analogous to trigonometry)
  • rational functions (in particular polynomials).

So yes!, under some reasonable assumptions, algebraic addition theorems recover a generalized class of trigonometric functions. Here being meromorphic is important otherwise we should include algebraic functions (and possibly more!). Alternatively, I will roughly sketch a proof to convince you that any complex differentiable function with an algebraic addition theorem is the inverse of a certain kind of integral. Let $\varphi$ be an analytic function (on some domain of $\mathbb{C}$) with an addition theorem, then there is a polynomial $G$ with constant coefficients satisfying $$G(\zeta, \eta, \theta) =0,\tag1$$ where $\zeta=\varphi(z), \eta=\varphi(w)=$ and $\theta=\varphi(w+z).$ Since $\zeta$ and $\eta$ are independent variables, by considering total derivatives of $G$ with respect to them gives: $$\dfrac{\partial G}{\partial \zeta}\dfrac{d \zeta}{d z}+\dfrac{\partial G}{\partial \theta}\dfrac{d \theta}{d z}=\dfrac{\partial G}{\partial \eta}\dfrac{d \eta}{d w}+\dfrac{\partial G}{\partial \theta}\dfrac{d \theta}{d w}=0.$$ Also we know that $\dfrac{d \theta}{d z}=\dfrac{d \theta}{d w},$ and consequently $$\dfrac{\partial G}{\partial \zeta}\dfrac{d \zeta}{d z}-\dfrac{\partial G}{\partial \eta}\dfrac{d \eta}{d w}=0.\tag2$$ If $\theta$ does not appear in $\dfrac{\partial G}{\partial \zeta}, \dfrac{\partial G}{\partial \eta},$ this lase equation is an expression that contains only $\zeta, \dfrac{d \zeta}{d z}, \eta$ and $\dfrac{d \eta}{d w}.$ On the other hand, even if they contain $\theta$ we can eliminate it using both $(1), (2)$ to obtain a polynomial relation with constant coefficients $$H\left(\zeta, \dfrac{d \zeta}{d z}, \eta, \dfrac{d \eta}{d w}\right)=0.$$ Since this is true for all $z, w$ in the domain, we can evaluate $v$ at some specific point to obtain a first order differential equation $\tilde{H}\left(\zeta, \dfrac{d \zeta}{d z}\right)=0.$ If this evaluation of $H$ vanish in all its coefficient, we can try different values of $w$ until we find a non-zero equation $\tilde{H}.$ We can solve this equation in terms of an algebraic function $K$ such that $\dfrac{d \zeta}{d z}=K(\zeta),$ and hence after separating variables $$z-z_0=\displaystyle\int_{\zeta_0}^{\zeta}\dfrac{d\zeta}{K(\zeta)}.$$ where $\varphi(z_0)=\zeta_0$ are appropriate constants. Then the addition thereom of $\varphi$ can be rewritten as $$\displaystyle\int_{\varphi(z_0)}^{\zeta}\dfrac{d\zeta}{K(\zeta)}+\displaystyle\int_{\varphi(z_0)}^{\eta}\dfrac{d\zeta}{K(\zeta)}=\displaystyle\int_{\varphi(z_0)}^{\theta}\dfrac{d\zeta}{K(\zeta)}.$$

You can find the original argument of this algorithm in this book with all the details and much more. For example to what I described here: \begin{array}{|l|c|r|} \zeta=\varphi(z) & \theta & \tilde{H} \\ \hline \sin z & \zeta\sqrt{1-\eta^2}+\eta\sqrt{1-\zeta^2} & \left(\dfrac{d \zeta}{d z}\right)^2+\zeta^2-1 \\ \tan z & \dfrac{\zeta+\eta}{1-\zeta\eta} & \dfrac{d \zeta}{d z}-\zeta^2-1\\ \sec z & \dfrac{\zeta\eta}{1-\sqrt{1-\zeta^2}\sqrt{1-\eta^2}} & \left(\dfrac{d \zeta}{d z}\right)^2-\zeta^2(\zeta^2-1) \end{array}

I am too lazy to continue this for other trigonometric and hyperbolic functions. In the next simplest case $K(\zeta)=K(\zeta, \sqrt{P(\zeta)})$ is a rational function, where $P$ is a polynomial of degree $3$ or $4$ with no repeated roots, we recover the Jacobian elliptic functions. Similar computations can carry on for some other elliptic functions, in particular for lemniscate functions mentioned in this solution to one of your question.

Bumblebee
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2

All the trigonometric identities can be derived from the properties of complex number multiplication.

The point on the unit circle at angle t in radians, as measured from the positive $x$-axis is $(\cos(t) + i \sin(t))$

The distance of this point from the origin is 1 because it is on the unit circle. Thus the magnitude of $( \cos(t) + i \sin(t) )$ is $1$ and this leads immediately to the identity

$$( \cos(t))^2 + ( \sin(t))^2 = 1$$

The sum of angle formulas follow immediately from the rule that to multiply two complex numbers you add their angles and multiply their magnitudes.

$$( \cos(t_1) + i \sin(t_1) ) \cdot ( \cos(t_2) + i \sin(t_2))$$

$$= \cos(t_1 + t_2) + i \sin (t_1 + t_2) (\cos (t_1) \cos(t_2) - \sin(t_1 ) \sin(t_2) ) + i ( \cos(t_1) \sin(t_2) + \sin(t_1) \cos(t_2) ) = \cos( t_1 + t_2) + i \sin(t_1 + t_2)$$

Separating real and imaginary components,

$$\cos(t_1) \cos(t_2) - \sin(t_1) \sin(t_2) = \cos(t_1 + t_2)$$

$$\cos(t_1) \sin(t_2) + \sin(t_1) \cos(t_2) = \sin(t_1 + t_2)$$

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    Well, all this is standard stuff that I've known since I was in high school, but it doesn't really answer the question actually asked. – Michael Hardy Jun 19 '12 at 01:22
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You wrote

So at this point I wonder whether all trigonometric identities that do seem to depend on which parametrization of the circle is chosen involve adding or subtracting the arguments and no other operations.

and asked

QUESTION: Do all trigonometric identities that do involve trigonometric functions, in the sense that they are good examples of satisfaction of functional equations by trigonometric functions, get their non-triviality as such examples only from the addition or subtraction of arguments? Or is there some other kind? And if there is no other kind, can that be proved?

I think that functional equations which are trigonometric identities need not have any connection with the circle. I think that here is a simple example.

Theorem: Suppose $\,f(z)\,$ is an odd $\,(f(z)=-f(-z))\,$ analytic function with a power series expansion of

$$ f(z) = a_1\frac{z^1}{1!} + a_3\frac{z^3}{3!} + a_5\frac{z^5}{5!} + \cdots \tag{1} $$

and suppose that it satisfies the functional equation for all complex $\,z\,$

$$ 0 = f(z)f(3z) + f(z)^2 - f(2z)^2. \tag{2} $$

Then the coefficient sequence $\,a_1,\,a_3,\,a_5,\,\dots\,$ forms a geometric progression which implies that

$$ f(z) = c_1\,\sinh(c_2\,z),\;\; a_k = c_1c_2^k \;\; \text{ if $k$ odd}. \tag{3} $$

This single functional equation $(2)$ is merely one special case of an infinite number of functional equations derived from the two variable functional equation

$$ 0 = f(w-z)f(w+z) + f(z)^2 - f(w)^2. \tag{4} $$

This equation, in turn, is only one of a number of multivariable homogeneous functional equations of a constrained class that has solutions as in equation $(3)$. Also, some of these equations have general solutions which are Weierstrass sigma functions but have trigonometric sine as special cases. For example,

$$ 0 = f(w-z)^3 f(w+z) + f(z)^3 f(z-2w) - f(w)^3 f(2z-w). \tag{5} $$

Also, some of these equations have general solutions which are Jacobi Elliptic functions such as $\,\text{sn}(z,m),\,\text{sc}(z,m),\,\text{sd}(z,m)\,$ but have trigonometric sine and tangent as special cases. For example,

$$ 0 \!=\! f(w) f(z) f(w\!+\!z) \!+\! f(w) f(w\!-\!z) f(z\!-\!2w) \!+\! f(2w) f(w\!+\!z) f(w\!-\!z) \!+\! f(2w) f(z) f(z\!-\!2w). \tag{6} $$

Some of these functional equations which arise from algebraic identities are contained in my web page "Special Algebraic Identities" which contains over 700 identities.

I am not sure how to interpret your question about

get their non-triviality as such examples only from the addition or subtraction of arguments?

because I don't know what you mean by "non-triviality". Please try to be more explicit in your question. Give a few examples and also some counterexamples.

Somos
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