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Solutions at λ = 0

f = f (z; E, c) , (E, c) ∈ G . w solution to pencil (P), with initial conditions:

w(0; E, c) = f (0;E, c)

=

( f (T; E, c), E ∈ (0, E 0 ), (lib), f (T; E, c) − π, E ∈ (−∞, 0) ∪ (E 0 ,+∞), (rot),

z w(0; E,c) = f z (0; E,c) = f z (T ; E, c)

Ram´on G. Plaza — Stability of periodic nonlinear Klein-Gordon waves — II Workshop on Nonlinear Dispersive Equations. Universidade Estadual de Campinas, Brazil. October 6 to 9, 2015.

System at λ = 0 :

w z = A(z, 0)w,

A(z, 0) =

0 1

−V 00 (f (z))/(c 2 − 1) 0

.

Lemma

The two-dimensional vector space of solutions is spanned by

w 0 (z) = f z

f zz

, and w 1 (z) = f E

f Ez

.

det(w (z), w (z)) = f f − f f = 1

6= 0

System at λ = 0 :

w z = A(z, 0)w,

A(z, 0) =

0 1

−V 00 (f (z))/(c 2 − 1) 0

.

Lemma

The two-dimensional vector space of solutions is spanned by

w 0 (z) = f z

f zz

, and w 1 (z) = f E

f Ez

.

det(w 0 (z), w 1 (z)) = f z f Ez − f E f zz = 1 c 2 − 1 6= 0

Ram´on G. Plaza — Stability of periodic nonlinear Klein-Gordon waves — II Workshop on Nonlinear Dispersive Equations. Universidade Estadual de Campinas, Brazil. October 6 to 9, 2015.

Solution matrix:

Q(z, 0) := (w 0 (z), w 1 (z))

F(z, 0) = Q(z, 0)Q(0, 0) −1 .

M(0) = F(T, 0) = Q(T, 0)Q(0, 0) −1

Q(z, 0) −1 = (c 2 − 1)

f Ez −f E

−f zz f z

.

Lemma

If T E 6= 0 , there exists a basis in R 2 such that the monodromy map M(λ) at λ = 0 has the Jordan form

M(0) ∼

1 −T E

0 1

.

Q(T, 0) − Q(0, 0) is a rank-one matrix provided that T E 6= 0 :

Q(T, 0) = Q(0, 0) + 0 −T E v 0 (E, c) 0 −T E V 0 (u 0 (E,c))

c 2 −1

!

Ram´on G. Plaza — Stability of periodic nonlinear Klein-Gordon waves — II Workshop on Nonlinear Dispersive Equations. Universidade Estadual de Campinas, Brazil. October 6 to 9, 2015.

Lemma

If T E 6= 0 , there exists a basis in R 2 such that the monodromy map M(λ) at λ = 0 has the Jordan form

M(0) ∼

1 −T E

0 1

.

Q(T, 0) − Q(0, 0) is a rank-one matrix provided that T E 6= 0 :

Q(T, 0) = Q(0, 0) + 0 −T E v 0 (E, c) 0 −T E V 0 (u 0 (E,c))

c 2 −1

!

Under Assumption (c), we have monotonicity of the period map (Chicone, 1987: criterion for planar Hamiltonian systems):

Lemma

Under assumptions there holds T E 6= 0 . More precisely we have:

(i) T E > 0 in the rotational subluminal and librational superluminal cases.

(ii) T E < 0 in the rotational superluminal and librational subluminal cases.

Ram´on G. Plaza — Stability of periodic nonlinear Klein-Gordon waves — II Workshop on Nonlinear Dispersive Equations. Universidade Estadual de Campinas, Brazil. October 6 to 9, 2015.

Lemma

If we define

∆ ¯ := − T E c 2 − 1 then

(a) ∆ ¯ > 0 for rotational waves.

(b) ∆ ¯ < 0 for librational waves.

Solutions series expansions

Q = Q(z, λ) solution to dQ

dz = A(z, λ)Q.

Q(0, λ) = Q(0, 0) = (w 0 (0), w 1 (0)) By analyticity, seek series expansion

Q(z, λ) =

+∞

n=0 ∑

λ n Q n (z)

Ram´on G. Plaza — Stability of periodic nonlinear Klein-Gordon waves — II Workshop on Nonlinear Dispersive Equations. Universidade Estadual de Campinas, Brazil. October 6 to 9, 2015.

Solutions series expansions

Q = Q(z, λ) solution to dQ

dz = A(z, λ)Q.

Q(0, λ) = Q(0, 0) = (w 0 (0), w 1 (0)) By analyticity, seek series expansion

Q(z, λ) =

+∞

n=0 ∑

λ n Q n (z)

Collecting like powers of λ we obtain a hierarchy:

(c 2 − 1) dQ 1

dz = A 0 (z)Q 1 + A 1 Q 0 (c 2 −1) dQ n

dz = A 0 (z)Q n +A 1 Q n−1 + A 2 Q n−2 , n = 2, 3, . . . Solution by variation of parameters:

Q 1 (z) = Q 0 (z) c 2 − 1

Z z

0

Q 0 (y) −1 A 1 Q 0 (y) dy

Q n (z) = Q 0 (z) c 2 − 1

Z z 0

Q 0 (y) −1 A 1 Q n−1 (y)+ A 2 Q n−2

dy, n ≥ 2

Ram´on G. Plaza — Stability of periodic nonlinear Klein-Gordon waves — II Workshop on Nonlinear Dispersive Equations. Universidade Estadual de Campinas, Brazil. October 6 to 9, 2015.

Collecting like powers of λ we obtain a hierarchy:

(c 2 − 1) dQ 1

dz = A 0 (z)Q 1 + A 1 Q 0 (c 2 −1) dQ n

dz = A 0 (z)Q n +A 1 Q n−1 + A 2 Q n−2 , n = 2, 3, . . . Solution by variation of parameters:

Q 1 (z) = Q 0 (z) c 2 − 1

Z z

0

Q 0 (y) −1 A 1 Q 0 (y) dy

Q n (z) = Q 0 (z) c 2 − 1

Z z 0

Q 0 (y) −1 A 1 Q n−1 (y)+ A 2 Q n−2

dy, n ≥ 2

By Abel’s identity:

Lemma

For all z ∈ R , λ ∈ C , there holds

det Q(z, λ) = exp 2cλz/(c 2 − 1) c 2 − 1 . After (tedious) computations:

Lemma

tr Q 0 (T)Q 0 (0) −1 = 2.

tr Q 1 (T)Q 0 (0) −1 = 2cT c 2 − 1 . tr Q 2 (T)Q 0 (0) −1 = c 2 T 2

(c 2 − 1) 2 − T E c 2 − 1

Z T

0

f z (y) 2 dy.

Ram´on G. Plaza — Stability of periodic nonlinear Klein-Gordon waves — II Workshop on Nonlinear Dispersive Equations. Universidade Estadual de Campinas, Brazil. October 6 to 9, 2015.

By Abel’s identity:

Lemma

For all z ∈ R , λ ∈ C , there holds

det Q(z, λ) = exp 2cλz/(c 2 − 1) c 2 − 1 . After (tedious) computations:

Lemma

tr Q 0 (T)Q 0 (0) −1 = 2.

tr Q 1 (T)Q 0 (0) −1 = 2cT c 2 − 1 .

−1 c 2 T 2

− T E Z T 2

Perturbation of the Jordan block

By analyticity of the monodromy map:

M(λ) =

+∞

n=0 ∑

λ n n!

d n M dλ n (0).

(Standard perturbation theory, Kato.) In general, the Floquet multipliers bifurcate from λ = 0 in Pusieux series.

Fundamental matrix:

F(z, λ) = Q(z, λ)Q 0 (0) −1 =

+∞

n=0

λ n Q n (z)Q −1 0 =:

+∞

n=0

λ n F n (z)

Ram´on G. Plaza — Stability of periodic nonlinear Klein-Gordon waves — II Workshop on Nonlinear Dispersive Equations. Universidade Estadual de Campinas, Brazil. October 6 to 9, 2015.

Perturbation of the Jordan block

By analyticity of the monodromy map:

M(λ) =

+∞

n=0 ∑

λ n n!

d n M dλ n (0).

(Standard perturbation theory, Kato.) In general, the Floquet multipliers bifurcate from λ = 0 in Pusieux series.

Fundamental matrix:

F(z, λ) = Q(z, λ)Q 0 (0) −1 =

+∞

n=0

λ n Q n (z)Q −1 0 =:

+∞

n=0

λ n F n (z)

Lemma

We have convergent series expansions

M(λ) =

+∞

n=0

λ n Q n (T )Q 0 (0) −1 ,

tr M(λ) =

+∞

n=0

λ n tr Q n (T )Q 0 (0) −1 ,

and det M(λ) =

+∞

n=0

2cT c 2 − 1

n

λ n n! ,

Ram´on G. Plaza — Stability of periodic nonlinear Klein-Gordon waves — II Workshop on Nonlinear Dispersive Equations. Universidade Estadual de Campinas, Brazil. October 6 to 9, 2015.

Expansion of the Floquet multipliers

µ , solutions to:

D(λ, ˆ µ) = det(M(λ) −µI) = µ 2 −(tr M(λ))µ+ detM(λ) = 0

µ ± (λ) = 1 2

tr M(λ) ± (tr M(λ)) 2 − 4 det M(λ) 1/2

Expanding:

tr M(λ) 2 − 4 det M(λ) =

tr Q 0 (T)Q 0 (0) −1 + λtr Q 1 (T)Q 0 (0) −12 tr Q 2 (T)Q 0 (0) −1 2

+

− 4

1 + 2cT

c 2 − 1 λ + 2c 2 T 2 (c 2 − 1) 2 λ 2

+ O(λ 3 )

= 4∆λ 2 + O(λ 3 ), where,

∆ := − T E c 2 − 1

Z T

0

f z (y) 2 dy

Ram´on G. Plaza — Stability of periodic nonlinear Klein-Gordon waves — II Workshop on Nonlinear Dispersive Equations. Universidade Estadual de Campinas, Brazil. October 6 to 9, 2015.

The two Floquet multipliers are analytic functions of λ at λ = 0 . Asymptotic form:

µ ± (λ) = 1 + cT

c 2 − 1 ± ∆ 1/2

λ + O(λ 2 )

Definition

We define the modulational instability index to be the quantity

γ M := sgn∆

Clearly sgn ∆ = sgn ¯ ∆

The two Floquet multipliers are analytic functions of λ at λ = 0 . Asymptotic form:

µ ± (λ) = 1 + cT

c 2 − 1 ± ∆ 1/2

λ + O(λ 2 )

Definition

We define the modulational instability index to be the quantity

γ M := sgn∆

Clearly sgn ∆ = sgn ¯ ∆

Ram´on G. Plaza — Stability of periodic nonlinear Klein-Gordon waves — II Workshop on Nonlinear Dispersive Equations. Universidade Estadual de Campinas, Brazil. October 6 to 9, 2015.

The two Floquet multipliers are analytic functions of λ at λ = 0 . Asymptotic form:

µ ± (λ) = 1 + cT

c 2 − 1 ± ∆ 1/2

λ + O(λ 2 )

Definition

We define the modulational instability index to be the quantity

γ M := sgn∆

Clearly sgn ∆ = sgn ¯ ∆

Expansion of D near the origin

Lemma

The periodic Evans function D(λ, κ) , for (λ,κ) ∈ C × R , has the following expansion in a neighborhood of (λ, κ) = (0, 0) ,

D(λ, κ) = −∆λ 2 +

iκ − cT c 2 − 1 λ

2

+ O(3),

where O(3) denotes terms of order three or higher in (λ, k) .

Ram´on G. Plaza — Stability of periodic nonlinear Klein-Gordon waves — II Workshop on Nonlinear Dispersive Equations. Universidade Estadual de Campinas, Brazil. October 6 to 9, 2015.

Lemma

If γ M = 1 then the solutions to D(λ, κ) = 0 near

(λ, κ) = (0, 0) emerge from the origin tangentially to the imaginary axis in the complex λ -plane:

λ(κ) = −ivκ + O(κ 2 ),

with v ∈ R , for |κ| 1 .

If γ M = −1 then the solutions emerge from the origin tangentially to two lines passing through the origin and forming non-zero angles with the imaginary axis:

λ(κ) = −(α + iβ)κ + O(κ 2 ),

Im

Re λ

λ Im

Re λ λ

Figure : Qualitative sketch of σ near the origin. γ M = 1 (left); γ M = −1 (right).

Ram´on G. Plaza — Stability of periodic nonlinear Klein-Gordon waves — II Workshop on Nonlinear Dispersive Equations. Universidade Estadual de Campinas, Brazil. October 6 to 9, 2015.

Theorem

Under assumptions (a), (b) and (c):

• γ M = −1 for librational waves. Spectrally unstable.

• γ M = 1 for rotational waves. The spectrum is tangent to the imaginary axis at λ = 0 .

Theorem

Under the non-degeneracy condition T E 6= 0 if the

modulational instability index is γ M = −1 then the

underlying periodic traveling wave is spectrally unstable.

Theorem

Under assumptions (a), (b) and (c):

• γ M = −1 for librational waves. Spectrally unstable.

• γ M = 1 for rotational waves. The spectrum is tangent to the imaginary axis at λ = 0 .

Theorem

Under the non-degeneracy condition T E 6= 0 if the modulational instability index is γ M = −1 then the underlying periodic traveling wave is spectrally unstable.

Ram´on G. Plaza — Stability of periodic nonlinear Klein-Gordon waves — II Workshop on Nonlinear Dispersive Equations. Universidade Estadual de Campinas, Brazil. October 6 to 9, 2015.

Relation to Whitham’s modulation theory

Reference: Whitham, Proc. Roy. Soc. Ser. A (1965).

WKB approximations of the form:

u(x, t) = f z(x,t) ε

+ O(ε),

k, ω are no longer constant (and hence, E and c ). We have c = ω/k and k = θ x , ω = −θ t , θ = kx − ωt . Conservation of fluxons:

k t + ω x = 0

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