Quarter-wave impedance transformer

The lumped-element low-pass filter (top) can be converted to a design that eliminates the inductors and contains capacitors only by the use of J-inverters, resulting in a mixed lumped-element and distributed-element design.

At radio frequencies of upper VHF or higher up to microwave frequencies one quarter wavelength is conveniently short enough to incorporate the component within many products, but not so small that it cannot be manufactured using normal engineering tolerances, and it is at these frequencies where the device is most often encountered. It is especially useful for making an inductor out of a capacitor, since designers have a preference for the latter.[1]

Another application is when DC power needs to be fed into a transmission line, which may be necessary to power an active device connected to the line, such as a switching transistor or a varactor diode for instance. An ideal DC voltage source has zero impedance, that is, it presents a short circuit and it is not useful to connect a short circuit directly across the line. Feeding in the DC via a λ/4 transformer will transform the short circuit into an open circuit which has no effect on the signals on the line.[2] Likewise, an open circuit can be transformed into a short circuit.[3]

The device can be used as a component in a filter, and in this application it is sometimes known as an inverter because it produces the mathematical inverse of an impedance. Impedance inverters are not to be confused with the more common meaning of power inverter for a device that has the inverse function of a rectifier. Inverter is a general term for the class of circuits that have the function of inverting an impedance. There are many such circuits and the term does not necessarily imply a λ/4 transformer. The most common use for inverters is to convert a 2-element-kind[4] LC filter design such as a ladder network into a one-element-kind filter. Equally, for bandpass filters, a two-resonator-kind (resonators and anti-resonators) filter can be converted to a one-resonator-kind. Inverters are classified as K-inverters or J-inverters[5] depending on whether they are inverting a series impedance or a shunt admittance.[1] Filters incorporating λ/4 inverters are only suitable for narrow band applications. This is because the impedance transformer line only has the correct electrical length of λ/4 at one specific frequency. The further the signal is from this frequency the less accurately the impedance transformer will be reproducing the impedance inverter function and the less accurately it will be representing the element values of the original lumped-element filter design.[6]

Quarter-wave transformers are illustrated in an impedance Smith chart. Looking towards a load through a length l of lossless transmission line, the normalized impedance changes as l increases, following the blue circle. At l=λ/4, the normalized impedance is reflected about the centre of the chart.

Standing waves on a transmission line with an open-circuit load (top), and a short-circuit load (bottom). Black dots represent electrons, and arrows show the electric field. A quarter-wavelength away from the open-circuit, the current and voltage oscillations are exactly the same as at a short-circuit, and vice versa. This reflects the fact that open circuit (Z=∞) is dual to short circuit (Z=0).

A transmission line that is terminated in some impedance, Z_L, that is different from the characteristic impedance, Z₀, will result in a wave being reflected from the termination back to the source. At the input to the line the reflected voltage adds to the incident voltage and the reflected current subtracts (because the wave is travelling in the opposite direction) from the incident current. The result is that the input impedance of the line (ratio of voltage to current) differs from the characteristic impedance and for a line of length l is given by;[7]

${\displaystyle Z_{\mathrm {in} }=Z_{0}{\frac {Z_{L}+Z_{0}\tanh(\gamma l)}{Z_{0}+Z_{L}\tanh(\gamma l)}}}$

where γ is the line propagation constant.

A very short transmission line, such as those being considered here, in many situations will have no appreciable loss along the length of the line and the propagation constant can be considered to be purely imaginary phase constant, iβ and the impedance expression reduces to,[7]

${\displaystyle Z_{\mathrm {in} }=Z_{0}{\frac {Z_{L}+iZ_{0}\tan(\beta l)}{Z_{0}+iZ_{L}\tan(\beta l)}}}$

Since β is the same as the angular wavenumber,

${\displaystyle \beta ={\frac {2\pi }{\lambda }}\ ,}$

for a quarter-wavelength line,

${\displaystyle l={\frac {\lambda }{4}}\ ,}$ ${\displaystyle \beta l={\pi \over 2}\ ,}$

and the impedance becomes, taking the limit as the tangent function argument approaches ${\displaystyle \pi \over 2}$

${\displaystyle Z_{\mathrm {in} }=\lim _{\beta l\rightarrow \pi /2}{Z_{0}{\frac {Z_{L}+iZ_{0}\tan({\beta l})}{Z_{0}+iZ_{L}\tan({\beta l})}}}=Z_{0}{\frac {iZ_{0}}{iZ_{L}}}={\frac {{Z_{0}}^{2}}{Z_{L}}}}$

which is the same as the condition for dual impedances;

${\displaystyle {\frac {Z_{\mathrm {in} }}{Z_{0}}}={\frac {Z_{0}}{Z_{L}}}}$

The lumped equivalent of the above transmission line. This is one of four possible realizations of the network.

Similar properties can be realized using either a "T" or "PI" network consisting of lumped elements each of which has a reactance equal to the Zo of the simulated one-quarter wavelength (λ), transmission line. [8] This realization of the transformer is useful at lower frequencies where a quarter-wave transmission line would be impractically long. As with the physical transmission line, the relationship between the characteristic impedance, Z₀, input impedance, Z_in and load impedance, Z_L is: ${\displaystyle {\frac {Z_{\mathrm {in} }}{Z_{0}}}={\frac {Z_{0}}{Z_{L}}}}$

The quarter wave transformer is an alternative to a stub; but, whereas a stub is terminated in a short (or open) circuit and the length is chosen so as to produce the required impedance transformation, the λ/4 transformer is in series with the load and its length and characteristic impedance are designed to produce the required impedance transformation. The quarter wave transformer is a subset of series line (section) matching methods.[9]

• Bharathi Bhat, Shiban K. Koul, Stripline-like transmission lines for microwave integrated circuits, New Age International, 1989 ISBN 81-224-0052-3.
• F.R. Connor, Wave Transmission, Edward Arnold Ltd., 1972 ISBN 0-7131-3278-7
• George L. Matthaei, Leo Young and E. M. T. Jones, Microwave Filters, Impedance-Matching Networks, and Coupling Structures McGraw-Hill 1964.