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Notes-Chapter 11 - Optimization

The document discusses optimization in mathematical economics, focusing on functions of one and two variables, and extends to multiple variables. It covers necessary conditions for maxima and minima, second-order conditions, and provides examples and applications in economic contexts, particularly for multiproduct firms. The content is structured around mathematical formulations and the use of Hessian matrices to determine optimal solutions.
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0% found this document useful (0 votes)
5 views17 pages

Notes-Chapter 11 - Optimization

The document discusses optimization in mathematical economics, focusing on functions of one and two variables, and extends to multiple variables. It covers necessary conditions for maxima and minima, second-order conditions, and provides examples and applications in economic contexts, particularly for multiproduct firms. The content is structured around mathematical formulations and the use of Hessian matrices to determine optimal solutions.
Copyright
© All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

15/08/2023

Chapter 11 - Optimization:
More Than One Choice Variable

Alpha Chiang, Fundamentals of


Mathematical Economics, 3rd Edition

Lecturer: Dr. Khong Tien Dung


School of Economics, Can Tho University

One variable case

z = f ( x)
dz = 0 necessary but not sufficient
dz = f '( x)dx for either maximum or minimum
Max: d 2 z  0
Min: d 2 z  0

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Function of 2 variables
z = f ( x, y )
dz = f x dx + f y dy
dz = 0  f x = f y = 0 for dx and dy not both zero
z z
fx  , fy = first partials
x y
 2 z   z 
f xx  ( fx ) or   
x x 2
x  x 
second order partials
 2 z   z 
f yy  ( f y ) or   
x y 2 y  y 
  z  2 z
f xy    or
x  y  xy
  z  2 z
f yx    or
y  x  yx
Young's theorem: f xy = f yx

Examples:
1. z = x3 + 5 xy − y 2
f x = 3x 2 + 5 y
f y = 5x − 2 y
f xx = 6 x
f yy = −2
f xy = 5

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Examples:
2. z = x 2e− y

f x = 2 xe − y f xx = 2 xe − y
f xy = −2 xe − y
f y = −1x 2e− y f yy = x 2e − y

2nd Order Total Differential


dz = f x dx + f y dy
 
d 2 z = d (dz ) = (dz )dx + (dz )dy
x y
 
= ( f x dx + f y dy )dx + ( f x dx + f y dy )dy
x y
= ( f xx dx + f yx dy )dx + ( f xy dx + f yy dy )dy
= f xx dx 2 + f yx dydx + f xy dxdy + f yy dy 2
= f xx dx 2 + 2 f xy dxdy + f yy dy 2

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Examples:
3. z = x3 + 5 xy − y 2
Find dz, d 2 z

dz = f x dx + f y dy

( )
= 3x 2 + 5 y dx + ( 5 x − 2 y ) dy
d 2 z = 6 xdx 2 + 2(5)dxdy − 2dy 2

Second Order Condition:


z = f ( x, y )
d 2z  0 for maximum, arbitrary values of dx and dy
d 2z  0 for minimum
d 2z  0 iff f xx  0, f yy  0, f xx f yy  f xy 2
f xx f xy
0
f yx f yy
d 2z  0 iff f xx  0, f yy  0, f xx f yy  f xy 2

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Conditions for Relative Extremum


CONDITIONS FOR RELATIVE EXTREMUM
Maximum Minimum

FOC - first order


conditions fx = f y = 0 fx = f y = 0
SOC - 2nd order f xx  0, f yy  0 f xx  0, f yy  0
conditions
f xx f yy  f xy 2 f xx f yy  f xy 2

Objective Functions With


More Than Two Variables

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Objective Functions With


More Than Two Variables

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3 variables:
dz = f1dx1 + f 2 dx2 + f3dx3
 (dz )  (dz )  (dz )
d 2z = dx1 + dx2 + dx3
x1 x2 x3

= ( f1dx1 + f 2 dx2 + f3dx3 )dx1
x1

+ ( f1dx1 + f 2 dx2 + f3dx3 )dx2
x2

+ ( f1dx1 + f 2 dx2 + f3dx3 )dx3
x3
d 2z = f11dx12 + f12 dx1dx2 + f13dx1dx3
+ f 21dx2 dx1 + f 22 dx2 2 + f 23dx2 dx3
+ f31dx3dx1 + f32 dx3dx2 + f33dx32

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3 variables:
dz = f1dx1 + f 2 dx2 + f3dx3
 (dz )  (dz )  (dz )
d 2z = dx1 + dx2 + dx3
x1 x2 x3

= ( f1dx1 + f 2 dx2 + f3dx3 )dx1
x1

+ ( f1dx1 + f 2 dx2 + f3dx3 )dx2
x2

+ ( f1dx1 + f 2 dx2 + f3dx3 )dx3
x3
d 2z = f11dx12 + f12 dx1dx2 + f13dx1dx3
+ f 21dx2 dx1 + f 22 dx2 2 + f 23dx2 dx3
+ f31dx3dx1 + f32 dx3dx2 + f33dx32

This is a quadratic form

13

3 variables:
Technique: regard dxi as variables that can take on any values, fij as coefficients

We have a symmetric Hessian Determinant

f11 f12 f13


H = f 21 f 22 f 23
f31 f32 f33
Successive principal minors

f11 f12
H1 = f11 , H2 = , H3 = H
f 21 f 22

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3 variables:
Rules:

maximum  
 H1  0, H 2  0, H 3  0  d z is negative definite
2
z is a   if   or  2 
minimum   H1  0, H 2  0, H 3  0
   
d z is positive definite 

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3 variables:

Example: Find the extreme values of

z = 2 x12 + x1 x2 + 4 x2 2 + x1 x3 + x32 + 2
f1 = 4 x1 + x2 + x3 = 0
f2 = x1 + 8 x2 =0
f3 = x1 + 2 x3 = 0

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3 variables:
Solution:
− x1 −x
x2 = , x3 = 1
8 2
−x −x
4 x1 − 1 − 1 = 0
8 2
32 x1 − x1 − 4 x1 = 0
27 x1 = 0
x1 = 0, x2 = 0, x3 = 0, z =2

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3 variables:
Solution: cont’d

f11 f12 f13 4 1 1


H = f 21 f 22 f 23 = 1 8 0
f31 f32 f33 1 0 2

H1 = f11 = 4
f11 f12 4 1
H2 = = = 31
f 21 f 22 1 8
H 3 = H = 4(16 − 0) − 1(2 − 0) + 1(0 − 8) = 64 − 2 − 8 = 54

H1  0, H 2  0, H 3  0  positive definite, z*=2 is a minimum

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n-variable case:
z = f ( x1 , x2 , , xn )
dz = f1dx1 + f 2 dx2 + + f n dxn
f11 f12 f1n
f 21 f 22 f2n
H =

f n1 fn2 f nn
Principal minors: H1 , H 2 , , Hn
F.O.C.: f1 = f 2 = = fn = 0
S.O.C.: n principal minors must be positive (minimum)
n principal minors must alternate in sign (maximum)

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Economic Applications
⚫ Multiproduct firm:
⚫ Assume a two-product firm under pure competition.
⚫ Prices are exogenous P10 and P20
⚫ Firm’s Revenue function:
R1 = P10Q1+ P20Q2
where Qi is output level of the ith product per unit time.
⚫ Firm’s cost function:
C = 2Q12 + Q1Q2 +2 Q22

⚫ Note: ∂C/∂Q1 = 4Q1+Q2 and ∂C/∂Q2 = Q1+2Q2. . The


marginal costs of one product also depends on the output
of the other product.

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Economic Applications
⚫ Multiproduct firm:

Revenue: R1 = P10Q1 + P20Q2


Cost: C = 2Q12 + Q1Q2 + 2Q22
Profit:  = TR − TC = P10Q1 + P20Q2 − 2Q12 − Q1Q2 − 2Q22
Problem: find the levels of Q1 and Q2 which in combination,
will maximize  .
Take first partials and equate to zero:

1  = P10 − 4Q1 − Q2 = 0
Q1

2  = P20 − Q1 − 4Q2 = 0
Q2

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Economic Applications
⚫ Multiproduct firm:

2 simultaneous equations:
4Q1 + Q2 = P10
Q1 + 4Q2 = P20
Solution:
4 P10 − P20 4 P20 − P10
Q1* = and Q2 * =
15 15
Second order condition:
 11  12 −4 −1
H = =
 21  22 −1 −4
H1 = −4  0 and H 2 = 15  0

Conclusion: the Hessian matrix or d 2 z is negative definite,


and the solution does maximize profit.

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Economic Applications
⚫ Multiproduct firm: - monopolist

Demands facing the monopolist:


Q1 = 40 − 2 P1 + P2
Q2 = 15 + P1 − P2
Prices are related to output levels.
Why are they substitute goods? P1 , Q2 , P2 , Q1 

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Economic Applications
⚫ Multiproduct firm: - monopolist

Express prices in terms of sales volumes:


−2 P1 + P2 = Q1 − 40
P1 − P2 = Q2 − 15
Solving P1 and P2 by Cramer's rule or by substitution,
P1 = 55 − Q1 − Q2
P2 = 70 − Q1 − 2Q2

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Economic Applications
⚫ Multiproduct firm: - monopolist
Since P1  AR1 and P2  AR2 ,
Total Revenue:
R = PQ
1 1 + P2Q2

= (55 − Q1 − Q2 )Q1 + (70 − Q1 − 2Q2 )Q2


= 55Q1 + 70Q2 − 2Q1Q2 − Q12 − 2Q22
Total Cost:
C = Q12 + Q1Q2 + Q22
Profit Function:
 = R − C = (55Q1 + 70Q2 − 2Q1Q2 − Q12 − 2Q22 ) − (Q12 + Q1Q2 + Q22 )
= 55Q1 + 70Q2 − 3Q1Q2 − 2Q12 − 3Q22

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Economic Applications
⚫ Multiproduct firm: - monopolist

Objective Function:
 = 55Q1 + 70Q2 − 3Q1Q2 − 2Q12 − 3Q22
First partial derivatives, equated to zero (FOC)
 1 = 55 − 3Q2 − 4Q1 = 0  4Q1 + 3Q2 = 55
→
 2 = 70 − 3Q1 − 6Q2 = 0  3Q1 + 6Q2 = 70
Solution:
Q1* = 8, Q2 * = 7 23 → P1* = 39 13 , P2 * = 46 32 ,  * = 488 13

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Economic Applications
⚫ Multiproduct firm: - monopolist

SOC:
Second partial derivatives:  11 = −4,  12 =  21 = −3,  22 = −6
−4 −3
H = , H1 = −4  0, H 2 = 15  0,
−3 −6
Therefore  * is a maximum

27

Economic Applications
⚫ Price Discriminating Monopolist – 3 markets

Total Revenue:
R = R1 (Q1 ) + R2 (Q2 ) + R3 (Q3 )
Total Cost:
C = C (Q) where Q = Q1 + Q2 + Q3
Profit Function:
 = R1 (Q1 ) + R2 (Q2 ) + R3 (Q3 ) − C (Q)

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Economic Applications
⚫ Price Discriminating Monopolist – 3 markets

 = R1 (Q1 ) + R2 (Q2 ) + R3 (Q3 ) − C (Q)


Q
 1 = R1' (Q1 ) − C '(Q) = R1' (Q1 ) − C '(Q) = 0
Q1
Q
 2 = R2' (Q2 ) − C '(Q) = R2' (Q2 ) − C '(Q) = 0
Q2
Q
 3 = R3' (Q3 ) − C '(Q) = R3' (Q3 ) − C '(Q) = 0
Q3
C '(Q) = R1' (Q1 ) = R2' (Q2 ) = R3' (Q3 )
or MC = MR1 = MR 2 = MR 3

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Economic Applications
⚫ Price Discriminating Monopolist – 3 markets

MC = MR1 = MR 2 = MR 3

The levels of Q1, Q2,Q3 should be chosen such that the marginal
revenue in each market is equal to the marginal cost of total
output Q.

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Economic Applications
⚫ Relationship of MR and P (digression)

R = P Q
dR dQ dP  Q dP 
MR = =P +Q = P 1 + 
dQ dQ dQ  P dQ 
 1  1
= P 1 +  = P 1 − 
    
 1 
MRi = Pi 1 − 
 i 

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Economic Applications
⚫ Relationship of MR and P (digression)

MR1 = MR 2 = MR 3 can be written as


 1   1   1 
P1 1 −  = P2 1 −  = P3 1 − 
 1   2    3 
Implication:
The smaller the value of  in a particular market,
the higher the price charged in that market.

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Economic Applications
⚫ Price Discriminating Monopolist – 3 markets

Second order condition:


Q
 11 = R1 "(Q1 ) − C " (Q) = R1 "(Q1 ) − C "(Q)
Q1
Q
 22 = R2 "(Q2 ) − C " (Q) = R2 "(Q2 ) − C "(Q )
Q2
Q
 33 = R3 "(Q2 ) − C " (Q) = R3 "(Q3 ) − C "(Q )
Q3
 Q 
and  12 =  21 =  13 =  31 =  23 =  32 = −C "(Q) since = 1
 Qi 

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Economic Applications
⚫ Price Discriminating Monopolist – 3 markets

Second order condition:


R1 "− C " −C " −C "
H = −C " R3 "− C " −C "
−C " −C " R3 "− C "

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