Among the four largest Taiwan-based notebook ODMs, Quanta Computer recorded the highest net EPS at NT$0.95 (US$0.030) and Inventec the highest gross margin at 5.90% in the first quarter of 2015.

Quanta and Inventec benefited from increased shipments of servers for cloud computing in the first quarter.

Quanta and Compal Electronics expect notebook shipments in the second quarter of 2015 to increase sequentially by 10% and 10-15%, respectively, but are conservative about notebook shipments for the whole year.