Polarisation and Jones Calculus
Tilt your head while wearing polarised sunglasses and look at the glare off a wet road or a car
bonnet — it brightens and dims as you rotate. Look at a phone screen through them and turn the phone:
at one angle it blacks out entirely. Something about the light has a direction baked into it,
a direction that has nothing to do with where the light is going. That hidden property is
polarisation, and it is a direct fingerprint of the fact that light is a
transverse wave: its electric field oscillates across the line of travel, and which
way it points across that line is a real, physical, measurable thing.
This page has one idea, in two halves. First, the states of polarisation — linear,
circular, elliptical — and what physically distinguishes them. Second, the astonishingly tidy
bookkeeping that handles them: Jones calculus, in which every polarisation state is
a two-component vector and every optical element (a polariser, a wave plate) is a
2×2 matrix.
Sending light through a stack of elements becomes nothing more than multiplying matrices. Polarisation
optics turns into linear algebra — and that is a gift.
What polarisation is
A light wave travelling along z has an electric field lying in the
xy-plane, perpendicular to the direction of travel. At each instant that
field is a vector — it has an x-part and a y-part
— and polarisation is the story of how that vector's tip moves as the wave goes by.
-
Linear polarisation: the two components rise and fall exactly in step, so
the tip traces a straight line. The field always points along one fixed direction (horizontal,
vertical, or any angle between).
-
Circular polarisation: the components are equal in size but a
quarter-cycle (90^\circ) out of step. While one is at its peak
the other is at zero, so the tip sweeps out a circle, rotating once per wave period —
left-handed or right-handed depending on the sign of the phase lag.
-
Elliptical polarisation: the general case — unequal components, or any other phase
difference — traces an ellipse. Linear and circular are just its two special limits.
Ordinary light from the Sun or a bulb is unpolarised: a jumble of countless little
wave trains with every orientation, changing far too fast to pin down. A polariser is a filter that
passes only the field component along its transmission axis and absorbs the rest — which is exactly
how the glare-killing sunglasses work.
The states, drawn
Imagine looking straight down the beam, back toward the source, watching only the tip of the
electric-field vector in the xy-plane. Each polarisation state draws a
different shape. Step through the four cases:
Notice how naturally each state is captured by a pair of numbers: how much
x, how much y, and the
phase between them. That pair of (complex) numbers is exactly the Jones vector — the whole
motive for the calculus we build next.
Jones vectors: a state in two complex numbers
Write the polarisation as a column of two complex numbers — the amplitude and phase of the
x- and y-components:
\mathbf{J} = \begin{pmatrix} E_x \\ E_y \end{pmatrix}.
The relative phase between the two entries is what encodes the shape; an overall phase and an
overall size don't change the polarisation, so we usually normalise so that
|E_x|^2 + |E_y|^2 = 1 (that sum is the intensity). The standard states:
- Horizontal \begin{pmatrix}1\\0\end{pmatrix}, vertical \begin{pmatrix}0\\1\end{pmatrix}.
- Linear at +45^\circ: \tfrac{1}{\sqrt2}\begin{pmatrix}1\\1\end{pmatrix}; at any angle \theta: \begin{pmatrix}\cos\theta\\\sin\theta\end{pmatrix}.
- Right- and left-circular: \tfrac{1}{\sqrt2}\begin{pmatrix}1\\-i\end{pmatrix} and \tfrac{1}{\sqrt2}\begin{pmatrix}1\\i\end{pmatrix} — the i is the quarter-cycle phase shift.
Jones matrices: optics as multiplication
Here is the payoff. Every polarisation element transforms the input Jones vector into an output one by
a 2×2 matrix M: \mathbf{J}_{\text{out}} =
M\,\mathbf{J}_{\text{in}}. And to send light through element
M_1 then M_2 then
M_3, you just multiply the matrices —
M_3 M_2 M_1 — in the order the light meets them, right to left.
The whole apparatus collapses into a single matrix.
-
Linear polariser, transmission axis horizontal:
\begin{pmatrix}1&0\\0&0\end{pmatrix} — it keeps
E_x, kills E_y. Vertical axis:
\begin{pmatrix}0&0\\0&1\end{pmatrix}.
-
Half-wave plate (fast axis horizontal):
\begin{pmatrix}1&0\\0&-1\end{pmatrix} — it flips
E_y, reflecting a linear state about the axis (rotating
+\theta to -\theta).
-
Quarter-wave plate (fast axis horizontal):
\begin{pmatrix}1&0\\0&i\end{pmatrix} — it delays
E_y by a quarter cycle, turning 45^\circ
linear light into circular, and back again.
Feed 45^\circ linear light \tfrac{1}{\sqrt2}\binom{1}{1}
into a quarter-wave plate \binom{1\ 0}{0\ i} and out comes
\tfrac{1}{\sqrt2}\binom{1}{i} — circularly polarised light. That is how
every pair of "3-D glasses" and every circular polariser is built: a linear polariser glued to a
quarter-wave plate.
Malus's law
Send linearly polarised light of intensity I_0 through a polariser (an
"analyser") whose axis makes an angle \theta with the light's polarisation.
Only the component along the axis, E_0\cos\theta, gets through; intensity is
amplitude squared, so
I = I_0\cos^2\theta.
This is Malus's law, and it falls straight out of the Jones matrices. It says
parallel polarisers (\theta = 0) pass everything, crossed polarisers
(\theta = 90^\circ) pass nothing — total blackout — and at
45^\circ exactly half. Rotate the analyser and the transmitted intensity
traces a smooth \cos^2 curve:
Here is the delightful twist that makes people gasp. Two crossed polarisers pass zero light.
Now slip a third polariser at 45^\circ between
them — and light comes through! Each stage passes \cos^2 45^\circ = \tfrac12
of what reaches it, so the output is I_0\cdot\tfrac12\cdot(\tfrac12)(\tfrac12) =
\tfrac{I_0}{8} of the polarised input. Inserting a filter makes a dark system
brighter — impossible for classical absorption, obvious once you know each polariser
re-projects the state onto a new axis. It is a favourite demonstration and a genuine window
onto how measurement works in quantum mechanics.
Worked examples
Example 1 — Malus's law. Vertically polarised light of intensity
I_0 = 10\ \text{W/m}^2 hits an analyser at
\theta = 30^\circ. The transmitted intensity is
I = 10\cos^2 30^\circ = 10\,(0.866)^2 = 10(0.75) = 7.5\ \text{W/m}^2.
Example 2 — unpolarised then analysed. Unpolarised light of intensity
I_0 first meets a polariser. Averaging \cos^2\theta
over all angles gives \tfrac12, so I_0/2 emerges,
now polarised. A second polariser at 60^\circ to the first then passes
\tfrac{I_0}{2}\cos^2 60^\circ = \tfrac{I_0}{2}\,(0.5)^2 = \tfrac{I_0}{8}.
Example 3 — Jones multiplication. Horizontal light
\binom{1}{0} through a horizontal polariser
\binom{1\ 0}{0\ 0} gives
\binom{1\ 0}{0\ 0}\binom{1}{0}=\binom{1}{0} — passes untouched. Through a
vertical polariser \binom{0\ 0}{0\ 1} it gives
\binom{0}{0} — total blackout, crossed polarisers, exactly as Malus's law
says at 90^\circ.
Human eyes are almost blind to polarisation, but much of the animal kingdom is not. Bees read the
polarisation pattern of the blue sky — sunlight scattered by air molecules is partly
polarised in rings around the Sun — and use it as a compass even when the Sun itself is hidden by
cloud. Mantis shrimp go further still, with photoreceptors tuned to circular polarisation, a
channel no other animal is known to see; they may signal to each other on a private polarised band
invisible to predators. Cuttlefish, colour-blind themselves, appear to communicate and camouflage
using polarisation contrast. And the technology is everywhere too: every LCD screen works by
electrically rotating polarised light between crossed polarisers (which is why your sunglasses can
black out a phone), and stress in transparent plastics shows up as rainbow fringes between crossed
polarisers — the engineer's technique of photoelasticity.
Malus's law needs polarised light to start with. The clean
I = I_0\cos^2\theta applies when the input is already linearly polarised
and \theta is the angle between that polarisation and the analyser. Feed in
unpolarised light and the first polariser simply halves it (the \cos^2
averages to \tfrac12), with no angle to speak of — only from the
second element onward does Malus's law with a definite \theta take
over. The other classic slip is matrix order: light meeting elements
M_1, M_2, M_3 in that order is described by the product
M_3 M_2 M_1 — right to left, because each matrix acts on the
vector to its right. Matrix multiplication does not commute, so writing them left-to-right generally
gives a different, wrong answer.